BMO InvestorLine Relationship Manager, Active Trading
BMO — Toronto, ON, CAN
Posted 2026-08-18
Application Deadline: 09/20/2026 Address: 100 King Street West Job Family Group: Wealth Sales & Service This is a new role within BMO InvestorLine and it involves managing a portfolio of Active Trading clients with the mandate to drive client loyalty, share-of-wallet growth, and One Client referrals while increasing overall revenue, and client experience at a portfolio level. Delivers an exceptional customer experience to develop and retain long-term relationships in a defined client portfolio. Understands client and business trends to act as a source of information and expertise on direct investing for a specific market segment / specialty. Understands the local market and identifies opportunities to develop new and valuable customer acquisition opportunities. Meets the needs of portfolio clients and new prospects by recommending solutions in the best interests of clients. Understands and works towards the business plan for the designated products. Identifies gaps and opportunities in the business plan and recommends solutions to achieve results. Assists in managing the customer escalation process related to new features, benefits, and prices. Obtains feedback on customer needs an