Investment Specialist

BMO

📍 calgary, ab, Canada

Full-time Other-General Posted May 27, 2026

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

Role Overview Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions through 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.

Responsibilities

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 appoi...