Financial Services Specialist

3 days ago


Kingston, Ontario, Canada Bank of Montreal Full time
Career Opportunity in Wealth Management

We are seeking a highly skilled Investment Associate to join our team. As a key member of our wealth management group, you will be responsible for assessing individual client investment needs and developing customized investment strategies to help them achieve their financial goals. This requires a deep understanding of the wealth management industry, including market trends, investment products, and regulatory requirements. You will also need to possess excellent communication and collaboration skills, as well as the ability to think creatively and propose new solutions. If you have a passion for delivering exceptional client experiences and driving business growth, we encourage you to apply for this exciting opportunity.

About the Company

We are a leading financial institution that provides a wide range of financial services to individuals and businesses. Our goal is to help our clients achieve their financial goals and improve their overall quality of life. We offer a comprehensive range of financial products and services, including investment management, insurance, and banking. Our team of experienced professionals is dedicated to providing exceptional client service and support. We are committed to creating a positive and inclusive work environment that fosters creativity, innovation, and collaboration. If you share our values and are passionate about delivering exceptional client experiences, we encourage you to apply for this position today.

Key Responsibilities
  • Assess individual client investment needs and develop customized investment strategies
  • Collaborate with internal partners to expand business relationships with existing clients
  • Partner with colleagues to develop business relationships with existing clients
  • Schedule and prepare client portfolio reviews
  • Ensure portfolios are rebalanced as required
  • Escalate complex or unresolved client situations and complaints
  • Deliver timely, accurate, and efficient service
  • Prepare financial plans for clients to meet common financial goals
  • Provide appropriate advice around tax efficiency, legal implications, financial impact, and fees involved


  • Kingston, Ontario, Canada BMO Financial Full time

    About the Role:We are seeking a skilled Home Financing Specialist to join our team at BMO Financial Group. As a key member of our mortgage business development team, you will play a vital role in cultivating relationships with referral networks and origination sources to drive new mortgage business growth.Key Responsibilities:Proactively engage with referral...


  • Kingston, Ontario, Canada West Coast University Full time

    Imagine aplacewhere you can do thebest work of your career At West Coast University, you will play an essential role in higher education to support our institutions with multiple aspects of financial aid administration. You will be a part of the Refund Team where you will complete non-student-facing processing for assigned responsibilities ensuring all...

  • Financial Planner

    2 days ago


    Kingston, Ontario, Canada BMO Financial Full time

    Application Deadline: 04/04/2025 Address: 945 Gardiners Rd 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 Financial Planner can offer you all that and much more....


  • Kingston, Ontario, Canada West Coast University Full time

    Imagine aplacewhere you can do thebest work of your career At West Coast University, you will play an essential role in higher education to support our institutions with multiple aspects of financial aid administration. You will be a part of the Refund Team where you will complete non-student-facing processing for assigned responsibilities ensuring all...

  • mortgage specialist

    2 weeks ago


    Kingston, Ontario, Canada BMO Financial Full time

    Application Deadline:03/30/2025Address:297 King Street East 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...

  • mortgage specialist

    1 week ago


    Kingston, Ontario, Canada BMO Financial Full time

    Application Deadline:03/30/2025Address:297 King Street East 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...

  • mortgage specialist

    5 days ago


    Kingston, Ontario, Canada BMO Financial Full time

    Application Deadline:03/30/2025Address:297 King Street EastJob 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....

  • mortgage specialist

    4 days ago


    Kingston, Ontario, Canada BMO Financial Full time

    Application Deadline: 03/30/2025Address: 297 King Street EastJob 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...


  • Kingston, Ontario, Canada Empire Life Full time

    Empire Life is seeking a skilled Distribution Services Operations Specialist to join our Retail Operations team. This role plays an integral part in supporting our distribution partners by ensuring accurate contracting and compensation records.The ideal candidate will be guided by procedural constraints and work under the supervision of the Supervisor,...


  • Kingston, Ontario, Canada Spicerhaart Group Ltd. Full time

    Required Skills and QualificationsCeMAP-qualified Mortgage AdvisorStrong communication and interpersonal skillsExperience in Financial Services salesSolid understanding of compliance regulations


  • Kingston, Ontario, Canada MREL Group of Companies Limited Part time

    Customer Service Specialist – Join MREL Group of Companies Limited&##Location: On-Site – Kingston, Ontario, Canada &##Job Type: Full-time, 5-Year Contract Are you a proactive, customer-focused professional with a knack for building strong relationships? As a Customer Service Specialist , you will play a key role in managing MREL's Blasting...

  • Tax Specialist

    3 days ago


    Kingston, Ontario, Canada Advantage Personnel Full time

    Job Title: Tax SpecialistOverview:The Tax Specialist will be responsible for assisting clients with tax preparation, filing, and providing general tax-related advice. In this role, you will work closely with clients to ensure accurate tax filings while maintaining the highest level of professionalism and compliance with tax laws.Key Responsibilities:Prepare...

  • Specialist Intervenor

    4 weeks ago


    Kingston, Ontario, Canada CNIB Deafblind Community Services Full time

    Title: Specialist, Intervenor for the Deafblind CommunityPosition Overview:CNIB Deafblind Community Services (DBCS) enables individuals who are Deafblind to maximize their independence and engagement with the world around them.We're seeking passionate individuals to develop our team and make a difference in the lives of others.Key Responsibilities:Provide...


  • Kingston, Ontario, Canada ZSA Legal Recruitment Full time

    Toronto | 10+ yearsWe are seeking an experienced Pension Fund Specialist to bolster our team as a part of a strategic growth plan.This role requires expertise in advising public and private-sector pension funds, investors, managers and financial institutions in relation to pensions, trusts, co-investments, private equity/private debt investments, corporate...


  • Kingston, Ontario, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    **Company Overview**Canadian Forces Morale and Welfare Services (CFMWS) is a community dedicated to supporting Canadian Armed Forces members, veterans, and their families. We provide programs and services to enhance their mental, social, physical, financial, and familial well-being.We offer a diverse range of roles across many locations and a career where...

  • Financial Advisor

    3 days ago


    Kingston, Ontario, Canada RBC - Royal Bank Full time

    Job Summary Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Financial Planner

    6 days ago


    Kingston, Ontario, Canada BMO Full time

    Application Deadline:04/04/2025Address:945 Gardiners Rd 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 Financial Planner can offer you all that and much more....


  • Kingston, Ontario, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    Company OverviewCANADIAN FORCES MORALE AND WELFARE SERVICES - CFMWS is a leading organization dedicated to supporting Canadian Armed Forces members, veterans, and their families. Our mission is to enhance their mental, social, physical, financial, and familial well-being through carefully curated programs and services.


  • Kingston, Ontario, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    About Our TeamWe are a dynamic and close-knit team dedicated to supporting Canadian Armed Forces members, veterans, and their families. As a Cook, you will join a group of talented professionals who are committed to providing excellent programs and services.The RoleThis is an exciting opportunity for a skilled Cook to join our team and contribute to our...


  • Kingston, Ontario, Canada Arts and Science Undergraduate Society (ASUS) Full time

    **About Us**The Arts and Science Undergraduate Society (ASUS) is a student-led organization that provides various services and benefits to its members.We are seeking highly skilled and detail-oriented individuals to join our team as Accounting Co-Directors.As an Accounting Co-Director, you will play a crucial role in maintaining ASUS's financial integrity...