Investment Representative
1 week ago
POSITION SUMMARYThe Senior Specialist supports clients, Portfolio Strategists and advisors through the accurate and efficient execution of trades through their broad knowledge on products, services, procedures and regulatory requirements of the company and the industry. There is one position that will be filled in Montreal or Winnipeg. DUTIES INCLUDE: Responsible for the professional servicing of in-coming telephone and email contacts from clients, Portfolio Strategists, Advisors and other internal departments Complete suitability assessment of orders and help client with KYC completion and or update Accurately executes client trades ensuring the adherence to industry and company regulations Maintains up-to-date knowledge on the industry and company policies, products and procedures Upholding ethical and professional requirements as an CIRO registrant Participates in special projects and assignments Completion of educational requirements to maintain registration proficiency QUALIFICATIONS: REQUIRED:Currently licensed as Registered Representative (RR) with CIROor as Investment Representative (IR) and willing to become a RR within 90 days from the start date. REQUIRED: Bilingual (English and French) Minimum of 4 to 7 years’ experience in the financial services industry Post-secondary education in a related field Strong oral communication skills Proven problem solving methodology Accuracy, attention to detail and organization skills required Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.
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Investment Representative
3 days ago
Québec, Quebec, Canada IG Wealth Management Full timeDivision: IGM-CSOLocation: Montreal or WinnipegIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their...
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Québec, Quebec, Canada BMO Full time $60,000 - $80,000 per yearLanguage preferences: Strong verbal and written language skills in both French and EnglishWork from homeAvailability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week)Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment...
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Investment and Retirement Specialist
2 weeks ago
Quebec City, Canada National Bank of Canada Full time**Primary Locations**:Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Being an Investment and Retirement Specialist means working for a recognized bank by supporting your clients in developing investment strategies that are tailored to their needs. You will stand out by your determination, your networking skills...
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Assistant Manager, Investment Centre, Proactive
2 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved...
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Québec, Quebec, Canada Beneva Full time $60,000 - $80,000 per yearOfficial Internal Job Title:Service Representative Investment and Retirement and Individual ProductsStatus:RegularJob Description:Comme Représentant(e) de service en investissement et retraite et produits d'assurance individuelle, vous relèverez de la Direction - Ventes courtage. Votre rôle consistera à accomplir les tâches au développement des...
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Advisor, Digital Investing, Bmo Advicedirect
1 week ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language requirements for the role (1) French and English or (2) Chinese and English - Are you ready to build your career in the investments industry while working from home?_ - Yes, you read that right. This is a remote role meaning you will be working at home everyday! Say goodbye to commutes to and...
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Investment Advisor I
4 weeks ago
City Of Langley, Canada TD Full timeJob Summary TD Wealth, Private Wealth Management (PWM) provides high‑net‑worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full‑service brokerage firms for clients who want to stay involved in decisions about their portfolios....
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Investment Advisor I
4 weeks ago
City of Langley, Canada TD Full timeJob Summary TD Wealth, Private Wealth Management (PWM) provides high‑net‑worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full‑service brokerage firms for clients who want to stay involved in decisions about their portfolios....
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Quebec City, Canada BMO Financial Group Full timeVIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language requirements for the role: Strong verbal and written languages skills in both French and English Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet...
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Bilingual Manager, Bmo Investment Centre
7 days ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language requirements for the role: Strong verbal and written languages skills in both French and English Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet...
