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Added 40 mins ago
JI
Intermediate IT Business Analyst, Cavendish
J.D. Irving, Limited
Moncton, NB
- Full-time
…Ontario, Newfoundland and Labrador), as well as in USA. We are a team of 20,000 dedicated employees. At J.D. Irving, Limited, you are part of a dynamic team of professionals who lead with…
Added 40 mins ago
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Mortgage Specialist
BMO
Calgary, AB · GLENMO
- Full-time
…national partnerships and/or creates local partnerships to lead discussions about home financing…
Added 40 mins ago
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Mortgage Specialist
BMO
Ajax, ON
- Full-time
…national partnerships and/or creates local partnerships to lead discussions about home financing…
Added 54 mins ago
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Store Manager (temporary)
Ardene
Ottawa, ON · Kanata, ON
- Full-time
Want to be part of an amazing team? If you’re a vibrant and highly motivated leader with an interest in fashion retail - we want to hear from you.
Added 1 hour ago
PC
Manager, Integrated Supply Chain - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
…community and country, and want to grow your skills and career as part of a dynamic team - then read…
Added 1 hour ago
PC
Manager, Integrated Supply Chain - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
…community and country, and want to grow your skills and career as part of a dynamic team - then read…
Added 1 hour ago
A
eCommerce Operations Analyst, Order and Vendor Support. [AQ-25196]
Aquent
Toronto, ON
- $25 to $30 CAD / hour
- Contract
Aquent is proud to partner with a leading Canadian retail organization that plays a pivotal role in the national commerce landscape, connecting millions of customers with essential goods…
Added 2 hours ago
S
Senior Electrical Engineer
Shell
Sarnia, ON
- Full-time
Shell is seeking a Senior Electrical Engineer to join its team in Sarnia.
Added 3 hours ago
L
Senior Software Engineer - Data and AI Platforms
lululemon
Vancouver, BC
- Full-time
The Enterprise Data & AI team is a strategic and operational driver of growth for lululemon, owning and building the data and AI platforms and products that enable the enterprise to operate…
Added 3 hours ago
C
Compliance and Risk Officer (Canada and US)
Coins.ph
Canada
- Full-time
…their volumes are starting now. You will work with a small team and can bring in outside providers for monitoring and reviews, working under your…
Added 3 hours ago
ME
Customer Service Representative Lead Hand
McDougall Energy Inc.
Thunder Bay, ON
- Part-time
We are seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative Lead Hand at our Memorial Ave. Thunder Bay location.
Added 3 hours ago
ME
Customer Service Representative Lead Hand
McDougall Energy Inc.
Burford, ON
- Part-time
We are seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative Lead Hand at our Burford Ontario location.
Added 3 hours ago
SB
Restaurant Manager
Superflux Beer Company
Vancouver, BC
- $83,500 CAD / year
- Full-time
- Hire, train, develop and lead venue leaders and staff; on-board and off-board team members
Added 5 hours ago
CH
Seasonal Holiday Team Lead- Georgian Mall
Cherry Hill Programs
Barrie, ON
- Part-time
As a Shift Lead, you’ll help create excellent experiences on our Santa photo sets by supporting the team, welcoming families, assisting with photos, and keeping daily operations running…
Added 5 hours ago
GT
Assistant Manager
Golf Town
Laval, QC
- Full-time
As part of Sporting Life Group, alongside Sporting Life and Team Town, we are dedicated to sharing our passion and growing the game.
Added 7 hours ago
TC
Retail Store Coordinator Full Time Winners - Brentwood Commons
TJX Canada – Winners, Marshalls, HomeSense
Lloydminster, AB
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 7 hours ago
TC
Retail Store Coordinator Full Time Winners - Summerside
TJX Canada – Winners, Marshalls, HomeSense
Summerside, PE
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 7 hours ago
TC
Retail Visual Merchandise Coordinator Full Time
TJX Canada – Winners, Marshalls, HomeSense
Prince Albert, SK
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 7 hours ago
TC
Retail Customer Service and Operations Coordinator Full Time
TJX Canada – Winners, Marshalls, HomeSense
Prince Albert, SK
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 7 hours ago
TC
Retail Customer Service and Operations Coordinator Full Time HomeSense-15Woodlawn, Guelph
TJX Canada – Winners, Marshalls, HomeSense
Guelph, ON
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 8 hours ago
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Manager, Asset Protection & Safety, Global Fulfillment | Brampton, Ontario
lululemon
Brampton, ON
- Full-time
Lead, coach, and develop the campus safety team, including scheduling, performance management, and capability building.
Added 8 hours ago
L
Supply Chain Project Manager | Contract until October 2027
lululemon
Vancouver, BC
- Full-time
…pay-for-performance philosophy that recognizes exceptional individual and team performance. The typical hiring range for this position is from $88,200 - $115,800CAD annually; the base pay…
Added 9 hours ago
L
Senior Software Engineer
lululemon
BC · British Columbia, Canada
- Full-time
…pay-for-performance philosophy that recognizes exceptional individual and team performance. The typical hiring range for this position is from $132,000-165,000 annually ; the base pay…
Added 9 hours ago
TB
Retail Manager - Lively
The Beer Store
ON · Noelville, ON
- Full-time
We are currently searching for a Retail Store Manager, reporting to the District Manager. This vacancy is a full-time, permanent opportunity. The Store Manager plays a critical part in…
Added 9 hours ago
PC
Manager, Integrated Supply Chain - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
…community and country, and want to grow your skills and career as part of a dynamic team - then read…

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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