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Added 14 mins ago
S
Assistante RH et culture/HR & Culture Associate
StormFisher
Montreal, QC
- Part-time
Type de poste : Contrat de travail à durée déterminée (13 mois), temps partiel, 3 jours par semaine · Il s’agit d’un poste à temps partiel, trois jours par semaine, dans le cadre d’un contrat à durée déterminée de 13 mois
Added 14 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 14 mins ago
GO
Manager, Project Management Services
Government of Northwest Territories
Yellowknife, NT
- $127,238 to $152,003 CAD / year
- Full-time
…portfolio management, strategic planning, policy and procedure development, human resource management, business process reengineering, change management, evaluation, risk management and…
Added 14 mins ago
SR
Senior Electrical Engineer
Skyline Recruitment Ltd
Kelowna, BC
- $115,000 to $145,000 CAD / year
- Full-time
This position would suit an experienced Senior Electrical Engineer or Electrical Project Manager who enjoys both the technical and commercial aspects of consulting engineering.
Added 14 mins ago
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Toronto Parking Authority - Director, Human Resources
Phelps
Toronto, ON
- Full-time
…meter operations on behalf of the City and in support of local business areas. As a self-funding agency, TPA returns 100% of its net profit to the City of Toronto to fund important…
Added 14 mins ago
AA
Human Resources Manager
ALMAG Aluminum
Brampton, ON
- Full-time
The HR Manager leads Almag's HR team and makes sure HR services are delivered accurately, on time, and in compliance across all Almag groups. Working closely with the VP, Human Resources,…
Added 14 mins ago
GC
Coordinator, Amateur Championships
Golf Canada
Caledon, ON
- Full-time
Establish measurable annual goals and objectives and review with the Senior Manager, Amateur Championships and Rules.
Added 14 mins ago
AP
Senior Staff Accountant – Full Time
Alex Pizzimenti CPA Professional Corporation
Vaughan, ON
- Full-time
…assurance, accounting, tax compliance, tax consulting, and business advisory services to private, owner-manager run corporations and their shareholders in a wide variety of…
Added 14 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 14 mins ago
AA
Human Resources Manager
Almag Aluminum
Brampton, ON
- Full-time
The HR Manager leads Almag's HR team and makes sure HR services are delivered accurately, on time, and in compliance across all Almag groups. Working closely with the VP, Human Resources,…
Added 14 mins ago
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Senior Business Analyst - Credit Risk
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
The client is looking for a senior business analyst to
Added 29 mins ago
RM
Guest Services Manager - Vancouver (Seasonal Full Time, February to October)
Rocky Mountaineer
Vancouver, BC
- Full-time
Serving It Right (SIR) or ProServe certification required; Food Safe Level 2 preferred
Added 29 mins ago
TM
Manager, HR Services and Operations
The Mustard SEED Society
Calgary, AB
- Full-time
Must have legal authorization to work in Canada on a full-time basis for anyone other than current employer
Added 29 mins ago
Senior Manager, Experience Design
Electronic Arts
Vancouver, BC
As a Senior Manager of Experience Design, you will lead an Experience Design team responsible for shaping cohesive, intuitive, and highly crafted player experiences across EA SPORTS FC. You…
Added 29 mins ago
ML
Sr. Manager, Distribution
Maple Leaf Foods Inc.
Mississauga, ON
- $122,000 to $172,000 CAD / year
- Full-time
The Senior Manager, Distribution provides enterprise leadership for Maple Leaf Foods distribution execution across the company-operated DC network and supports consistent performance across…
Added 29 mins ago
ML
Finance Manager SG&A
Maple Leaf Foods Inc.
Mississauga, ON
- Full-time
Escalate material spending risks, opportunities and unresolved issues to the Senior Manager
Added 29 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 43 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 43 mins ago
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Senior Manager, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Lead portfolio development and leasing strategies to meet the operational needs of internal business partners.
Added 43 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 43 mins ago
RG
Senior Buyer
R2 Global
Toronto, ON
- Full-time
Senior Buying Manager - Toronto, ON - $140,000CAD base salary
Added 43 mins ago
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HR Manager
Sidetrade
Calgary, AB
- Full-time
Four days per week on-site at our Calgary office
Added 43 mins ago
ST
Financial Planning Analyst
Sailun Tire Americas
Woodbridge, ON
- $65,000 to $85,000 CAD / year
- Contract
This role offers high-level exposure and close interaction with North American senior management, business unit stakeholders, cost center owners, as well as Group Finance and Operations…
Added 43 mins ago
WL
Comptable senior - responsable de dossiers / Senior Accountant - File Preparer
Whitrod Leduc CPA Inc.
Pointe-Claire, QC
- Full-time
× Télétravail possible jusqu’à 2 jours par semaine · × Teleworking possible up to 2 days per week
Added 43 mins ago
S
Software Engineer, Fullstack Java Developer
Scotiabank
Toronto, ON
- Full-time
…Risk and Treasury Technology (Corporate Functions) provides development and production support services for US Regulatory Initiatives and operations. The Regulator reporting platform…

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