Investment Fund Specialist

2 months ago

Tillsonburg, Canada BMO Financial Group Full time

160 Broadway Street Tillsonburg Ontario,N4G 3P8

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.
- Develops and implements a relationship management plan to meet the needs of client.
- Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Executes work to deliver timely, accurate, and efficient service.
- 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.
- Focus may be on a business/group.
- 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 post-secondary degree in related field of study or an equivalent combination of education and experience.
- CFP designation preferred or one of the following:

- Personal Financial Planner (PFP) designation,
- Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
- Financial Planning I & II (FP I & II).
- Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
- Advanced working knowledge of financial industry.
- 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.

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

**Pay Type**:
Salaried & Commission

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 experie

  • Bank Advisor

    2 weeks ago

    Tillsonburg, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Banking Advisor

    1 month ago

    Tillsonburg, 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...

  • Bank Advisor

    2 weeks ago

    Tillsonburg, Canada RBC - Royal Bank Full time

    Job SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Bank Advisor

    1 week ago

    Tillsonburg, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Bank Advisor

    2 weeks ago

    TILLSONBURG, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Bank Advisor

    2 weeks ago

    Tillsonburg, Canada RBC - Royal Bank Full time

    Job SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Financial Services Representative Ii

    3 days ago

    Tillsonburg, 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...

  • Financial Services Representative Ii

    2 days ago

    Tillsonburg, 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...

  • Financial Services Representative

    3 weeks ago

    Tillsonburg, 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...

  • Cleaning Technician

    1 month ago

    Tillsonburg, Canada Van Woerden Group Inc. FACELIFT (MOBILE WASH) Full time

    **About us** Facelift Exterior Cleaning Specialists is a Cleaning Company Based in South Western Ontario. Our goal is to provide a high-quality cleaning service to customers in the agricultural, commercial and industrial Industries. We achieve this by investing in our employees, equipment, and facilities. We are always at the forefront of innovation,...

  • Financial Services Representative II

    4 weeks ago

    Tillsonburg, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Tillsonburg, ON time type Full time posted on Posted Yesterday job requisition id 2411554 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Tooling Specialist

    4 weeks ago

    Tillsonburg, Canada Martinrea International Inc. Full time

    **Martinrea is** a diversified global automotive supplier engaged in the design, development and manufacturing of metal parts, assemblies and modules; complex fluid management systems and aluminum products. We employee approximately 15,000 skilled and motivated people at manufacturing, engineering and technical centers in Canada, the United States, Mexico,...

  • Financial Advisor

    2 weeks ago

    Tillsonburg, Canada Scotiabank Full time

    Requisition ID: 189264 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...

  • Financial Advisor

    1 week ago

    Tillsonburg, Canada Scotiabank Full time

    Requisition ID: 189264 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...

  • Health and Safety Specialist

    1 month ago

    Tillsonburg, Canada Martinrea International Inc. Full time

    Martirnea is a diversified global automotive supplier engaged in the design, development and manufacturing of metal parts, assemblies and modules, complex fluid management systems and aluminum products. We employ approximately 15,000 skills and motived people at manufacturing, engineering and technical centers in Canada, the United States, Mexico, Brazil,...

  • Finance Manager

    3 days ago

    Tillsonburg, Canada Systemair, Inc. Full time

    Job Identification **Job Title**: Finance Manager **Department and Number**: Finance Dept **Employment Status**: Full-Time, Salaried, Permanent **Location of Job**: 8 Rouse Street Tillsonburg, ON Canada **Supervisor Job Title**: General Manager Job Summary At Systemair, we have a passion for indoor air quality. We are constantly striving to provide...

  • Finance Manager

    2 days ago

    Tillsonburg, Canada Systemair Commercial AHU Ltd. Full time

    At Systemair, we have a passion for indoor air quality. We are constantly striving to provide ventilation solutions that improve health and productivity in an energy-efficient and sustainable manner. Innovation is in our DNA, and we continue to grow in terms of capabilities, product range, size, sales volume, and market share. We employ and empower people to...

  • Receptionist

    2 days ago

    Tillsonburg, Canada McFarlan Rowlands Insurance Brokers Inc. Full time

    _McFarlan Rowlands Insurance Brokers offers commercial, personal lines, life, disability, employee benefit plans and risk management services. Over the years, McFarlan Rowlands has grown from a collection of small family-owned brokerages to its present size. We now have 20 locations and over 200 employees in Southwestern Ontario. McFarlan Rowlands truly...

  • Representant de Finances

    3 weeks ago

    Tillsonburg, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Tillsonburg, ON time type Full time posted on Posted Yesterday job requisition id 2411554 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking...

  • Financial Services Representative II

    3 weeks ago

    Tillsonburg, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Tillsonburg, ON time type Full time posted on Posted Yesterday job requisition id 2411554 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...