Successful Financial Services Representative

1 day ago


Kitchener, Ontario, Canada BMO Full time

**About the Role:**

BMO is seeking a skilled Financial Planner to join our team. As a key member of our retail banking sales and service group, you will be responsible for providing financial and investment planning advice to our customers.

**Key Responsibilities:**

  • Develop and implement relationship management plans to meet the needs of clients.
  • Provide financial and investment planning advice to deliver solutions in the best interests of the customer.
  • Identify opportunities during customer conversations to generate referrals for personal and commercial banking products.
  • Sales and performance targets will be supported by implementing business development strategies to acquire new business.

**Requirements:**

  • A post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Typically between 3-5 years of relevant experience as a Financial Planner.
  • Must meet the regulatory/governing body licensing and registration requirements of a Financial Planner in the province/territory of employment.

**Compensation and Benefits:**

The estimated salary range for this role is $55,000 - $78,400 per year, plus upward commission potential. Additionally, BMO offers a comprehensive compensation package including performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

**Why Join BMO?**

BMO is committed to creating lasting, positive change for our customers, communities, and people. We strive to provide a supportive work environment where you can grow and make an impact from day one. If you're looking for a challenging and rewarding career opportunity, apply now to become a part of our dynamic team



  • Kitchener, Ontario, Canada Cash-A-Cheque Full time

    Job SummaryCash-A-Cheque is seeking a skilled Financial Services Representative to join our team. As a key member of our financial services team, you will be responsible for approving or rejecting loan applications, completing credit and loan documentation, and promoting the sale of credit and loan services.Key ResponsibilitiesApprove or reject loan...


  • Kitchener, Ontario, Canada Cash-A-Cheque Full time

    Cash-A-Cheque is seeking a skilled Financial Services Representative to join our team. As a key member of our operations, you will be responsible for approving or rejecting loan applications, completing credit and loan documentation, and promoting the sale of credit and loan services.Key Responsibilities:Approve or reject loan applications based on financial...


  • Kitchener, Ontario, Canada Cash-A-Cheque Full time

    Cash-A-Cheque is seeking a skilled Financial Services Representative to join our team. As a key member of our lending department, you will be responsible for approving or rejecting loan applications, completing credit and loan documentation, and promoting the sale of credit and loan services.Key ResponsibilitiesApprove or reject loan applications based on...


  • Kitchener, Ontario, Canada Cash-A-Cheque Full time

    Cash-A-Cheque is seeking a skilled Financial Services Representative to join our team. As a key member of our team, you will be responsible for approving or rejecting loan applications, completing credit and loan documentation, and promoting the sale of credit and loan services.The ideal candidate will have a strong attention to detail, be able to work under...


  • Kitchener, Ontario, Canada Cash-A-Cheque Full time

    Cash-A-Cheque is seeking a skilled Financial Services Representative to join our team. As a key member of our financial services team, you will be responsible for approving or rejecting loan applications, completing credit and loan documentation, and promoting the sale of credit and loan services.Key Responsibilities:Approve or reject loan applications based...


  • Kitchener, Ontario, Canada Sun Life Financial Full time

    Director, Tax and Insurance PlanningAs a key member of our team, you will be responsible for providing complex tax and insurance planning support in the areas of insurance, retirement, estate, and business succession planning. You will work closely with Estate Financial Planning Service (EFPS) representatives, Directors of Advance Planning (DAPs), Regional...

  • Audit Manager

    4 weeks ago


    Kitchener, Ontario, Canada financial-advisor Full time

    Join Our Team as an Assurance Manager in Financial ServicesWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Key Responsibilities:Develop and maintain...


  • Kitchener, Ontario, Canada Cash-A-Cheque Full time

    Financial Services Representative RoleCash-A-Cheque is seeking a skilled Financial Services Representative to join our team. As a key member of our financial services team, you will be responsible for approving or rejecting loan applications, completing credit and loan documentation, and promoting the sale of credit and loan services.Key...


  • Kitchener, Ontario, Canada Western Financial Group Full time

    Unlock Your Potential as a Sales Development RepresentativeAt Western Financial Group, we're seeking a highly motivated and results-driven Sales Development Representative to join our team. As a key member of our sales team, you will be responsible for driving new business growth and pipeline development.Key Responsibilities:Utilize our internal database to...


  • Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    About the RoleWe're seeking highly motivated individuals to join our dynamic team and build successful businesses with the support of a multi-billion organization. As a financial advisor, you'll have the opportunity to make a meaningful impact on peoples' lives by helping them achieve their financial security and realize their dreams.Key ResponsibilitiesNo...


  • Kitchener, Ontario, Canada OSL Retail Services Full time

    Job SummaryOSL Retail Services is seeking a highly motivated and results-driven Territory Sales Representative to join our team. As a Territory Sales Representative, you will be responsible for expanding our client Bell Canada's network through marketing super-fast and affordable Wireless Home Internet and Satellite technology in rural communities.Key...


  • Kitchener, Ontario, Canada Irvin Accounting & Tax Services Full time

    We are seeking a detail-oriented and organized Bookkeeper to join our team at Irvin Accounting & Tax Services. As a Bookkeeper, you will play a critical role in maintaining accurate financial records and providing exceptional client service.About the RoleThis is a full-time position requiring 35 hours of work per week. The successful candidate will have...


  • Kitchener, Ontario, Canada Irvin Accounting & Tax Services Full time

    Job TitleFinancial AccountantDescriptionWe are seeking a highly skilled Financial Accountant to join our team at Irvin Accounting & Tax Services. In this role, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with regulatory requirements. As a Financial Accountant, you will play a...


  • Kitchener, Ontario, Canada SKYLIN NAILS AND BEAUTY Full time

    SKYLIN NAILS AND BEAUTY is seeking a highly organized and detail-oriented Customer Service Representative to join our team.About the RoleWe are looking for someone who can provide exceptional customer service, manage front desk operations, and maintain accurate records. As a Customer Service Representative, you will be the first point of contact for clients,...


  • Kitchener, Ontario, Canada beBee Professionals Full time

    We are seeking a Customer Service Representative to provide exceptional support to our clients. The ideal candidate will have a minimum of two years of customer service experience, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.The successful candidate will be responsible for responding to customer...


  • Kitchener, Ontario, Canada Scotiabank Full time

    Financial Planning ExpertScotiabank is seeking a Financial Planning Expert to contribute to the overall success of MD Wealth in Canada. As a key member of the team, you will assist clients and their families in achieving their personal financial goals. Your expertise in financial planning will enable you to prepare comprehensive financial plans and specific...


  • Kitchener, Ontario, Canada AutoIQ Full time

    AutoIQ is a proud member of the AutoIQ Dealership Network, operating 16 physical dealerships throughout Central and Southern Ontario, representing multiple brands. Our team strives for excellence in customer service, innovation, and growth.We are seeking a Sales Representative to join our high-volume dealership, focusing on providing exceptional customer...


  • Kitchener, Ontario, Canada Eggett Tax Services Full time

    Job TitleFinancial Accounting SpecialistAbout UsEggett Tax Services is a reputable firm seeking a skilled Financial Accounting Specialist to join our team.Compensation and BenefitsThe estimated salary for this position is $45,000 - $55,000 per year, depending on experience. We offer a comprehensive benefits package, including medical and dental coverage, as...


  • Kitchener, Ontario, Canada beBee Professionals Full time

    Bookkeeping & Finance Specialist Job Offer**About beBee Professionals**beBee Professionals is a leading provider of professional services, and we are currently seeking a highly skilled Bookkeeping & Finance Specialist to join our team in Kitchener.**Job Summary**We are looking for a detail-oriented and organized Bookkeeping & Finance Specialist to provide...


  • Kitchener, Ontario, Canada Eggett Tax Services Full time

    About UsEggett Tax Services is a leading tax consulting firm that provides exceptional services to individuals and businesses.SalaryThe estimated annual salary for this position is $55,000 - $65,000.Job DescriptionWe are seeking a highly skilled Financial Accountant Specialist to join our team. The successful candidate will be responsible for preparing...