Jobs in Canada

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Added 10 mins ago
KA
Sales Manager
Kaizen Automotive Group
Calgary, AB
- Full-time
Lead and manage the sales department, including new and used vehicle sales teams.
Added 10 mins ago
TS
Senior UX Designer
Technical Safety BC
Vancouver, BC
- Full-time
Lead the design of accessible, intuitive, and effective digital experiences across Technical Safety BC's digital platforms.
Added 24 mins ago
MA
Business Analyst
MSH Americas - Diot-Siaci Group
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
…Assistance, Operations, Partnerships & Client Relations, Product, Marketing & Communications, Business Excellence, Finance, Human Resources, and Information…
Added 24 mins ago
R|
Research Assistant - Public Engagement
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Participate in the planning and coordination of in-person Network events, taking the lead in advocating for and ensuring the needs and perspectives of public partners and people with…
Added 24 mins ago
MA
Business Analyst
MSH Americas - Diot-Siaci Group
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
…Assistance, Operations, Partnerships & Client Relations, Product, Marketing & Communications, Business Excellence, Finance, Human Resources, and Information…
Added 24 mins ago
CO
Senior Brand Manager, North America
Crofter's Organic
Parry Sound, ON
- Full-time
Build and run integrated marketing plans that grow prompted awareness, trial and household penetration.
Added 24 mins ago
CL
Director, Mass Fundraising and Donor Growth
Cause Leadership Inc.
Toronto, ON
- $110,000 to $125,000 CAD / year
- Full-time
Reporting to the Chief Marketing & Communications Officer and serving on the Leadership Team, the Director will lead Scott Mission’s mass fundraising portfolio, including donor acquisition,…
Added 24 mins ago
UO
Employer Relations Specialist
University of Calgary
Calgary, AB
- Full-time
Work with the Events & Engagement Coordinator and the Manager of CCPD Operations to develop each event's overall marketing strategy to produce web content, promotional materials, and create…
Added 24 mins ago
MA
Business Analyst
MSH Americas - Diot-Siaci Group
Calgary, AB
- $95,000 to $110,000 CAD / year
- Full-time
…Assistance, Operations, Partnerships & Client Relations, Product, Marketing & Communications, Business Excellence, Finance, Human Resources, and Information…
Added 24 mins ago
RG
Senior Buyer
R2 Global
Toronto, ON
- Full-time
…chance to own day-to-day buying across the full assortment, lead a small team and work closely with planning, marketing and the eCommerce and retail channels. It suits a commercial operator…
Added 25 mins ago
R
Director, Global Functions Financial Control
RBC
Toronto, ON
- Full-time
…team reports to the VP, Corporate Support Controller. You will lead a team across three strategic mandates: financial control and governance for Global Functions, finance support for RBC's…
Added 25 mins ago
AE
Aerie - Merchandising Team Leader (Assistant Manager)
American Eagle Outfitters
Edmonton, AB
- Full-time
…always nails floorset execution, and rocks merchandising and marketing brand standards. You ensure the store is always "guest ready" through effective replenishment. Most importantly, you…
Added 25 mins ago
ME
Regional Manager – Winnipeg Region
MANITOBA EMPLOYMENT ESSENTIALS AND TRAINING (MEET)
Winnipeg, MB
- Full-time
Lead and manage Skills for Success service delivery within the Winnipeg region, ensuring alignment with MEET’s mission, strategic objectives and funding agreements.
Added 41 mins ago
C
Senior Manager, Marketing Data & Analytics
Clio
Toronto, ON · Vancouver, BC · Calgary, AB
- Full-time
Lead marketing attribution, choosing the right model for each question (first touch, last touch or W-shaped) and using multi-touch attribution to guide channel mix and budget decisions
Added 41 mins ago
B
Financial Planner
BMO
Kamloops, BC
- Full-time
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.
Added 41 mins ago
B
Investment Specialist Admin
BMO
Kamloops, BC
- Full-time
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…
Added 41 mins ago
CC
Business Development Representative (Alberta)
Closer Conveyancing
Calgary, AB
- $60,000 to $70,000 CAD / year
…senior members of our Sales team. You'll also work closely with Marketing and Design to support campaigns and engagement initiatives that generate interest and nurture prospective…
Added 54 mins ago
O
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 54 mins ago
M
Account Coordinator
Moroccanoil
Montreal, QC
- Full-time
Provide onsite seasonal education to support the seasonal hair and body marketing calendars.
Added 54 mins ago
R
Gestionnaire principal, Ingénierie de projets / Senior Manager, Project Engineering
RTX
Mississauga, ON · Longueuil, QC
- Full-time
…Opérations, les Approvisionnements, le Soutien à la clientèle ou le…
Added 55 mins ago
Industry Manager II
Pinterest
Toronto, ON
Lead a team of sellers, responsible for driving and growing new business revenue with top existing and potential advertisers
Added 55 mins ago
PF
Directeur·trice de l'architecture logicielle | Head of Software Architecture
Power Factors
Remote, Canada
- Remote
Added 55 mins ago
PF
Vice-président·e Produit | Head Of Product
Power Factors
Remote, Canada
- Remote
Travailler avec l’ensemble de la machine de mise en marché. S’harmoniser avec les équipes Ventes, Marketing, Succès client et Services en matière de positionnement, de regroupement, de…
Added 55 mins ago
P
Portfolio Marketing Specialist (12-Month Fixed Term, Maternity Cover)
Prosci
Remote, Canada
- $75,000 to $90,000 CAD / year
- Remote
We are looking for a Portfolio Marketing Specialist who combines strong positioning and storytelling skills with a hands-on approach to execution. Working within the Brand team, you will…
Added 55 mins ago
B
Brand Communications Manager
Blazesoft
Concord, ON
- Full-time
We are looking for an experienced, creative, and data-driven Brand Communications Manager to lead our social media, community growth, and email marketing initiatives across multiple brands.

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