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Added 2 hours ago
B
Cloud Application Developer - (AWS / Banking/ Payment Systems)
BMO
Toronto, ON · BMOPLACE
- Full-time
…in-depth understanding of managed services environments, next-generation databases and, developer tools. Migrates existing applications to the cloud, and modifies existing applications for…
Added 4 hours ago
Q
Power Systems Specialist I
Qualus
Bolton, ON
- Full-time
Power your future with Qualus as a Power Systems Specialist I. The Power Systems Specialist is responsible for providing technical and engineering support for field work, and office work…
Added 7 hours ago
P&
Manufacturing Line Manager – Assembly Lines
Pratt & Whitney
Halifax, NS
- Full-time
…Longueuil, Quebec, since 1928. We design and manufacture next-generation aircraft engines that power the world’s largest fleet of business, general aviation, and regional aircraft and…
Added 7 hours ago
FH
Project Manager - Redevelopment & Major Projects
Fraser Health Authority
Surrey, BC
- $46.37 to $66.66 CAD / hour
- Full-time
Join us on an exciting project and make history! The new Surrey hospital & Cancer Centre will be located on a green field site and scheduled to be the first net new hospital in BC in nearly…
Added 7 hours ago
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Project Manager - Redevelopment & Major Projects
Fraser Health Authority
Surrey, BC
- $46.37 to $66.66 CAD / hour
- Full-time
Join us on an exciting project and make history! The new Surrey hospital & Cancer Centre will be located on a green field site and scheduled to be the first net new hospital in BC in nearly…
Added 13 hours ago
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Manufacturing Line Manager – Assembly Lines
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Halifax, NS
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Added 15 hours ago
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Toronto, ON
- Full-time
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Added 16 hours ago
Marketing & Communications Manager
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Added 17 hours ago
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Barrie, ON · Woodbridge, ON · Maple Compressor Station
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Added 17 hours ago
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Pipeline Technician
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Added 1 day ago
BC
Equity Research Database & Development Associate
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Toronto, ON
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 1 day ago
BC
Equity Research Database & Development Associate
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Toronto, ON
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 1 day ago
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Added 1 day ago
Customer Energy Management & Partnerships Analyst
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Added 1 day ago
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Added 1 day ago
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HR Program Coordinator
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Added 1 day ago
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Calgary, AB · Three Hills, AB · Edmonton, AB · Grande Prairie, AB · Lethbridge, AB
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This position supports the organization at the service line level. Reporting to the Division Manager, the position will be responsible for independently planning, executing, and supervising…
Added 1 day ago
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Engineer Protection & Control
Stantec
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- Full-time
…successful delivery of challenging and innovative projects in the power generation, transmission, distribution, and industrial sectors. Join our team of experts and play a key role in…
Added 1 day ago
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Engineer Protection & Control
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Closed listing

BMO

Investment Specialist

Edmonton, AB, Canada

$40,500.00 - $80,000.00 · Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Closing date: Sep 24, 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: Sep 9, 2026

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Original job description

Archived listing. The details below describe a past opening.

Application Deadline:

09/23/2026

Address:

11104 Ellerslie Road SW

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.

About employer

More about this job

Responsibilities

Provides financial and investment planning advice to meet customer needs while proactively engaging in business development and sales strategies. Supports team performance targets and ensures compliance with regulatory, legal, and ethical standards.

Requirements

Requires 2-3 years of relevant experience and a post-secondary degree in a related field. Candidates must be working towards or hold the necessary regulatory licensing and registration for a Financial Planner.

Skills

Financial planning
Investment advice
Sales
Relationship building
Business development
Outbound calling
Customer service
Needs-based assessment
Referral generation
Analytical skills
Problem solving
Communication skills
Regulatory compliance
Risk management
Financial industry knowledge

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Retail Banking
Investment Specialist
Mutual Funds
Retirement Savings Plans
Financial Planning
Business Development
Sales Targets
Customer Loyalty
Risk Management Framework
Regulatory Compliance
Financial Advice
Relationship Management
Branch Referrals
Investment Strategies
Performance Targets
Banking Products
Commercial Banking
Personal Banking
Financial Industry
Accreditation

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