Investment Specialist

1 month ago

Burnaby, Canada BMO Financial Group Full time

7075 Kingsway Avenue Burnaby British Columbia,V5E 1E5

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.

**Compensation and Benefits**:
$37,500.00 - $69,500.00

**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.

  • Investment Specialist

    4 weeks ago

    Burnaby, Canada G&F Financial Group Full time

    Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit! At Gulf & Fraser, we strive to create a future where everyone in our communities can achieve financial wellness. For over 80 years, Gulf & Fraser has invested in...

  • Financial Planner, Investment Specialist

    4 days ago

    Burnaby, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189689 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...

  • Financial Planner, Investment Specialist

    4 days ago

    Burnaby, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189689 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...

  • Financial Planner, Investment Specialist

    4 days ago

    Burnaby, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189689 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...

  • Investment Specialist

    4 days ago

    Burnaby, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 189689 Join the Global Community of...

  • Investment Specialist

    4 days ago

    Burnaby, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 189689 Join the Global Community of...

  • Investment Specialist

    4 days ago

    Burnaby, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 189689 Join the Global Community of...

  • Financial Planner, Investment Specialist

    4 days ago

    Burnaby, Canada Scotiabank Full time

       Requisition ID: 189689 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all...

  • Financial Consultant Investments

    1 month ago

    Burnaby, BC, Canada Sun Life Financial Full time

    You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Discover how you can make a difference in the lives of individuals, families and communities around the world. What’s holding you back from building your own...

  • Marketing Specialist

    3 days ago

    Burnaby, Canada Charleswood Capital Full time

    Charleswood Capital is a private equity investment company with a mission to invest and strengthen established local businesses with a system to facilitate founder transition, optimize operations and foster sustained growth. Since its inception, Charleswood has made three major investments in each of the property maintenance, construction services, and adult...

  • Customer Service Specialist

    1 month ago

    Burnaby, Canada THE EMPIRE LIFE INS. CO Full time

    **Tru**Stone **Customer Services Specialist**: **Location: In person - Burnaby, British Columbia** TruStone is looking to hire a Customer Services Specialist to join our team! **About us** TruStone Financial Inc. (TSF), is redefining an industry by providing independent financial advisors exceptional service and developing meaningful relationships. We...

  • Natural Health Products Customer and Sales Support

    2 weeks ago

    Burnaby, Canada Tenmay16 Investment Corporation Full time

    **Natural Health Products Customer and Sales Support**: **Natural Health Products** Customer and Sales Support for Burnaby B.C. area Are you passionate about natural health products? Do you like a job with variety? Do you care about customer service? Do you have the ability to sell? Are you driven to succeed? Do you want to make a difference in people’s...

  • Mortgage Specialist Associate

    1 month ago

    Burnaby, Canada BMO Financial Group Full time

    7075 Kingsway Avenue Burnaby British Columbia,V5E 1E5 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...

  • Supply Operations Specialist

    4 weeks ago

    Burnaby, Canada Parkland Corporation Full time

    At Parkland, our purpose is to Power Journeys & Energize Communities. We are a prominent independent supplier and marketer of fuel and petroleum products and a leading convenience store operator. As One Parkland team, we proudly serve diverse retail, commercial and wholesale customers across Canada, the United States, the Caribbean region, and South America....

  • Geotechnical Specialist

    1 month ago

    Burnaby, Canada AECOM Full time

    Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...

  • Sales Enablement Specialist

    5 days ago

    Burnaby, Canada Multivista Full time

    Sales Enablement Specialist (Contract)Burnaby, British ColumbiaWho are we? Multivista, part of Hexagon, a leader in construction documentation services, is offering a full suite of solutions on an intuitive cloud-based web platform. Multivista has been contracted on over 2.5 billion square feet of construction projects worldwide and is trusted by the...

  • Sales Enablement Specialist

    5 days ago

    Burnaby, Canada Multivista Full time

    Sales Enablement Specialist (Contract) Burnaby, British Columbia Who are we? Multivista, part of Hexagon, a leader in construction documentation services, is offering a full suite of solutions on an intuitive cloud-based web platform. Multivista has been contracted on over 2.5 billion square feet of construction projects worldwide and is trusted by the...

  • Community Engagement Specialist

    1 month ago

    Burnaby, Canada United Way British Columbia Full time

    **This role is place based which requires the position to be held by an individual that resides in the Lower Mainland Region and is integrated in the communities supported. **This is a full-time role with an expected end date of March 2025.** **JOB PURPOSE** The Community Engagement Specialist is responsible for the development, coordination, and...

  • IT Applications Developer and Support Specialist

    4 days ago

    Burnaby, Canada Watson Gloves Full time

    IT Applications Developer and Support Specialist col-narrow-left  Job ID: 23325 Job Type: Full Time Category: Programmer Educations: col-narrow-right  Posted: 2024-05-22 Location: Burnaby, BC | Canada Job Views: 2 USD Negotiable col-wide  Job Description:Job information Job Description:Job information IT Applications Developer and...

  • IT Applications Developer and Support Specialist

    4 days ago

    Burnaby, Canada Watson Gloves Full time

    IT Applications Developer and Support Specialist col-narrow-left  Job ID: 23325 Job Type: Full Time Category: Programmer Educations: col-narrow-right  Posted: 2024-05-22 Location: Burnaby, BC | Canada Job Views: 2 USD Negotiable col-wide  Job Description:Job information Job Description:Job information IT Applications Developer and...