Investment Specialist Financial Planning

4 days ago

Markham, Canada BMO Financial Group Full time

1661 Denison Street Markham Ontario,L3R 6E4

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.
- Assists Financial Planners to develop weekly and monthly sales and marketing plans and provides administrative support to execute the plan.
- Books customer appointments for the Financial Planner through branch referrals, outbound calls, incoming calls, and walk-ins.
- Provides sales service and administrative support for Financial Planners to complete transactions and support the achievement of business results.
- Responds to customer investment requests to fulfill basic investment product needs aligned with the customer’s investment and/or retirement plans, or refers the customer to the Financial Planner to create an investment plan.
- Executes work to deliver timely, accurate, and efficient service.
- Learns the role of the Financial Planner and completes the associated accreditation requirements to assume the role, ideally within a 12-24-month time frame.
- Introduces clients to investment strategies and works with clients to develop a financial plan using appropriate guidance tools.
- Builds effective relationships with internal/external stakeholders.
- Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- Typically between 2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Good working knowledge of financial industry.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**We’re here to help**

At 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, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

  • Financial Planner, Scotia Financial Planning

    7 days ago

    Markham, Canada Scotiabank Full time

    Select how often (in days) to receive an alert: Title: Financial Planner, Scotia Financial Planning - North York, Vaughan, Richmond Hill & Markham Requisition ID: 228308 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If...

  • Financial Advisor

    2 days ago

    Markham, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Planning Assistant

    2 hours ago

    Markham, Canada E.E.S. Financial Services Ltd. Full time

    **_FINANCIAL PLANNING ASSISTANT_**_job available in Markham, ON_ **_With E.E.S. FINANCIAL SERVICES LTD._** Salary is commensurate with experience. A full benefits package available Pay: $35,950.22-$59,153.85 per year **Benefits**: - Dental care - Extended health care - Life insurance - On-site parking Flexible language requirement: - French not...

  • Head of Partnership Investment Business

    1 day ago

    Markham, Canada Amartha Financial Full time

    About Amartha At Amartha, we empower micro-businesses across Indonesia, enabling growth and equal prosperity. We've supported over 2.7 million entrepreneurs—mostly women—by disbursing IDR 22.8 trillion in funding. As we step into 2025, Amartha is evolving into a technology-driven financial ecosystem, expanding our reach in lending, funding, and payments....

  • Specialist, Engagement Marketing

    2 weeks ago

    Markham, Ontario, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge...

  • Associate Financial Services Specialist/associate

    1 week ago

    Markham, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Senior Talent Management Specialist

    2 weeks ago

    Markham, Ontario, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge...

  • Financial Representative

    4 days ago

    Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    **Financial Representative** Our financial centre is searching for a Financial Representative to join our dynamic team. **The Profession** The role of a financial representative involves meeting with people to put a plan in place with risk/reward appropriate investments to help them achieve their dreams of home, enjoyable leisure time and having an active...

  • Financial Planning and Analysis Manager

    1 week ago

    Markham, Canada Aviva Canada Full time

    Join to apply for the Financial Planning and Analysis Manager role at Aviva Canada. Experience Aviva Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values – Care, Commitment, Community, and Confidence. At Aviva Canada, we put people first, our employees, our customers, and our...

  • Financial Planning and Analysis Manager

    22 hours ago

    Markham, Canada Aviva Full time

    Experience Aviva Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values – Care, Commitment, Community, and Confidence. At Aviva Canada, we put people first, our employees, our customers, and our communities. We’re proud of a culture built on care, inclusion, and collaboration, where...