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Added 29 mins ago
1
Certified Dental Assistant - Queen Street Dental Centre
123Dentist
Toronto, ON · Greater Toronto Area, Canada
- $20 to $23 CAD / hour
- Part-time
We are a busy, multi-disciplinary, general and specialist office located on Queen Street East in the Leslieville neighborhood of Toronto. Join our wonderful, friendly and talented team at…
Added 29 mins ago
C
Ingénieur de données senior
CGI
Montreal, QC
- Full-time
The Data Engineer Senior acts as a specialist in the design, development, integration and optimisation of data solutions. They contribute to the implementation of pipelines, integration…
Added 29 mins ago
C
Senior Site Reliability Specialist (SRE) – Equity Trading Platform
CGI
Montreal, QC
- Full-time
…employer, being able to perform your best during the recruitment process is important to us. If you require an accommodation, please inform your…
Added 29 mins ago
C
BI Analyst / Data Analyst
CGI
Montreal, QC
- Full-time
The BI analyst / data analyst acts as a specialist at the intersection of business needs, operational processes, data and analytical solutions.
Added 29 mins ago
C
Analyste de conformité LBA/FT
CGI
Montreal, QC
- Full-time
Assist various teams in analyzing identified risks and documenting their needs to support process optimization.
Added 59 mins ago
T-
Teacher Documentalist / Enseignant-e documentaliste (2027-2028)
TFS - Canada’s International School (Toronto French School)
Toronto, ON
- Full-time
Teacher-documentalist in a French or bilingual school in Canada or in a foreign country, Librarian or Specialist in Information Studies
Added 59 mins ago
A
Spécialiste Qualité Fournisseurs
Actalent
Laval, QC
- $40 to $55 CAD / hour
- Contract
Added 59 mins ago
BT
Senior Accountant
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 59 mins ago
A
ILS Specialist
Actalent
North Vancouver, BC
- $35 CAD / hour
- Contract
Job Title: Integrated Logistics Support Specialist
Added 59 mins ago
K
Director, Brand & Growth - Mntd
Knix
Toronto, ON
- From $135,000 CAD / year
- Full-time
Added 59 mins ago
A
Spécialiste Du Contrôle De Qualité
Actalent
Quebec, QC
- $40 to $48 CAD / hour
- Full-time
Support process implementation and continuous improvement initiatives.
Added 59 mins ago
CG
Member Engagement Specialist
Compass Group Canada
Mississauga, ON
- Full-time
…be shared by the Talent Acquisition team during the hiring process. Canadian work experience is not a requirement for this role. Please note that artificial intelligence–based tools may be…
Added 59 mins ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 59 mins ago
IH
Payroll Specialist
Impact HR
AB · Edmonton, AB
- Full-time
ImpactHR is pleased to be partnering with District Mechanical on an exciting search for their next Payroll Specialist. We work closely with our clients to understand not just the role, but…
Added 59 mins ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 59 mins ago
DB
Alterations Specialist
David's Bridal
Cambridge, ON
- $21.55 to $23.9 CAD / hour
- Full-time
Added 1 hour ago
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Bilingual (Eng/Fr) Accounts Payable & Accounts Receivable Specialist
Robertson & Company Ltd.
Montreal, QC
- Contract
Participate actively in clearing open items, advanced payments GL account, GRIR and other accounts during the month-end process
Added 1 hour ago
WR
General Manager
Workshop Recruiting & Consulting
North Vancouver, BC
- $120,000 to $140,000 CAD / year
- Full-time
Address employee questions and work with managers on performance conversations and people issues, drawing on specialist advice when needed.
Added 1 hour ago
VF
Supervisor, Post Harvest
Village Farms International Inc.
Delta, BC
- $63,000 to $68,000 CAD / year
- Full-time
…production constraints, and escalates technical issues for specialist support. Success means reliable production flow, clear team accountability, compliant practices, and consistent product…
Added 1 hour ago
LC
Merchandising Crew Associate (Western Canada)
Loblaw Companies Limited
Burnaby, BC
- Full-time
Reporting to the Store Development Specialist, the Merchandising Crew Associate is responsible for merchandising all Capital projects, and store request projects as per final merchandising…
Added 1 hour ago
AA
Government Proposal Writer
Acumen Agency™ | Canada
Canada
- Contract
Proposal Writer & Government Contracting Specialist
Added 1 hour ago
BC
Recreation Therapist
Brant Community Healthcare System
Brantford, ON
- Full-time
We are dedicated to removing barriers and providing accommodations at every stage of the hiring process in accordance w
Added 2 hours ago
RS
Associé d’inventaire/Inventory Associate
Retail Services WIS Corporation
Montréal-Est, QC
- Part-time
Added 2 hours ago
AI
Senior Supplier Quality Engineer
Aversan Inc.
Montreal, QC
- $95,000 to $120,000 CAD / year
- Full-time
We are currently seeking a qualified Quality Assurance Specialist to join our team. In this role, you will lead supplier quality initiatives, ensuring compliance with AS9100 and…
Added 3 hours ago
AC
Office Support Specialist
Aston Carter
Acheson, AB
- $18 to $20 CAD / hour
- Contract
The Office Support Specialist is responsible for making initial calls to vehicle owners and pick-up shops to gather essential vehicle information, location details, and charges for vehicle…

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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