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Investment banker Offres d'emploi - Kelowna, BC

Dernière mise à jour : il y a 3 jours
Investment Specialist - BMO Investment Center

Investment Specialist - BMO Investment Center

BMOREMOTE / TELETRAVAIL, BC, CAN
37 500,00 $CA – 69 500,00 $CA par an
Télétravail
Temps plein +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...Voir plusDernière mise à jour : il y a 8 jours
Investment Advisor Assistant | Cash Management Group

Investment Advisor Assistant | Cash Management Group

EightSix NetworkBC
50 000,00 $CA par an
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...Voir plusDernière mise à jour : il y a plus de 30 jours
Portfolio Manager

Portfolio Manager

Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca
125 000,00 $CA par an
Temps plein
Quick Apply
We are seeking an Associate Portfolio Manager or Portfolio Manager to complement our team.As a small firm, we place great emphasis on finding a candidate whose personality aligns with our values an...Voir plusDernière mise à jour : il y a 3 jours
Wealth Advisor

Wealth Advisor

Nicola WealthKelowna, BC
250 000,00 $CA – 500 000,00 $CA par an
At Nicola Wealth, our clients deserve the best.By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work env...Voir plusDernière mise à jour : il y a plus de 30 jours
accountant

accountant

Sussex Insurance CompanyKelowna, BC, CA
40,00 $CA par heure
CDI
Manage balance sheets and profit / loss statements.Plan, set up and administer accounting systems.Ensure accuracy and compliance to accounting standards, procedures and internal control.Make recommen...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advsior

Investment Advsior

0000050599 RBC Dominion Securities Inc.KELOWNA, British Columbia, 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
Wealth Advisor (Orchard Plaza & Rutland Branches) - 1 year contract

Wealth Advisor (Orchard Plaza & Rutland Branches) - 1 year contract

Envision FinancialKelowna, BC, Canada
250 000,00 $CA – 500 000,00 $CA par an
This is a 1-year temporary contract position.The Wealth Advisor (WA) is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a ...Voir plusDernière mise à jour : il y a plus de 30 jours
BCI Senior Human Resources Business Partner

BCI Senior Human Resources Business Partner

BoydenBC, CA
144 000,00 $CA – 170 000,00 $CA par an
Senior Human Resources Business Partner.British Columbia Investment Management Corporation (BCI) is one of the largest institutional investors in Canada. Since its inception in 2000, BCI has grown s...Voir plusDernière mise à jour : il y a plus de 30 jours
business development officer

business development officer

InfinityEdge SolutionsKelowna, BC, CA
45,00 $CA par heure
CDI
Experience : 2 years to less than 3 years.Administer programs to promote industrial and commercial business investment in rural and urban areas. Develop venture capital sources.Respond to enquiries f...Voir plusDernière mise à jour : il y a plus de 30 jours
Management Consultant

Management Consultant

Global Pharma TekRemote, BC
46,00 $CA –56,00 $CA par heure
Télétravail
Position : Management Consultant.Duration : Months Contract + Possible Extension.The Management Consultant is required to have the following skills and experience : . A minimum of years’ experience lead...Voir plusDernière mise à jour : il y a plus de 30 jours
Lead, Medical Staff Contracts

Lead, Medical Staff Contracts

Interior Health AuthorityKelowna
88 990,00 $CA – 127 923,00 $CA par an
Interior Health are looking for an experienced Lead, Medical Staff Contracts to join our team on a full time permanent basis. This position has a flexible work location from within the Interior Heal...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

RBC - Royal BankKelowna, BC
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
Relationship Banker 1

Relationship Banker 1

Webster BankBC Stony Brook
18,50 $CA –23,00 $CA par heure
Temps plein
If you’re looking for a meaningful career, you’ll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...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 CanadaCOWICHAN VALLEY, British Columbia, Canada
34,50 $CA par heure
Temps plein
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...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Administrative Assistant

Administrative Assistant

Innascore Developments IncKelowna, BC, Canada
Temps plein
The general role of an Administrative Assistant with Innascore Developments Inc.An excellent Administrative Assistant for Innascore Developments Inc. The ideal candidate will have strong organizatio...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

Royal Bank of Canada>KELOWNA, 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
financial manager

financial manager

VALLEX DEEP CONSTRUCTION LTD.BC, CA
58,00 $CA –65,00 $CA par heure
CDI
Heures de travail : 30 to 40 hours per week.Identifying and investigating compliance issues.Plan and control budget and expenditures. Establish and implement policies and procedures.Design and manage...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Specialist - BMO Investment Center

Investment Specialist - BMO Investment Center

BMOREMOTE / TELETRAVAIL, BC, CAN
Il y a 8 jours
Salaire
37 500,00 $CA – 69 500,00 $CA par an
Type de contrat
  • Temps plein
  • Temps partiel
  • Télétravail
Description de poste

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.