Investment Specialist

2 weeks ago

Edmonton, Canada BMO Financial Group Full time

12240 137th Avenue Edmonton Alberta,T5L 4Y4

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 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.
- 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 customer’s 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 Bank's 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.
- Good working knowledge of financial industry.
- Registration to sell investment products completed - as appropriate for the jurisdiction.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**We’re here to help**

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. 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 skillset.

  • Remote Investment Specialist

    1 week ago

    Edmonton, AB, Canada Global Impact Investing Network Full time

    Alberta Ecotrust is a registered charity created in 1991 as a pioneering forceand game-changing partnership between the corporate sector and the environmental community. Leading boldly and collaboratively for more than 30 years, Alberta Ecotrust is seen as an environmental changemaker and solutions provider. Our programs continue to build bridges across...

  • Investment Specialist, Retrofit Accelerator

    1 week ago

    Edmonton, Canada Global Impact Investing Network Full time

    Alberta Ecotrust is a registered charity created in 1991 as a pioneering forceand game-changing partnership between the corporate sector and the environmental community. Leading boldly and collaboratively for more than 30 years, Alberta Ecotrust is seen as an environmental changemaker and solutions provider.Our programs continue to build bridges across...

  • Investment Specialist, Retrofit Accelerator

    1 week ago

    Edmonton, Canada Global Impact Investing Network Full time

    Alberta Ecotrust is a registered charity created in 1991 as a pioneering forceand game-changing partnership between the corporate sector and the environmental community. Leading boldly and collaboratively for more than 30 years, Alberta Ecotrust is seen as an environmental changemaker and solutions provider.Our programs continue to build bridges across...

  • Investment Specialist, Retrofit Accelerator

    1 week ago

    Edmonton, Canada Global Impact Investing Network Full time

    Alberta Ecotrust is a registered charity created in 1991 as a pioneering forceand game-changing partnership between the corporate sector and the environmental community. Leading boldly and collaboratively for more than 30 years, Alberta Ecotrust is seen as an environmental changemaker and solutions provider.Our programs continue to build bridges across...

  • Investment Specialist, Retrofit Accelerator

    1 week ago

    Edmonton, AB, Canada Global Impact Investing Network Full time

    Alberta Ecotrust is a registered charity created in 1991 as a pioneering forceand game-changing partnership between the corporate sector and the environmental community. Leading boldly and collaboratively for more than 30 years, Alberta Ecotrust is seen as an environmental changemaker and solutions provider. Our programs continue to build bridges across...

  • Communications Specialist

    4 days ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    DEPARTMENT: Communications & Corporate Identity - CLOSING DATE: - July 27, 2023 Opportunity AIMCo’s is a dynamic and innovative company seeking a talented Communications Specialist to join our team. As a leader in our industry, we are committed to providing exceptional service for our clients. With a strong emphasis on communication and brand...

  • Data Platform DevOps Practice Specialist

    6 days ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    DEPARTMENT: BT - Delivery & Operations - CLOSING DATE: - March 21, 2024 Opportunity Absolutely, this is an exceptional opportunity for an experienced professional in the field of Data Platform DevOps. As the Data Platform DevOps Practice Specialist, you'll play a pivotal role in shaping and managing AIMCo's Modern Data Platform (MDP). This platform lies...

  • Scotiamcleod Investment Associate

    3 weeks ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 153103 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Investment Associate- Edmonton, Ab

    6 days ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 153102 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Student, System Accounting

    7 days ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    DEPARTMENT: Co-Op Student - CLOSING DATE: - March 17, 2024 Opportunity We are seeking a highly motivated and result-driven Student to join our Investment Finance System Accounting (IFSA) team at AIMCo. As a Student, you will play a key role in performing highly specialized system accounting functions across a multi-layered investment pool structure for...

  • Donor Prospect Specialist

    7 days ago

    Edmonton, Canada NORQUEST COLLEGE Full time

    **Job Description**: **DONOR PROSPECT SPECIALIST** **EXTERNAL RELATIONS & PARTNERSHIPS** NorQuesters are difference makers and we’re searching for someone dedicated to leading from where you are and start small and think big to join our Advancement team as a Donor Prospect Specialist. Reporting to the Manager, Strategic Initiatives and Operations, this...

  • Leasing Specialist

    7 days ago

    Edmonton, Canada WB Payroll Services LTD Full time

    **Who we are** Prokey Living, a subsidiary of Westbow Group, offers professional, dedicated, and efficient property management services. With current properties in Western Canada, the company currently manages dozens of residential and commercial properties. Our residents, and owners of the communities we manage, count on us to treat the communities we...

  • Leasing Specialist

    6 days ago

    Edmonton, Canada Westbow Group of Companies Full time

    **Who we are** Prokey Living, a subsidiary of Westbow Group, offers professional, dedicated, and efficient property management services. With current properties in Western Canada, the company currently manages dozens of residential and commercial properties. Our residents, and owners of the communities we manage, count on us to treat the communities we...

  • Expediting Specialist

    7 days ago

    Edmonton, Canada Bantrel Co. Full time

    Company Description Bantrel is proud to be a leading provider of Engineering, Procurement, and Construction (EPC) services in Canada. Since our inception in 1983, we have delivered end-to-end solutions for some of Canada’s most challenging and complex energy, mining and infrastructure projects, with an unrelenting focus on safety, while delivering to the...

  • Copy of Procurement Specialist

    7 days ago

    Edmonton, Canada Bantrel Co. Full time

    Company Description Bantrel is proud to be a leading provider of Engineering, Procurement, and Construction (EPC) services in Canada. Since our inception in 1983, we have delivered end-to-end solutions for some of Canada’s most challenging and complex energy, mining and infrastructure projects, with an unrelenting focus on safety, while delivering to the...

  • Procurement Specialist

    6 days ago

    Edmonton, Canada Bantrel Co. Full time

    Company Description Bantrel is proud to be a leading provider of Engineering, Procurement, Construction and Construction Management (EPC / EPCM) services in Canada. For 40 years we have delivered end-to-end solutions for some of Canada’s most challenging and complex energy, mining, infrastructure and nuclear projects, with an unrelenting focus on safety...

  • Marketing Specialist, Product

    7 days ago

    Edmonton, Canada Alberta Machine Intelligence Institute (Amii) Full time

    ?I'm very excited to add a Product Marketing Specialist to the Amii Marketing & Communications team. As Amii's Product Marketing Specialist, you'll have a hands-on role in this process. Working collaboratively with the Advance Technologies and the Investments & Partnerships teams, you'll help connect Amii with ambitious companies looking to push boundaries...

  • Talent Acquisition Specialist

    4 days ago

    Edmonton, Canada Lloyd Sadd Insurance Brokers Ltd. Full time

    **About us** Lloyd Sadd Insurance Brokers Ltd. Lloyd Sadd works with clients to create long-term partnerships that foster success by providing sound, expert advice. The Lloyd Sadd process has been carefully designed to give us a solid understanding of your operations in order to build you a comprehensive insurance and risk management program. We recognize...

  • Wealth Planning Specialist

    4 days ago

    Edmonton, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. - As a member of Private Wealth Management, the Wealth Planning Specialist is responsible for partnering with TD advisors to deliver high value customized guidance on retirement, tax, estate and overall wealth planning to HNW clients of TD. Specifically, the...

  • Prospect Researcher

    1 day ago

    Edmonton, Canada Covenant Foundation Full time

    Covenant Foundation proudly supports Covenant Health, Covenant Care and Covenant Living and their 155-year legacy of healing the body, enriching the mind, and nurturing the soul. Our foundation partners with the community to invest in transforming health care and to help create vibrant communities of health and healing for Albertans from all backgrounds,...