Conseiller(ère), Investissement digital, ConseilDirect BMO

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Conseiller(ère), Investissement digital, ConseilDirect BMO in Canada.

This role focuses on delivering personalized investment advice and digital wealth management support to clients across Canada in a fully remote environment. You will act as a trusted advisor, helping clients understand their financial goals and guiding them toward tailored investment strategies aligned with their needs and risk profile. The position blends client relationship management, financial advisory expertise, and digital-first service delivery. You will also play a key role in identifying opportunities, improving client experience, and supporting internal teams with investment expertise. Operating within a collaborative and regulated environment, you will ensure high-quality service while maintaining compliance standards. This is an opportunity to contribute directly to clients’ long-term financial success while working in a modern, technology-enabled advisory model.