Investment Specialist, Summer 2026 (co-opinternship) 4 Months

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As a co-op/intern student at BMO you will have the opportunity to be heard keep growing and make a difference.

You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.

Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Technology Mentorship Program BMO First Friend peer assignment BMO Social Squad student-led activities BMO U corporate learning platform and access to various Employee Resource Groups to further develop your network within BMO.

Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Students who recently graduated are invited to apply to our New Grad opportunities which are available at in learning more about our campus program Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMOonCampus or joining our LinkedIn group BMO Campus Recruiting & Early Talent.

To apply for this opportunity please submit your resume and an unofficial copy of your academic transcript. By applying for this general posting you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward you will be provided additional information.

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 BMOs 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 customers 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 Banks 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.

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.

The above represents BMO Financial Groups 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 Groups expected target for the first year in this position.

BMO Financial Groups 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: 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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others 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.