Jobs in Canada

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Added 9 mins ago
Logistics Project Manager - Montreal
Nordex Group
Montreal, QC
Must possess a full valid driver’s license and be insurable under our auto insurance policy
Added 23 mins ago
PL
Senior Financial Accountant, Financial Reporting (10-month contract)
Pacific Life
Toronto, ON
- Full-time
The Senior Financial Accountant, Financial Reporting role sits within the Pacific Life Re (PL Re) Financial Reporting and Tax (FRT) team and reports to the Manager, Financial Reporting.
Added 23 mins ago
WI
Senior Information Technology Consultant, Buildings
WSP in Canada
Victoria, BC
- Full-time
As a Senior Information Technology Consultant with our British Columbia Building Technology team, you'll lead the design and delivery of secure, connected, future-ready buildings. Based in…
Added 23 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 23 mins ago
R
Senior Manager, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Familiarity with commercial real estate property management and accounting software an asset.
Added 23 mins ago
WI
Senior Information Technology Consultant, Buildings
WSP in Canada
Nanaimo, BC
- Full-time
As a Senior Information Technology Consultant with our British Columbia Building Technology team, you'll lead the design and delivery of secure, connected, future-ready buildings. Based in…
Added 23 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 23 mins ago
RG
Senior Buyer
R2 Global
Toronto, ON
- Full-time
Senior Buying Manager - Toronto, ON - $140,000CAD base salary
Added 23 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 24 mins ago
AC
Project Manager
Atkinson Construction
St. Albert, AB
- Full-time
Minimum 5 years of direct Project Management experience, with at least 3 years in a senior role; experience in a mid-sized company is preferred
Added 24 mins ago
T
Branch Manager I - Sussex
TD
Sussex, NB
- Full-time
…adhering to internal policies, practices, and processes? As Branch Manager, strive for excellence and execute with speed, raising the bar around…
Added 40 mins ago
B
Investment Specialist Admin
BMO
Kamloops, BC
- Full-time
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals), as directed by the Senior Financial Planner
Added 40 mins ago
Senior Information Technology Consultant, Buildings
WSP
Victoria, BC
As a Senior Information Technology Consultant with our British Columbia Building Technology team, you'll lead the design and delivery of secure, connected, future-ready buildings. Based in…
Added 53 mins ago
WI
Senior Information Technology Consultant, Buildings
WSP in Canada
Nanaimo, BC
- Full-time
As a Senior Information Technology Consultant with our British Columbia Building Technology team, you'll lead the design and delivery of secure, connected, future-ready buildings. Based in…
Added 53 mins ago
WI
Senior Information Technology Consultant, Buildings
WSP in Canada
Victoria, BC
- Full-time
As a Senior Information Technology Consultant with our British Columbia Building Technology team, you'll lead the design and delivery of secure, connected, future-ready buildings. Based in…
Added 54 mins ago
Senior Buyer
QinetiQ
Medicine Hat, AB
The Senior Purchaser/Buyer independently manages assigned sourcing and procurement activities to support production and operational requirements, taking accountability for procurement…
Added 54 mins ago
MN
Procurement Manager
March Networks
Remote, Canada
- Full-time
- Remote
This role leads strategic procurement for March Networks and Vivotek hardware (SSS LOB). The Procurement Manager leads and develops a small procurement team, builds and manages a…
Added 54 mins ago
Junior ILS/LSA Systems Engineer
L3Harris Technologies
Enfield, NS
Job Schedule: Day Shift
Added 1 hour ago
QM
Digital Commerce and Transformation Manager
Quantum Management Services Ltd.
Toronto, ON
- $85,000 to $105,000 CAD / year
- Full-time
Position: Digital Commerce and Transformation Manager
Added 1 hour ago
MD
Senior Systems - Database Administrator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Work Shift/Work Hours: Day Shift
Added 1 hour ago
FN
Security Operations Analyst, Information Security
First National Financial LP
Toronto, ON · East York, ON
- Full-time
Reporting to the Manager, Information Security and working closely with our Infrastructure team, the Senior Security Operations Analyst role is to ensure the operation of in-house security…
Added 1 hour ago
MN
Procurement Manager
March Networks
Ottawa, ON
- Full-time
This role leads strategic procurement for March Networks and Vivotek hardware (SSS LOB). The Procurement Manager leads and develops a small procurement team, builds and manages a…
Added 1 hour ago
T
Site Manager
TRIGO
Woodstock, ON
- $65,000 CAD / year
- Full-time
The Site Manager is accountable for the safe, compliant, profitable, and customer-focused delivery of TRIGO services across multiple customer locations including Ridgetown through…
Added 1 hour ago
ES
Head of Operations
European Sovereign Tech Industry Alliance
Canada
- Full-time
Lead change management, organizational transformation, and continuous improvement initiatives.
Added 1 hour ago
R
Senior Relationship Manager, Commercial Financial Services - Healthcare Professionals
RBC
Montreal, QC
- Full-time
…the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized expert approach aligns sales,…

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