Investment Specialist jobs in Canada

As of November 6, 2026, Jobsy lists 22 investment specialist jobs in Canada. The most active employers are Bank of Montreal, Canadian Imperial Bank of Commerce (Canada) and Hub Financial Inc.. Skills often requested: communication skills, sales, customer experience and collaboration.

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Results

• 9h

  Investment Specialist

  Ontario +9

  RemoteFull Time

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, a Canadian Securities Course or IFIC course, or IIROC investment representative licence. Candidates also need knowledge of investment markets, good communication skills, and an understanding of risk management and compliance.

  23h

  Investment Specialist

  Calgary, AB

  

  Bank of Montreal

  2+ YOECandidates need 2-3 years of relevant experience and a post-secondary degree or equivalent, with working knowledge of the financial industry. They should be working toward Financial Planner licensing in Alberta and have good communication, organization, collaboration and analytical skills.

  Sales, Customer experience, Communication skills, Collaboration, Problem solving

  4d

  Investment Specialist

  Calgary, AB

  Full Time

  

  Bank of Montreal

  2+ YOECandidates need typically 2-3 years of relevant experience and a post-secondary degree or equivalent, plus working toward Financial Planner licensing in their province. Good knowledge of the financial industry, strong communication, organization, teamwork and analytical skills are also required.

  Sales, Customer experience, Communication skills, Collaboration, Problem solving

  21d

  Investment Specialist, Mutual Funds (Bilingual in English and in French)

  Prince Edward Island +8

  

  Bank of Montreal

  2+ YOECandidates need about 2 to 3 years of relevant experience and knowledge of BMO investment products. They need the Canadian Securities Course or IFIC course, or an IIROC investment representative licence, plus strong French and English communication.

  Bilingualism, Customer experience, Communication skills, Sales, Onboarding, Sales targets

  25d

  Investment Specialist, BMO Investorline

  Ontario +6

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, a high school diploma (a post-secondary degree is preferred), and knowledge of BMO investment products. Candidates should have completed the Canadian Securities Course or hold IIROC investment representative licensing, and have good communication and analytical skills.

  Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC

  25d

  Investment Specialist, BMO InvestorLine Remote

  Alberta +5

  

  Bank of Montreal

  2+ YOECandidates need about 2 to 3 years of relevant experience, with post-secondary education preferred. Canadian Securities Course and Investment Representative licensing are preferred, and the Canadian Investment Regulatory Exam and Derivatives Exam must be completed on the job.

  Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC

  25d

  Investment Specialist, BMO InvestorLine (English/Mandarin/Cantonese) Remote

  Alberta +5

  

  Bank of Montreal

  2+ YOECandidates need about 2 to 3 years of relevant experience, fluency in English and Mandarin and/or Cantonese, and a high school diploma or equivalent. A Canadian Securities Course or CIRO investment representative licence is preferred, and the CIRE and Derivatives exams must be completed in the role.

  Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC

  25d

  Investment Specialist, BMO Investorline (English, Mandarin, Cantonese)

  Nova Scotia +6

  

  Bank of Montreal

  2+ YOECandidates need about 2 to 3 years of relevant experience, with a post-secondary degree preferred. Good English is required, and Mandarin or Cantonese is preferred, along with strong communication, organization and analytical skills.

  Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC

  25d

  Investment Specialist, BMO Investorline (Bilingual in French and in English)

  Saskatchewan +9

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, strong French and English skills, and knowledge of investment products. A Canadian Securities Course or CIRO investment representative licence is preferred, and the CIRE and derivatives exams must be completed in role.

  Bilingualism, Customer experience, Sales, Sales targets, Documentation, Confidentiality

  29d

  Investment Specialist, BMO InvestorLine Remote

  Ontario +5

  Remote

  

  Bank of Montreal

  2+ YOECandidates need about 2 to 3 years of relevant experience, with post-secondary education preferred. Canadian Securities Course and Investment Representative licensing are preferred, and the Canadian Investment Regulatory Exam and Derivatives Exam must be completed on the job.

  Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC

  29d

  Investment Specialist, BMO InvestorLine (English/Mandarin/Cantonese) Remote

  Ontario +5

  Remote

  

  Bank of Montreal

  2+ YOECandidates need about 2 to 3 years of relevant experience, fluency in English and Mandarin and/or Cantonese, and a high school diploma or equivalent. A Canadian Securities Course or CIRO investment representative licence is preferred, and the CIRE and Derivatives exams must be completed in the role.

  Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC

  29d

  Investment Specialist, BMO Investorline

  Ontario +6

  RemoteFull Time

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, and a post-secondary degree is desirable. A Canadian Securities Course (CSC) or CIRO investment representative licence is preferred, and the CIRE and Derivatives exams must be completed in a set time. Good communication, organization, teamwork and problem-solving skills are required.

  Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC

  29d

  Investment Specialist, BMO Investorline (Bilingual in French and in English)

  Quebec +9

  RemoteFull Time

  

  Bank of Montreal

  2+ YOECandidates need about 2 to 3 years of relevant experience, with a post-secondary degree preferred. Strong written and verbal skills in French and English are required, along with investment product knowledge and a Canadian Securities Course or CIRO investment representative licence preferred.

  Bilingualism, Customer experience, Sales, Sales targets, Documentation, Confidentiality

  29d

  Investment Specialist, BMO Investorline (English, Mandarin, Cantonese)

  Ontario +6

  RemoteFull Time

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, with a post-secondary degree preferred, and knowledge of investment products and market trends. Good English is required, Mandarin or Cantonese is preferred, and candidates should hold or be willing to complete the CSC, CIRE and Derivatives Exam.

  Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC

  29d

  Investment Specialist, Mutual Funds (Bilingual in English and in French)

  Ontario +8

  RemoteFull Time

  

  Bank of Montreal

  2+ YOECandidates need about 2 to 3 years of relevant experience, a high school diploma or equivalent, and completed CSC or IFIC courses or IIROC investment representative licensing. Strong written and verbal skills in both French and English are essential.

  Bilingualism, Customer experience, Communication skills, Sales, Onboarding, Sales targets

• 2d

  Investment Specialist

  Listowel, ON +1

  Full Time

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  Candidates need a current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada), and must complete the PFP or RRC (or CFP or IQPF) within the first year. Strong relationship-building, networking and sales skills are needed.

  29d

  Investment Specialist - Bilingual

  Boucherville, QC +7

  Full Time

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  Candidates need a Mutual Funds License (Canadian Securities Course or Investment Funds in Canada), fluency in French and English, and the ability to earn the PFP, RRC or CFP/IQPF within the first year. Strong relationship-building, networking and analytical skills are expected.

  Bilingualism, Sales, Relationship building, Collaboration, CSC, Analytical skills

  29d

  Investment Specialist

  Truro, NS +5

  Full Time

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  Candidates need a current Mutual Funds licence (Canadian Securities Course or Investment Funds in Canada) and must complete the PFP or RRC designation within a year. Strong relationship-building, networking and communication skills are needed, and candidates must be legally eligible to work in Canada.

  Sales, Relationship building, Collaboration, CSC, Analytical skills, Communication skills

• 8d

  Investment Specialist

  Saskatoon, SK

  AC

  Affinity Credit Union

  2+ YOEAffinity Credit Union needs a post-secondary diploma or degree with 2 years of related experience, a mutual funds course (CSC, IFIC or equivalent) and maintained registration eligibility. Strong sales ability and a member-centric approach are also required.

  Telephone, Digital channels

• 29d

  Senior Investment Specialist

  Montréal, QC

  

  Recrute Action: Recruit Action provides quality recruitment services through support and a personalized approach for both job seekers and businesses.

  5+ YOECandidates need a postsecondary diploma, five years of similar experience and CIRO Investment Representative licensing requirements. Bilingual English and French, strong communication, organization and deadline management are also required.

  Research, Documentation, Present reports, Regulatory compliance, Risk management, CIRO

• 29d

  Investment Specialist

  Calgary, AB

  HybridFull Time

  HF

  Hub Financial Inc.

  2+ YOECandidates need up to 5 years of experience in finance or banking, advanced knowledge of segregated and mutual funds, and post-secondary education. Strong written and verbal communication and Microsoft Office skills are also required.

  Microsoft Office, Online meeting platforms

  29d

  Investment Specialist

  London, ON

  HybridFull Time

  HF

  Hub Financial Inc.

  2+ YOECandidates need 2 to 5 years of experience in financial or banking, advanced knowledge of segregated and mutual funds, post-secondary education, and strong written and verbal communication. Microsoft Office and online meeting platform skills are expected.

  Microsoft Office Suite, Online meeting platforms

5 companies