Jobs in Canada

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Added 11 mins ago
PL
Senior Financial Accountant, Financial Reporting (10-month contract)
Pacific Life
Toronto, ON
- Full-time
The Senior Financial Accountant, Financial Reporting role sits within the Pacific Life Re (PL Re) Financial Reporting and Tax (FRT) team and reports to the Manager, Financial Reporting.
Added 11 mins ago
N
Sr Analyst, Retail, Regional Finance
Nutrien
Saskatoon, SK
- Full-time
Lead monthly financial analysis, reporting packages, and business commentary for Regional Administration and Finance leadership
Added 11 mins ago
R|
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 11 mins ago
U
Insurance Business Analyst
UST
ON · Ontario, Canada
- Full-time
Build business cases, financial models, and implementation roadmaps
Added 11 mins ago
BC
Intern, Financial Reporting & Insights (Winter 2027)
BDO Canada
Montreal, QC
- Full-time
Our Montréal office is looking for Intern Students to join the Financial Reporting & Insights team from March to April 2027 and own the following responsibilities:
Added 11 mins ago
R|
Fellowship and Bursary Administrative Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 11 mins ago
QM
Accounts Payable & Accounting Analyst
Quantum Management Services Ltd.
Toronto, ON
- $38 to $42 CAD / hour
- Contract
Our client, a highly regarded organization in the financial services industry, is seeking experienced Accounts Payable & Accounting Analysts to join its finance team on a contract basis.
Added 11 mins ago
H
UAT lead
Hays
Toronto, ON
- Contract
…User Acceptance Testing activities for large-scale banking and financial services initiatives. The ideal candidate will have extensive experience in testing banking products, managing UAT…
Added 11 mins ago
KR
Financial Reporting Analyst
Kassen Recruitment
Toronto, ON
- $100,000 to $110,000 CAD / year
- Full-time
Bringing financial data and business performance together, this Financial Reporting Analyst opportunity offers a combination of financial reporting, portfolio analysis, and strategic…
Added 11 mins ago
R
Senior Writer, CBC Money, (English Services) (On-site)
Radio-Canada
AB · Edmonton, AB
- Full-time
CBC News is expanding its financial and consumer storytelling to help Canadians navigate complex economic realities. Affordability remains top of mind for most Canadians. Purchasing power…
Added 11 mins ago
GW
Accountant
Gibbons Whistler
Whistler, BC
- Full-time
We're looking for a commercially minded Accountant to join our Finance team. This is a hands-on role that combines core accounting responsibilities with operational business partnering.…
Added 11 mins ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
The role supports multiple revenue streams, including research grants, contracts, and administrative and operational revenues, within a diverse financial environment
Added 11 mins ago
CF
Associate Director, PSP Operations
Canadian Forces Morale and Welfare Services
Ottawa, ON
- Full-time
…their unique needs and enhance their mental, social, physical, financial and familial well-being. CFMWS employees deliver programs and services including recreation, sports and fitness…
Added 11 mins ago
FT
Business Coordinator
Fathom Talent Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Location -Thornhill, ON (York Region) - four days in office, one day remote
Added 11 mins ago
R
Senior Manager, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Partner with the Corporate Director of Real Estate Transactions to streamline internal governance and approval workflows, from financial analysis through to executive sign-off.
Added 11 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
…strategic partner across departments, integrating operational, financial, ESG and strategic information to support evidence-based decision-making, organizational performance monitoring and…
Added 11 mins ago
DT
Senior Accountant
DEFSEC Technologies Inc.
Ottawa, ON · Kanata, ON
- $65,000 to $90,000 CAD / year
- Full-time
Assist in preparing monthly, quarterly and annual financial statements, MD&A support schedules, and footnote disclosures
Added 11 mins ago
IG
VP, Controller
Insight Global
Vancouver, BC
- $180,000 to $210,000 CAD / year
- Full-time
GAAP and US-Canada cross-border experience
Added 11 mins ago
R
Senior Writer, CBC Money, (English Services) (On-Site)
Radio-Canada
Halifax, NS
- Full-time
CBC News is expanding its financial and consumer storytelling to help Canadians navigate complex economic realities. Affordability remains top of mind for most Canadians. Purchasing power…
Added 11 mins ago
R
Senior Writer, CBC Money, (English Services) (On-Site)
Radio-Canada
Vancouver, BC
- Full-time
CBC News is expanding its financial and consumer storytelling to help Canadians navigate complex economic realities. Affordability remains top of mind for most Canadians. Purchasing power…
Added 11 mins ago
E
Senior Manager, Market Intelligence & Strategic Insights (Supply Chain)
Equinix
Toronto, ON
- Full-time
Added 11 mins ago
UO
Accounting Assistant
University of Manitoba
Winnipeg, MB
- $50,086.4 to $69,833.4 CAD / year
- Full-time
Revenue, General & Student Accounting | Financial Services
Added 11 mins ago
C
Chef(fe) de service, Service à la clientèle Nethris
CGI
Montreal, QC
- Full-time
Employee Assistance Program, Health and Wellness program, comprehensive insurance coverage, financial assistance for your job related studies
Added 11 mins ago
QM
Technicien(ne) comptes recevables - recouvrement / Accounts Receivable Technician - Collections
Quantum Management Services Ltd.
Montreal, QC
- $60,000 to $75,000 CAD / year
- Full-time
A business law firm in downtown Montreal is seeking an Accounts Receivable Technician to ensure that every completed case results in sound financial health.
Added 11 mins ago
BC
Chief Economist, Tax Policy and Market Research
Beer Canada
Toronto, ON
- Full-time
…policy expert to provide strategic advice, economic research and financial analysis on complex legislative and regulatory issues with significant fiscal implications for Canada’s brewing…

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