Financial Services Coordinator

2 days ago


Québec, Quebec, Canada BMO Full time

About the Role:

This position plays a vital role in supporting Investment Advisors and branch operations with day-to-day administration, providing exceptional client service to drive business objectives.

As part of our Wealth Sales & Service team, you will be responsible for coordinating marketing activities, scheduling appointments, handling client inquiries, and generating reports. You will also maintain client databases, ensure transactions are properly assigned, and provide support on technology issues.

The ideal candidate will have 1-2 years of relevant experience and a post-secondary degree in a related field or equivalent combination of education and experience. Knowledge of wealth management company operations, technology applications, and software used in the financial planning and investment industry is an asset.

We offer a competitive salary range of $32,700 - $48,600 per year, plus a monthly discretionary bonus. As a valued member of our team, you will receive comprehensive training and coaching, manager support, and opportunities for growth and development.

Key Responsibilities:

  • Coordinates marketing activities, including website, social media initiatives, and client recognition
  • Assists Investment Advisors with preparing for client meetings, scheduling appointments, and handling client inquiries
  • Maintains client databases, ensures transactions are properly assigned, and provides support on technology issues
  • Generates reports, documents, and processes items for client accounts and files

Qualifications:

  • Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience
  • Knowledge of wealth management company and branch operations (e.g., client services, trust services, account transfers) is an asset
  • Familiarity with technology applications and software used in the financial planning and investment industry

Benefits:

We offer a total compensation package that includes performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About BMO:

We are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, communities, and people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.



  • Québec, Quebec, Canada Momentum Financial Services Group Full time

    Compétences requisesLe candidat idéal doit avoir une mentalité de vente et au moins un an d'expérience en vente de services financiers. Il doit également avoir une passion pour le service à la clientèle et de l'expérience dans la manipulation d'argent comptant. Un diplôme d'études secondaires ou l'équivalent est également...


  • Québec, Quebec, Canada Momentum Financial Services Group Full time

    Détails du posteLe rôle du représentant des services financiers consiste à fournir une expérience de vente de qualité aux clients, en exécutant efficacement toutes les transactions, en déterminant les besoins des clients et en leur fournissant des solutions qui répondent à leurs besoins.Compétences requises :Avoir une mentalité de venteAvoir au...


  • Québec, Quebec, Canada National Bank Full time

    A challenging opportunity exists for a detail-oriented and customer-focused Senior Financial Services Coordinator to join the team at National Bank. In this role, you will be responsible for providing exceptional service to our discerning clientele, ensuring their financial needs are met with precision and care.• Assist in managing client accounts,...


  • Québec, Quebec, Canada IA Financial Group Full time

    ### Job Summary We are seeking a highly skilled and experienced Chief Advisor, Insights, Financial to join our team at iA Financial Group. As a key member of our organization, you will play a pivotal role in supporting our business strategies, driving growth, and bridging the Wealth Sector and Corporate Finance Office. ### Key Responsibilities * Direct...


  • Québec, Quebec, Canada IA Financial Group Full time

    ### Job Summary We are seeking a highly skilled and experienced Chief Advisor, Insights, Financial to join our team at iA Financial Group. As a key member of our organization, you will play a pivotal role in supporting our business strategies, driving growth, and bridging the Wealth Sector and Corporate Finance Office. ### Key Responsibilities * Direct...


  • Québec, Quebec, Canada IA Financial Group Full time

    About the RoleThe Chief Advisor, Insights, Financial is a pivotal role within our organization, tasked with two primary hybrid mandates: supporting the team's business strategies to drive growth and bridging the Wealth Sector and Corporate Finance Office by translating actions and deliverables.This position is not only responsible for ensuring accurate...


  • Québec, Quebec, Canada IA Financial Group Full time

    About the RoleThe Chief Advisor, Insights, Financial & Risk Management Performance is a pivotal role within our organization, tasked with two primary hybrid mandates: supporting the team's business strategies to drive growth and bridging the Wealth Sector and Corporate Finance Office by translating actions and deliverables.This position is responsible for...


  • Québec, Quebec, Canada IA Financial Group Full time

    About the RoleThe Chief Advisor, Insights, Financial & Risk Management Performance is a pivotal role within our organization, tasked with two primary hybrid mandates: supporting the team's business strategies to drive growth and bridging the Wealth Sector and Corporate Finance Office by translating actions and deliverables.This position is responsible for...


  • Québec, Quebec, Canada MD Financial Management Full time

    Are you a seasoned financial professional looking to take your career to the next level? We're seeking a highly skilled Senior Financial Consultant to join our team at MD Financial Management.Key Responsibilities:Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.Facilitate a...


  • Québec, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - Full time

    Financial and Risk Management Performance Expertise:The Chief Advisor, Insights, Financial & Risk Management Performance plays a pivotal role in driving business strategies and bridging the Wealth Sector and Corporate Finance at Industrial Alliance Insurance and Financial Services Inc..Key Responsibilities:• Develop and implement financial and risk...


  • Québec, Quebec, Canada MD Financial Management Full time

    About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Senior Financial Consultant. As a key member of our team, you will play a critical role in providing expert financial advice to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, understanding...


  • Québec, Quebec, Canada MD Financial Management Full time

    About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Senior Financial Consultant. As a key member of our team, you will play a critical role in providing expert financial advice to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, understanding...


  • Québec, Quebec, Canada Scotiabank Full time

    Requisition ID: 206811As a key member of the Client Administrative Services Regional team, you will contribute to the overall success of the team by executing specific individual goals, plans, and initiatives in support of the team's business strategies and objectives.Key responsibilities include:Championing a customer-focused culture to deepen client...


  • Québec, Quebec, Canada MD Financial Management Full time

    {"title": "Senior Financial Consultant", "description": "Job SummaryAs a Senior Financial Consultant at MD Financial Management, you will play a key role in providing expert financial advice to clients. Your primary responsibility will be to champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships,...


  • Québec, Quebec, Canada MD Financial Management Full time

    {"title": "Senior Financial Consultant", "description": "Job SummaryAs a Senior Financial Consultant at MD Financial Management, you will play a key role in providing expert financial advice to clients. Your primary responsibility will be to champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships,...


  • Québec, Quebec, Canada Momentum Financial Services Group Full time

    Compétences requisesUne mentalité de venteUne passion pour le service à la clientèleUne capacité à manipuler l'argent comptantUne expérience en vente de services financiersResponsabilitésRéaliser les objectifs de rentabilité de la succursaleFournir une expérience de vente de qualité aux clientsDéterminer les besoins des clients et leur fournir...


  • Québec, Quebec, Canada BONAIRSD INC Full time

    Job Summary: BONAIRSD INC is seeking a highly organized Financial Operations Coordinator to manage accounts receivable, perform clerical duties, and process incoming requisitions.About the Role: As a Financial Operations Coordinator, you will be responsible for managing accounts receivable, performing clerical duties such as maintaining filing and record...


  • Québec, Quebec, Canada beBee Professionals Full time

    beBee Professionals is looking for a skilled Financial Event Coordinator to manage event budgets and ensure all costs are accurately tracked and reported. The successful candidate will have a Bachelor's degree in Business Administration or a related field, as well as at least 3 years of experience in budgeting and event planning. Key responsibilities...


  • Québec, Quebec, Canada beBee Professionals Full time

    Job Title: Financial Operations CoordinatorbeBee Professionals is looking for a Financial Operations Coordinator to join our team in Quebec City. The successful candidate will be responsible for processing payroll for our employees in a timely and accurate manner.Key Responsibilities:Process payroll for all employees in accordance with established policies...


  • Québec, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - Full time

    Job Purpose:The Chief Advisor, Insights, Financial & Risk Management Performance plays a pivotal role in supporting our organization's business strategies to drive growth. This hybrid mandate bridges the Wealth Sector and Corporate Finance, requiring a deep understanding of both areas to drive informed decision-making. The ideal candidate will possess...