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Technical and Regulatory Specialist
Veolia | North America
Ottawa, ON
- Full-time
The Technical and Regulatory Specialist serves as a critical national resource for Canadian operations, combining advanced technical expertise with rigorous regulatory oversight. Operating…
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Technical Support Specialist - Lighting
Arani
Calgary, AB
- Full-time
The Technical Support Specialist – Lighting is the person our teams turn to when a project needs technical answers. Based in Montreal and reporting to the Director of Engineering, you…
Added 1 min ago
AE
Human Resources Administrative Specialist
Agnico Eagle Mines Limited
Cochrane, ON
- Full-time
…also prioritize citizens of the Métis Nation of Ontario. To support this commitment, members from these Nations seeking employment opportunities at the Detour Lake Mine are encouraged to…
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Registered Nurse Cath Lab
St. Michael's Hospital
Toronto, ON
- Part-time
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Project Manager II VP Research Office
St. Michael's Hospital
Toronto, ON
- Temporary
…recently launched a dedicated Indigenous Health Research stream to support the growth, coordination, and impact of Indigenous-led and Indigenous-partnered research across the organization.…
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IT Specialist - VMware
JSG (Johnson Service Group, Inc.)
AB · Edmonton, AB
- Contract
Johnson Service Group (JSG) is currently looking for an experienced IT Specialist - VMware with expertise performing VMware upgrades. This role requires a technical architect/implementer…
Added 1 min ago
GR
Data Services Specialist
Global Relay
Vancouver, BC
- Full-time
We are looking for a tech-savvy, detail-oriented individual to join our Data Services team as a Data Services Specialist. As the Data Services Specialist, you will support our Client…
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MU
ADMINISTRATIVE STAFF SPECIALIST I (BAND LEVEL 5)
Memorial University, Newfoundland and Labrador
St. John's, NL
- Full-time
Reporting to the Associate Dean, the Administrative Staff Specialist I will perform highly responsible administrative support duties requiring a significant degree of initiative and…
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Customer Data & Identity Specialist (CDP/CRM ecosystem)
Vacances Air Canada Vacations / Air Canada Rouge
Montreal, QC
The Customer Data & Identity Specialist is responsible for defining, maintaining, and optimizing the unified customer profile across the organization’s CDP. This role owns the data schema,…
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Human Resources - Senior Health & Safety Specialist
Polytainers Inc
Toronto, ON
The Senior Health & Safety Specialist will be responsible for leading the implementation, oversight, and continuous improvement of workplace health and safety programs.
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NW
Director of Programs and Services
Native Womens Centre
Hamilton, ON
- Full-time
…Executive Director, the Human Resource Manager and Payroll Specialist, Manager of IPV/GBV/VAW Programs and Services, Manager of Outreach Programs and Services, the Manager of Transitional…
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Specialist, Health & Safety
Logistec
Halifax, NS
…place is with LOGISTEC, a member of the Enstructure group, as a Specialist Sr, Health & Safety -…
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Hearing Instrument Specialist or Audiologist
Amplifon
Edmonton, AB
- Full-time
We are seeking a Hearing Instrument Specialist or Audiologist who is ready to join an organization that combines passion and performance to shape a better world. As a Global Top Employer…
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Client Engagement Associate - Part-time (15 hours/week)
CIBC
Mississauga, ON
- Part-time
…leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support -…
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Manager Cash Control & Reporting
Metro Inc.
Toronto, ON · Etobicoke, ON
- Full-time
Regularly conduct meetings with Head Office Business Partners & Front-End Specialist to resolve critical problems related to errors in weekly reporting and/or reconciliation errors.
Added 2 mins ago
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Patient Care Specialist-4
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
The Patient Care Specialist (PCS) is the single point of contact for patients enrolled in a patient support program. The PCS is responsible for ensuring program service offerings are…
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Pricing Specialist
LEDVANCE
Mississauga, ON
- Full-time
The Pricing Specialist – Canada supports pricing decisions and execution across Retail, E-Commerce and Trade customers. The role analyzes commercial opportunities, recommends pricing that…
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Proposal Specialist
Survalent
Toronto, ON · Greater Toronto Area, Canada
- Full-time
As a Proposal Specialist, you'll play a key role in developing competitive, customer-focused proposals that drive business growth. Working collaboratively with cross-functional teams,…
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Vulnerability Management Specialist
Hays
Montreal, QC
- Full-time
Support the continued enhancement of CMDB and asset inventory capabilities to improve asset and vulnerability visibility.
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Program Coordinator, Obstetrics & Gynaecology
University of Calgary
Calgary, AB
- Part-time
…and research informed public materials. This new program will support multiple projects, involve teams from multiple institutions, and will utilize a centralized website to update on…
Added 16 mins ago
KR
Solar Lead Generation Specialist - Costco
Kuby Renewable Energy
Kelowna, BC
- Contract
…transition to cleaner energy solutions. We provide the training, support, and tools needed to succeed while offering a compensation structure that rewards initiative and…
Added 16 mins ago
KR
Solar Lead Generation Specialist - Costco
Kuby Renewable Energy
Edmonton, AB
- Contract
…transition to cleaner energy solutions. We provide the training, support, and tools needed to succeed while offering a compensation structure that rewards initiative and…
Added 16 mins ago
CM
Internal/External Peer Support Worker - Services to Indigenous Population
Canadian Mental Health Association Lambton Kent
Chatham-Kent, ON · Wallaceburg, Ontario
- Full-time
…Mental Health, with applicable professional registration. Peer Support Specialist certification through C.A.C.C.F. (Canadian Addiction Counsellors Certification Federation) or other…
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Controls Integration Specialist Supervisor
CenterLine (Windsor) Limited
Lasalle, ON
- $47 to $56 CAD / hour
- Full-time
…reliable individual to fill the position of Controls Integration Specialist Supervisor. The Controls Integration Specialist Supervisor is responsible for leading and developing a team of…
Added 31 mins ago
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Spécialiste ventes et fidélisation | Inbound Sales and Retention Specialist (Montreal-based)
VOXDATA
Remote, Canada
- $16.6 to $17 CAD / hour
- Full-time
- Remote

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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