Jobs in Canada

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Added 4 mins ago
KA
Sub-Prime Assistant Finance Manager
Kaizen Automotive Group
Calgary, AB
- Full-time
Update CRM notes, track lead activity, and support follow-up strategies to increase show and close rates.
Added 4 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 4 mins ago
OR
Party Shop Sales Associate - 3170 Burlington North
OSL Retail Services Inc
Burlington, ON
- Other
…select locations for Party Shop. Reporting to the Party Shop Lead, the Party Shop Associate will be responsible to achieve all daily sales and operations targets. They will display…
Added 4 mins ago
AP
Account Representative - Sudbury Region
Atlantic Packaging Products Ltd.
ON · Greater Sudbury / Grand Sudbury, ON
- Full-time
3–5 years of proven sales or account management experience is required
Added 4 mins ago
W
(CAN) Total Loss & Compliance Assistant Manager
Walmart
Dartmouth, NS
- Full-time
To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable store sales.
Added 4 mins ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, Alberta
- $38 to $42 CAD / hour
- Contract
Join a well-established organization in the automotive services and equipment sector as a Credit Team Lead. This role involves supporting the Credit Manager, providing high-level credit…
Added 4 mins ago
LC
Associate Product Manager
Loblaw Companies Limited
Brampton, ON
- Full-time
Lead day to day engagement with individual product teams on impacts to their business, advise and support teams on material considerations for new product development, and escalate delays…
Added 4 mins ago
KS
Lead Supervisor I
kate spade new york
Mississauga, ON · Square One
- Full-time
Maintains strong leadership presence on the sales floor to achieve sales targets and deliver an exceptional customer experience
Added 18 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 18 mins ago
AH
Outside Sales Representative
A Hiring Company
Peace River, AB
- Full-time
…customer service, having a well-stocked inventory of parts, sales, and rental equipment, and by hiring those who are friendly, knowledgeable, honest, and who enjoy working as part of a…
Added 18 mins ago
CO
Senior Brand Manager, North America
Crofter's Organic
Parry Sound, ON
- Full-time
…awareness, trial and household penetration, working closely with Sales, Finance, Operations, Quality Assurance and Supply Chain. This role is critical to delivering the company OGSM:…
Added 18 mins ago
S
Assistant-Manager
Structube
Regina, SK · Greater Regina Metropolitan Area
- Full-time
Lead by example through a customer-driven attitude by providing exceptional service;
Added 18 mins ago
CI
Data Engineer
Citylitics Inc.
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
…public agencies into real-time market signals and high-value sales intelligence. Leading infrastructure vendors, engineering firms, and construction companies use the platform to identify…
Added 18 mins ago
UO
Employer Relations Specialist
University of Calgary
Calgary, AB
- Full-time
Apply effective sales principles to develop leads, maintain a contact database, and meet client needs. This includes regularly auditing new employer clients and job postings to determine…
Added 18 mins ago
WT
Used Car Sales Manager
Woodbine Toyota
Toronto, ON · Etobicoke, ON
- Full-time
Demonstrated ability to manage and optimize sales processes, from lead generation through closing and follow-up.
Added 18 mins ago
Y
Senior Sales Development Representative
YuJa
Toronto, ON · North York, ON
- $70,000 to $75,000 CAD / year
- Full-time
As a Senior Sales Development Representative, you will build lasting relationships with clients, identify and create value, and drive revenue by prospecting new clients, while helping set…
Added 18 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 18 mins ago
Senior Production Scheduler
Lakeside Book Company
Toronto, ON
Lead all production planning and scheduling activities to optimize capacity, resources, inventory, and on-time delivery
Added 18 mins ago
Supply Chain - Senior Production Scheduler
Lakeside Book Company
Toronto, ON
Lead all production planning and scheduling activities to optimize capacity, resources, inventory, and on-time delivery
Added 18 mins ago
Retail Assistant Manager, Woodgrove Mall
Purdys Chocolatier
Nanaimo, BC
…award-winning chocolate products and premium ice cream. You’ll lead by example on the sales floor, engage with customers, and support the team in achieving sales goals through product…
Added 18 mins ago
UR
Inside Sales Rep
United Rentals
Terrace, BC
- Full-time
As an Inside Sales Rep, you will serve as a key customer contact and consultant at our branch, with responsibility for recommending solutions to the customer, quoting, selling and…
Added 18 mins ago
AE
Aerie - Merchandising Team Leader (Assistant Manager)
American Eagle Outfitters
Edmonton, AB
- Full-time
You have a passion for driving sales: As a key LOD (Leader on Duty), you're an expert at driving sales by maximizing Fitting Room and Salesfloor productivity and building guest loyalty…
Added 18 mins ago
Retail Sales Representative - Ottawa West
Encore Market Engagement
Ottawa, ON
At Encore, we possess the expertise in field sales to ensure our clients are successful in their most critical market channels. Going deep with few...being nimble and responsive for us is…
Added 34 mins ago
D
Market Development Manager
Desjardins
Saguenay, QC
- Full-time
…and change management, in keeping with Desjardins’s values. Lead, coach and motivate your team to develop skills, boost engagement and empower…
Added 34 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

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