Investment Specialist, Mutual Funds

Job SummaryWe are seeking a highly motivated and experienced Investment Specialist to join our team at BMO. As an Investment Specialist, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.Key ResponsibilitiesUnderstand customer needs and provide wealth and investment strategies and products...

Unleash Your Potential as a Financial PlannerWe are seeking an experienced Financial Planner Relationship Specialist to join our team at Royal Bank of Canada. As a key member of our Personal and Commercial Banking division, you will be responsible for managing and growing a portfolio of mass affluent clients.About the OpportunityThis is a full-time role with...

BMO Financial Group is committed to creating lasting, positive change for our customers, our communities and our people. We strive to help our employees make an impact from day one – for themselves and our customers.Job OverviewWe are seeking a highly skilled IC Outbound Investment Specialist to join our team. As a key member of our Wealth Sales & Service...

Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at BMO. This role will involve providing financial guidance and advice to clients, helping them achieve their financial goals.Key ResponsibilitiesConduct client needs assessments to identify opportunities for growth and development.Develop and implement personalized financial...

Job Summary:We are seeking a highly skilled Investment Specialist to join our team at BMO. As an Investment Specialist, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.Key Responsibilities:Understand customer needs and provide wealth and investment strategies and products that meet customer...

About the Role:The National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking needs.Key Responsibilities:Listen to clients' needs and resolve complex situations.Provide advice and offer appropriate solutions for...

Job SummaryWe are seeking a highly skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking needs.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Give advice and offer appropriate solutions for...

Job Title: Banking AdvisorAbout the OpportunityThis exciting role requires a client-focused sales expert with strong problem-solving skills to maximize each client interaction. As a Banking Advisor, you will help clients with their everyday banking, credit, and investment needs, adding value in the moments that matter most to clients and collaborating with...

About the Role:The Banking Advisor position at National Bank is a dynamic role that requires a friendly approach and analytical skills to offer a people-centric experience for branch clients. As a Banking Advisor, you will be responsible for listening to clients' needs and resolving complex situations, providing advice and solutions for Personal and Small...

Job SummaryAs a key member of our team, you will have the opportunity to manage and grow a portfolio of mass affluent clients. Your primary responsibility will be to provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

Job SummaryWe are seeking a highly organized and detail-oriented Operations Agent to join our team at National Bank. As an Operations Agent, you will play a key role in supporting our clients and colleagues by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.Key ResponsibilitiesWelcome clients to the branch and...

Role OverviewWe are seeking a highly organized and detail-oriented Technical Support Associate to join our Wealth Management team at National Bank. In this role, you will provide exceptional customer service to clients, ensuring seamless communication between clients, advisors, and various collaborators.Key ResponsibilitiesEnsure effective communication...

Job OverviewWe are seeking a highly skilled Customer Service Associate to join our Wealth Management team at National Bank. In this role, you will be responsible for delivering exceptional customer service and supporting wealth advisors in their business development.About the JobAs a Customer Service Associate, you will be the first point of contact for...

Opportunity OverviewAs a Financial Planner Relationship at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...

As a Senior Financial Services Consultant at Royal Bank of Canada, you will have the opportunity to work with a dynamic and collaborative team to provide world-class advice and solutions to clients.About the RoleThis is a full-time position offering unlimited earning potential and comprehensive benefits. As an RBC employee, you will be part of a progressive...

A career as an Operations Agent at National Bank offers a unique opportunity to work in synergy with clients and colleagues. In this role, you will support your team by performing administrative tasks according to Bank policies, standards, and procedures.Your Key Responsibilities:Welcome clients to the branch and direct them to the right resource...

Job Summary:As a Wealth Management Associate at National Bank, you will play a key role in supporting wealth advisors in their business development. Your primary responsibility will be to provide exceptional customer service to clients, ensuring effective communication between all parties involved. You will also be responsible for analyzing client accounts,...

Job Title: Banking AdvisorAs a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building strong relationships with our customers. Your primary responsibility will be to listen to clients' needs and resolve complex situations, while also providing advice and solutions for their personal and small business...

At National Bank, we're seeking an exceptional Senior Operations Agent to join our dynamic team. As a key member of our Operations team, you'll play a critical role in delivering top-notch customer service and ensuring seamless branch operations.Job OverviewAs a Senior Operations Agent, you'll be responsible for providing exceptional customer service to...

Job Opportunity:We are seeking a skilled and experienced Financial Advisor to join our team at Royal Bank of Canada. As an RBC Financial Advisor, you will play a key role in attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key Responsibilities:Consistently demonstrate empathy, kindness, and take the...