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Added 10 mins ago
KC
Warranty Advisor
Kia Canada
Mississauga, ON
- Full-time
The Warranty Advisor in Warranty Management (Service and After Sales) is responsible for the review and processing of dealer Warranty Claims, responding to dealer inquiries, escalations and…
Added 10 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Amos, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 10 mins ago
CO
Customer Service / Information Services Attendant
City of Markham
Markham, ON
- Full-time
Under the direction of the Community Manager, this position is responsible for providing a consistent level of front-line customer service to visitors, rental clients, researchers, group…
Added 10 mins ago
NB
Manager, Financing Solutions
National Bank of Canada
Calgary, AB
- Full-time
…continue to expand our presence, we are looking for several Manager, Financing Solutions professionals to support our growing client base and strengthen our market…
Added 10 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 25 mins ago
AG
Chef Manager - Future Opportunity
ATCO Group
BC · Cariboo District I, BC
- Full-time
Must have a Culinary Red Seal Certification · Must have a Valid Advanced Food Safe Certificate
Added 40 mins ago
WC
(CAN) Consumables Associate cosmetics, Health & Beauty, Pets, infants food
Walmart Canada
Mount Pearl, NL
- Contract
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 40 mins ago
AH
Administrative Support III
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Temporary
Reporting to the Manager, the Administrative Support III is responsible for performing a range of clerical duties to support the operations of the various diagnostic imaging areas at the…
Added 40 mins ago
GE
Bar Assistant - Stage Bar
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Valid Alberta ProServe certification required · Food Safety and WHMIS certification required or must be obtained within established organizational timelines
Added 40 mins ago
GE
Stage Bar Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Valid Alberta ProServe certification is required
Added 40 mins ago
GE
Reservation Agent - Internal Candidates Only
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Must have working knowledge of voucher procedures, gift certificates · Must have employment eligibility in Canada
Added 40 mins ago
GE
Blaze Bar & Grill Server Assistant
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Food and Beverage Manager, Shift Supervisor, the Server position is applicable to the Bingo Hall, Buffet, Blaze Restaurant, Stage Bar, Gaming Floor and the Hot…
Added 40 mins ago
GE
Buffet Server Assistant
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Food and Beverage Manager, Shift Supervisor, the Server position is applicable to the Bingo Hall, Buffet, Blaze Restaurant, Stage Bar, Gaming Floor and the Hot…
Added 40 mins ago
GE
Buffet Host
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Front of the House Manager, Shift Supervisor or Dual Shift Supervisor, the Hostess/Cashier is responsible for greeting and seating guests within the buffet in a…
Added 40 mins ago
GE
Little Chief Restaurant Evening Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
MUST HAVE Alberta Server Pro Serve · Availability to work Thursday through Sunday night shifts is required
Added 40 mins ago
GE
Banquet Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
The Banquet Server is responsible for providing efficient and courteous service to our guests. The server will provide our guests with hospitality providing prompt, efficient service of…
Added 40 mins ago
GE
Stage Bar Host
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
…in a timely manner. Emphasis must be placed on exceptional customer service as the Host-Hostess in many instances will be the first contact that our customers will have with an employee.…
Added 40 mins ago
GE
Blaze Bar & Grill Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Valid Alberta ProServe certification is required
Added 40 mins ago
EG
Inside Sales Account Manager
Ellis Group
Toronto, ON
- $100,000 to $130,000 CAD / year
- Full-time
We are looking for a commercially driven Account Manager to take ownership of an existing portfolio of SMB customers, focusing on building relationships, re-engaging customers and driving…
Added 40 mins ago
AR
Business Development Manager
ALS Recruiting Ltd
Montreal, QC
- $85,000 to $130,000 CAD / year
- Full-time
Collaborate with internal teams, including operations, logistics, and customer service, to ensure seamless service delivery and customer satisfaction.
Added 1 hour ago
Senior Product Manager
AutoTrader.ca
Toronto, ON
We’re hiring a Senior Product Manager to drive initiatives within one of our flagship products, Activix CRM. You’ll set the vision, define the strategy, and lead execution across…
Added 1 hour ago
H&
Assistant Store Manager - Market Mall
Hillberg & Berk
Calgary, AB
- Full-time
…driving sales, and enhancing operations, our Assistant Store Manager position, at our Market Mall location in Calgary may be the role for…
Added 2 hours ago
GC
Sr. Community Developer - Far Cry
Game Companies
Montreal, QC
- Full-time
Collaborate with portfolio’s Social Media Manager to define and report on content KPI’s to demonstrate success and ROI of community programs and content.
Added 2 hours ago
W
(CAN) Front End Checkout Team Associate
Walmart
Calgary, AB
- Part-time
7.Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 3 hours ago
TO
restaurant manager
Triple O's Restaurants
Fort St. John, BC
- Full-time

BMO

Investment Specialist

Calgary, AB, Canada

$40,500.00 - $80,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com 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 on bmo.wd3.myworkdayjobs.com 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

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Work requirements

Jobs in Canada