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Added 3 mins ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Regina, SK
- Full-time
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 3 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Alma, QC
- Full-time
Being part of a family-owned business committed to the community
Added 4 mins ago
KA
Sub-Prime Assistant Finance Manager
Kaizen Automotive Group
Calgary, AB
- Full-time
The Sub‑Prime Assistant Finance Manager supports the dealership’s Special Finance/F&I team in helping customers with non‑prime or challenged credit secure financing for vehicle purchases.…
Added 4 mins ago
KA
Finance & Insurance Manager, Used Car
Kaizen Automotive Group
Calgary, AB
- Full-time
The Finance & Insurance (F&I) Manager for the Used Car Department is responsible for managing all financial and insurance components of pre‑owned vehicle sales. This role ensures customers…
Added 4 mins ago
KA
Sales Manager
Kaizen Automotive Group
Calgary, AB
- Full-time
The Sales Manager is responsible for leading and managing the dealership’s vehicle sales operations. This role ensures profitable sales growth, effective sales team performance, and…
Added 4 mins ago
RM
Guest Services Manager - Vancouver (Seasonal Full Time, February to October)
Rocky Mountaineer
Vancouver, BC
- Full-time
Serving It Right (SIR) or ProServe certification required; Food Safe Level 2 preferred
Added 4 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 4 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 4 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 4 mins ago
CG
Urology District Manager
Cook Group
Whitchurch-Stouffville, ON · Stouffville, ON
- Full-time
This is an excellent opportunity to join a fast growing, well-established medical device industry leader as a District Manager for the Urology Division at Cook Canada. The District Manager…
Added 4 mins ago
ML
Sr. Manager, Distribution
Maple Leaf Foods Inc.
Mississauga, ON
- $122,000 to $172,000 CAD / year
- Full-time
We’re a global food company with approximately 10,000 team members. We operate sites in 20+ locations across Canada. We also have locations in the U.S. and Mexico, and do business in Asia.
Added 4 mins ago
ML
Finance Manager SG&A
Maple Leaf Foods Inc.
Mississauga, ON
- Full-time
We’re a global food company with approximately 10,000 team members. We operate sites in 20+ locations across Canada. We also have locations in the U.S. and Mexico, and do business in Asia.
Added 4 mins ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, Alberta
- $38 to $42 CAD / hour
- Contract
…Credit Team Lead. This role involves supporting the Credit Manager, providing high-level credit work, and assisting with escalations. It emphasizes proactive risk management to assess and…
Added 4 mins ago
LC
Associate Product Manager
Loblaw Companies Limited
Brampton, ON
- Full-time
The Assistant Product Manager (APM) Value Creation works in a fast-paced environment to support Loblaw Brands to enable our beloved brands, including President’s Choice and No Name. In this…
Added 4 mins ago
FB
Assistant Bakery Manager
Farm Boy Inc.
Oakville, ON
- Up to $21.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 4 mins ago
T
Bilingual Veterinary Partner Support Coordinator (French/English)
Trupanion
Vancouver, BC
- Full-time
Trupanion is seeking a dedicated and customer-focused Bilingual Veterinary Partner Support Coordinator (French/English) to join our Partner Support Team. In this role, you will provide…
Added 18 mins ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Saint-Georges, QC · St-Georges, QC
- Full-time
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 18 mins ago
L
5794 - 3rd Key
Lids
Timmins, ON
- $18.45 CAD / hour
- Part-time
…stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous product presentations, and be a subject…
Added 18 mins ago
P&
Chef d'Équipe, Dédouanement des Moteurs / Team Lead, Engine Clearance
Pratt & Whitney
Longueuil, QC · Saint-Hubert, QC
- Full-time
Added 18 mins ago
CO
Senior Brand Manager, North America
Crofter's Organic
Parry Sound, ON
- Full-time
…but mighty team, join us as we look to aggressively scale our business on our mission to become one of the leading organic food brands in North…
Added 18 mins ago
S
Channel Development Manager
Survalent
Toronto, ON
- Full-time
The grid is transforming - and you could be at the center of it. Survalent is looking for a Channel Development Manager to build and grow the partner ecosystem behind some of North…
Added 18 mins ago
OH
Team Assistant, Regular Full-Time, Short Stay, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
What you must have
Added 18 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 18 mins ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Quebec, QC
- Full-time
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 18 mins ago
OI
Manager, Business Information and Analytics
Ottawa International Airport Authority YOW / Administration de l'aéroport international d'Ottawa YOW
Ottawa, ON
- Full-time
The Ottawa International Airport Authority (Authority) is accepting applications for a full-time Manager, Business Information and Analytics.

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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Work requirements

Jobs in Canada