calgary ab banking development program Jobs – 145 Openings This Week

Investment Specialist
BMO Financial —Calgary, AB
- $38,500–$71,000 a year
- Sales
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
3d
Investment Specialist
BMO Financial —Calgary, AB
- $38,500–$71,000 a year
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
3d
Account Manager (Alberta)
Evolve Consulting Co. —Alberta
- $68,000–$72,000 a year
- Full-time
- Sales
- Salesforce
- Bachelor's
- Dental care
Quick apply
7d
Bilingual Home Advisor, RBC Advice Centre
Royal Bank of Canada —Calgary, AB
- Weekends as needed
- Bilingual
- English
- Agile
Principal Strategy and Operations - Banking
Neo Financial —Calgary, AB
- $110,000–$160,000 a year
- Full-time
- Microsoft Excel
- SQL
- Presentation skills
- Paid time off
- Life insurance
Quick apply
Inside Sales
Roofmart —Calgary, AB
- Full-time
- Sales
- Customer service
- Accounting
- Disability insurance
- Dental care
5d
Director, Senior Commercial Markets - Automotive Finance
Royal Bank of Canada —Calgary, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
9d
Manager, Financial Systems
MNP —Calgary, AB
- Computer science
- Computer Science
- ERP systems
Assistant Property Manager
Greystar Real Estate Partners LLC —Calgary, AB
- Full-time
- Microsoft Word
- Sales
- Customer service
National Business Development Coordinator - Bilingual
Accomsure —Calgary, AB
- Full-time
- Bilingual
- Sales
- Marketing
- Dental care
- Vision care
Quick apply
1d
Financial Service Representative - LendDirect Office 1563
Attain Finance —Calgary, AB
- $19–$25 an hour
- Full-time
- Sales
- Customer service
- High school diploma or GED
- Dental care
- Tuition reimbursement
2d
Senior Specialist, Digital Finance
ATB Financial —Calgary, AB
- Hybrid work
- Finance
- Bachelor's
- Business
12d
Marketing Insights Manager (12 Month Term)
ATB Financial —Calgary, AB
- Hybrid work
- Marketing
- Research
- Agile
6d
Vice President Finance - HQ
Commissionaires —Calgary, AB
- Full-time
- Microsoft Excel
- Microsoft Office
- Finance
PIA Client Service Associate
TD Bank —Calgary, AB
- $43,300–$56,700 a year
- Full-time
- Administrative experience
- Bachelor's
- Communication skills
- Paid time off
5d
Investment Specialist
HUB International —Calgary, AB
- Full-time
- Hybrid work
- Sales
- Microsoft Office
- Travel
- Tuition reimbursement
- Paid time off
Senior Manager, Wealth Management Taxation - Calgary, AB
Scotiabank —Calgary, AB
- Presentation skills
- Bachelor's
- Travel
Retail Sales Manager
Savers/Value Village —Calgary, AB
- Weekends as needed
- Customer service
- Forklift
- Microsoft Office
- Paid time off
Quick apply
Senior Estate Planner
National Bank of Canada —Calgary, AB
- Full-time
- English
- Bachelor's
- Wellness program
- Employee assistance program
Senior Associate, FP&A
Neo Financial —Calgary, AB
- Full-time
- Microsoft Excel
- Finance
- Master's degree
- Paid time off
- Life insurance
Quick apply
6d

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Investment Specialist

BMO Financial -
Calgary, AB

Apply Now

Job details

$38,500–$71,000 a year
3 days ago

Qualifications

Investment
Sales
Post-secondary education
Korean
Analysis skills
Communication skills

Full job description

Application Deadline:

06/05/2026

Address:

288 Aspen Glen Landing SW

Job Family Group:

Retail Banking Sales & Service

Korean language skills is preferred

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). Provides other solutions indirectly through referrals to business partners.

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.
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
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 12-24-month 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:

$38,500.00 - $71,000.00

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 Now

Refine Your Search

banking development program jobs in calgary ab

Investment Specialist

Investment Specialist

Account Manager (Alberta)

Bilingual Home Advisor, RBC Advice Centre

Principal Strategy and Operations - Banking

Inside Sales

Director, Senior Commercial Markets - Automotive Finance

Manager, Financial Systems

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National Business Development Coordinator - Bilingual

Financial Service Representative - LendDirect Office 1563

Senior Specialist, Digital Finance

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Vice President Finance - HQ

PIA Client Service Associate

Investment Specialist

Senior Manager, Wealth Management Taxation - Calgary, AB

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Senior Associate, FP&A

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