Investment Specialist, Financial Planning

2 weeks ago

Stratford, Canada BMO Financial Group Full time

73 Downie Street Stratford Ontario,N5A 1W8

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.

  • Administrative Assistance

    3 days ago

    Stratford, Canada Stratford Financial Planning Full time

    We are currently recruiting a part-time Administrator to support an established Financial Planner throughout the tax season. This is a unique opportunity for anyone wishing to gain experience within the financial services industry. This position may come with other training opportunities and exposure to different aspects of the financial planning...

  • Investment Advisor

    7 days ago

    Stratford, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need...

  • Investment Advisor

    4 weeks ago

    STRATFORD, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...

  • Investment Advisor

    3 weeks ago

    Stratford, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...

  • Investment advisor

    3 weeks ago

    Stratford, ON, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a...

  • Financial Controller

    1 day ago

    Stratford, Canada Steed Standard Transportation Full time

    About us Steed Standard Transport (SST) is a family-owned and operated business spanning four generations. Headquartered in Stratford, Ontario, we are proud to be one of the most recognized and dependable transportation companies in Canada. With over 110 years on the roads, our on-time deliveries, competitive pricing, outstanding customer service, and...

  • Financial Controller

    2 days ago

    Stratford, Canada Steed Standard Transportation Full time

    About us Steed Standard Transport (SST) is a family-owned and operated business spanning four generations. Headquartered in Stratford, Ontario, we are proud to be one of the most recognized and dependable transportation companies in Canada. With over 110 years on the roads, our on-time deliveries, competitive pricing, outstanding customer service, and...

  • Financial Controller

    1 day ago

    Stratford, Canada Steed Standard Transportation Full time

    About us Steed Standard Transport (SST) is a family-owned and operated business spanning four generations. Headquartered in Stratford, Ontario, we are proud to be one of the most recognized and dependable transportation companies in Canada. With over 110 years on the roads, our on-time deliveries, competitive pricing, outstanding customer service, and...

  • Personal Banker

    4 weeks ago

    Stratford, Canada BMO Financial Group Full time

    73 Downie Street Stratford Ontario,N5A 1W8 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...

  • Mortgage Specialist

    3 weeks ago

    Stratford, Ontario, Canada BMO Full time

    Application Deadline:05/30/2024Address:73 Downie StreetJob Family Group:Retail Banking Sales & ServiceCultivates, 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...

  • Mortgage Specialist

    3 weeks ago

    Stratford, Canada BMO Full time

    Application Deadline: 05/30/2024 Address: 73 Downie Street 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...

  • Junior Financial Controller

    2 days ago

    Stratford, Canada Trillium Hatchery Full time

    **Who we are**: Trillium Hatchery is a commercial hatchery based in Stratford Ontario. We are a small team looking to add an **Junior Financial Controller **who will grow with the company. We are the only hatchery in Ontario that provides early feed and water, and animal welfare is our top priority. With a small, close-knit team, working with animals,...

  • Mortgage Specialist

    3 weeks ago

    Stratford, Canada BMO Full time

    Application Deadline: 05/30/2024Address:73 Downie StreetCultivates, 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...

  • Associate, Asset Management

    3 days ago

    Stratford, Canada Old Pointe Properties Full time

    **Company**: Old Pointe Properties is a real estate investment and property management firm serving Southwestern Ontario. Our extensive portfolio includes a wide range of residential and commercial properties, and our core values revolve around tenant happiness, environmental responsibility, and fostering community development. **Overview of...

  • Personal Banking Associate Trainee

    4 weeks ago

    Stratford, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Receptionist

    2 days ago

    Stratford, Canada Franklin E. Hinz Full time

    **About us** Franklin E. Hinz is a small family owned business in Stratford, ON. Their team offers tax preparation, bookkeeping, investments and financial advice in a professional manner. Our work environment includes: - Comfortbale and safe work environment - On-the-job training - Relaxed atmosphere **About The Role** - providing frontline support...

  • Income Tax Preparer

    4 weeks ago

    Stratford, Canada Franklin E. Hinz Full time

    **About us** Franklin E. Hinz is a small family-owned business in Stratford, ON. Their team offers tax preparation, bookkeeping, investments and financial advice in a professional manner. Work environment includes: - Relaxed atmosphere - Comfortable and safe work environment - On-the-job training Income Tax Preparer who will be responsible for preparing...

  • Client Advisor

    7 days ago

    Stratford, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and...

  • Client Advisor

    5 days ago

    Stratford, 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...

  • Group Finance Controller

    3 weeks ago

    Stratford, Canada Johnson Electric Full time

    Johnson Electric Canada (Formerly Stackpole) is excited to announce we are searching for a Group Finance Controller in the Ontario area. As a key leader within the Finance department, the Group Finance Controller is responsible for overseeing all financial operations, including financial reporting, budgeting, forecasting, and analysis across the...