Investment Specialist, Financial Planning
1 week ago
1841 Walkers Line Burlington Ontario,L7M 0H6
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.
-
Financial Services Specialist
1 week ago
Burlington, Ontario, Canada Disability Solutions Full timeSenior Consultant, Fraud Solutions SpecialistThe estimated salary for this role is $120,000 - $180,000 per year, depending on experience and location.About the CompanyDisability Solutions is a leading provider of global information solutions. Our mission is to help people around the world access the opportunities that lead to a higher quality of life by...
-
Financial Services Representative
2 weeks ago
Burlington, Canada Royal City Recruitment Inc Full time**About our client**: Our client is seeking a Financial Services Representative to join their team. This team member will have a heavy focus on Life Insurance. This opportunity offers a combination of base salary & commission structure. **Financial Services Representative - Life Insurance Specialist** As the Financial Service Representative you will focus...
-
Financial Planning
7 months ago
Burlington, Canada Edge Imaging Inc Full time**Reports to**: CFO **Location**: Hybrid with Burlington Office **Company Overview**: Edge Imaging is the largest Canadian-owned and operated school photography and yearbook company. In business since 2005 and currently servicing over 3000 schools, Edge has already created a legacy for delivering exceptional photography products, excellent customer...
-
Investment Analyst
7 months ago
Burlington, Canada GroupFit Technologies Inc. Full timeEducation: Bachelor's degree - Experience: 1 year to less than 2 years **Work setting**: - Urban area - Relocation costs covered by employer **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information (profiles of companies, stock or bond prices,...
-
Investment Analyst
7 months ago
Burlington, Canada GroupFit Technologies Inc. Full timeEducation: Bachelor's degree - Experience: 1 year to less than 2 years **Work setting**: - Urban area - Relocation costs covered by employer **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information (profiles of companies, stock or bond prices,...
-
Investment Analyst
3 months ago
Burlington, Canada GroupFit Technologies Inc. Full timeEducation: - Expérience: **Education**: - Bachelor's degree **Work setting**: - Urban area - Relocation costs covered by employer **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields...
-
Financial Advisor Trainee
7 months ago
Burlington, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time**Financial Security Advisor Trainee**: **Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...
-
Financial Accountant Specialist
1 month ago
Burlington, Ontario, Canada BDFP & Associates LLP Full timeJob Title: Financial Accountant SpecialistBDFP & Associates LLP is seeking a skilled Financial Accountant Specialist to join our team.We offer a competitive salary of $45,000 - $55,000 per year.About UsBDFP & Associates LLP is a leading firm in the industry, dedicated to providing exceptional services to our clients.Job DescriptionThe Financial Accountant...
-
Financial Advisor/ Financial Services Specialist
7 months ago
Burlington, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Specialist/financial Advisor
7 months ago
Burlington, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Officer
7 months ago
Burlington, Canada DUCA Financial Services Credit Union Ltd. Full time**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...
-
Strategic Financial Planning Specialist
1 month ago
Burlington, Ontario, Canada Opta Group LLC. Full timeJob Title: Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our Corporate Finance team. The successful candidate will play a key role in delivering key financial information and critical business insights to senior management and other stakeholders.Responsibilities:Develop relationships with various stakeholders to...
-
Wealth Management
8 months ago
Burlington, Canada Equiton Partners Inc. Full timeWealth Management / Financial Investment Sales Administrator About Equiton: Founded in 2015, Equiton is a recognized leader in private equity investments and is approaching half a billion in assets under management. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth...
-
Financial Controller
7 months ago
Burlington, Canada Bronte Construction Full time**Who is Bronte Construction?** Bronte Construction prides itself on our innovative approach and expert team. Together, we successfully implement quality construction projects with an embedded environmental focus that enhance communities for generations. Our team lives and breathes our Foundation Principles which consist of Safety, Balance, Culture,...
-
Financial Controller
2 weeks ago
Burlington, Canada Bronte Construction Full time**Who is Bronte Construction?** Bronte Construction prides itself on our innovative approach and expert team. Together, we successfully implement quality construction projects, with an embedded environmental focus, that enhance communities for generations. Our team lives and breathes our Foundation Principles which consist of Safety, Balance, Culture,...
-
Financial Services Officer
4 months ago
Burlington, Canada The Police Credit Union Full timeWe are looking for a Financial Services Officer - an advisor specializing in personal loans and mortgages for our branch location in Aurora. The Police Credit Union is an exclusive financial institution for police personnel, their families and associated police groups within the Province of Ontario. We believe in “taking care of our own”, we take into...
-
Financial Planning and Analysis Manager
2 months ago
Burlington, Canada Bunzl Canada Full timeThe Manager of Financial Planning and Analysis will be responsible for providing financial expertise, business analysis and oversight for Financial Planning and Analysis and Internal and External Reporting. Guides management on financial-related matters and decisions for both short-term and long-term strategic initiatives, operational improvement projects...
-
Financial Planning and Analysis Manager
2 months ago
Burlington, Canada Bunzl Canada Full timeThe Manager of Financial Planning and Analysis will be responsible for providing financial expertise, business analysis and oversight for Financial Planning and Analysis and Internal and External Reporting. Guides management on financial-related matters and decisions for both short-term and long-term strategic initiatives, operational improvement projects...
-
Financial Planning and Analysis Manager
2 months ago
Burlington, Canada Bunzl Canada Full timeThe Manager of Financial Planning and Analysis will be responsible for providing financial expertise, business analysis and oversight for Financial Planning and Analysis and Internal and External Reporting. Guides management on financial-related matters and decisions for both short-term and long-term strategic initiatives, operational improvement projects...
-
Accounting Specialist
2 weeks ago
Burlington, Canada Aligned Capital Partners Inc. Full timeAligned Capital Partners Inc. is a fast-growing investment dealer with a dynamic management team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity and initiative. We are currently seeking a full -time **Accounting Specialist **to join our Finance team located in the **Burlington** head...