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Added 8 mins ago
AC
Account Manager
Amaco Construction Equipment Inc
ON · Ontario, Canada
- Full-time
Role: Account Manager (Golden Horseshoe) – Municipal/Contractor Segment
Added 8 mins ago
BD
Executive Assistant and Office Manager
Bri-mor Developments
Calgary, AB
- Full-time
We are looking for an experienced Executive Assistant & Office Manager to join our team. This position supports company executives, coordinates daily administrative activities and ensures…
Added 8 mins ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- 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 8 mins ago
HM
Site Supervisor
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Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
Reporting to the Project Manager(s), the Site Supervisor oversees the construction activities taking place on a worksite and is responsible for all aspects of project management on the…
Added 8 mins ago
NB
Chief Technical Support Analyst End-User IT
National Bank of Canada
Toronto, ON
- Full-time
The position provides day-to-day work coordination and technical guidance locally but does not include formal people-manager or human resources responsibilities. Formal performance…
Added 8 mins ago
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Mechanical Engineer (Project Manager II)
Go2STAFFING
Vaughan, ON
- Full-time
…Greater Toronto Area, is seeking a Mechanical Engineer (Project Manager II) to join its team in…
Added 8 mins ago
NB
Loan Syndication Agency Advisor
National Bank of Canada
Montreal, QC
- Full-time
Join the syndication agency team in the OCB sector and contribute directly to the operational implementation of complex and strategic financing for the Bank. You report to the manager.
Added 8 mins ago
NB
Senior Data Scientist
National Bank of Canada
Montreal, QC
- Full-time
…12 advanced analytics specialists and report to the Senior Manager – risk models and strategies. The team is responsible for modelling activities and risk strategies for credit cards,…
Added 9 mins ago
Grocery Utility Clerk (Auburn Bay)
Calgary Co-op
Calgary, AB
…position reports directly to the Grocery Supervisor/Grocery Manager, and the main responsibilities…
Added 9 mins ago
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store manager, East York, ON
Starbucks
Toronto, ON
- $59,400 to $78,450 CAD / year
Added 9 mins ago
Senior Technical Manager, Project Management
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Added 9 mins ago
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Reporting to the District Manager, the Store Manager is responsible for driving sales, profitability, and overall store performance. You lead from the front, setting the tone on the floor,…
Added 9 mins ago
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Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
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Added 9 mins ago
Senior Integration & BI Developer
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Added 9 mins ago
Manager, Concierge Support, Global Transaction Banking - Toronto
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As a Concierge Support Manager, Client Services & Solutions within Global Transaction Banking (GTB), you will provide dedicated technical support to the bank’s top-tier corporate clients.…
Added 9 mins ago
PC
Project Coordinator, Renewables
PRI Consultants
Calgary, AB
- Full-time
Track scope changes, prepare change orders for the Account Manager's approval, and work with project accounting on invoicing and collections status.
Added 9 mins ago
PC
Project Coordinator, Renewables
PRI Consultants
Toronto, ON
- Full-time
Track scope changes, prepare change orders for the Account Manager's approval, and work with project accounting on invoicing and collections status.
Added 9 mins ago
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Gestionnaire de projets, Réseau des centres moteurs – Project Manager, Engine Center Network
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- Full-time
Added 9 mins ago
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Stagiaire en logistique d'entreposage - Hiver 2027 | Operations Logistics Internship – Winter 2027
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- Full-time
Added 9 mins ago
RM
Appeals Specialist
Regional Municipality of Peel
Brampton, ON
- Other
…and/or make recommendations regarding decision to the service manager and to represent the participant, the Region and the Ministry of Children, Community and Social Services to resolve…
Added 9 mins ago
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Project Manager, Lakeshore West Construction Management
Metrolinx
Canada
- Full-time
Our Stations Lakeshores Construction Management Office is seeking to hire a Project Manager to support the delivery of transit facilities across the Stations Lakeshores portfolio. The…
Added 9 mins ago
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Administrator/General Manager/Executive Director
Extendicare
Maple, ON · Sherwood Court
- Full-time
Added 9 mins ago
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Service manager
GoSecure
Saint John, NB · Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
Added 9 mins ago
SB
Warehouse Supervisor
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Vernon, BC
- Full-time
Reporting to the Warehouse Manager, the Warehouse Supervisor is responsible for leading a team of hourly employees to ensure warehouse operations run efficiently, safely, and on schedule.…
Added 9 mins ago
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Senior Field Representative, Technology Service
Ricoh
Canada
- 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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