Senior Financial Services Associate

3 weeks ago


Vancouver, British Columbia, Canada BMO Full time $33,850 - $44,000

Delivering Exceptional Customer Experience

About BMO

BMO is a leading financial institution dedicated to providing innovative solutions to its customers. Our commitment to exceptional service and customer satisfaction drives our business forward.

Job Description

We are seeking an experienced Senior Financial Services Associate to join our team. As a key member of our branch, you will be responsible for delivering exceptional service to our customers and prospects. Your primary objective will be to identify customer needs and provide expert advice and guidance on financial solutions that meet their best interests.

You will work collaboratively with your colleagues within the branch and with BMO partners to achieve overall business objectives. Your role will involve:

  • Identifying customer needs and initiating referrals to other BMO teams as needed.
  • Providing expert advice and guidance on financial solutions to customers and prospects.
  • Working collaboratively with colleagues to deliver exceptional customer service and achieve business objectives.

Estimated Salary Range: $60,000 - $80,000 per annum, depending on experience and qualifications. This estimate is based on industry standards and the level of expertise required for this role.

About the Role

This is a full-time position working in a fast-paced banking environment. The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues alike. You will be highly motivated, organized, and able to work effectively in a team.

Benefits

BMO offers a comprehensive benefits package, including:

  • A competitive salary and bonus structure.
  • A generous health and wellness program.
  • A retirement savings plan with employer matching contributions.
  • Ongoing training and development opportunities.


  • Vancouver, British Columbia, Canada BMO Financial Group Full time

    Job Summary:We are seeking a Senior Financial Strategist to join our team at BMO Financial Group.About the Role:The Senior Financial Strategist will facilitate growth initiatives for the Bank through significant business development and excellent management of key client relationships. They will maintain an outstanding and continuous record of significant...


  • Vancouver, British Columbia, Canada Definity Financial Full time

    Definity Financial is a leading insurance company in Canada, offering innovative solutions to its customers. Our team is committed to excellence and provides value-added insights to our stakeholders.About the RoleWe are seeking an experienced Senior Financial Analyst - Strategic Insights to join our team. The successful candidate will be responsible for...


  • Vancouver, British Columbia, Canada NelsonKraft and Associates Full time

    Company OverviewNelson/Kraft & Associates is a renowned executive consulting firm specializing in senior placements for not-for-profit and for-profit businesses across Canada.Job DescriptionWe are seeking an experienced Director of Finance to join our team. As a key member of the executive leadership team, you will provide financial management and...


  • Vancouver, British Columbia, Canada Canaccord Genuity Group Inc. Full time

    About the RoleWe are seeking a highly skilled and motivated Senior Financial Services Coordinator to join our team at Canaccord Genuity Group Inc.This is a full-time, onsite position based in our downtown Vancouver office, where you will be working closely with a team of 40 professionals to provide exceptional support and services to our clients.


  • Vancouver, British Columbia, Canada Momentum Financial Services Group Full time

    Are you a sales-driven leader with a passion for driving store profitability? We're seeking an experienced Financial Services Manager to lead and develop a team of Financial Sales Representatives at Momentum Financial Services Group.About the RoleAs a Financial Services Manager, you will be responsible for driving store profitability by leading and...


  • Vancouver, British Columbia, Canada Disability Solutions Full time

    Key ResponsibilitiesWork closely with Registrations Officers and Management on reports;Liaise with internal associates and Regulatory bodies, both verbally and in writing, and respond to ad-hoc queries;Key administrative support for department leads;Keep abreast of industry changes and requirements for registrations and Continuing Education;Assist in...


  • Vancouver, British Columbia, Canada Stonewood Group Inc. Full time

    About the RoleStonewood Group Inc. is seeking a seasoned Senior Financial Strategist to join its senior management team. This leadership position will oversee all financial matters of the company, providing timely and accurate financial reports to the executive management team and Board of Directors.The ideal candidate will partner with the CEO and operating...


  • Vancouver, British Columbia, Canada BMO Financial Full time

    About This RoleThis is an exciting opportunity to join BMO Financial as a Mortgage Specialist. As a key member of our team, you will play a vital role in helping customers achieve their dream of homeownership.Job OverviewWe are seeking a highly skilled and motivated individual to fill this critical position. The successful candidate will be responsible for...


  • Vancouver, British Columbia, Canada Raymond James Financial Full time

    At Raymond James, we pride ourselves on developing and delivering exceptional financial services to our clients. As a key member of our team, the Transition Administrator plays a vital role in ensuring a seamless transition for new Financial Advisors joining our branch offices.


  • Vancouver, British Columbia, Canada BMO Full time $33,850 - $44,000

    At BMO, we are committed to delivering exceptional service to our customers and prospects. Our Part-Time Financial Services Associate plays a vital role in achieving this goal by identifying customer needs and providing advice and guidance on financial solutions that meet their best interests.Job SummaryThis is a part-time role with a minimum guarantee of...


  • Vancouver, British Columbia, Canada Louis Brier Home and Hospital Full time $100,000 - $140,000

    About Louis Brier Home and HospitalLouis Brier Home and Hospital is a leading residential care facility, providing top-notch care to its residents. Our mission is to deliver compassionate and person-centred care, prioritizing quality, safety, and innovation, guided by Jewish traditions and values.Job OverviewWe are seeking an experienced Senior Financial...


  • Vancouver, British Columbia, Canada BMO Financial Group Full time

    At BMO Financial Group, we are seeking an experienced Senior Banking Relationship Manager to join our team. This is a critical role that requires a strong background in banking, financial planning, and customer relationship management.About the RoleThe Senior Banking Relationship Manager will be responsible for developing and maintaining relationships with...


  • Vancouver, British Columbia, Canada West Coast Gifts Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our leadership team at West Coast Gifts. This dynamic role requires a strong background in financial management, with expertise in forecasting, budget management, and compliance.About UsWest Coast Gifts is a leading provider of cannabis accessories, offering a unique combination...


  • Vancouver, British Columbia, Canada Disability Solutions Full time

    Job SummaryWe're seeking a highly experienced Senior Financial Advisor to join our team at Raymond James Ltd. As a key member of our Total Wealth Solutions team, you'll be responsible for providing comprehensive financial planning services to high net worth clients. This is an excellent opportunity to leverage your expertise and passion for financial...


  • Vancouver, British Columbia, Canada Strand Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Director to join our team at Strand. As a key member of our leadership team, you will play a critical role in shaping the financial strategy and direction of our organization.


  • Vancouver, British Columbia, Canada Foresters Financial Services, Inc. Full time

    Foresters Financial Services, Inc. is a leading provider of life insurance, savings, retirement, and investment solutions.About the RoleWe are seeking a highly motivated Senior Sales Director to lead our business development efforts in British Columbia.Key ResponsibilitiesManage a defined territory to generate sales and develop new business...


  • Vancouver, British Columbia, Canada Skeena Gold + Silver Full time

    About Skeena Gold + SilverSkeena Gold + Silver is a pioneering Canadian mining company focused on the revitalization of high-grade, past-producing mines in northwest British Columbia. We prioritize industry-leading reconciliation, diversity, and inclusion practices while working closely with our Indigenous partners to leverage their traditional knowledge and...


  • Vancouver, British Columbia, Canada Canaccord Genuity Group Inc. Full time

    The Canaccord Genuity Group Inc., a leading independent financial services firm, seeks a highly skilled Investment Advisor Assistant to join its Cash Management Group in Vancouver, BC. This full-time position offers an excellent opportunity for career growth and development in the wealth management and capital markets sectors.Company Overview: With over $5...


  • West Vancouver, British Columbia, Canada Affinity Senior Services Inc Full time $33 - $41

    We are seeking a skilled Senior Care Nurse Professional to join our team at Affinity Senior Services Inc. As a Licensed Practical Nurse (LPN), you will play a vital role in ensuring the health and well-being of our residents.About Us: We are a leading provider of senior care services in British Columbia and Alberta, dedicated to delivering high-quality care...


  • Vancouver, British Columbia, Canada HMW Recruiters Inc. Full time

    About HMW Recruiters Inc.HMW Recruiters Inc. is seeking a highly skilled Senior Accountant to join their team. The ideal candidate will have experience working in public practice or bookkeeping, and possess strong communication skills, the ability to multitask, and work effectively in a dynamic environment.Key Responsibilities:Prepare NTRs, reviews, and tax...