Investment Specialist

3 weeks ago

Winnipeg, Canada BMO Financial Group Full time

2025 Corydon Avenue Winnipeg Manitoba,R3P 0N5

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.
- Assists Financial Planners to develop weekly and monthly sales and marketing plans and provides administrative support to execute the plan.
- Books customer appointments for the Financial Planner through branch referrals, outbound calls, incoming calls, and walk-ins.
- Provides sales service and administrative support for Financial Planners to complete transactions and support the achievement of business results.
- Responds to customer investment requests to fulfill basic investment product needs aligned with the customer’s investment and/or retirement plans, or refers the customer to the Financial Planner to create an investment plan.
- Executes work to deliver timely, accurate, and efficient service.
- Learns the role of the Financial Planner and completes the associated accreditation requirements to assume the role, ideally within a 12-24-month time frame.
- Introduces clients to investment strategies and works with clients to develop a financial plan using appropriate guidance tools.
- 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.
- 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.

  • Investment Specialist

    1 month ago

    Winnipeg, 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...

  • Investment Specialist, Financial Planning

    7 days ago

    Winnipeg, Canada BMO Financial Group Full time

    1385 Henderson Hwy Winnipeg Manitoba,R2G 1N1 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...

  • Data Specialist

    1 week ago

    Winnipeg, Canada Herd North America Full time

    Are you passionate about precision in data management? Do you thrive in a dynamic work environment where your expertise in Excel and ERP systems can shine? HERD is seeking a detail-oriented Data Specialist to join our team! At HERD, we invest in our employees by providing opportunities for training, skill development, and career advancement. Our commitment...

  • Learning & Development Specialist

    1 month ago

    Winnipeg, Canada Richardson International Full time

    At Richardson International, being truly invested is at the heart of everything we do. For over 160 years, Richardson has been dedicated to Canadian agriculture. Recognized as a global leader in agriculture and food processing, Richardson is one of Canada’s Best Managed Companies. Headquartered in Winnipeg, Richardson has approximately 3,000 employees...

  • Regional Environment, Health

    7 days ago

    Winnipeg, Canada Richardson International Full time

    At Richardson International, being truly invested is at the heart of everything we do. For over 160 years, Richardson has been dedicated to Canadian agriculture. Recognized as a global leader in agriculture and food processing, Richardson is one of Canada’s Best Managed Companies. Richardson has approximately 3,000 employees across Canada, the U.S. and the...

  • Benefits Specialist

    1 month ago

    Winnipeg, Canada Richardson International Full time

    At Richardson International, being truly invested is at the heart of everything we do. For over 160 years, Richardson has been dedicated to Canadian agriculture. Recognized as a global leader in agriculture and food processing, Richardson is one of Canada’s Best Managed Companies. Headquartered in Winnipeg, Richardson has approximately 3,000 employees...

  • Data Specialist

    4 weeks ago

    Winnipeg, Canada Herd North America Full time

    Are you passionate about precision in data management? Do you thrive in a dynamic work environment where your expertise in Excel and ERP systems can shine? HERD is seeking a detail-oriented Data Specialist to join our team!At HERD, we invest in our employees by providing opportunities for training, skill development, and career advancement. Our commitment to...

  • Data Specialist

    5 days ago

    Winnipeg, Canada Herd North America Full time

    Are you passionate about precision in data management? Do you thrive in a dynamic work environment where your expertise in Excel and ERP systems can shine? HERD is seeking a detail-oriented Data Specialist to join our team! At HERD, we invest in our employees by providing opportunities for training, skill development, and career advancement. Our commitment...

  • Regional Environment, Health

    4 weeks ago

    Winnipeg, Canada Richardson International Full time

    At Richardson International, being truly invested is at the heart of everything we do. For over 165 years, Richardson has been dedicated to Canadian agriculture. Recognized as a global leader in agriculture and food processing, Richardson is one of Canada’s Best Managed Companies with over 3,000 employees across Canada, the U.S., the U.K., and Europe. At...

  • Claims Review Specialist

    7 days ago

    Winnipeg, Canada Canada Life Assurance Company Full time

    Claims Review Specialist **Description: - Permanent Full Time- We are looking for a Claims Review Specialist!- Reporting to the Supervisor, Claims Review the Claims Review Specialist is a key member of the Audit and Claim Verification team responsible for completing claim audit processes for a key Canada Life client. The main function of a Claims Review...

  • Jr. Specialist, Procurement

    2 weeks ago

    Winnipeg, Canada AECON Full time

    Come Build Your Career at Aecon! As a Canadian leader in infrastructure development, Aecon is and building what matters for future generations to thrive! We lead some of the most impactful infrastructure of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to build, connect, power, and...

  • Jr. Specialist, Procurement

    4 days ago

    Winnipeg, Canada AECON Full time

    Come Build Your Career at Aecon! As a Canadian leader in infrastructure development, Aecon is and building what matters for future generations to thrive! We lead some of the most impactful infrastructure of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to build, connect, power, and...

  • Jr. Specialist, Procurement

    2 weeks ago

    Winnipeg, Canada AECON Full time

    Come Build Your Career at Aecon! As a Canadian leader in infrastructure development, Aecon is and building what matters for future generations to thrive! We lead some of the most impactful infrastructure of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to build, connect, power, and...

  • Jr. Specialist, Procurement

    2 weeks ago

    Winnipeg, Canada AECON Full time

    Come Build Your Career at Aecon! As a Canadian leader in infrastructure development, Aecon is and building what matters for future generations to thrive! We lead some of the most impactful infrastructure of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to build, connect, power, and...

  • Network Support Specialist

    4 days ago

    Winnipeg, Canada KGS Group Full time

    KGS Group is currently looking for an experienced Network Support Specialist to join our growing IT department.About UsWe are KGS Group, an employee-owned, multidisciplinary engineering consulting firm serving clients throughout North America. We’re different than traditional engineering firms. We believe a commitment to lasting relationships is just as...

  • Network Support Specialist

    2 weeks ago

    Winnipeg, Canada KGS Group Full time

    KGS Group is currently looking for an experienced Network Support Specialist to join our growing IT department.About UsWe are KGS Group, an employee-owned, multidisciplinary engineering consulting firm serving clients throughout North America. We’re different than traditional engineering firms. We believe a commitment to lasting relationships is just as...

  • Network Support Specialist

    2 weeks ago

    Winnipeg, Canada KGS Group Full time

    KGS Group is currently looking for an experienced Network Support Specialist to join our growing IT department.About UsWe are KGS Group, an employee-owned, multidisciplinary engineering consulting firm serving clients throughout North America. We’re different than traditional engineering firms. We believe a commitment to lasting relationships is just as...

  • Network Support Specialist

    3 days ago

    Winnipeg, Canada KGS Group Full time

    KGS Group is currently looking for an experienced candidate for the position of Network Support Specialist to join our growing IT department. About Us We are KGS Group, an employee-owned, multidisciplinary engineering consulting firm serving clients throughout North America. We’re different than traditional engineering firms. We believe a commitment to...

  • Network Support Specialist

    4 days ago

    Winnipeg, Canada KGS Group Full time

    KGS Group is currently looking for an experienced candidate for the position of Network Support Specialist to join our growing IT department.About UsWe are KGS Group, an employee-owned, multidisciplinary engineering consulting firm serving clients throughout North America. We’re different than traditional engineering firms. We believe a commitment to...

  • Network Support Specialist

    2 weeks ago

    Winnipeg, Canada KGS Group Full time

    KGS Group is currently looking for an experienced Network Support Specialist to join our growing IT department.About UsWe are KGS Group, an employee-owned, multidisciplinary engineering consulting firm serving clients throughout North America. We’re different than traditional engineering firms. We believe a commitment to lasting relationships is just as...