Find work in Canada.

564,521 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 5 mins ago
B
Procurement Specialist
BGIS
Halifax, NS
- Full-time
The Procurement Specialist is responsible for collaborating with Procurement Managers on a multitude of Procurement projects ranging from RFXs, contract management reviews and other supply…
Added 5 mins ago
PP
Events Specialist
People Plus Consulting Limited
Halifax, NS
- Full-time
…years of experience in providing job search assistance and support to residents of Halifax, is currently seeking a full-time Events Specialist at Job Junction Nova Scotia Works, Halifax,…
Added 6 mins ago
K
Specialist, US Corporate Tax
KPMG
Calgary, AB · AB · Winnipeg, MB · Edmonton, Alberta
- Full-time
…any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team by calling…
Added 35 mins ago
V|
Spécialiste mise en service/Commissioning Support Specialist
Veolia | North America
Montreal, QC
- Full-time
Nous recherchons un(e) Spécialiste mise en route pour diriger la mise en service et la commissioning de projets majeurs de traitement de l'eau dans les secteurs municipal, industriel et…
Added 1 hour ago
IG
Implementation Specialist
Insight Global
Toronto, ON
- From $40 CAD / hour
- Contract
We are looking for an Implementation / Configuration Specialist to support increased implementation volume during a busy sales period. This is a highly client-facing and technical role…
Added 1 hour ago
SJ
Registered Respiratory Therapist Respiratory Therapy
St. Joseph's Health Centre, Toronto
Toronto, ON
- Temporary
Client service oriented, with the ability to effectively work with diversity and appreciate that people with different opinions, backgrounds and characteristics bring richness to the…
Added 1 hour ago
MP
Pharmacy Data Specialist
MediSystem Pharmacy
Mississauga, ON
- Full-time
As a Pharmacy Data Specialist, you will use your Pharmacy Assistant expertise within the pharmacy industry to specialize in the inputting of prescriptions into MediSystem Pharmacy's…
Added 1 hour ago
MP
Pharmacy Data Specialist
MediSystem Pharmacy
Richmond, BC
- Full-time
Self-motivated with a passion for providing high quality client services and building relationships
Added 1 hour ago
Customer Success Specialist
West Coast Reduction Ltd.
Vancouver, BC
The Customer Success Specialist is responsible for executing Beyond Oil pilots, customer onboarding, training, product adoption, deliveries and ongoing field support for restaurant and…
Added 1 hour ago
HA
Sr Trade Compliance Analyst
Honeywell Aerospace
Mississauga, ON
- Full-time
Support both CSA and regular commercial stream entry requirements.
Added 1 hour ago
R
Financial Advisor
RBC
Moose Jaw, SK
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 1 hour ago
R
ServiceNow ITOM Specialist
Raise
Saskatoon, SK
- Full-time
The ITOM Specialist will support the planning, design and implementation of ServiceNow ITOM capabilities, with a focus on Discovery, Service Mapping, and CSDM 5.0. This is a hands-on…
Added 1 hour ago
R
ITAM Specialist
Raise
Saskatoon, SK
- Full-time
Raise is currently hiring an ITAM Specialist on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an industry leader.…
Added 1 hour ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Wainwright, AB
- Full-time
As a Technical Specialist, Project Management, you’ll support the delivery of a wide range of routine to moderately complex infrastructure projects. While growing your career in a…
Added 1 hour ago
HR
Senior Contracts Specialist
Hughes Recruitment & Strategy Collective
SK · Saskatchewan, Canada
- Full-time
…going back to market for each project, the Senior Contracts Specialist will help assess which contractors are equipped to support recurring work, where longer-term agreements make sense,…
Added 1 hour ago
YA
Bilingual French Inbound Customer Engagement Specialist- Hybrid
Yoh, A Day & Zimmermann Company
Vancouver, BC
- Contract
…ascertaining the nature of the inquiry (prospective customer, service or general inquiry); obtaining lead qualification information from prospective customers (for campaign response…
Added 1 hour ago
BM
Junior Media Buyer - Meta & Google PPC
Banch Marketing
Vancouver, BC
- Full-time
We are seeking a highly motivated and skilled Facebook - META & Google Marketing Specialist to join our dynamic marketing team. The ideal candidate will be responsible for managing facebook…
Added 1 hour ago
Business Support Associate
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
…professionals in our fast-growing Freedom Experience team within Client Advisory Solutions. As a Business Support Associate, you will support the Investment & Retirement Solutions’ sales,…
Added 1 hour ago
HS
Nurse - Temporary Casual 6 months
Hopewell Support Services
Ariss, ON
- Part-time
Paid time off with up to 25 days per year of vacation and holiday pay depending on length of service with Hopewell Support Services and according to Hopewell Policies.
Added 1 hour ago
HS
Nurse - Temporary Part Time
Hopewell Support Services
Ariss, ON
- Part-time
Paid time off with up to 25 days per year of vacation and holiday pay depending on length of service with Hopewell Support Services and according to Hopewell Policies.
Added 2 hours ago
Client Service Specialist ID #1669
YMCA of Simcoe/Muskoka
Parry Sound, ON
A Client Service Specialist/Administrative Support - provides service to customers in their independent job search and learning goals, and provides in-depth information on the job search…
Added 2 hours ago
AR
French / Chinese Bilingual Sales / Spécialiste des ventes bilingue ( français / chinois ) KN33457
Activ8 Recruitment & Solutions
Montreal, QC
- $50,000 to $55,000 CAD / year
- Full-time
An International Food Distributor is searching a Entry Level Bilingual (Chinese/English) Sales Specialist to join their team in Montreal, QC are . This position is responsible for creating,…
Added 2 hours ago
EI
Data Maintenance Specialist
ExcelGens, Inc.
Montreal, QC
- Contract
We are seeking a Data Maintenance Specialist to provide operational support for client's RTFT business applications, including Health, Safety & Environment (HSE) and Human Resources (HR)…
Added 2 hours ago
YO
Bilingual Employer Engagement Specialist
YMCA of the National Capital Region
Orleans, ON
- Full-time
The Employer Engagement Specialist will work as part of the team that provides employment services to Ontarians with a focus on immigrants and newcomers to Canada. Reporting to the Director…
Added 2 hours ago
VE
Spécialiste mise en service/Commissioning Support Specialist
Veolia Environnement SA
Montreal, QC
- Full-time
Nous recherchons un(e) Spécialiste mise en route pour diriger la mise en service et la commissioning de projets majeurs de traitement de l'eau dans les secteurs municipal, industriel et…

BMO

Investment Specialist

Calgary, AB, Canada

$40,500.00 - $80,000.00 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Apply by: Nov 16, 2026
Experience: Typically between 2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 2, 2026

Original job description

Application Deadline:

11/15/2026

Address:

101 Crowfoot Way NW

Job Family Group:

Retail Banking Sales & Service

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Supports the achievement of sales and performance targets.
Provides sales and service support for other members of the team to complete transactions and support the achievement of business results.
Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
Executes work to deliver timely, accurate, and efficient service.
Learns the role of the Financial Planner and completes the associated accreditation requirements to develop into a Financial Planner role, ideally within a 12-24-month time frame.
Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
Builds effective relationships with internal/external stakeholders.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Working towards the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
Good working knowledge of financial industry.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$40,500.00 - $80,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Apply About employer

More about this job

Responsibilities

Assess customers’ financial and investment needs, recommend suitable investment products and strategies, and build relationships to grow customer loyalty and business. Support sales targets, generate referrals, provide timely service, and comply with regulatory requirements and the bank’s risk framework while developing toward a Financial Planner role.

Requirements

Typically requires 2–3 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience. Candidates should have good financial industry knowledge and be working toward the licensing and registration requirements for Financial Planners in the province or territory of employment.

Skills

Financial Planning
Investment Advice
Needs-Based Assessment
Sales
Business Development
Customer Relationship Building
Referral Generation
Communication
Organization
Collaboration
Analytical Thinking
Problem Solving
Regulatory Compliance
Risk Management
Investment Product Knowledge

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans
Performance-Based Incentives
Discretionary Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Investment Planning
Financial Planning
Mutual Funds
Retirement Savings Plans
Investment Products
Personal Banking
Commercial Banking
Lending
Needs-Based Assessment
Business Development
Outbound Calling
Branch Referrals
Sales Targets
Customer Service
Financial Planner
Licensing And Registration
Regulatory Compliance
Risk Management Framework
Risk Appetite
Investment Strategies
Referral Generation

Report this job