Location
toronto, on, Canada
Posted
July 13, 2026
Job Description
Join BMO InvestorLine as an Active Trading Client Specialist, focusing on high-value clients and tailored trading solutions. Maximizing client satisfaction is key in this role.
As a newly created position within BMO InvestorLine, you will engage with Active Trading clients through live demos and bespoke customer service. Your role will involve liaising with the sales team to ensure seamless client onboarding and support. Make an impact by utilizing your extensive product knowledge to guide clients in their trading journey.
Key Responsibilities:
• Conduct platform demos for Active Trading clients
• Provide high-level support for trading workflows
• Assist in developing business growth strategies
• Address complex client inquiries effectively
• Ensure compliance with investment regulations
Requirements:
• 4-6 years of experience in investment services
• Certification from the Canadian Securities Course (CSC)
• IIROC licensing as a supervisor
• Proficie...
As a newly created position within BMO InvestorLine, you will engage with Active Trading clients through live demos and bespoke customer service. Your role will involve liaising with the sales team to ensure seamless client onboarding and support. Make an impact by utilizing your extensive product knowledge to guide clients in their trading journey.
Key Responsibilities:
• Conduct platform demos for Active Trading clients
• Provide high-level support for trading workflows
• Assist in developing business growth strategies
• Address complex client inquiries effectively
• Ensure compliance with investment regulations
Requirements:
• 4-6 years of experience in investment services
• Certification from the Canadian Securities Course (CSC)
• IIROC licensing as a supervisor
• Proficie...