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Investment Specialist

Student-Friendly Entry-Level
Company

Bank of Montreal

Location

calgary, Canada

Posted

June 05, 2026

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About This Opportunity

Application Deadline:06/05/2026Address:288 Aspen Glen Landing SWJob Family Group:Retail Banking Sales & Service*Korean language skills is preferredProvides 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 conversation...