Calgary Ab Banking development program Jobs – 146 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
Maintenance Planner
Raise —Alberta
- $66.54–$81.18 an hour
- 12 hour shift
- Engineering
- ERP systems
- Maintenance
Quick apply
6d
Investment Specialist
BMO Financial —Calgary, AB
- $38,500–$71,000 a year
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
3d
Sales Executive, AWS Consulting Services
Accenture —Calgary, AB
- $143,950–$193,950 a year
- Full-time
- Sales
- English
- Master's degree
Senior Associate, FP&A
Neo Financial —Calgary, AB
- Full-time
- Microsoft Excel
- Finance
- Master's degree
- Paid time off
- Life insurance
Quick apply
6d
Principal Strategy and Operations - Mortgages
Neo Financial —Calgary, AB
- $110,000–$160,000 a year
- Full-time
- Microsoft Excel
- SQL
- Presentation skills
- Paid time off
- Life insurance
Quick apply
Developing Investment Advisor - Edmonton & Calgary
TD Bank —Calgary, AB
- $50,000–$100,000 a year
- Full-time
- Finance
- Bachelor's
- Business
- Paid time off
Tissue Specialist II
Alberta Health Services —Calgary, AB
- $41.95–$53.91 an hour
- Part-time
- Laboratory experience
- Communication skills
2d
Senior Director, Financing Solutions & Portfolio Management
National Bank of Canada —Calgary, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Wellness program
- Employee assistance program
Senior Sales Leader, Entrepreneurial Growth - Calgary and Surrounding Area
ATB Financial —Calgary, AB
- Hybrid work
- Sales
- Leadership
- Communication skills
9d
Accounting & Payroll Manager
Mayfair Diagnostics —Calgary, AB
- Full-time
- Microsoft Excel
- Finance
- Accounting
- Dental care
- Paid sick leave
Quick apply
Senior Manager, ASFI Regulatory Reporting
ATB Financial —Calgary, AB
- Hybrid work
- Finance
- SQL
- Bachelor's
5d
Director, Diversified Industries
ATB Financial —Calgary, AB
- Weekends as needed
- Marketing
- Finance
- Master's degree
6d
Senior Cloud Specialist
F12.net —Calgary, AB
- Full-time
- Remote
- Azure
- DevOps
- AWS
- Disability insurance
- Dental care
Quick apply
2d
Sales Assistant
COBS Bread —Calgary, AB
- Full-time
- Sales
- Customer service
- High school diploma or GED
Quick apply
Customer Service Cashier (Midtown Market)
Calgary Co-Op —Calgary, AB
- Microsoft Excel
- Microsoft Outlook
- Customer service
Investment Advisor
Ventum Financial Corp. —Calgary, AB
- Full-time
- Administrative experience
- Presentation skills
- Communication skills
Quick apply

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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

Maintenance Planner

Investment Specialist

Sales Executive, AWS Consulting Services

Senior Associate, FP&A

Principal Strategy and Operations - Mortgages

Developing Investment Advisor - Edmonton & Calgary

Tissue Specialist II

Senior Director, Financing Solutions & Portfolio Management

Senior Sales Leader, Entrepreneurial Growth - Calgary and Surrounding Area

Accounting & Payroll Manager

Senior Manager, ASFI Regulatory Reporting

Director, Diversified Industries

Senior Cloud Specialist

Sales Assistant

Customer Service Cashier (Midtown Market)

Investment Advisor

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