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Investment banking Offres d'emploi - Halifax, NS

Dernière mise à jour : il y a 1 jour
Investment Specialist - BMO Investment Center

Investment Specialist - BMO Investment Center

BMOREMOTE / TELETRAVAIL, NS, 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 plus de 30 jours
  • Offre sponsorisée
Licensed Financial Services Assistant

Licensed Financial Services Assistant

People Exchange Inc on behalf of SISIP Financialhalifax, ns, Canada
Temps plein
SISIP Financials’ core mission is to contribute to the operational readiness of the Canadian Armed Forces (CAF) by providing tailored advice and solutions that enhance the financial health and secu...Voir plusDernière mise à jour : il y a 4 jours
Manager Client Services II - Investment Management

Manager Client Services II - Investment Management

The Toronto-Dominion Bank (Canada)Halifax, Nova Scotia
Temps plein
Private Wealth Management, Private Investment Advice provides high-net worth clients with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discover...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Senior Associate, Client Operations, Fund Administration - Private Equity

Senior Associate, Client Operations, Fund Administration - Private Equity

Mufg InvestorservicesHalifax, Halifax County, Canada
Senior Associate, Client Operations, Fund Administration - Private Equity.Employment Type : Permanent Full Time.Experience something Brilliantly Different with MUFG Investor Services.Who are we? In ...Voir plusDernière mise à jour : il y a plus de 30 jours
Senior Financial Functional Consultant - Advisory Workday Success Plans

Senior Financial Functional Consultant - Advisory Workday Success Plans

Canada Workday ULCNS, Canada
150 000,00 $CA par an
Télétravail
Temps plein
We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction. The ideal candidate helps people to u...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Life Health Insurance Agent

Life Health Insurance Agent

Self-employedHalifax, NS, Canada
Temps plein
This is a part-time hybrid role for a Life and Health Insurance Agent.The role is located in Halifax, NS, with the flexibility for some work from home. The Life and Health Insurance Agent will be re...Voir plusDernière mise à jour : il y a 5 jours
Regional Manager, Commercial & Wealth Partnership

Regional Manager, Commercial & Wealth Partnership

ScotiabankHalifax, NS, CA
Temps plein
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Contributes to the overall success of the Canadian Wealth Management Partnerships and Canadian ...Voir plusDernière mise à jour : il y a 1 jour
  • Offre sponsorisée
SDET (UI-API Test Automation : Java-Selenium)

SDET (UI-API Test Automation : Java-Selenium)

CGIHalifax, NS, Canada
Temps plein
At CGI, we offer the opportunity to work with Canada’s largest Information Technology Outsourcing and Management Consulting Company with a true global presence in a fast-paced and energetic atmosph...Voir plusDernière mise à jour : il y a 16 jours
  • Offre sponsorisée
Bilingual Customer Service Agents Banking

Bilingual Customer Service Agents Banking

Recrute ActionHalifax, Nova Scotia, Canada
24,00 $CA par heure
Bilingual Customer Service Agents (Banking).Our client in the insurance industry is excited to announce 8 open roles available in a hybrid work environment. This is your chance to grow your career e...Voir plusDernière mise à jour : il y a plus de 30 jours
Digital Investment Lead (Program Admin Officer 4)

Digital Investment Lead (Program Admin Officer 4)

Government of Nova ScotiaHALIFAX, NS, CA
CDI
The Department of Health and Wellness offers opportunities to grow and advance in a dynamic sector that touches the lives of all Nova Scotians. Along with our partners, including the Nova Scotia Hea...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Treasury Administrator

Treasury Administrator

Opus Fund Serviceshalifax, ns, Canada
Temps plein
At Opus, integrity isn't just a principle.As an independently owned company operating in seven countries, we’ve built our success by staying true to our values : questioning everything, embracing ch...Voir plusDernière mise à jour : il y a 7 jours
  • Offre sponsorisée
Junior Associate Director Global Payment Services

Junior Associate Director Global Payment Services

MUFG Investor ServicesHalifax, Nova Scotia, Canada
We are seeking a highly motivated and analytical individual to join our Global Payments Services team as a Junior Associate Director Global Payment Services. You will play a vital part in ensuring t...Voir plusDernière mise à jour : il y a 14 jours
Sr. Private Banking Advisor

Sr. Private Banking Advisor

CIBCHalifax, NS
18,00 $CA par heure
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Voir plusDernière mise à jour : il y a plus de 30 jours
Banking Advisor Intern (Halifax)

Banking Advisor Intern (Halifax)

RBC - Royal BankHalifax, NS
49 000,00 $CA – 66 900,00 $CA par an
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and...Voir plusDernière mise à jour : il y a plus de 30 jours
Associate

Associate

NBCHalifax, Nova Scotia
60 000,00 $CA par an
A career as an Assistant 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 plus de 30 jours
  • Offre sponsorisée
Private Client Advisor

Private Client Advisor

Staffing In MotionHalifax, Nova Scotia, Canada
500 000,00 $CA par an
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 client.Fee based...Voir plusDernière mise à jour : il y a plus de 30 jours
Senior Investment Associate – Private Equity & Credit

Senior Investment Associate – Private Equity & Credit

VenorHalifax, NS
500 000,00 $CA par an
Venor is proud to partner with The Halifax Regional Municipality Pension Plan in their search for a Senior Investment Associate. The HRM Pension Plan has approximately $2.The Plan is a sophisticated...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Senior QA Engineer

Senior QA Engineer

RBCHalifax, Halifax County, Canada
RBC Capital Markets is a leading global investment banking company dedicated to providing services in banking, finance, and capital markets to corporations, institutional investors, asset managers,...Voir plusDernière mise à jour : il y a 11 jours
  • Offre sponsorisée
Investor Services Associate

Investor Services Associate

MG Stover LLChalifax, ns, Canada
Temps plein
Denver with an additional office in Halifax, NS.We provide portfolio, financial and investor accounting & reporting services to investment entities including hedge funds, fund of funds, private equ...Voir plusDernière mise à jour : il y a 5 jours
Investment Specialist - BMO Investment Center

Investment Specialist - BMO Investment Center

BMOREMOTE / TELETRAVAIL, NS, CAN
Il y a plus de 30 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.