Find work in Canada.

559,338 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 13 mins ago
T
Customer Expérience Associate, part time (future opportunities) - Montérégie-Estrie
TD
Longueuil, QC · Saint-Hubert, QC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 13 mins ago
HC
Audiologist/Registered Hearing Instrument Practitioner - Kemptville, ON.
HearingLife Canada
Kemptville, ON
- Full-time
HearingLife Canada, and National Affiliated Providers, is the largest provider of hearing healthcare service in Canada. Working in unison with the National Campaign for Better Hearing's…
Added 13 mins ago
B
Bilingual Facility Services Manager (EN/FR)
BGIS
Montreal, QC
- Full-time
The Facility Services Manager is accountable for day-to-day operations, vendor management and service management for the client(s) they support, as well as, data verification, reporting and…
Added 13 mins ago
CI
Legal Office Manager
Cartel Inc.
Toronto, ON
- Full-time
Some people manage an office. The right person becomes the heartbeat of it. Our Client is looking for a seasoned Office Manager who knows the legal environment, thrives on keeping things…
Added 13 mins ago
B
Senior Projects Manager, Major Projects
BGIS
Vancouver, BC
- Full-time
The Senior Project Manager, Major Projects plans and oversees the end-to-end delivery of assigned projects and ensures delivery within scope, budget and requirements. At this level, the…
Added 13 mins ago
Customer Experience Manager
Laura Canada
Ottawa, ON
As part of Management, the Store Assistant Manager possesses a passion for fashion and customer service. They recruit and lead a winning team that provides a unique and memorable shopping…
Added 13 mins ago
K
Part Time Porter (Everclean)
Kandor
Vancouver, BC
- Part-time
This is an exciting opportunity to join the Everclean team and be part of the work that keeps spaces clean, safe, and running smoothly every day.
Added 13 mins ago
T
Personal Banking Associate Trainee - Mandarin and/or Cantonese Language Skills Considered an Asset
TD
Burnaby, BC
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 13 mins ago
T
Personal Banking Associate
TD
Barrie, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 13 mins ago
T
Personal Banker Trainee
TD
Saskatoon, SK
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 13 mins ago
T
Software Engineer II
TD
Toronto, ON
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of…
Added 13 mins ago
T
Personal Banking Associate
TD
Prescott, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 13 mins ago
T
Personal Banking Associate
TD
Waterford, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 13 mins ago
T
Wealth Operations Officer II Preferred Candidate
TD
Toronto, ON
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork
Added 13 mins ago
M
Optometry Coordinator
Medcan
Toronto, ON
- $47,831 to $65,767.25 CAD / year
- Full-time
The Product Coordinator is the primary operational and client-facing support for the Optometry Service. The role consists of a combination of administrative responsibilities and direct…
Added 13 mins ago
EG
Customer Success Manager, North America
Etraveli Group
Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
We are seeking a customer-centric Customer Success Manager with strong organizational and communication skills to join our growing B2B team. This is not a sales role - the focus is the…
Added 13 mins ago
FH
Medical Office Assistant/Receptionist, Urgent Primary Care Centre - Burnaby
Fraser Health
Burnaby, BC
- Part-time
Reporting to the Manager, Clinical Operations or designate, this position provides administrative day-to-day support to the Urgent Primary Care Centre (�UPCC� or �Centre�), and as the first…
Added 13 mins ago
AP
Maintenance Technician
Arbutus Properties
Regina, SK
- Full-time
…Technician with a strong work ethic, the desire to be part of a team, and the skills to assist in the maintenance of our rental portfolio in…
Added 13 mins ago
Recruitment and Outreach Advisor (App. D/Temp. Assignment: December 2026 - December 2027)
Mohawk College
Hamilton, ON
Reporting to the Manager, Student Recruitment and in support of the college’s strategic enrolment objectives, the Recruitment & Outreach Advisor plays a key role in the execution of the…
Added 27 mins ago
B
Director, Business Development, Pension Risk Transfer
BMO
Toronto, ON · Montreal, QC · YNG
- Full-time
…join BMO Insurance’s growing Global Institutional Solutions team. The Director will play an important role in supporting the continued growth of BMO Insurance’s Canadian PRT business, with…
Added 27 mins ago
FL
Experienced Associate, Audit
Fuller Landau
Toronto, ON
- Full-time
Work closely with Senior Associates and Managers on audit, client service and review engagements. Review client files to understand client businesses and develop technical audit skills.…
Added 27 mins ago
HI
Insurance Advisor, Mobile Auto
HUB International
Richmond, BC
- Full-time
Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.
Added 27 mins ago
SD
Gérant(e) Beauté, salarié(e) – SDMR temps plein jour Embauche feu vert
Shoppers Drug Mart
St.-Jean-Chrysostome, QC
- Full-time
Toujours mettre de l’avant la priorité client et offrir un service à la clientèle de qualité supérieure.
Added 42 mins ago
V
Technical and Regulatory Specialist
Veolia
Ottawa, ON
- Full-time
Broker Client Pricing: Act in a TSR capacity for specific brokers who are requesting pricing for disposal into the Veolia network. Activities would include pricing, service requests and…
Added 42 mins ago
D
Health, Safety and Environment (HSE Advisor)
Dexterra
Vancouver, BC
- Full-time
Join our Facilities Management Division on our Custodial and Maintenance team, where our people are driven by a desire to innovate, do social good, and move services forward in a safe…

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