Investment Representative
2 weeks ago
We are seeking a skilled Investment Representative to join our team at Canadian Imperial Bank of Commerce. This is an exciting opportunity for someone who is passionate about building long-lasting relationships with high net-worth clients.
About the RoleAs a Premium Edge Investment Representative, you will be responsible for providing best-in-class service and building strong relationships with clients through regular communication and education. You will also be expected to handle a large volume of calls, execute trades accurately, and maintain critical accuracy in accordance with IIROC regulations and CIBC ISI policies and procedures.
Key Responsibilities- Handle customer complaints and resolve issues in a professional manner
- Maintain a book of over 200 households and prospect for referrals through inbound and outbound initiatives
- Arrange purchase and sales orders in accordance with client instructions and review account history for coding limitations
- Protect CIBC's interests by ensuring all telephone and electronic orders are made by qualified clients
To be successful in this role, you will need:
- A strong understanding of investment products and market knowledge
- Excellent communication and interpersonal skills
- The ability to work independently and as part of a team
- Fluency in English and French (both written and spoken)
We offer a competitive salary of $70,000 per year, plus benefits and opportunities for career growth and development. If you are a motivated and results-driven individual who is passionate about building strong relationships with clients, we encourage you to apply for this exciting opportunity.
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Investment Representative
2 weeks ago
Montreal, Quebec, Canada BMO Financial Group Full timeJob DescriptionWe are seeking a highly skilled Investment Representative to join our team at BMO Financial Group.About the RoleThis is an exciting opportunity to work with customers and prospects, providing wealth and investment-related sales and service to achieve their financial goals.You will be responsible for understanding customer needs and advising...
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Bilingual Investment Representative Opportunity
3 weeks ago
Montreal, Quebec, Canada Aviso Wealth Full timeAbout the Role:At Aviso Wealth, we are dedicated to delivering exceptional financial services to our clients. As a Bilingual Investment Representative, you will play a key role in providing outstanding customer service, ensuring that our clients receive the highest level of support and expertise.Responsibilities:Respond to customer inquiries via phone,...
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Strategic Investment Analyst
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Montreal, Quebec, Canada PSP Investments Full timeSenior Investment AnalystPSP Investments is one of Canada's largest pension investment managers, with CAD$14.9 billion of net assets. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police, and the Reserve Force.As a Senior Investment Analyst, you'll perform investment analysis and execute...
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Investment Representative
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeKey Responsibilities:Provide top-tier client service and support through effective communication, problem-solving, and trade execution.Collaborate with Manager to resolve client inquiries, troubleshoot technical issues, and identify opportunities for business growth and cross-selling.Stay up-to-date on industry developments, product knowledge, and regulatory...
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Global Investment Strategist
2 weeks ago
Montreal, Quebec, Canada PSP Investments Full timeAbout PSP InvestmentsPSP Investments is one of Canada's largest pension investment managers, with net assets totaling CAD$264.9 billion. Our mission is to seize valuable opportunities and provide tools and insights that help our teams manage risks and identify investment opportunities.Job Description: Total Fund Integration Analyst/Senior AnalystWe are...
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Investment Portfolio Specialist
3 weeks ago
Montreal, Quebec, Canada BMO Financial Group Full timeJob OverviewAs a Home-Based Investment Analyst, you will provide expert advice and guidance to BMO customers and prospects, helping them achieve their financial goals. This role requires strong verbal and written communication skills in both French and English.Key ResponsibilitiesConduct proactive outbound calls to customers to identify opportunities to...
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Financial Services Professional
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleAs a Financial Services Professional in our Investment Representative role at Scotiabank, you will be the primary point of contact for clients through our Contact Centre. You will execute trade orders on behalf of clients, providing prompt, accurate, and professional service while ensuring call quality standards and exceptional customer service...
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Client Service Associate for Investment Advisor
2 weeks ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAre you a detail-oriented and customer-focused professional seeking a challenging role in investment services? As a Client Service Associate for an Investment Advisor, you will provide specialized administrative support to help deliver exceptional client experiences.In this exciting position, you will have the opportunity to work closely with experienced...
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Natural Resources Investments Strategist
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Montreal, Quebec, Canada PSP Investments Full timeUnleash Your PotentialAt PSP Investments, we empower our employees to grow, forge powerful relationships, contribute, and fuel inspired investment launchpads. Our culture fosters collaboration and encourages us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an inclusive...
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Investment Analyst, Natural Resources Expert
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Montreal, Quebec, Canada PSP Investments Full timeAbout PSP InvestmentsPSP Investments is a global investment manager that aims to deliver superior returns and value-added services to our clients. Our team is passionate about creating long-term wealth for our stakeholders.Job Summary:We are seeking an experienced Investment Analyst to join our Natural Resources Investments team in Montreal, Quebec. As an...
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Strategic Investment Leader Alternatives
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Montreal, Quebec, Canada Mackenzie Investments Full time{"Responsibilities": {"Product Management & Strategy": {"title": "Product Positioning and Differentiation", "text": "Develop and conduct competitive analysis to drive product positioning and differentiation, and articulate points of differentiation for Mackenzie products and strategies. Develop and communicate expert insights on alternative investment...
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Montreal, Quebec, Canada PSP Investments Full timeAbout PSP InvestmentsPSP Investments is a global investment manager with over $200 billion in assets under management. We foster a culture that encourages collaboration, innovation, and growth.Role OverviewWe are seeking an experienced Strategic Natural Resources Investment Specialist to join our team. This role will involve performing investment analysis,...
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Montreal, Quebec, Canada BDC Full timeJob OverviewThe Vice-President of Investment Operations will play a key role in supporting BDC Capital in achieving its mission. Reporting to the Executive Vice President, this individual will be responsible for setting the overall strategic direction for BDC Capital in collaboration with the EVP and the bank's senior leadership.Key ResponsibilitiesLead BDC...
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TD Client Service Representative
2 weeks ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout The Role: We are seeking a highly skilled and dedicated individual to join our team as a PIA Client Service Associate. In this role, you will provide exceptional client service, support investment advisors, and contribute to the growth and success of our business. Job Summary: This is a unique opportunity to build your career in a dynamic and...
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Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full timeWe're building a relationship-oriented bank for the modern world.As a Premium Edge Investment Representative, you will provide best-in-class service and build long-lasting relationships with high net-worth, self-directed investing clients.You will educate clients in a professional manner explaining relevant trading policies and procedures as required with...
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Strategic Leader for Investment Solutions
3 weeks ago
Montreal, Quebec, Canada National Bank Full timeAs a remote team manager in the investment solutions division at National Bank, you will be responsible for leading a team of approximately 13 employees who are dedicated to delivering exceptional client experiences. Your primary objective is to mobilize your team to effectively respond to clients' needs while ensuring a superior experience for their...
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Business Development Representative
2 weeks ago
Montreal, Quebec, Canada Baulne Full timeUnlock Your Potential in Business DevelopmentWe are seeking a highly skilled Business Development Representative to join our team at Baulne. As a leading company in building mechanics, we have been simplifying HVAC management for business customers for over 20 years.Our experienced team guides clients through the design-build, maintenance, and optimization...
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Customer Service Representative
2 weeks ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout The Toronto-Dominion BankThe Toronto-Dominion Bank (TD) is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.Salary Range$55,000 - $65,000 per year, depending on experience and location.Job DescriptionWe are seeking a highly motivated Customer Service Representative to join our...
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Bilingual Customer Service Representative
2 weeks ago
Montreal, Quebec, Canada Randstad Canada Full timeWe are seeking a skilled Bilingual Customer Service Representative to join our team in Montreal. In this role, you will be responsible for providing exceptional customer service to clients across Canada, utilizing your fluency in English and French languages.Company Overview:Randstad Canada is a leading staffing agency committed to fostering a diverse and...
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Sales Representative for Lenovo's IDG Portfolio
4 weeks ago
Montreal, Quebec, Canada Lenovo Full timeDescription and RequirementsAs a Sales Representative for Lenovo's IDG portfolio, you will sell Lenovo products, services, and solutions to clients through outbound phone calls and engaging correspondence. Your core product will focus around our IDG (Intelligent Device Group). The IDG at Lenovo houses our PC and Smart Devices. We combine investment in...