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Investment analyst Offres d'emploi - Kingston, ON

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Investment analyst • kingston on

Dernière mise à jour : il y a 1 jour
Investment Associate, Private Wealth

Investment Associate, Private Wealth

BMOKingston, Ontario, Canada
39 500,00 $CA – 73 200,00 $CA par an
Temps partiel
Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated...Voir plusDernière mise à jour : il y a 1 jour
  • Offre sponsorisée
Business analyst - computer systems

Business analyst - computer systems

Business Analyst Computer SystemsOntario, Canada
CDI
Overview Languages : English Education : Bachelor's degree Experience : 1 year to less than 2 years On site Work must be completed at the physical location. There is no option to work remotely.Responsi...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Data Analyst

Data Analyst

HCLTechOntario, Canada
90 000,00 $CA par an
Temps plein
Mandatory skills : PurView experience, Databricks, Metadata tagging, Data Governance, Data Classification & tagging.Location city(s) : Toronto or London or Winnipeg. Eligibility : Candidates with 5 - 7...Voir plusDernière mise à jour : il y a 2 jours
Senior Business Analyst Senior Business Analyst Ontario, ON, CA Oct 8, 2024

Senior Business Analyst Senior Business Analyst Ontario, ON, CA Oct 8, 2024

Beam SuntoryOntario, ON, CA
50,00 $CA –60,00 $CA par heure
What makes this a great opportunity?.To provide information, analysis, and insight to the Canadian business through effective business partnerships. It also requires management of financial and mark...Voir plusDernière mise à jour : il y a plus de 30 jours
Survey Analyst

Survey Analyst

Bank of CanadaON, CA
72 070,00 $CA – 84 788,00 $CA par an
Temps plein
The Bank of Canada has a vision to be a leading central bank—dynamic, engaged and trusted—committed to a better Canada.No other employer in the country offers you the unique opportunity to work at ...Voir plusDernière mise à jour : il y a 5 jours
FP&A Analyst

FP&A Analyst

Tribute TechnologyKingston, Ontario, CA
Temps plein
At Tribute Technology, we make end-of-life celebrations memorable, meaningful, and effortless through thoughtful and innovative technology solutions. Our mission is to help communities around the wo...Voir plusDernière mise à jour : il y a 1 jour
Actuarial Analyst

Actuarial Analyst

Empire LifeKingston, ON, CA
Empire life is looking to hire an Actuarial Analyst to join our Actuarial team!.Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing t...Voir plusDernière mise à jour : il y a plus de 30 jours
Business Analyst

Business Analyst

Emonics LLCOntario, Canada
20,00 $CA par heure
JD : Business Analysis , Strong SQL skills, Knowledge in Finance - Management Reporting , General Ledger.Voir plusDernière mise à jour : il y a plus de 30 jours
Pricing Analyst

Pricing Analyst

Cardinal HealthOntario, Canada
70 000,00 $CA – 85 000,00 $CA par an
Cardinal Health Canada, with over 1300 employees is an essential link in the Canadian healthcare supply chain, providing over 70,000 products to healthcare facilities and medical professionals acro...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Director, Investment Finance

Director, Investment Finance

AccoravillageWaterloo, Region of Waterloo, Canada
Temps plein +1
At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and colla...Voir plusDernière mise à jour : il y a 9 jours
Financial Planning, Investment Retirement Planner

Financial Planning, Investment Retirement Planner

Royal Bank of Canada>KINGSTON, Canada
Temps plein
This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner positions across our Kingston Communities. We are currently looking for indivi...Voir plusDernière mise à jour : il y a 29 jours
Financial Analyst

Financial Analyst

VOLKSWAGEN GroupOntario, Canada
60 000,00 $CA – 80 000,00 $CA par an
The Financial Analyst – ABS role supports VCI’s asset-backed securitization (ABS) programs, debt financing, investment accounting and derivatives portfolios in a team-oriented environment with emph...Voir plusDernière mise à jour : il y a plus de 30 jours
Program Analyst

Program Analyst

Mier Human Capital MoreoverPeel Region, ON
70 000,00 $CA – 75 000,00 $CA par an
Length of Assignment : Permanent.This position is responsible for the administration, programming, maintenance, and development of the Rocket Universe system, providing user support, report creation...Voir plusDernière mise à jour : il y a plus de 30 jours
Business Analyst

Business Analyst

York Region District School BoardOntario, Canada
97 800,00 $CA par an
Temps plein
Interested and qualified applicants are invited to respond by WEDNESDAY May 15, 2024 at 4 : 00pm.Please apply in writing by completing the non-teaching application form found under Job Opportunities ...Voir plusDernière mise à jour : il y a plus de 30 jours
Analyst

Analyst

Queen's UniversityKingston, Ontario, CA (Hybrid)
64 400,00 $CA – 78 528,00 $CA par an
Queen’s University is the Canadian research intensive university with a transformative student learning experience.Here the employment experience is as diverse as it is interesting.We have opportun...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Automation Test Analyst

Automation Test Analyst

QA ConsultantsOntario, Canada, Canada
Temps plein
We are looking for a detail-oriented Game Tester to evaluate video games for bugs, glitches, and overall gameplay experience. In this role, you will play and analyze games, identify technical issues...Voir plusDernière mise à jour : il y a 5 jours
Analyst / Sr. Analyst – Premium Products

Analyst / Sr. Analyst – Premium Products

American ExpressOntario, Canada
42 820,00 $CA – 45 000,00 $CA par an
At American Express, we have a passion for Cardmembers and we are constantly innovating to reinforce and deepen our relationships with them. As Assistant Marketing Manager – Premium MR Products, you...Voir plusDernière mise à jour : il y a plus de 30 jours
Microcomputer Analyst

Microcomputer Analyst

York UniversityOntario, Canada
70 516,00 $CA par an
Reporting to the Manager, Client Technical Services the incumbent provides IT hardware and software technical support for central, and local academic, administrative, teaching spaces and business d...Voir plusDernière mise à jour : il y a plus de 30 jours
(Remote) Quality Assurance Analyst

(Remote) Quality Assurance Analyst

N. Harris Computer Corporation - CADOntario, Canada
60 000,00 $CA – 90 000,00 $CA par an
Télétravail
Temps plein
NorthStar Utilities Solutions is a leading provider of innovative technology solutions that help utility companies thrive in the digital era. We are currently seeking an experienced and passionate Q...Voir plusDernière mise à jour : il y a plus de 30 jours
Business Analyst

Business Analyst

Tony’s Fresh MarketOntario, CA
65 000,00 $CA – 80 000,00 $CA par an
At Heritage Grocers Group, how we work is defined by shared values that include absolute integrity, respect, and collaboration. However, it's more than that; it's smart and highly driven people unit...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Associate, Private Wealth

Investment Associate, Private Wealth

BMOKingston, Ontario, Canada
Il y a 1 jour
Salaire
39 500,00 $CA – 73 200,00 $CA par an
Type de contrat
  • Temps partiel
Description de poste

Application Deadline :

02 / 27 / 2025

Address : 42 Bath Rd

Job Family Group :

Wealth Sales & Service

Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.

  • Partners with others to develop business relationships with existing clients.
  • Collaborates with internal partners to expand business relationships with existing clients.
  • Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping.
  • Contacts clients to discuss / update investment objectives and risk tolerance and ensures portfolios are rebalanced as required.
  • Escalates complex or unresolved client situations and complaints.
  • Executes work to deliver timely, accurate, and efficient service.
  • Prepares financial plans for clients to meet common financial goals, e.g., retirement.
  • Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.
  • Collaborates with internal and external stakeholders to deliver on business objectives.
  • Manages databases and provides support for analysis, forecasting and / or data visualization, ensuring adherence with data governance standards.
  • Assists in creating new investment portfolios and identifies changes to be made.
  • Assesses fees, determines overall household fees and coordinates with internal partners as applicable.
  • Manages the efficient and effective running of the support office; trains new team members and branch support staff.
  • Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).
  • Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.
  • Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty.
  • Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.
  • Supports the development and execution of the business strategy and business planning activities.
  • Fulfills client sales and service activities in compliance with regulatory requirements.
  • Maintains the confidentiality of client and Bank information.
  • Adheres to internal risk mitigation policies and industry rules / regulations.
  • Focus may be on a business / group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Qualifications :

  • Minimum 5 years of relevant experience and / or certification in related field of study or an equivalent combination of education and experience.
  • Knowledge of Canadian Securities Course & Conduct and Practices Handbook.
  • Registration as Registered Representative (RR).
  • Complies with mandatory IIROC Continuing Education Program requirements.
  • WME must be completed within 30 months of RR License
  • Specialized knowledge from education and / or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Salary :

    39,500.00 - $73,200.00

    Pay Type :

    Salaried & Commission

    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 : : / / jobs.bmo.com / global / en / Total-Rewards

    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 : / / jobs.bmo.com / ca / en .

    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.