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Program Manager
TTM Technologies
Toronto, ON
- Full-time
The Program Manager is the primary point of accountability for assigned customer programs from quotation through full-scale production. This role coordinates engineering, manufacturing…
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Personal Banking Associate Trainee
TD
Camrose, AB
- Full-time
Post-Secondary or Undergraduate degree (in related field) preferred
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Physical Therapist Degree
HealthCareersInSask.ca
Prince Albert, SK
- Full-time
Job Description: Reporting to the Regional Manager of Therapies, this position is concerned with the rehabilitation of patients of all ages. The Physical Therapist renders physical therapy…
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Assessor Coordinator Degree
HealthCareersInSask.ca
North Battleford, SK
- Full-time
Job Description: This position reports to the Primary Health Care Manager or his/her designate and is responsible for the assessment and coordination of Home Care Client services and case…
Added 15 mins ago
MF
Commercial Sales Training Manager
McCain Foods
Toronto, ON
- Full-time
Position Title: Commercial Sales Training Manager
Added 15 mins ago
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Project Manager - Space & Defense Programs
ABB
Quebec, QC
- Full-time
JOB: Project Manager – Space & Defense Programs
Added 15 mins ago
SO
Commissioning Manager (Mechanical)
Salas O'Brien
Canada
- Full-time
We are searching for a Commissioning Manager (Mechanical) to work internally with our VSC Cx Team and externally with other Project Team Members to successfully deliver a fully commissioned…
Added 15 mins ago
SO
Commissioning Manager (Electrical)
Salas O'Brien
Canada
- Full-time
We are searching for a Commissioning Manager (Electrical) to work internally with our VSC Cx Team and externally with other Project Team Members to successfully deliver a fully commissioned…
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Manager, DT&PMI , Operational Due Diligence
Deloitte
Toronto, ON
- Full-time
As a Manager, you will work with clients across all industry sectors primarily during the pre-deal diligence stage within the M&A deal lifecycle, providing services including: operational…
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WM
Laser Scanning Technician
Weir Minerals
Fort McMurray, AB
- $38.4 CAD / hour
- Full-time
…deployment and maintenance scanning equipment. The role provides field and shop-based measurement services, oversees scanning equipment governance and calibration compliance, and develops…
Added 15 mins ago
GA
Assistant Manager, Commercialization Programs (6 Month Contract)
Give and Go Prepared Foods
Toronto, ON · Etobicoke, ON
- $80,000 to $95,000 CAD / year
- Contract
Completion of university degree in Marketing, Business Administration, Project Management, Food Science, Engineering or a related field
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MM
Supply Chain Supervisor
Mohawk Medbuy Corporation
Kingston, ON
- $71,757 to $84,101 CAD / year
- Full-time
Manages daily backorders and escalates critical issues to Manager / Director and clinical staff.
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BH
Senior Environmental Coordinator
BC Hydro
Terrace, BC
- $109,700 to $138,700 CAD / year
- Temporary
…provide environmental support, as environmental work package manager (EWPM), on complex BC Hydro capital…
Added 15 mins ago
ES
Facilities Operations & Capital Projects Manager
Equans Services Canada & US
Kelowna, BC
- Full-time
We are looking for a Facilities Operations & Capital Projects Manager!
Added 15 mins ago
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Assistant Area Manager, Grande Prairie
Sabail FC
Grande Prairie, AB
- Full-time
Colter Energy is seeking an Assistant Operations Manager to join our Grande Prairie team. This position supports the daily operations of the base, provides leadership to field employees and…
Added 15 mins ago
DG
Health, Safety and Environment (HSE Advisor)
Dexterra Group
Vancouver, BC
- Full-time
Reporting to the Sr. Manager, HSE, the HSE Advisor will mainly support Dexterra's Transit Operations portfolio and will be responsible for providing leadership, guidance, and technical…
Added 15 mins ago
MO
IT Support Analyst - Contract
Martin-Brower of Canada Co.
New Westminster, BC
- $72,000 to $87,000 CAD / year
- Contract
Associates degree in Information Systems, Management Information System, Computer Science or related field with 2-4 years previous work-related experience working in a technical support…
Added 15 mins ago
MB
IT Support Analyst
Martin Brower UK and Ireland
New Westminster, BC
- Contract
Associates degree in Information Systems, Management Information System, Computer Science or related field with 2-4 years previous work-related experience working in a technical support…
Added 15 mins ago
MM
Senior Cloud and Infrastructure Engineer
Mohawk Medbuy Corporation
Toronto, ON · Greater Toronto Area, Canada
- $95,000 to $103,000 CAD / year
- Full-time
Reporting to the Manager, Cloud Infrastructure and Security, the Senior Cloud & Infrastructure Engineer is responsible for building, operating, and improving the organization's Microsoft…
Added 15 mins ago
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QA Technician
Central City Brewers + Distillers
Surrey, BC
- $24.1 CAD / hour
- Full-time
This position reports to the QC & EHSS Manager and requires rotating shift availability.
Added 15 mins ago
GD
Associate Director - Field Operations
Globalfaces Direct
Toronto, ON · North York, ON
- Full-time
Team: Directly manages Field Operations Manager; oversees 2 Field Coordinators
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General Manager
MyLife Retirement
Penetanguishene, ON
- Full-time
Role Description The General Manager is a full-time, on-site leadership role based in Chatham Kent, responsible for overseeing the day-to-day operations of the retirement community. This…
Added 15 mins ago
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Gestionnaire des ressources humaines
Spunt & Carin
Westmount, QC
- Full-time
We are currently seeking a Human Resources Manager who will have a broad range of responsibilities including overseeing the full employee lifecycle, managing all facets of employee…
Added 15 mins ago
CI
Payroll Specialist
CyberX Info System
Mississauga, ON
- Full-time
…will work in partnership and take direction from the Payroll Manager and ensure best practices as continued improvements are…
Added 15 mins ago
ES
Vice-président(e) exécutif(ve), Développement des affaires - Montréal | Executive Vice President, Business Development - Montreal
Equans Services Canada & US
Montreal, QC
- Full-time

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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