Jobs in Canada

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Added 4 mins ago
TZ
Supervisor, Marketing and Communications (TZWC)
Toronto Zoo
Toronto, ON
- $79,056 to $89,000 CAD / year
- Full-time
Inform and provide strategic insight into the planning and execution of all organizational communications, messaging, marketing, public relations, and philanthropic engagement initiatives.
Added 4 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 4 mins ago
R|
Project Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
The Centre for Precision Psychiatry – Quebec (CPPQ) is seeking a project manager for our large-scale longitudinal mental health research project across three clinical research sites,…
Added 4 mins ago
R|
Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of the group manager, the clinical research coordinator will be responsible for supporting the successful conduct of clinical research trials in oncology at the Cedars…
Added 4 mins ago
R|
Clinical Research Clerk
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of the manager of the Courtois Cardiovascular Signature project, the incumbent is responsible for supporting the recruitment and successful conduct of the study. The…
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
CO
Senior Brand Manager, North America
Crofter's Organic
Parry Sound, ON
- Full-time
The Senior Brand Manager, North America is responsible for leading the Crofter’s brand across Canada and the United States. This leader will own brand strategy, the innovation pipeline, and…
Added 4 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 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
R
Senior Manager, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Added 4 mins ago
LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Oshawa, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 4 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 4 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.
Added 4 mins ago
PP
Account Manager
Preston Phipps Inc
Dartmouth, NS
- Full-time
Added 4 mins ago
SI
Registered Nurse
Shannex Incorporated
NS · Nova Scotia, Canada
- Full-time
Assessing, planning, evaluating, documenting and directing residents’ needs through consultation with medical professionals, care conferences and team members
Added 4 mins ago
DO
Senior Manager, Community Services
District of Peachland
Peachland, BC
- Temporary
Reporting to the Chief Administrative Officer, the Senior Manager, Community Services provides strategic and operational leadership for recreation, culture, aquatics, community events,…
Added 4 mins ago
NN
Logistics Project Manager - Montreal
Nordex North America
Montreal, QC
- Full-time
Must possess a full valid driver’s license and be insurable under our auto insurance policy
Added 4 mins ago
AT
Central Territory Sales Manager
Allison Transmission
Toronto, ON
- Full-time
The Territory Sales Manager is accountable for achieving the assigned region’s sales and profitability objectives established by Allison Industrial Canada’s business unit leadership. As an…
Added 4 mins ago
C
Chef(fe) de service, Service à la clientèle Nethris
CGI
Montreal, QC
- Full-time
The Manager is responsible for operational execution, team leadership, and people management. They translate the Director's direction into concrete actions and oversee the day-to-day…
Added 4 mins ago
UO
Employer Relations Specialist
University of Calgary
Calgary, AB
- Full-time
The Employer Relations Specialist role reports to the Manager, CCPD Operations, and is focused on achieving the following objectives: showcasing a diverse range of career opportunities to…
Added 4 mins ago
M
Generalist, Human Resources
Morguard
Mississauga, ON
- Full-time
Acts as a bridge between employees and leadership, aligning HR practices with business goals. Supports workforce planning, organizational development, and leadership coaching to help the…
Added 4 mins ago
UO
Program Assistant, Indigenous Student Access Program
University of Calgary
Calgary, AB
- Part-time
Meet with the WSL Manager, Program Coordinator ISAP, and other WSL staff and peers.
Added 4 mins ago
R
Solution Architect – ERP Portfolio
Raise
Calgary, AB
- Full-time
…leadership and technical oversight across its Enterprise Resource Planning (ERP) portfolio. Reporting into enterprise delivery and architecture stakeholders, you will design and govern…
Added 4 mins ago
RG
Senior Buyer
R2 Global
Toronto, ON
- Full-time
Senior Buying Manager - Toronto, ON - $140,000CAD base salary
Added 4 mins ago
ST
Financial Planning Analyst
Sailun Tire Americas
Woodbridge, ON
- $65,000 to $85,000 CAD / year
- Contract
Sailun Tire Americas – Financial Planning and Analysis (FP&A) Analyst

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