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Added 13 mins ago
A
Data Governance & Master Data Senior Analyst
Affinity
BC · British Columbia, Canada
- Contract
There is an opportunity for this contract to transition into a full-time position.
Added 13 mins ago
SG
New Installations & Modernizations Coordinator
Schindler Group
Montreal, QC
- $54,000 to $67,000 CAD / year
- Full-time
Assist with project cost control through the preparation, issuance and processing of contract change orders and the review of supplier invoices and construction crew time tickets to ensure…
Added 13 mins ago
S
Service Contract Administrator
Systematix
Concord, ON
- $25 to $27 CAD / hour
- Contract
We are Systematix and we are currently looking for a Service Contract Administrator to provide administrative and contract management support to the North American Aftermarket Sales…
Added 13 mins ago
SG
New Installations & Modernizations Coordinator
Schindler Group
Montreal, QC
- Full-time
Assist with project cost control through the preparation, issuance and processing of contract change orders and the review of supplier invoices and construction crew time tickets to ensure…
Added 28 mins ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Mississauga, ON
- $17.6 CAD / hour
- Contract
Ability to be mobile on the sales floor for extended periods of time
Added 58 mins ago
B
Director, Business Development, Pension Risk Transfer
BMO
Toronto, ON · Montreal, QC · YNG
- Full-time
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
Added 1 hour ago
BL
Microsoft Dynamics 365 Developer 6 to 12 Month Contract
Belmont Lavan
Canada
- Contract
Implement real-time and asynchronous integration patterns
Added 1 hour ago
Manager, Global Events
Zafin
Toronto, ON
…coordination, and ensures each assigned event is delivered on time, within budget, on brand, and to a consistently high attendee-experience…
Added 1 hour ago
BL
Microsoft Dynamics 365 Developer 6 to 12 Month Contract
Belmont Lavan Ltd
Remote, Canada
- Remote
Implement real-time and asynchronous integration patterns.
Added 1 hour ago
B
BMO Capital Markets New Grad 2027 Investment Banking Analyst, Toronto
BMO
Toronto, ON · FCP
- Full-time
…risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30 locations around the world, including 20 offices in…
Added 1 hour ago
B
Senior Banker
BMO
Quebec, QC
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 1 hour ago
WI
Employer & Community Coordinator
WCG International Consultants Ltd.
Prince George, BC
- Full-time
Exhibit a strong customer orientation while sharing information and delivering services within contract and policy requirements
Added 1 hour ago
MN
Reset Merchandiser
Mosaic North America
Peterborough, ON
- Part-time
Part-Time Contract with possibility for extension
Added 1 hour ago
R
Content Editor - Expert
Raise
Toronto, ON
- Full-time
…once, which means you’ll be relying on your organizational and time management skills. You will work closely with visual designers and will be part of a collaborative, cross-disciplinary…
Added 1 hour ago
WS
Employer & Community Coordinator
WCG Services
Prince George, BC
- Full-time
Exhibit a strong customer orientation while sharing information and delivering services within contract and policy requirements
Added 1 hour ago
T
Process Engineer
Tenova
Mississauga, ON
- Full-time
…development based on project feedback and experience.Collaborate with Sales to review documents and participate in project hand-off meetings, ensuring clear understanding of project…
Added 1 hour ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
…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…
Added 1 hour ago
B
Customer Service Represetative
BMO
Sioux Lookout, ON
- Part-time
…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…
Added 1 hour ago
P
Finance Contracts Analyst
PointClickCare
Mississauga, ON
- Full-time
Collaborate with internal teams, sales, Customer Success, and finance leadership clarify contract terms, expected execution of pricing, and conditions that align with company objectives.…
Added 2 hours ago
KT
Front Counter Sales Representative
Kal Tire
Cambridge, ON
- Temporary
As a Front Counter Sales Representative, you’ll be the first point of contact in the store - helping customers choose the right products and services while keeping things moving. This is a…
Added 2 hours ago
GR
Customer Success Representative
Global Relay
Vancouver, BC
- Full-time
Coordinates and works with Global Relay departments, including Sales, Legal, Accounting, Provisioning, and Customer Support to solve critical customer issues
Added 2 hours ago
UT
U-Accelerate : Développeur(euse) de logiciels, nouveau(elle) diplômé(e) // U-Accelerate: Software Developer, New Grad
Unity Technologies
Montreal, QC · CAN-Montreal
- Full-time
Added 2 hours ago
KR
Bilingual Sales Account Manager - (South Shore / Rive-Sud)
KIT Recruitment
QC · Laprairie, QC
- $100,000 to $115,000 CAD / year
- Full-time
KIT Recruitment is partnered with a well-established and reputable food manufacturer. We are looking for a Sales Account Manager based in Saint-Philippe, Quebec. Reporting to the…
Added 2 hours ago
MN
Reset Merchandiser
Mosaic North America
Hamilton, ON
- Part-time
Part-Time Contract with possibility for extension
Added 2 hours ago
P
Finance Contracts Analyst
PointClickCare
Mississauga, ON
- $58,000 to $73,000 CAD / year
- Contract
Collaborate with internal teams, sales, Customer Success, and finance leadership clarify contract terms, expected execution of pricing, and conditions that align with company objectives.…

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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