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Investment banker Offres d'emploi - Gatineau, QC

Dernière mise à jour : il y a 2 jours
Associate Investment Counsellor

Associate Investment Counsellor

BMOOttawa, ON, CAN
54 500,00 $CA – 101 500,00 $CA par an
Temps plein +1
Manages a portfolio of clients to retain and grow the relationships.Evaluates client’s personal and investment needs and creates an investment policy statement, asset allocation, investment portfol...Voir plusDernière mise à jour : il y a plus de 30 jours
ScotiaMcLeod Investment Associate - Ottawa

ScotiaMcLeod Investment Associate - Ottawa

ScotiabankOttawa, ON, CA
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Advisor

Financial Advisor

Desjardins Financial Security Independent Network - Ottawa #118Ottawa, Ontario, Canada
Desjardins Financial Security Independent Network.Being an independent financial services professional means that you are your own boss! Find out what this actually means.You decide how to manage y...Voir plusDernière mise à jour : il y a plus de 30 jours
branch manager - banking, credit and investment

branch manager - banking, credit and investment

Comtech Fire Credit Union LimitedOttawa, ON, CA
65 000,00 $CA – 77 500,00 $CA par an
CDI
Heures de travail : 75 hours bi-weekly.Identifying and investigating compliance issues.Plan and control budget and expenditures. Plan and organize daily operations.Hire, train, direct and motivate st...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Associate

Associate

Peloton Search PartnersGreater Montreal Metropolitan Area, Canada
Temps plein
Peloton Search Partners is a specialized recruitment firm with a focus on finance and investment.Our clients are well-known and active in private equity (and portfolio companies), private debt, cap...Voir plusDernière mise à jour : il y a 2 jours
  • Offre sponsorisée
Associate

Associate

National BankLanaudière-Nord (Saint-Esprit), QC, Canada
Temps plein
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel...Voir plusDernière mise à jour : il y a 10 jours
Specialist, Investment and Treasury Governance

Specialist, Investment and Treasury Governance

CMHC - SCHLOttawa
83 038,35 $CA – 103 797,93 $CA par an
Language Skill Levels (Read / Write / Speak) : .Our salaries generally range from $ 83038.The work you do and the work we do together matters. We come to work every day with a common purpose : to contribut...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

0000050599 RBC Dominion Securities Inc.OTTAWA, Ontario, Canada
34,50 $CA par heure
Temps plein
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...Voir plusDernière mise à jour : il y a plus de 30 jours
Specialist, Investment and Treasury Governance

Specialist, Investment and Treasury Governance

CMHCOttawa
83 038,35 $CA – 103 797,93 $CA par an
Temps plein +1
Language Skill Levels (Read / Write / Speak) : .Our salaries generally range from $ 83038.The work you do and the work we do together matters. We come to work every day with a common purpose : to contribut...Voir plusDernière mise à jour : il y a plus de 30 jours
Private Client Advisor

Private Client Advisor

Staffing In MotionOttawa (Overbrook), ON, ca
300 000,00 $CA – 500 000,00 $CA par an
Quick Apply
Firm : Large global portfolio management firm with over 200 billion in assets under management.Each client would have a separately managed portfolio that is custom tailored for that&n...Voir plusDernière mise à jour : il y a 16 jours
Wealth Banker

Wealth Banker

AlternaOttawa, ON
56 000,00 $CA – 65 000,00 $CA par an
The Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client / member acquisition within assigned branches.The Wealth Banke...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

0000050007 Royal Bank of CanadaGATINEAU, Quebec, Canada
Temps plein
This opportunity is for the Outaouais region.As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and exi...Voir plusDernière mise à jour : il y a plus de 30 jours
Corporate Receptionist

Corporate Receptionist

Investment Planning CounselOttawa, ON
17,00 $CA –18,00 $CA par heure
Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada.We are a diverse group of people all driven towards one goal : helping advisors buil...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

Royal Bank of Canada>OTTAWA, Canada
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...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Planning Consultant

Investment Planning Consultant

MeridianOttawa, ON , CAN
Temps plein
At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.We believe that our greatest opportunity is to create opportunity and meet peopl...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

RBC - Royal BankOttawa, ON
20,00 $CA par heure
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...Voir plusDernière mise à jour : il y a plus de 30 jours
Portfolio Manager, Private Market Investments - Ottawa

Portfolio Manager, Private Market Investments - Ottawa

Canada Mortgage and Housing Corporation (CMHC)Ottawa, ON
154 000,00 $CA par an
Hybrid with mandatory weekly presence.Language Skill Levels (Read / Write / Speak) : .Base Salary Commensurate Upon Experience : . At CMHC, the work you do and the work we do together matters.We come to wor...Voir plusDernière mise à jour : il y a plus de 30 jours
Wealth Banker

Wealth Banker

Alterna SavingsOttawa, ON, CA
56 000,00 $CA – 65 000,00 $CA par an
Temps plein
The Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client / member acquisition within assigned branches.The Wealth Banke...Voir plusDernière mise à jour : il y a plus de 30 jours
Finance Manager

Finance Manager

Minto GroupOttawa, ON, Canada
45,00 $CA par heure
Temps plein
We are currently seeking a Finance Manager.Bridgegreen Capital is an Ottawa-Based Single Family Office, providing a range of advisory services including Wealth Planning, Tax and Estate Planning, Ri...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
MONTREAL [HYBRIDE] - Python Developer / LLM

MONTREAL [HYBRIDE] - Python Developer / LLM

QUANTEAM - North America (RAINBOW PARTNERS Group)Greater Montreal Metropolitan Area, Canada
Quanteam is an independent consulting firm specializing in financial markets, with offices in France, the UK, the USA, Canada, and Morocco. With a team of 800 employees, Quanteam supports Corporate ...Voir plusDernière mise à jour : il y a 14 jours
Associate Investment Counsellor

Associate Investment Counsellor

BMOOttawa, ON, CAN
Il y a plus de 30 jours
Salaire
54 500,00 $CA – 101 500,00 $CA par an
Type de contrat
  • Temps plein
  • Temps partiel
Description de poste

Application Deadline :

01 / 19 / 2025

Address : 1600 Carling Avenue

Job Family Group :

Wealth Sales & Service

Manages a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement. Drives new sales results through referrals and personal network. Works collaboratively in the branch and with regional teams to identify and make referrals.

  • Supports the achievement of business development, revenue, referral, retention, and compliance targets.
  • Manages less complex relationships and asset sizes.
  • Applies investment management expertise to communicate and implement investment strategies to client’s personal and financial situation.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Builds effective relationships with internal / external stakeholders.
  • Ensures alignment between stakeholders.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Manages and continually enhances the client experience through strong relationship management.
  • Performs sales and service support activities to meet client needs and maintain overall service levels.
  • Identifies new business opportunities and acquires referrals from existing book of business.
  • Implements business development strategies to acquire new business.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
  • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
  • Identifies and recommends ways to enhance the client experience.
  • Focus is primarily on business / group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications :

  • Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Certified Financial Planner (CFP) designation preferred
  • Chartered Financial Analyst (CFA) designation or Chartered Investment Manager (CIM)
  • Registered Investment Counsellor (IC) and / or Portfolio Management (PM) in the jurisdiction where operating.
  • This requires CFA and 1-year of Relevant Investment Management Experience (RIME) or CIM and 4 years of RIME
  • In-depth experience in discretionary money management for High Net Worth Individuals (HNW).
  • In-depth business development experience with successful track record.
  • Technical proficiency gained through 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.
  • Data driven decision making - In-depth.
  • Salary :

    54,500.00 - $101,500.00

    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 :

    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.