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Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
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,…
Added just now
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PERSONAL BANKING ASSOCIATE
BMO
Winnipeg, MB
- Full-time
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,…
Added 15 mins ago
HO
Food Services Team Lead (SH)
House of Friendship
Kitchener, ON
- Part-time
Food Handlers Certification required
Added 30 mins ago
RE
Senior Designer
ROHI Engineering Ltd.
Canada
- Full-time
Please submit your resume and salary expectations to:
Added 30 mins ago
CC
Estate and Gift Planning Manager
Canadian Cancer Society
Quebec, QC
- Full-time
…health insurance - and a fulfilling work environment where your efforts make a meaningful impact…
Added 30 mins ago
CC
Estate and Gift Planning Manager
Canadian Cancer Society
Montreal, QC
- Full-time
…health insurance - and a fulfilling work environment where your efforts make a meaningful impact…
Added 30 mins ago
CC
Estate and Gift Planning Manager
Canadian Cancer Society
Ottawa, ON
- Full-time
…health insurance - and a fulfilling work environment where your efforts make a meaningful impact…
Added 30 mins ago
R&
IT - Project Manager
Robertson & Company Ltd.
Toronto, ON
- Contract
How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role.…
Added 30 mins ago
R&
Administrative Assistant II
Robertson & Company Ltd.
Toronto, ON
- Contract
How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role.…
Added 30 mins ago
AC
Vice President Treasury
Assiniboine Credit Union
Winnipeg, MB
- Full-time
Added 30 mins ago
AC
Vice President Finance
Assiniboine Credit Union
Winnipeg, MB
- Full-time
Added 30 mins ago
WF
Graphic Designer
Winnipeg Foundation
Winnipeg, MB
- $57,057 to $68,469 CAD / year
- Full-time
Applicants who do not fully meet all essential requirements are still encouraged to submit their applications for consideration for this position. We firmly believe diverse perspectives,…
Added 30 mins ago
NE
#26-82 Family Preservation Worker
North Eastern Ontario Family and Children's Services (NEOFACS)
Cochrane, AB
- Full-time
Please submit your resume by: November 27, 2026
Added 30 mins ago
RR
Electrical Project Coordinator
Rightway Recruitment
Vancouver, BC
- $70,000 to $85,000 CAD / year
- Full-time
…If you’re an Electrical Project Coordinator looking to build your experience within utilities and infrastructure construction, we’d be happy to have a confidential chat. Please submit your…
Added 30 mins ago
Justice Systems Navigator
Tungasuvvingat Inuit
Ottawa, ON
Added 30 mins ago
Education and Training Coordinator
Tungasuvvingat Inuit
Ottawa, ON
Meet all tracking, evaluation, and reporting requirements of funders and TI and prepare and submit various reports as required (project status updates, participant enrolment, etc.)
Added 30 mins ago
Quality Assurance Inspector - Mississauga
BelPak
Mississauga, ON
The position works on the day shift but must be flexible to work afternoon or night shifts as needed
Added 30 mins ago
PI
Estimator & Quotation Coordinator - Price Electronics
Price Industries Limited
Winnipeg, MB
- $50,000 to $65,000 CAD / year
Should this excellent opportunity interest you, please submit your resume, including salary expectations.
Added 44 mins ago
KG
Child Well-Being Worker (Contract)
Kina Gbezhgomi Child and Family Services
ON · Wikwemikong, ON
- $72,322.47 to $94,007.79 CAD / year
- Contract
Candidates must live within service area, or be willing to relocate
Added 44 mins ago
ST
Respite Worker
Strides Toronto
Toronto, ON
- $25.64 to $29.86 CAD / hour
- Part-time
THE “MUST HAVES”
Added 44 mins ago
KG
After Hours Worker (Authorized)
Kina Gbezhgomi Child and Family Services
ON · Wikwemikong, ON
- $72,322.47 to $94,007.79 CAD / year
- Contract
Must possess strong organization, evaluation, and critical thinking skills · Candidates must live within service area or be willing to relocate
Added 44 mins ago
AM
Senior Support Worker-Barrie-Temporary Assignment
Arc Mercer
Barrie, ON
- Contract
When submitting your resume and cover letter, please also upload a copy of your diplomas / degrees. In your resume, please ensure that you specify the length of your programs;
Added 45 mins ago
Financial Analyst
Halton Region
Oakville, ON
This position is eligible for the Hybrid Work Program, with a minimum requirement of three (3) days per week onsite
Added 1 hour ago
CO
Sponsorship Program - Police Officers
City of Saint John
Saint John, NB
- Full-time
Are you looking for an opportunity to make a difference in your community? Are you a leader who takes accountability for their actions? Are you professional in your approach? Do you have a…
Added 1 hour ago
AI
Personal Assistant
Accurate Indigenous Managers & Advisors
Winnipeg, MB
- Full-time

BMO

Investment Specialist Admin

Kamloops, BC, Canada

$37,000.00 - $70,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

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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