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Added 13 mins ago
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Legal Counsel and Manager, Contracts and Governance | Permanent Full Time (1.0 FTE) | CHEO Research Institute
CHEO
Canada
- Full-time
POSITION: Legal Counsel and Manager, Contracts and Governance
Added 13 mins ago
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Customer Service Represetative
BMO
Sioux Lookout, ON
- Part-time
High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
Added 13 mins ago
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Senior Product Marketing Manager
Booxi
Montreal, QC
- Full-time
Pour y arriver, on cherche un·e Senior Product Marketing Manager qui deviendra notre référence sur ce que vivent nos prospects et nos clients, grâce à une recherche client menée en continu…
Added 13 mins ago
DM
IP Growth & Monetization Strategist
Dulcedo Management
Toronto, ON · Montreal, QC
- Full-time
As IP Growth & Monetization Strategist, you’ll own the commercial strategy for our IP portfolio: spotting revenue opportunities across merchandise, memberships, digital products, platform…
Added 13 mins ago
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Manager, Global Strategic Partnerships
Ataccama
Toronto, ON
- Full-time
We are looking for a Manager of Global Strategic Partnerships to own Ataccama's most important alliances worldwide. You will lead a select portfolio of global solution partners (GSIs and…
Added 13 mins ago
OG
Maintenance Technician/Painter
Onni Group of Companies
North Vancouver, BC · Vancouver, BC
- Full-time
Assist with furniture moves, delivery and pick-up of special request items, and complete special maintenance and cleaning assignments from the Housekeeping Supervisor or Operations Manager
Added 28 mins ago
NR
Cleaner - Temporary
Northview Residential REIT
Iqaluit, NU
- Temporary
…neighborhoods we serve, next to our residents, hotel guests, and commercial tenants across…
Added 28 mins ago
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Power Systems Specialist I
Qualus
Bolton, ON
- Full-time
Collect field data and perform arc flash studies, coordination studies and short circuit studies for commercial, industrial, education, healthcare, and generation facilities using SKM,…
Added 28 mins ago
Account Executive (Sales) (Medical) (Healthcare) - Winnipeg, Manitoba
Arjo
Mississauga, ON
An effective customer relationship manager you will have a steadfast desire to satisfy the customer, by taking a “partnership” approach to selling, by listening to and understanding Arjo…
Added 28 mins ago
Dietary Aide
Winnipeg Regional Health Authority
Stonewall, MB
Under the direction of the Manager, Support Services and Cook, the Dietary Aide performs the assigned duties related to the preparation and service of food to patients/ residents, staff,…
Added 28 mins ago
VC
Project Manager / Senior Project Manager (Transmission Lines)
Valard Construction
Sudbury, ON
- Full-time
Reporting to the Project Director, we are seeking an experienced Project Manager with strong schedule and cost experience, as well as demonstrated commercial acumen. This is a leadership…
Added 28 mins ago
VC
Project Manager / Senior Project Manager (Transmission Lines)
Valard Construction
Sault Ste. Marie, ON
- Full-time
Reporting to the Project Director, we are seeking an experienced Project Manager with strong schedule and cost experience, as well as demonstrated commercial acumen. This is a leadership…
Added 28 mins ago
VC
Project Manager / Senior Project Manager (Transmission)
Valard Construction
Kitimat, BC
- Full-time
Reporting to the Project Director, we are seeking an experienced Project Manager with strong schedule and cost experience, as well as demonstrated commercial acumen. This is a leadership…
Added 28 mins ago
VC
Project Manager / Senior Project Manager (Transmission)
Valard Construction
Fort St. John, BC
- Full-time
Reporting to the Project Director, we are seeking an experienced Project Manager with strong schedule and cost experience, as well as demonstrated commercial acumen. This is a leadership…
Added 28 mins ago
WI
M&E Design Manager, Food & Hospitality Facilities
WSP in Canada
Canada
- Full-time
As Manager, M&E Design, you will help develop and grow WSP’s Food and Hospitality facilities consulting practice. You will lead and deliver DESIGN projects that create safe, efficient, and…
Added 28 mins ago
VC
Project Manager / Senior Project Manager (Transmission Lines)
Valard Construction
Sault Ste. Marie, ON
- Full-time
Reporting to the Project Director, we are seeking an experienced Project Manager with strong schedule and cost experience, as well as demonstrated commercial acumen. This is a leadership…
Added 28 mins ago
VC
Project Manager / Senior Project Manager (Transmission)
Valard Construction
Fort St. John, BC
- Full-time
Reporting to the Project Director, we are seeking an experienced Project Manager with strong schedule and cost experience, as well as demonstrated commercial acumen. This is a leadership…
Added 28 mins ago
BP
Repair and Restoration Tech
BELFOR Property Restoration Canada
Kingston, ON
- $27 to $30 CAD / hour
- Full-time
…advanced understanding of carpentry fundamentals in residential, commercial, and industrial settings, this role contributes significantly to meeting both client and insurance company…
Added 28 mins ago
VC
Project Manager / Senior Project Manager (Transmission Lines)
Valard Construction
Sudbury, ON
- Full-time
Reporting to the Project Director, we are seeking an experienced Project Manager with strong schedule and cost experience, as well as demonstrated commercial acumen. This is a leadership…
Added 28 mins ago
VC
Project Manager / Senior Project Manager (Transmission)
Valard Construction
Kitimat, BC
- Full-time
Reporting to the Project Director, we are seeking an experienced Project Manager with strong schedule and cost experience, as well as demonstrated commercial acumen. This is a leadership…
Added 28 mins ago
A
Director of Operations
Altis
Mississauga, ON
- $150,000 to $190,000 CAD / year
- Full-time
Strong commercial acumen, including customer contracts, vendor management, KPIs, SLAs and executive-level presentations.
Added 28 mins ago
AP
Customer Service Representative
ArcelorMittal Produits longs Canada
Hamilton, ON
- Full-time
Reporting to the Customer Service Manager, the Customer Service Representative plays a key role in order management and customer satisfaction.
Added 28 mins ago
WI
M&E Design Manager, Food & Hospitality Facilities
WSP in Canada
Vaughan, ON
- Full-time
As Manager, M&E Design, you will help develop and grow WSP’s Food and Hospitality facilities consulting practice. You will lead and deliver DESIGN projects that create safe, efficient, and…
Added 43 mins ago
CP
Fleet Maintenance and Operations Manager
Canada Packers Inc.
Landmark, MB
- Full-time
…looking for a proactive, hands-on Fleet Maintenance & Operations Manager to launch and lead our newly leased truck and trailer maintenance facility in Landmark,…
Added 43 mins ago
A
Manager, Global Strategic Partnerships
Ataccama
Toronto, ON
- Full-time
We are looking for a Manager of Global Strategic Partnerships to own Ataccama's most important alliances worldwide. You will lead a select portfolio of global solution partners (GSIs and…

BMO

Investment Specialist

Calgary, AB, Canada

$40,500.00 - $80,000.00 · Full-time

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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.

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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

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