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Investment consultant Jobs in Victoria, BC

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Last updated: 5 hours ago
Investment Specialist - BMO Investment Center

Investment Specialist - BMO Investment Center

BMOREMOTE / TELETRAVAIL, BC, CAN
CA$37,500.00–CA$69,500.00 yearly
Remote
Full-time +1
VIRTUAL59 - REMOTE / TELETRAVAIL - ON - BMO.Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and inves...Show moreLast updated: 30+ days ago
Investment Advisor Assistant | Cash Management Group

Investment Advisor Assistant | Cash Management Group

EightSix NetworkBC
CA$50,000.00 yearly
Investment Advisor Assistant, Cash Management Group, Canaccord Genuity – Vancouver, BC.The Cash Management Group at Canaccord Genuity is looking for an Executive Assistant to join our high-performa...Show moreLast updated: 30+ days ago
  • New!
Luxury Sales & Wealth Consultant – High-Income | Fully Remote Online

Luxury Sales & Wealth Consultant – High-Income | Fully Remote Online

Sartor SalesVictoria, British Columbia, Canada
Remote
Full-time
Luxury Sales & Wealth Consultant – High-Income | Fully Remote Online🌍 Work from Anywhere | Premium Top Tier Products | Flexible Schedule & Lucrative Income PotentialAre you a luxury real estate pr...Show moreLast updated: 5 hours ago
  • Promoted
  • New!
Human Resources Consultant

Human Resources Consultant

thePeopleStackBritish Columbia, Canada
CA$30.00–CA$45.00 hourly
Part-time +1
PeopleStack is a Rippling consultancy laser-focused on making organizations successful on the Rippling platform.Our team is composed of cross-functional HR experts, talent acquisition leaders, payr...Show moreLast updated: 20 hours ago
  • Promoted
  • New!
Workday Time Tracking Consultant

Workday Time Tracking Consultant

Planet TechnologyGreater Vancouver, BC, Canada
Temporary
Planet Technology’s direct client is looking for a Workday Time Tracking Consultant for a 6-month contract.This role follows a hybrid schedule (2 weeks onsite / 2 weeks remote).Those authorized to ...Show moreLast updated: 20 hours ago
  • Promoted
  • New!
Investment Assistant

Investment Assistant

Victoria Newitt Recruitment Inc.Fraser Valley, BC, Canada
CA$53,000.00–CA$60,000.00 yearly
Full-time
Victoria Newitt Recruitment Inc has been retained by Odlum Brown to search for an Investment Assistant for three of their Fraser Valley locations, in BC. Anchored in our purpose to help clients achi...Show moreLast updated: 20 hours ago
  • Promoted
  • New!
Business Process Consultant

Business Process Consultant

New Value SolutionsGreater Vancouver, BC, Canada
Full-time
New Value Solutions, a national IT consulting company, is seeking a Business Process Consultant to lead a review of a complex invoicing process, evaluate options, and recommend a path forward for i...Show moreLast updated: 20 hours ago
Sales Consultant

Sales Consultant

Major Motion MarketingVictoria, BC, CA
Quick Apply
Welcome to Major Motion Marketing, where mutual opportunity meets a sharp, dynamic team! As a leading marketing company, we pride ourselves on creating an environment where collaboration thrives, a...Show moreLast updated: 29 days ago
  • Promoted
  • New!
Clinical Consultant Pharmacist

Clinical Consultant Pharmacist

OutsourceHRVictoria, BC, Canada
CA$52.50–CA$57.50 hourly
Full-time
Clinical Consultant Pharmacist - 10k Sign-On Bonus.Victoria, BC or lower mainland.Our client is Canada’s leading provider of specialty pharmacy services to seniors. Our client is a national organiza...Show moreLast updated: 20 hours ago
Investment Advisor

Investment Advisor

RBC - Royal BankVictoria, BC
CA$20.00 hourly
Grow your business, your way - with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of start...Show moreLast updated: 30+ days ago
Consultant / Senior Consultant, Network Security

Consultant / Senior Consultant, Network Security

DeloitteVictoria, BC
CA$55.00 hourly
Toronto, ON; Burlington, ON; Calgary, AB; Edmonton, AB; Fredericton, NB; Halifax, NS; Kitchener, ON; Moncton, NB; Ottawa, ON. Regina, SK; Saint John, NB; Saskatoon, SK; St.John's, NL; Vancouver, BC...Show moreLast updated: 30+ days ago
  • Promoted
Entry Level Management and Consultant

Entry Level Management and Consultant

Spade RecruitingBritish Columbia, Canada
CA$55,000.00 yearly
Full-time
Quick Apply
We work closely with members of over 40,000 unions and associations such as Teachers, Firefighters, Veterans and Nurses for over 60 years as the #1 provider for supplemental benefits.As workers nat...Show moreLast updated: 30+ days ago
decorating consultant

decorating consultant

DTM Decorating Ltd.Victoria, BC, CA
CA$28.85 hourly
Permanent
Create interior spaces that reflect clients' needs and tastes.Read blueprint, schemas and drawings.Advise on selection of colours, finishes and materials, lighting, furniture and other items, takin...Show moreLast updated: 30+ days ago
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

0000050007 Royal Bank of CanadaSAANICH, British Columbia, Canada
CA$34.50 hourly
Full-time
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully su...Show moreLast updated: 30+ days ago
Performance Consultant

Performance Consultant

AutoTrader.caBritish Columbia
CA$55,000.00–CA$65,000.00 yearly
We are seeking an energetic and experienced Performance Consultant.This highly motivated individual will be responsible for developing & maintaining existing customer relationships while driving pe...Show moreLast updated: 30+ days ago
Practice Consultant

Practice Consultant

Island HealthBritish Columbia, CA
CA$45.64–CA$65.60 hourly
Education, Training And Experience.A level of education, training and experience equivalent to a Master's degree in a relevant clinical health profession, supplemented by a minimum of five (5) year...Show moreLast updated: 30+ days ago
Cost Consultant

Cost Consultant

BTY GroupVictoria, BC
CA$50,000.00–CA$60,000.00 yearly
BTY is an award-winning professional consultancy providing complete project solutions in real estate and infrastructure asset planning, development, operations, and transactions.With a portfolio of...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

Royal Bank of Canada>VICTORIA, Canada
Full-time
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of start...Show moreLast updated: 30+ days ago
IT Management Consultant Level 1

IT Management Consultant Level 1

Global Pharma TekVictoria, BC
CA$39.49 hourly
Title - IT Management Consultant Level.Location – Victoria, BC (Remote).Due to the nature of the services requested, some in-person work will be required. While the services can be primarily conduct...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

0000050599 RBC Dominion Securities Inc.VICTORIA, British Columbia, Canada
CA$34.50 hourly
Full-time
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of start...Show moreLast updated: 30+ days ago
Investment Specialist - BMO Investment Center

Investment Specialist - BMO Investment Center

BMOREMOTE / TELETRAVAIL, BC, CAN
30+ days ago
Salary
CA$37,500.00–CA$69,500.00 yearly
Job type
  • Full-time
  • Part-time
  • Remote
Job description

Application Deadline :

01 / 03 / 2025

Address :

VIRTUAL59 - REMOTE / TELETRAVAIL - ON - BMO

Job Family Group :

Wealth Sales & Service

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises 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 procedures. Identifies and makes referrals to other business groups as needed.

  • Primarily outbound calls to customers to look proactively for opportunities to enhance customer experience by providing products that meet investment needs. There is the potential to take inbound calls should market conditions warrant it.
  • Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
  • Provides professional quality sales and service for customer and prospect inquires, issues and requests.
  • Probes to understand customer needs and advises them through their unique investment needs.
  • Achieves sales targets with a focus on relevant investment products.
  • Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
  • Escalates complex or unresolved customer situations to senior managers as required.
  • Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
  • Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
  • Integrates marketing promotions and programs into customer conversations where appropriate.
  • Maintains the confidentiality of customer and Bank information.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
  • Must maintain RISR in good standing by completing required Continuing Education (CE) requirements as described by BMO Mutual Fund Governance
  • 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 desirable or an equivalent combination of education and experience.
  • High school diploma or equivalent work experience.
  • Knowledge of competitive market place trends and product offerings.
  • Knowledge of BMO Investment / BMO InvestorLine products and services.
  • Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
  • Some understanding of Risk Management & Compliance.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
  • Salary :

    37,500.00 - $69,500.00

    Pay Type : Salaried

    The above represents BMO Financial Group’s pay range and type.

    Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

    BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit :

    About Us

    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.

    To find out more visit us at .

    BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

    Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.