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Added 14 mins ago
B
Personal Banking Associate
BMO
Toronto, ON
- 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 roles…
Added 14 mins ago
B
Customer Service Represetative
BMO
Sioux Lookout, ON
- Part-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 roles…
Added 14 mins ago
Coordinator - Construction Engineering & Methods
Pomerleau
Toronto, ON
Under the supervision of the Team Leader and/or the M&OP Manager, the incumbent coordinates, within a given project, certain interventions of the department during both the proposal and…
Added 14 mins ago
P
Finance Contracts Analyst
PointClickCare
Mississauga, ON
- Full-time
…expectation to reside within commutable distance to the office/location specified in the job listing. This will include, but not limited to, weekly/bi-weekly/monthly events in the office…
Added 14 mins ago
AB
gestionnaire de la remise en marché des véhicules | Remarketing Manager
Avis Budget Group
Dorval, QC
- Full-time
Avis Budget Group is hiring a Vehicle Remarketing Manager for our Montreal location!
Added 14 mins ago
C
Project Cost Analysis
Clearway
Toronto, ON · Greater Toronto Area, Ontario
- Full-time
Location: Clearway's Head Office – Maple, ON. This role will require occasional visits to project sites located across the GTA.
Added 14 mins ago
M
Assistant Manager, Business Support – Canada Contact Centre, Bank & Affinity
Manulife
Halifax, NS · Waterloo, ON · Montreal, QC
- Full-time
Added 14 mins ago
TT
Industrial Engineering Manager
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $89,208 to $135,086.4 CAD / year
- Full-time
…within our distribution center. The Industrial Engineering Manager will work with the IE group, Facilities, and the Operations teams to improve process efficiency, maintain labor standards,…
Added 14 mins ago
G
Maintenance Supervisor
Greystar
Calgary, AB · Elbow Tower, Calgary, CAN
- Full-time
Maintains adequate inventory of spare parts and maintenance materials and works with Community Manager to order supplies and tools as needed to stay within budgetary guidelines.
Added 29 mins ago
Terrace Aide - Nursing
County of Wellington
Fergus, ON
Work Location Requirement: Fully On-Site/In-Person
Added 29 mins ago
R
Acheteur NPI / NPI Buyer
RTX
Longueuil, QC
- Full-time
Added 29 mins ago
NC
Client Manager, Personal Insurance
NFP Corp
Hamilton, ON · London, ON · Markdale, ON · Markham, ON · Mississauga, ON · Oshawa, ON · Ottawa, ON · Sudbury, ON · Timmins, ON · Windsor, ON
- Full-time
…for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position…
Added 29 mins ago
Q
Power Systems Specialist I
Qualus
Bolton, ON
- Full-time
Assess project specific resource needs and coordinate assignments with project manager. Communicate core technical job requirements.
Added 29 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 29 mins ago
S
Welder Fitter
Stelco
Lake Erie Works
- Full-time
Sponsorship for work authorization is not available for this position. It is the candidate’s responsibility to ensure they are legally authorized to work in the location to which they apply.
Added 29 mins ago
S
Industrial Millwright
Stelco
Lake Erie Works
- Full-time
Sponsorship for work authorization is not available for this position. It is the candidate’s responsibility to ensure they are legally authorized to work in the location to which they apply.
Added 29 mins ago
S
Electricians
Stelco
Lake Erie Works
- Full-time
Sponsorship for work authorization is not available for this position. It is the candidate’s responsibility to ensure they are legally authorized to work in the location to which they apply.
Added 29 mins ago
Manager, Project Management & Delivery
Government of Alberta
Cochrane, AB
Job Title: Manager, Project Management & Delivery
Added 29 mins ago
L
Senior Financial Service Representative - Office 1547
LendDirect
Brampton, ON
- Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 29 mins ago
French Language Instructor at Quebec
LocalEyes
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Maintain clear and professional communication with the student and project manager.
Added 29 mins ago
Sales Development Manager, Small Store
CONA Services
Richmond, BC
Work Location – Coquitlam, Port Coquitlam, & Port Moody.
Added 29 mins ago
Physiotherapist - Rehabilitation & Supportive Care Services
Nova Scotia Health and IWK Health
Halifax, NS
Location: Central Zone, Camp Hill Veterans' Memorial Building - QEII
Added 29 mins ago
Health Care Social Worker B (Bachelors) Central Intake - Mental Health & Addictions
Nova Scotia Health and IWK Health
Dartmouth, NS
Location: Provincial Zone, Nova Scotia Hospital
Added 29 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 29 mins ago
OP
Software Engineer, Full Stack
Ontario Power Generation
Oshawa, ON
- Volunteer
Base Location: 1908 Colonel Sam Drive, Oshawa, Ontario L1H 8W8

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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