Financial Service Representative in Investment
2 weeks ago
Financial Service Representative in InvestmentJoin to apply for the Financial Service Representative in Investment role at National Bank of Canada.This position offers an opportunity to support Financial Planners in investment activities and contribute to business development. Responsibilities include optimizing client interactions, identifying opportunities, proposing solutions, supporting data analysis, ensuring compliance, and adhering to risk management rules.You will be part of a collaborative team known for empathy and open-mindedness, with opportunities for skill development through training and hands-on learning. The role requires presence in the workplace to meet client and operational needs, with flexible work arrangements to promote work/life balance.Prerequisites include a high school diploma with 3 years of relevant experience or a college diploma with 1 year of relevant experience, a Mutual Fund Representative (MFR) license or willingness to obtain one, customer service experience, basic investment knowledge, administrative support experience, proficiency with IT tools, and the ability to manage multiple requests simultaneously.Benefits include health and wellness programs, flexible insurance, pension plans, employee share ownership, assistance programs, preferential banking services, community involvement opportunities, telemedicine, and a virtual sleep clinic. The organization emphasizes a positive employee experience, open communication, and a culture of inclusivity and accessibility. #J-18808-Ljbffr
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Quebec, Canada National Bank of Canada Full timeFinancial Service Representative in InvestmentJoin to apply for the Financial Service Representative in Investment role at National Bank of Canada.This position offers an opportunity to support Financial Planners in investment activities and contribute to business development. Responsibilities include optimizing client interactions, identifying...
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Investment Representative
1 week ago
Quebec, Canada IG Wealth Management Full timeInvestment Representative (IR) – IG Wealth Management Location: Montreal or Winnipeg. IG Wealth Management (part of IGM Financial Inc.) is a leading integrated wealth and asset management company with approximately $271 billion in assets under management. The company offers a broad range of financial planning and investment management services to over...
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Investment Representative
1 week ago
Quebec, Canada IG Wealth Management Full timeInvestment Representative (IR) – IG Wealth Management Location: Montreal or Winnipeg. IG Wealth Management (part of IGM Financial Inc.) is a leading integrated wealth and asset management company with approximately $271 billion in assets under management. The company offers a broad range of financial planning and investment management services to over...
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Financial Insurance Representative
4 weeks ago
Burnaby, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Serenia Life Financial Full timeOverview Financial Insurance Representative at Serenia Life Financial. Location: British Columbia. Type: Full Time. At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life...
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Service Representative III
2 days ago
Quebec (QC), Canada BMO Financial Full timeApplication Deadline: 12/14/2025 Address: 105-119-129 rue St-Jacques O Job Family Group: Customer Shared Services Provides support and service for the Investment Operations function of BMO's business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and...
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Financial Insurance Representative
4 weeks ago
North Vancouver, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southw, Canada Serenia Life Financial Full timeFinancial Insurance Representative Join Serenia Life Financial as a Financial Insurance Representative and help clients protect the ones they love. This role values being Human and Kind, creating deep relationships that guide clients toward their financial goals. Location & Type British Columbia Full‑time Key Responsibilities Coordinate and compile...
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Financial Insurance Representative
4 weeks ago
Victoria, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Serenia Life Financial Full timeLocation: British Columbia Type: Full Time Imagine working for a company that is both Human and Kind... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial...
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Assistant Manager, Investment Centre, Proactive
2 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved...
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Bilingual Manager, Bmo Investment Centre
6 days ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language requirements for the role: Strong verbal and written languages skills in both French and English Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet...
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Advisor, Digital Investing, Bmo Advicedirect
1 week ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language requirements for the role (1) French and English or (2) Chinese and English - Are you ready to build your career in the investments industry while working from home?_ - Yes, you read that right. This is a remote role meaning you will be working at home everyday! Say goodbye to commutes to and...
