Investment Specialist (Calgary)
BMO Financial Group • calgary, Canada
Role Description
Application Deadline:
06/05/2026 Address:
4 High Street Southeast Job Family Group:
Retail Banking Sales & Service Preferred Language:
Mandarin 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 through the sales of managed products and services such as mutual funds, retirement savings plans, and similar products. Provides other solutions indirectly through referrals to business partners. Responsibilities
Take 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. Implement business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals). Engage customers to grow the bank’s business by reaching out, generating appointments, and buildi...
06/05/2026 Address:
4 High Street Southeast Job Family Group:
Retail Banking Sales & Service Preferred Language:
Mandarin 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 through the sales of managed products and services such as mutual funds, retirement savings plans, and similar products. Provides other solutions indirectly through referrals to business partners. Responsibilities
Take 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. Implement business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals). Engage customers to grow the bank’s business by reaching out, generating appointments, and buildi...