Part-Time Financial Services Representative

4 weeks ago

Ottawa ON, Canada BMO Full time

Job Family Group: Retail Banking Sales & Service

# 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).
# 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 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.
# Develops and implements a relationship management plan to meet the needs of the client.
# Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.
# Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
# Executes work to deliver timely, accurate, and efficient service.
# 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.
# Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
# Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I & II (FP I & II).
Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
Advanced working knowledge of financial industry.
Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. BMO Financial Group's 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. We're here to help
It calls on us to create lasting, positive change for our customers, our communities, and our people. We strive to help you make an impact from day one - for yourself and our customers. We'll 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, we'll help you gain valuable experience and broaden your skill set.
#

  • Staff Accountant

    1 week ago

    Cobourg, ON, Canada Part Time CFO Services Full time

    Part-Time CFO Services is a leading financial consulting firm specializing in providing expert financial services to businesses across various industries. We are currently seeking a talented Entry-Level Accountant to join our team and work full-time at our esteemed client, National Shunt. Join our team as an Entry-Level Accountant and contribute to the...

  • In-Store Sales Representative

    5 days ago

    Ottawa, ON, Canada Neo Financial Full time €17

    At Neo, we’re building a more rewarding financial experience for all Canadians. Life at a rapidly expanding tech startup is demanding, exhilarating, and not for everyone…  From world-class creative minds to brilliant engineers, it's high-performing people that make Neo a workplace with passion and purpose. LinkedIn’s Top Startup in Canada for 2022...

  • Part-time Client Service Representatives

    4 weeks ago

    Ottawa, Canada Storm Internet Services Full time

    Storm has an opening for a Part-Time Residential Client Service Representative (CSR) who is available to work a variety of shifts based out of Storm's Ottawa, Chesterville, or Perth offices. A hybrid work model is currently in effect. You will be supporting Storm’s residential clients in a call centre environment. **Job Type**: Part-time **Salary**:...

  • Entry-Level Accountant

    1 week ago

    Peterborough, ON, Canada Part Time CFO Services Full time

    Job Title : Entry-Level Accountant - Join Our Successful Team! Company : Part Time CFO Services Are you an ambitious Accountant with 1-5 years of experience looking for an exciting opportunity to work in a growing business? Join our team as an Entry-Level Accountant and contribute to the financial success of our diverse clients. This full-time position...

  • Entry-Level Accountant

    1 week ago

    Cobourg, ON, Canada Part Time CFO Services Full time

    About Us: Part-Time CFO Services is a leading financial consulting firm specializing in providing expert financial services to businesses across various industries. We partner with our clients to improve their financial health and drive success. We are currently seeking a talented Entry-Level Accountant to join our team and work full-time at our esteemed...

  • Part-time Enrolment Services Representative

    4 days ago

    Ottawa, Canada Algonquin College Full time

    Department: Enrolment Services (Jennifer Thurston-Saunders) Position Type: Part-Time Support Salary Range: $28.20-$32.70-Hourly Scheduled Weekly Hours: 24 Anticipated Start Date: August 21, 2023 Length of Contract: n/a Posting Information Posting Closing Date: July 31, 2023 Please note: jobs are posted until 12:01 am on the job closing date. **Job...

  • Part-time Enrolment Services Representative

    2 days ago

    Ottawa, Canada Algonquin College Full time

    Department: Enrolment Services (Jennifer Thurston-Saunders) Position Type: Part-Time Support Salary Range: $27.92-$32.38-Hourly Scheduled Weekly Hours: 24 Anticipated Start Date: February 04, 2023 Length of Contract: until April 21, 2023 Posting Information Posting Closing Date: January 18, 2023 Please note: jobs are posted until 12:01 am on the job...

  • Administrative Assistant

    7 days ago

    Ottawa, Canada Annualytix Financial Services Inc.] Full time

    Job Description:Job Description Annualytix Financial Services Inc. is a company dedicated to design, develop and implement the Financial Plan for individuals, families and business owners. We provide the best possible custom designed financial solutions for you, your family and your business. We give you the best rate guarantee for qualifying clients. We...

  • Bilingual Client Support Representative

    1 week ago

    Toronto, ON, Canada Foresters Financial Services, Inc. Full time

    Bilingual Client Support Representative page is loaded Bilingual Client Support Representative Apply locations Toronto - CPP Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id R-1668 Career Opportunity Role Title Bilingual Client Support Representative Purpose of role We are currently hiring a Bilingual (French)...

  • Part-time Enrolment Services Representative

    1 week ago

    Ottawa, Canada Algonquin College Full time

    Department: Enrolment Services (Jennifer Thurston-Saunders) Position Type: Part-Time Support Salary Range: $28.20-$32.70-Hourly Scheduled Weekly Hours: 24 Anticipated Start Date: September 18, 2023 Length of Contract: n/a Posting Information Posting Closing Date: August 23, 2023 Please note: jobs are posted until 12:01 am on the job closing...

  • Customer Service Representative

    1 week ago

    Ottawa, Canada BMO Financial Group Full time

    4265 Strandherd Dr Ottawa Ontario,K2J 6E5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    3 days ago

    Ottawa, Canada BMO Financial Group Full time

    4392 Innes Road Ottawa Ontario,K4A 3W3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall...

  • Customer Service Representative

    6 hours ago

    Ottawa, Canada BMO Financial Group Full time

    511, boulevard des Laurentides St-Jerome Quebec,J7Z 4L9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Sales Representative

    5 days ago

    Ottawa, ON, Canada Neo Financial Full time €17

    Come Build a Better Financial Future for all Canadians At Neo, we're building a more rewarding financial experience for all Canadians. Life at a rapidly expanding tech startup is demanding, exhilarating, and not for everyone...From world-class creative minds to brilliant engineers, it's high-performing people that make Neo a workplace with passion and...

  • Sales Representative

    7 hours ago

    Ottawa, ON, Canada Neo Financial Full time

    Come Build a Better Financial Future for all Canadians At Neo, we're building a more rewarding financial experience for all Canadians. Life at a rapidly expanding tech startup is demanding, exhilarating, and not for everyone...From world-class creative minds to brilliant engineers, it's high-performing people that make Neo a workplace with passion and...

  • Sales Representative

    5 days ago

    Ottawa, ON, Canada Neo Financial Full time €17

    Come Build a Better Financial Future for all Canadians At Neo, we're building a more rewarding financial experience for all Canadians. Life at a rapidly expanding tech startup is demanding, exhilarating, and not for everyone...From world-class creative minds to brilliant engineers, it's high-performing people that make Neo a workplace with passion and...

  • Sales Representative

    5 days ago

    Ottawa, ON, Canada Neo Financial Full time €17

    Come Build a Better Financial Future for all Canadians At Neo, we're building a more rewarding financial experience for all Canadians. Life at a rapidly expanding tech startup is demanding, exhilarating, and not for everyone... From world-class creative minds to brilliant engineers, it's high-performing people that make Neo a workplace with...

  • Financial Services Representative

    5 hours ago

    Ottawa, Canada Meridian Credit Union Full time

    **Why Meridian?**: **At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.**: **Find our story here**:About Meridian**: **Our Retail Banking Practice**: **Our vision is to be recognized as the...

  • Bilingual Client Service Representative

    4 days ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 197054 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Representative to join our team. As a Client Service Representative, you...

  • Member Services Representative

    6 hours ago

    Ottawa, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...