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MA
Business Analyst
MSH Americas - Diot-Siaci Group
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
Strong written and verbal communication skills, with the ability to adapt your approach for business users, technical teams, vendors, and senior leaders.
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U
Insurance Business Analyst
UST
ON · Ontario, Canada
- Full-time
…performance, and present findings and recommendations to C-suite and senior…
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H
UAT lead
Hays
Toronto, ON
- Contract
Experience coordinating with business users, operations teams, and senior stakeholders.
Added just now
MA
Business Analyst
MSH Americas - Diot-Siaci Group
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
Strong written and verbal communication skills, with the ability to adapt your approach for business users, technical teams, vendors, and senior leaders.
Added just now
U
Senior Business Analyst
UST
ON · Ontario, Canada
- Full-time
As a Senior Business Analyst, you will support life and health reinsurance clients across all reinsurance administration processes, including Administration, Operations, Technical…
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MR
Director of Educational Development
MedAccess Recruiters
Toronto, ON
- Full-time
The successful candidate will work closely with senior leadership and internal teams to expand the business, achieve defined sales targets and ensure effective coverage across key…
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KR
Financial Reporting Analyst
Kassen Recruitment
Toronto, ON
- $100,000 to $110,000 CAD / year
- Full-time
Reporting to senior finance leadership, the Financial Reporting Analyst will support financial reporting, budgeting, forecasting, and performance analysis across a portfolio of assets and…
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TM
Asset Integrity Electrical Engineer
The Mosaic Company
Esterhazy, SK
- Full-time
0+2 years of related experience required
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Senior Writer, CBC Money, (English Services) (On-site)
Radio-Canada
AB · Edmonton, AB
- Full-time
Senior Writer CBC Money, Multiple Locations (English Services) (On-Site)
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E
Senior Java Full Stack Developer
EngRadar
Toronto, ON
- Volunteer
Working Model: This is a hybrid role requiring 2 days per week in a downtown Toronto office
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WI
Senior Security Consultant, Buildings
WSP in Canada
Victoria, BC
- Full-time
Join a team that helps clients create safer, smarter, and more resilient environments. As a Senior Security Consultant, you'll lead complex security projects, guide multidisciplinary teams,…
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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…
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C
Senior Business Analyst - St. Johns, NL
CGI
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
At CGI, you will help clients understand complex needs and turn them into practical solutions. We are looking for a Senior Business Analyst to support large-scale modernization work by…
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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.…
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AE
Underground Senior Geotechnical Engineer
Agnico Eagle Mines Limited
Cochrane, ON
- Full-time
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Associate Director, PSP Operations
Canadian Forces Morale and Welfare Services
Ottawa, ON
- Full-time
As the Associate Director, PSP Operations, you will provide senior operational leadership for the delivery of diverse Personnel Support Programs (PSP) that enhance the well-being, morale,…
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Senior Manager, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
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OI
Manager, Business Information and Analytics
Ottawa International Airport Authority YOW / Administration de l'aéroport international d'Ottawa YOW
Ottawa, ON
- Full-time
Prepare ad hoc analysis and confidential reporting for senior leadership, the Board of Directors and organizational initiatives
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DT
Senior Accountant
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Ottawa, ON · Kanata, ON
- $65,000 to $90,000 CAD / year
- Full-time
Added just now
IG
VP, Controller
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Vancouver, BC
- $180,000 to $210,000 CAD / year
- Full-time
GAAP and US-Canada cross-border experience
Added just now
WI
Senior Security Consultant, Buildings
WSP in Canada
Nanaimo, BC
- Full-time
Join a team that helps clients create safer, smarter, and more resilient environments. As a Senior Security Consultant, you'll lead complex security projects, guide multidisciplinary teams,…
Added just now
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,…
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R
Senior Writer, CBC Money, (English Services) (On-Site)
Radio-Canada
Halifax, NS
- Full-time
Senior Writer CBC Money, Multiple Locations (English Services) (On-Site), Halifax
Added just now
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Senior Writer, CBC Money, (English Services) (On-Site)
Radio-Canada
Vancouver, BC
- Full-time
Senior Writer CBC Money, Multiple Locations (English Services) (On-Site)-Vancouver
Added just now
UO
Instructional Designer
University of Niagara Falls Canada
Niagara Falls, ON
- Full-time
…and work closely with the developing CTE team, including the Senior Instructional Designer, and other academic and administrative units across the UNF community, in the development of…

BMO

Investment Specialist Admin

Kamloops, BC, Canada

$37,000.00 - $70,000.00 · Full-time

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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