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Client Advisor Intern
RBC
London, ON
- Part-time
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Added 4 mins ago
Lab Manager (Stability Lab)
Westerkirk
Toronto, ON
In addition to base compensation Cosmetica offers a competitive total rewards package which may include bonus eligibility, equity, benefits, retirement plans, paid time away from work, etc.
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Personal Banking Associate - Pierrefonds Sources (Full Time)
TD
Montreal, QC
- Full-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 4 mins ago
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Branch Manager I - Sussex
TD
Sussex, NB
- Full-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 4 mins ago
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Software Engineer III - IVR
TD
Toronto, ON
- Full-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 4 mins ago
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Gestionnaire principal(e) de portefeuille / Principal Portfolio Manager
McKesson
Montreal, QC
- Full-time
Added 19 mins ago
GF
Assistant General Manager - Grimsby Industrial and South Service
GoodLife Fitness
Grimsby, ON
- Full-time
The Assistant General Manager plays a key role in providing an exceptional employee and member experience. You are responsible for training, coaching and ongoing development of a team of…
Added 19 mins ago
ON
Aftercare Worker
Ontario Native Women's Association
Thunder Bay, ON
- Full-time
…change. ONWA prides itself on providing all employees with a total rewards package that is generous and supports our workforce and their family…
Added 19 mins ago
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Senior Manager, Marketing Data & Analytics
Clio
Toronto, ON · Vancouver, BC · Calgary, AB
- Full-time
We are currently seeking a Senior Manager, Marketing Data & Analytics to join our team. This role is available as flexible hybrid in our hub cities (Vancouver, Calgary, Toronto, and New…
Added 19 mins ago
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Wealth Planning Advisor- Waterloo
BMO
Waterloo, ON · MARS
- Full-time
Work Arrangement: Hybrid role (3 days in office, 2 days remote)
Added 19 mins ago
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Financial Planner
BMO
Kamloops, BC
- Full-time
…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…
Added 19 mins ago
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Investment Specialist Admin
BMO
Kamloops, BC
- Full-time
…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…
Added 33 mins ago
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Global Paid Search Marketing Manager
Okta
Toronto, ON
- $114,000 to $157,300 CAD / year
- Full-time
Okta is seeking a highly analytical and forward-thinking Global Paid Search Marketing Manager with exceptional Martech integration skills to join our Global Digital Acquisition Team.
Added 34 mins ago
UKG Pro WFM Scheduling Lead- Manager
EY
Toronto, ON · Montreal, QC · Vancouver, BC · Edmonton, AB · AB · Calgary, AB
To qualify for the role, you must have:
Added 49 mins ago
OD
Multi Dwelling Unit Territory Representatives ( Sales and Marketing) - NB
OSL Direct Services
Moncton, NB
- Other
Competitive base pay, car allowance plus lucrative uncapped commission structure that can total up to $80,000 - $90,000 per year and more depending on performance. Our top performers are…
Added 49 mins ago
ML
Project Engineer
Maple Leaf Foods Inc.
Mississauga, ON
- $71,000 to $103,000 CAD / year
- Full-time
…Maple Leaf Foods offers competitive wages and an attractive total rewards package, which will be discussed during an interview with our Talent…
Added 49 mins ago
OR
Wireless Sales Manager - 1089 Calgary
OSL Retail Services Inc
Calgary, AB · Deerfoot, Calgary, AB
- Other
$40,000-$60,000 Annual Average Earnings!(Average Hourly Total: $20-$24 | Top Performers: $25+/hour)
Added 49 mins ago
SE
Human Resources Coordinator - Operations
STEP Energy Services
Blackfalds, AB · Red Deer, AB
- Full-time
Generous total rewards package including competitive pay, benefits, and reward offerings
Added 49 mins ago
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Branch Manager
REXEL
Burnaby, BC
- Full-time
…does not include variable pay or other components of Rexel’s total rewards…
Added 49 mins ago
KC
Financial Services Advisor
Kindred Credit Union
New Hamburg, ON
- Full-time
…and to care for your overall wellness. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for…
Added 49 mins ago
GF
Assistant General Manager - Grimsby Industrial and South Service
GoodLife Fitness
Grimsby, ON
- Full-time
The Assistant General Manager plays a key role in providing an exceptional employee and member experience. You are responsible for training, coaching and ongoing development of a team of…
Added 49 mins ago
D
Senior Manager, Data and Analytics - Risk and Regulatory
Deloitte
Toronto, ON
- Full-time
…intelligence and machinelearning. For this role, we are seeking Manager level team members who will help deliver on our ambitious plansto grow our practice by providing leadership and…
Added 49 mins ago
D
Manager, Data and Technology - Data Engineer
Deloitte
Toronto, ON
- Full-time
…intelligence and machinelearning. For this role, we are seeking Manager level team members who will help deliver on our ambitious plansto grow our practice by providing leadership and…
Added 49 mins ago
C
Architectural Design Manager
Collabera
Calgary, AB · Greater Calgary Metropolitan Area
- $60 to $80 CAD / hour
- Contract
The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role,…
Added 1 hour ago
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AB - Calgary Commissary - Meat - Team Lead Production (Night Shift)
Sobeys
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
The Team Lead (Night Shift) is responsible in assisting the Production Manager in the day-to-day operations of the department

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