Financial Services Product Specialist

Key ResponsibilitiesAssess client financial information and determine goalsPrepare and present written financial plansUpdate Know Your Client recordsPerform other compliance and day-to-day servicing activitiesWe offer comprehensive financial planning services and a full suite of complementary products, including investments, insurance, and lending.

At BMO Financial Group, we are driven by a shared Purpose: Boldly Grow the Good in business and life. This calls on us to create lasting, positive change for our customers, our communities and our people.About the RoleWe are seeking an experienced Mortgage Specialist to join our team. In this role, you will cultivate, build and manage relationships with a...

About the RoleThis role involves representing one of Canada's most trusted iconic brands, educating customers on financial products, and driving sales and brand awareness. If you're comfortable working outdoors and have excellent communication skills, we want to hear from you!Key Responsibilities Promote President's Choice Financial products to clients at...

About the RoleWe are seeking a highly skilled Mortgage Business Development Specialist to join our team at BMO Financial. As a key member of our sales force, you will be responsible for cultivating relationships with referral networks and identifying sales opportunities to drive business growth.Key Responsibilities:Cultivate and manage relationships with...

Position VacancyJob Title: Financial Service RepresentativeJob Status: Permanent Full-Time – One (1) New VacancyPrimary Location: Brantford BranchIntroductionDo you have a passion for helping people? Are you a self-starter who is dynamic, comfortable with change and a skilled problem solver? If so, a position as a Financial Services Representative at...

Application Deadline:03/30/2025Address:195 Henry Street Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much...

Application Deadline:03/30/2025Address:195 Henry StreetJob Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more....

Application Deadline:03/30/2025Address:195 Henry Street Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much...

Application Deadline: 03/30/2025Address: 195 Henry StreetJob Family Group: Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all...

Role Overview:The Production Maintenance Specialist will play a key role in ensuring the smooth operation of our production machinery and equipment.Main Responsibilities:Performing preventative maintenance on production and utility machinery and equipmentPerforming emergency repairs as requiredInspecting, installing, adjusting, and relocating...

The Production Electrical Specialist will be responsible for maintaining processing, filling, packaging, and facilities related equipment in proper and safe operating condition. This role will work under the direction of the Maintenance Team Lead to ensure reliable cost-effective performance of all equipment.The ideal candidate will have a Certificate of...

Skill Requirements">Post-secondary education in finance or business is preferred;3 years of equivalent work experience in a financial services sales environment with a proven track record in sales;A self-starter who has an independent mindset and proactively provides service to our members;Knowledge of DNA banking system is strongly preferred;Ability to...

Job OverviewWe are seeking a motivated and detail-oriented Associate Consultant to join our team at Investors Group Securities Inc.This is an excellent opportunity for someone who wants to develop their skills in financial planning and client service.

Relationship Manager, Commercial Financial ServicesJoin to apply for the Relationship Manager, Commercial Financial Services role at PH&N Institutional.Job SummaryWhat is the opportunity?As our Relationship Manager, Commercial Financial Services Trainee, you are in a proactive, face-to-face client relationship role in RBC's Commercial Banking platform. The...

Key Responsibilities- Leadership and Coaching: Provide guidance and direction to your team members, helping them develop their skills and reach their full potential. Foster a culture of excellence, encouraging innovation and collaboration within the team.- Customer Relationships: Build and strengthen existing and new customer relationships by providing...

InvestorCOM is a leading provider of regulatory compliance software and communications solutions for wealth managers, asset managers, and insurers in the financial services industry. Our mission is to empower financial professionals to make better financial decisions for their clients by delivering high-value, intuitive solutions that eliminate compliance...

Job SummaryAs our Relationship Manager, Commercial Financial Services Trainee, you are in a proactive, face-to-face client relationship role in RBC's Commercial Banking platform. The program is based primarily in a Commercial Centre and lasts approximately 9 months. A mentor is assigned to coach you throughout your training. This opportunity prepares you to...

Title: Mortgage Specialist - Halton RegionRequisition ID: 214207Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Join us as we build a high-performing, purpose driven, winning sales team, anchored by an inclusive, client-focused culture.Job Purpose:We are currently seeking a passionate and results-driven...

OverviewHMECU has been serving our healthcare, municipal, fire, and police community for 90 years. We value dedication and a commitment to excellent service. Our team members are the heart of our Credit Union.We care for the financial needs and wellbeing of our members so they can focus on what matters most.

About the CompanyOur client, a prominent global restaurant franchise, is seeking a highly skilled Senior Financial Analyst. This individual will be responsible for leading various strategic ad-hoc projects and providing insightful analysis that supports key business decisions.The ideal candidate will possess strong business acumen, excellent analytical...