Jobs in Canada

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Added 4 mins ago
S
Senior Engineer, Transmission Line and Substation Structures
Stantec
Laval, QC
- Full-time
Serve as a Project Manager on structural engineering projects.
Added 4 mins ago
S
Senior Engineer, Transmission Line and Substation Structures
Stantec
Montreal, QC
- Full-time
Serve as a Project Manager on structural engineering projects.
Added 4 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 4 mins ago
GC
Software Engineer III -Software Engineer III - Temporary Full Time
Game Companies
Vancouver, BC
- Full-time
Reporting to the Engineering Manager, we are seeking an experienced .NET Software Engineer with a strong DevOps background to join our Quality Verification and Standards (QVS) team. In this…
Added 4 mins ago
BR
Talent Acquisition Specialist (8 month Contract)
BarBurrito Restaurants Inc.
Toronto, ON · North York, ON
- $65,000 to $75,000 CAD / year
- Contract
Location: North York, ON (Corporate Head Office)
Added 4 mins ago
P&
Chef d'Équipe, Dédouanement des Moteurs / Team Lead, Engine Clearance
Pratt & Whitney
Longueuil, QC · Saint-Hubert, QC
- Full-time
Added 4 mins ago
WI
Senior Information Technology Consultant, Buildings
WSP in Canada
Victoria, BC
- Full-time
…buildings. Based in our Victoria office and reporting to the Manager, Technology, you'll provide senior technical and project leadership for large security and technology assignments across…
Added 4 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 4 mins ago
OH
Team Assistant, Regular Full-Time, Short Stay, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
What you must have
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Senior Manager, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Added 4 mins ago
WI
Senior Information Technology Consultant, Buildings
WSP in Canada
Nanaimo, BC
- Full-time
…buildings. Based in our Victoria office and reporting to the Manager, Technology, you'll provide senior technical and project leadership for large security and technology assignments across…
Added 4 mins ago
UO
Instructional Designer
University of Niagara Falls Canada
Niagara Falls, ON
- Full-time
Location: University of Niagara Falls Canada in Niagara Falls, ON (Hybrid)
Added 4 mins ago
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Senior Manager, Market Intelligence & Strategic Insights (Supply Chain)
Equinix
Toronto, ON
- Full-time
The Senior Manager, Market Intelligence & Strategic Insights (Supply Chain) is a hands-on leader within Procurement and MCE who supports MCE-led supply chain, market intelligence, and…
Added 4 mins ago
R
Solution Architect – ERP Portfolio
Raise
Calgary, AB
- Full-time
…Endorsements/References at the time of application: ( this could be a colleague/manager that worked with you on Recent Projects that relate to this role Ask them to provide a Quick…
Added 4 mins ago
ST
Financial Planning Analyst
Sailun Tire Americas
Woodbridge, ON
- $65,000 to $85,000 CAD / year
- Contract
Position Reporting To – Finance Director, FP&A or Manager, FP&A
Added 4 mins ago
S
Software Engineer, Fullstack Java Developer
Scotiabank
Toronto, ON
- Full-time
As a Senior manager and lead developer you are required to supervise the regulatory reporting requirements globally, work on AI, The individual must thrive on challenge, be proactive, and…
Added 4 mins ago
EA
Software Architect
Eclipse Automation
Cambridge, ON
- $130,000 to $140,000 CAD / year
- Full-time
Reporting to the ERP Systems Manager, the Software Architect will advise on strategic technology choices that balance business processes, technology needs and competitive growth. The role…
Added 4 mins ago
A
Laboratory Warehouse Assistant (General Labour)
ALS
North Vancouver, BC · CAN - BC - North Vancouver
- Full-time
Return sample boxes to storage and scan them into the appropriate location after weighing
Added 4 mins ago
PC
Site Safety & Training Coordinator
Paladin Canada
La Loche, SK
- Full-time
…exploration and construction activities at the Patterson Lake South location. Reporting to the site-based Safety and Training Manager, the Safety & Training Coordinator provides visible…
Added 4 mins ago
Breakdown Detailer
State Window Corporation
Vaughan, ON
Reports to the Senior Breakdown Manager on all matters, the Breakdown Detailer shall ensure to meet all schedules in a timely manner. .
Added 4 mins ago
Breakdown Detailer
State Window Corporation
Vaughan, ON
Reports to the Senior Breakdown Manager on all matters, the Breakdown Detailer shall ensure to meet all schedules in a timely manner. .
Added 4 mins ago
Case Manager, Housing Support
Tungasuvvingat Inuit
Ottawa, ON
The Case Manager Housing Support works out of 282 Dupuis Street Ottawa, ON (main location) and designated locations within the Ottawa region.
Added 4 mins ago
IC
Business Development Manager
ICC Compliance Center Inc
New Westminster, BC · Delta, British Columbia
- Full-time
Keep CRM records current, including contacts, opportunities, activity, and next steps. Review results, forecasts, and upcoming priorities with the Sales Manager each week.
Added 4 mins ago
Lab Manager (Stability Lab)
Westerkirk
Toronto, ON
The Manager, Stability & Compatibility will manage a group of Analysts and Technicians, implement product stability & compatibility programs to support the development of new and innovative…
Added 4 mins ago
Breakdown Detailer
State Window Corporation
Vaughan, ON
Reports to the Senior Breakdown Manager on all matters, the Breakdown Detailer shall ensure to meet all schedules in a timely manner. .

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