Jobs in Canada

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Added 5 mins ago
G
Deputy Quality Manager
GFT.
Toronto, ON
- Full-time
Must possess a driver’s license to fulfill the essential functions of the position
Added 5 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 5 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 19 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 19 mins ago
R
Senior Manager, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
…effectively with internal stakeholders (executives, Legal, Finance, Risk Management, and business units) and external service…
Added 19 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 19 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 19 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 19 mins ago
E
Senior Manager, Market Intelligence & Strategic Insights (Supply Chain)
Equinix
Toronto, ON
- Full-time
The Senior Manager, Market Intelligence & Strategic Insights (Supply Chain) is a hands-on leader within Procurement and MCE who supports MCE-led supply chain, market intelligence, and…
Added 19 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 19 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 19 mins ago
M
Gestionnaire principal(e) de portefeuille / Principal Portfolio Manager
McKesson
Montreal, QC
- Full-time
Added 35 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 35 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 49 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 49 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 49 mins ago
OP
Project Leader
Ontario Power Generation
Pickering, ON
- Full-time
Reporting to the Senior Manager, Projects, this position is responsible for leading and administering the coordination and execution of assigned projects within different portfolios.
Added 49 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 49 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 1 hour ago
ML
Project Engineer
Maple Leaf Foods Inc.
Mississauga, ON
- $71,000 to $103,000 CAD / year
- Full-time
Assist senior management in developing and justifying capital expenditure requests
Added 1 hour ago
AG
RQ11724 - Project Manager/Leader - Senior - Ontario Public Sector Experience - Onsite
Arthur Grand Technologies Inc
Toronto, ON
- Contract
Position: RQ11724 - Project Manager/Leader - Senior
Added 1 hour ago
HN
Manager, Community Programs
Hospice Niagara
St. Catharines, ON
- $65,348 to $79,199 CAD / year
- Full-time
Reporting to the Senior Director, Clinical Services, the Manager leads the Community Programs team, oversees program operations and service delivery, manages staff and resources, monitors…
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
M
Head of Development, Canada & US
Metlen
Calgary, AB
- Full-time
Prepare pitch books / investment memoranda and presenting the transaction’s investment thesis/rationale to the Country Manager (Canada), the Regional Managing Director – North America, and…
Added 1 hour ago
NF
Home Manager - NH Calgary
Nisa Foundation
Canada
- Full-time
As Home Manager, you manage relationships with all stakeholders including clients, community partners, donors, staff, management, and senior leaders to champion the mission and vision of…

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