Assistant Manager, Investment Centre, Proactive

2 weeks ago

Quebec City, Canada BMO Financial Group Full time

VIRTUAL(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 procedures. Identifies and makes referrals to other business groups as needed.
- Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.
- Make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
- Assists the manager by identifying skilled knowledge gaps and performance improvement opportunities for associates and specialists on the team.
- Executes performance plans and provides feedback to employees and managers on progress towards desired behaviours/results.
- Develops and executes short term tactics/plans to drive specific behaviours, activities and results.
- Achieves sales targets with a focus on relevant investment products.
- Escalates complex or unresolved customer situations to senior managers as required.
- Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
- Knowledge of competitive market place trends and product offerings.
- Knowledge of BMO Investment / BMO InvestorLine products and services.
- Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative with Options.
- Some understanding of Risk Management & Compliance.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

**Compensation and Benefits**:
$42,300.00 - $78,400.00

**Pay Type**:
Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

**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.

  • Senior Analyst, Investment Risk

    Found in: Talent CA C2 - 2 weeks ago

    Québec City, Canada Industrial Alliance Investment Management Inc. Full time

    Description Actuarial / Investment / Risk Management / Python / Quebec / Montral / Hybrid We are looking for an enthusiastic individual to join our fast-growing Investment Risk team to tackle new challenges in a continuous improvement environment. As a member of the Investment Risk team, you will be contributing to the running, development, and...

  • Investment Assistant

    7 days ago

    Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Investment Assistant

    7 days ago

    Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Investment Specialist, Mutual Funds

    Found in: Talent CA 2 C2 - 7 days ago

    Québec City, Canada BMO Full time

    Application Deadline: 04/29/2024Address:VIRTUAL61 - HomeRes - QC - BMOLanguage requirements for the role: Strong verbal and written languages skills in both French and English Expected start date : May 21st, 2024One of these certifications is required for the start date: CSC or IFICHours of operation: Monday to Friday between 8AM and 6PMUnderstands customer...

  • L Assistant, Investment and Retirement Planning

    6 days ago

    Quebec City, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Commercial Account Manager, Corporate Financing

    7 days ago

    Quebec City, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Manager, Investment Treasury

    Found in: Adzuna CA C2 - 1 week ago

    Montreal, Quebec, Québec, Canada Fednav Limited Full time

    Fednav, headquartered in Montreal, is the largest international dry bulk shipping group in Canada engaged in worldwide ocean transportation. Fednav has five international offices established on four continents. Founded in 1944, we are a driven, innovative, and respected organization committed to our employees and customers. Reporting to the Vice-President,...

  • Admissions Centre Secretary #10660

    Found in: Jobillico Premium CA C2 - 2 weeks ago

    Quebec City, Canada Commission scolaire Central Québec Central Québec School Board Full time

    Joining Eastern Quebec Learning Centre means seizing the opportunity to be part of a team dedicated to learning, inclusiveness, success and social, personal, academic and professional development. We're looking for a motivated, proactive and reliable admissions person to represent well our educational community during initial contacts with students and their...

  • Cibc -administrative Assistant - Wood Gundy

    6 days ago

    Quebec City, 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...

  • Analyst, Asset Liability Management

    Found in: Talent CA C2 - 1 week ago

    Québec City, Canada Industrial Alliance Investment Management Inc. Full time

    Description New grad / Asset liability management / ALM / Quantitative finance / Investment strategies / Python / Canada / Hybrid and Investment Strategies will be part of a team responsible for ensuring the general funds asset strategies and risks are properly managed. The analyst will collaborate with the senior director in the implementation of...

  • Assistant Director of Administration

    2 weeks ago

    Quebec, Canada Valnet inc Full time

    Job Description Posted Tuesday, February 6, 2024 at 5:00 AM Assistant Director of Administration Who we are: Valnet Inc., the world’s premier digital media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in...

  • Assistant Director of Administration

    6 days ago

    Quebec, Canada Valnet inc Full time

    Job Description Posted Tuesday, February 6, 2024 at 5:00 AM Assistant Director of Administration Who we are: Valnet Inc., the world’s premier digital media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in...

  • Assistant Director of Administration

    7 days ago

    Quebec, Canada Valnet inc Full time

    Job Description Posted Tuesday, February 6, 2024 at 5:00 AM Assistant Director of Administration Who we are: Valnet Inc., the world’s premier digital media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in...

  • Investment Partner M&A Team

    Found in: Adzuna CA C2 - 1 week ago

    Montreal, Quebec, Québec, Canada Valnet Full time

    Investment Partner - M&A Team Who we are:Valnet Inc., the world’s premier digital media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring, operating, and growing properties that are mission-critical in...

  • Investment Associate M&A Team

    Found in: Adzuna CA C2 - 3 days ago

    Montreal, Quebec, Québec, Canada Valnet Full time

    Investment Associate - M&A TeamWho we are:Valnet Inc., the world’s premier digital media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring, operating, and growing properties that are mission-critical in...

  • Admissions Centre Secretary

    Found in: Talent CA C2 - 2 weeks ago

    Québec City, Canada Commission Scolaire Central Quebec Central Quebec School Board Full time

    Joining Eastern Quebec Learning Centre means seizing the opportunity to be part of a team dedicated to learning, inclusiveness, success and social, personal, academic and professional development. We're looking for a motivated, proactive and reliable admissions person to represent well our educational community during initial contacts with students and their...

  • Admissions Centre Secretary Secrétaire de centre aux admissions

    Found in: Talent CA C2 - 2 weeks ago

    Québec City, Canada Central Québec School Board Full time

    Joining Eastern Quebec Learning Centre means seizing the opportunity to be part of a team dedicated to learning, inclusiveness, success and social, personal, academic and professional development. We're looking for a motivated, proactive and reliable admissions person to represent well our educational community during initial contacts with students and...

  • Assistant Store Manager

    7 days ago

    Quebec City, Canada JD Sports Canada Full time

    **Department**: Retail Stores **Location**: Galeries de la Capitale, Quebec City **Workplace Type**: On-site **Job Type**: Full-time, Permanent **The Team**: JD Sports is a sports-fashion retail company with the incentive to inspire the emerging generation of globally minded consumers through a connection to the universal culture of sport, music and...

  • Assistant(E) Dentaire

    1 day ago

    Quebec City, Canada Implant Québec, Centre d'Implantologie Dentaire Full time

    Tu es passionné(e) du domaine dentaire et tu as quelques années d'expériences en tant qu’assistante dentaire, mais tu as besoin d'un nouveau défi? ❤Ton sens des responsabilités est développé, tu es souriant(e) et tu as une attitude positive, tu es structuré(e) et tu as des aptitudes au niveau du service à la clientèle? ❤Tu désires...

  • Private Client Associate

    7 days ago

    Quebec City, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service to high net worth clients of RBC Phillips, Hager & North Investment Counsel Inc. **What will you do?** - Respond to...