Investment Specialist

3 weeks ago

Blainville, Canada BMO Financial Group Full time

280 de la Seigneurie Ouest Blainville Quebec,J7C 5A1

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.

  • Mortgage Specialist

    3 weeks ago

    Blainville, Canada BMO Financial Group Full time

    1099 Cure-Labelle Blainville Quebec,J7C 2M2 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective...

  • Mortgage Specialist

    2 months ago

    Blainville, Canada BMO Full time

    Application Deadline: 06/06/2024 Address: 1099 Cure-Labelle Job Family Group: Retail Banking Sales & Service Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to...

  • Mortgage Specialist

    4 weeks ago

    Blainville, Canada BMO Full time

    Application Deadline: 06/06/2024 Address: 1099 Cure-Labelle Job Family Group: Retail Banking Sales & Service Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to...

  • Mortgage Specialist

    4 days ago

    Blainville, Canada BMO Financial Group Full time

    1099 Cure-Labelle Blainville Quebec,J7C 2M2 Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales...

  • Associate Financial Services Specialist

    2 months ago

    Blainville, Canada CIBC Full time

    We’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...

  • Banking Advisor

    2 months ago

    Blainville, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

  • Mortgage Specialist

    4 weeks ago

    Blainville, Quebec, Canada BMO Full time

    Application Deadline:07/11/2024Address:1099 Cure-LabelleJob Family Group:Retail Banking Sales & ServiceWe invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO's Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Metis / Inuit applicants...

  • Mortgage Specialist

    1 month ago

    Blainville, Canada BMO Full time

    Application Deadline: 07/11/2024 Address: 1099 Cure-Labelle Job Family Group: Retail Banking Sales & Service We invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO’s Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Metis / Inuit...

  • Mortgage Specialist

    2 weeks ago

    Blainville, Quebec, Canada BMO Full time

    Application Deadline:07/11/2024Address:1099 Cure-LabelleJob Family Group:Retail Banking Sales & ServiceWe invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO's Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Metis / Inuit applicants...

  • Mortgage Specialist

    4 weeks ago

    Blainville, Quebec, Canada BMO Full time

    Application Deadline:07/11/2024Address:1099 Cure-LabelleJob Family Group:Retail Banking Sales & ServiceWe invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO's Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Metis / Inuit applicants...

  • Mortgage Specialist

    4 weeks ago

    Blainville, Canada BMO Full time

    Application Deadline: 07/11/2024 Address: 1099 Cure-Labelle Job Family Group: Retail Banking Sales & Service We invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO’s Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Metis / Inuit...

  • Investment & Personal Banking Specialist - Boisbriand, QC

    2 weeks ago

    Sainte-Thérèse-de-Blainville South, Canada Scotiabank Full time

    Requisition ID: 201226 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Investment & Personal Banking Specialist - Boisbriand, QC

    2 weeks ago

    Sainte-Thérèse-de-Blainville South, Canada Scotiabank Full time

    Requisition ID: 201226Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...

  • Investment & Personal Banking Specialist - Boisbriand, QC

    6 days ago

    Sainte-Thérèse-de-Blainville South, Canada Scotiabank Full time

    Requisition ID: 201226Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the role What your role will be…Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...

  • Personal Banking Associate

    1 week ago

    Blainville, Canada BMO Financial Group Full time

    1099 Cure-Labelle Blainville Quebec,J7C 2M2 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...

  • Personal Banking Associate

    2 weeks ago

    Blainville, Canada BMO Financial Group Full time

    1099 Cure-Labelle Blainville Quebec,J7C 2M2 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...

  • Banking Advisor

    3 weeks ago

    Blainville, Canada National Bank of Canada Full time

    **Primary Locations**:Blainville, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:35**: A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and...

  • Banking Advisor

    1 month ago

    Blainville, Canada National Bank Full time

    Attendance On-Site Job Number 21132 Category Support Status: Permanent Type of Contract Permanent Schedule: Part-Time 35 hours Full Time / Part Time? Part-Time Number of Hours 35 Posting date 21-May-2024 Location: Blainville, Quebec City Blainville Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at...

  • Banking Advisor

    1 month ago

    Blainville, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience...

  • Banking Advisor

    1 month ago

    Blainville, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience...