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Program & Support Services Manager
RhynoCare
Kingsville, ON
- $65,000 CAD / year
- Other
RhynoCare is seeking an experienced Program & Support Services Manager to work in a Long Term Care facility in Kingsville, ON.
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Unit Clerk - Repost
Winnipeg Regional Health Authority
Steinbach, MB
Reporting to the Director Health Services and/or Manager Health Services or Delegate, the Unit Clerk performs clerical, receptionist and communication functions on the unit as part of the…
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PACT Service Coordinator - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Vehicle and driver’s license required
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UKG Pro WFM Timekeeping Lead- Manager
EY
Toronto, ON · Montreal, QC · Vancouver, BC · Edmonton, AB · AB · Calgary, AB
To qualify for the role, you must have:
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UKG Pro WFM Technical Integrations (Dell Boomi Lead)- Manager
EY
Winnipeg, MB · Toronto, ON · Montreal, QC · Quebec, QC · Saskatoon, SK · Halifax, NS · St. John's, NL · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · Dieppe, NB · ON · AB · Waterloo, ON · Calgary, AB
To qualify for the role, you must have:
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Food Services Manager
Chartwell
Cambridge, ON
- Full-time
Are you passionate about creating exceptional dining experiences for seniors? As a Food Service Manager at Chartwell, you will lead a dedicated team to deliver high-quality meals and…
Added 15 mins ago
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Personal Support Worker (PSW)
CarePartners
Chatham-Kent, ON · Tilbury, ON
- Part-time
…support, and promote independence for patients in home and community care settings by assisting with activities of daily living under the supervision of our Personal Support…
Added 15 mins ago
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Personal Support Worker (PSW)
CarePartners
Chatham-Kent, ON · Thamesville, ON
- Part-time
…support, and promote independence for patients in home and community care settings by assisting with activities of daily living under the supervision of our Personal Support…
Added 15 mins ago
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Personal Support Worker (PSW)
CarePartners
Chatham-Kent, ON · Wallaceburg, ON
- Part-time
…support, and promote independence for patients in home and community care settings by assisting with activities of daily living under the supervision of our Personal Support…
Added 15 mins ago
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Personal Support Worker (PSW)
CarePartners
Chatham-Kent, ON · Blenheim, ON · Ridgetown, ON
- Part-time
…support, and promote independence for patients in home and community care settings by assisting with activities of daily living under the supervision of our Personal Support…
Added 15 mins ago
PC
Youth Support Worker (Temporary Full-Time)
PLEA Community Services Society of BC
Port Coquitlam, BC
- Full-time
PLEA Community Services is currently seeking a Temporary Full-Time Youth Support Worker for our U-Turn/U-Link team located in Port Coquitlam, BC. This temporary fixed-term contract is…
Added 15 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 15 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 15 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 15 mins ago
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Credit Team Lead
Aston Carter
AB · Edmonton, Alberta
- $38 to $42 CAD / hour
- Contract
Join a well-established organization in the automotive services and equipment sector as a Credit Team Lead. This role involves supporting the Credit Manager, providing high-level credit…
Added 29 mins ago
GC
Software Engineer III -Software Engineer III - Temporary Full Time
Game Companies
Vancouver, BC
- Full-time
…around the world. Here, everyone is part of the story. Part of a community that connects across the globe. A place where creativity thrives, new perspectives are invited, and ideas matter.…
Added 29 mins ago
CL
Director, Mass Fundraising and Donor Growth
Cause Leadership Inc.
Toronto, ON
- $110,000 to $125,000 CAD / year
- Full-time
A team to develop. Lead a small, collaborative team, including a Senior Manager, Direct Response Operations and a Direct Response Officer, within a marketing team of 13, with room to grow.…
Added 29 mins ago
LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Oshawa, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 29 mins ago
SI
Registered Nurse
Shannex Incorporated
NS · Nova Scotia, Canada
- Full-time
Represents the Home at appropriate community and professional meetings; attend workshops, in-service sessions and other scheduled meeting as authorized by the Site Manager/Regional…
Added 29 mins ago
DO
Senior Manager, Community Services
District of Peachland
Peachland, BC
- Temporary
Reporting to the Chief Administrative Officer, the Senior Manager, Community Services provides strategic and operational leadership for recreation, culture, aquatics, community events,…
Added 29 mins ago
UO
Employer Relations Specialist
University of Calgary
Calgary, AB
- Full-time
The Employer Relations Specialist role reports to the Manager, CCPD Operations, and is focused on achieving the following objectives: showcasing a diverse range of career opportunities to…
Added 29 mins ago
UO
Program Assistant, Indigenous Student Access Program
University of Calgary
Calgary, AB
- Part-time
Assisting with referrals for student support services specific to the cohort.
Added 29 mins ago
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Laboratory Warehouse Assistant (General Labour)
ALS
North Vancouver, BC · CAN - BC - North Vancouver
- Full-time
ALS is a global leader in testing, inspection, and certification services. Our laboratories support clients across a range of industries by delivering accurate, timely, and reliable…
Added 29 mins ago
Police Communications Operator
The City of Red Deer
Red Deer, AB
…regional reach of over 300,000, it’s a growing hub for business, services, and…
Added 29 mins ago
Case Manager, Housing Support
Tungasuvvingat Inuit
Ottawa, ON
Community College in Human Services, Social Work, or similar field is required.

BMO

Investment Specialist Admin

Kamloops, BC, Canada

$37,000.00 - $70,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $37,000.00 - $70,000.00
Job type: Full-time
Apply by: Nov 27, 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 13, 2026

Original job description

Application Deadline:

11/26/2026

Address:

1180 Columbia Street West

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). Supports the existing Financial Planner with administrative requests.

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. Making referrals where appropriate.
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals), as directed by the Senior Financial Planner
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 24-36month 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:

$37,000.00 - $70,000.00

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Provides financial and investment planning advice to customers while supporting senior staff with administrative tasks and business development. Engages in outbound calling and branch referrals to grow the bank's business and meet performance targets.

Requirements

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

Skills

Financial planning
Investment advice
Sales
Customer service
Business development
Outbound calling
Relationship building
Referral generation
Analytical skills
Problem solving
Communication skills
Organizational skills
Risk management
Regulatory compliance

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
Financial Planning
Managed Products
Mutual Funds
Retirement Savings
Business Development
Outbound Calling
Customer Experience
Risk Management Framework
Regulatory Compliance
Financial Industry
Sales Targets
Relationship Management
Strategic Advice

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Jobs in Canada