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Investment accountant Jobs in Fredericton, NB

Last updated: 20 hours ago
Investment Specialist - BMO Investment Center

Investment Specialist - BMO Investment Center

BMOREMOTE / TELETRAVAIL, NB, 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
Financial Planner - Fredericton, NB

Financial Planner - Fredericton, NB

ScotiabankFredericton, NB, CA
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by prov...Show moreLast updated: 30+ days ago
A high school teacher is needed => Relocate to China

A high school teacher is needed => Relocate to China

LaowaiCareerFredericton, Canada
CA$5,400.00–CA$6,600.00 monthly
Full-time
The AIDI School is an educational project of cooperation between the Chinese and Australian governments, with investment from the AIDI Education Group. AIDI School provides K-12 International educat...Show moreLast updated: 30+ days ago
Accountant

Accountant

Teledyne Digital Imaging, Inc.NB,Fredericton,Canada
CA$85,000.00 yearly
Full-time
As a member of the Teledyne Geospatial Finance Team, the Accountant is responsible to maintain accurate financial records and maintain financial processes in accordance with Company policies and pr...Show moreLast updated: 30+ days ago
General Applications

General Applications

GEMTEC Consulting Engineers & Scientists LimitedAny, New Brunswick
CA$150,000.00–CA$180,000.00 yearly
Full-time
GEMTEC is a growing firm with offices throughout Atlantic Canada and in Ontario, and we are looking for a motivated and skilled professionals to join our Team. GEMTEC management understands that cre...Show moreLast updated: 30+ days ago
  • New!
Leasing Assistant

Leasing Assistant

Killam Apartment REITFredericton, NB, Fredericton, NB, CA
Full-time
Killam Apartment REIT, based in Halifax, Nova Scotia, is one of Canada's largest residential real estate investment trusts, owning, operating, and developing a $5. Killam's strategy to drive value a...Show moreLast updated: 20 hours ago
Accountant, Assurance [New Grad Fall 2025]

Accountant, Assurance [New Grad Fall 2025]

Grant ThorntonBathurst, NB, Fredericton, NB, Grand Falls, NB, Saint John, NB, Woodstock, NB
CA$17.00–CA$20.00 hourly
Full-time
You know those big cities that still feel like small towns? Where everyone’s friendly and helps each other out? That’s like Grant Thornton. Except here we’re all professionals and there isn’t a mayo...Show moreLast updated: 30+ days ago
  • Promoted
Private Client Advisor

Private Client Advisor

Staffing In MotionFredericton, New Brunswick, Canada
CA$500,000.00 yearly
Full-time
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...Show moreLast updated: 30+ days ago
Manager, Accounting and Assurance

Manager, Accounting and Assurance

Jump Recruitment SpecialistsFredericton, New Brunswick
CA$115,000.00 yearly
Full-time +1
Manager, Accountant and Assurance.Fredericton, New Brunswick with a 40+ year history and a great reputation.We are looking for a confident, experienced, self-starter, who is dependable and likes to...Show moreLast updated: 30+ days ago
Director - Finance

Director - Finance

Meridia Recruitment SolutionsNew Brunswick, Nova Scotia
CA$130,000.00–CA$150,000.00 yearly
Full-time
Acadia Broadcasting is a growing media company with radio stations in Atlantic Canada and Northwestern Ontario.In each of their markets, their company focuses on being the community’s local voice f...Show moreLast updated: 30+ days ago
  • Promoted
Financial ManagerAccountant

Financial ManagerAccountant

destinationone ConsultingFredericton, New Brunswick, Canada
Full-time
Consulting &...Show moreLast updated: 30+ days ago
product manager - marketing

product manager - marketing

JB Atlantic Investment Holding Corp.Fredericton, NB, CA
CA$50,000.00–CA$75,000.00 yearly
Full-time +1
Hours : 150 to 180 hours per month.Provide advice on procedures and requirements for government approval of development proposals. Assist in the preparation of brochures, reports, newsletters and oth...Show moreLast updated: 30+ days ago
(Remote) Product Manager

(Remote) Product Manager

N. Harris Computer Corporation - CADNew Brunswick, Canada
CA$60,000.00 yearly
Remote
Full-time
Join our Harris' dynamic Cognera team as a Software Product Manager and lead the development of innovative software solutions across three distinguished brands in the utilities sector.Your role wil...Show moreLast updated: 30+ days ago
First Nations / Metis / Inuit Candidates – Personal and Business Banking - Atlantic Canada

First Nations / Metis / Inuit Candidates – Personal and Business Banking - Atlantic Canada

CIBCFredericton, NB
CA$23.00–CA$27.00 hourly
Full-time
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 ...Show moreLast updated: 30+ days ago
Credentialed Seasonal Tax Professional

Credentialed Seasonal Tax Professional

CB CanadaFredericton, New Brunswick, Canada
CA$45.00–CA$70.00 hourly
Full-time
Intuit is a mission-driven, global financial platform company that gives everyone the opportunity to prosper.With products like TurboTax, QuickBooks and Mint, we’re using technology to build soluti...Show moreLast updated: 30+ days ago
Tax & Estate Planning Accountant

Tax & Estate Planning Accountant

IG Wealth ManagementNew Brunswick, Canada
CA$50,000.00–CA$100,000.00 yearly
Full-time
Provide advanced taxation and other financial planning support for IG Wealth Advisors by responding to their questions or issues received by telephone and e-mail. Prepare written reports (based on d...Show moreLast updated: 30+ days ago
Corporate Controller

Corporate Controller

VenorFredericton, NB
CA$135,000.00 yearly
Full-time
Venor are proud to be partnering with Shift Auto Group to recruit a Corporate Controller.The Corporate Controller leads the finance and accounting functions and the accounting and finance staff.Rep...Show moreLast updated: 30+ days ago
Senior Accountant

Senior Accountant

Bird StairsFredericton, NB, CA
Full-time +1
Permanent Full Time - January 2025.Bird Stairs – Fredericton NB.Bird Stairs is seeking a conscientious and motivated candidate to fill the role of Senior Accountant.The successful candida...Show moreLast updated: 30+ days ago
General Accountant

General Accountant

Delta HotelsFredericton, NB
CA$23.00–CA$25.56 hourly
Full-time
Delta Hotels Fredericton, 225 Woodstock Road, Fredericton, New Brunswick, Canada VIEW ON MAP.Check figures, postings, and documents for accuracy. Organize, secure, and maintain all files, records, c...Show moreLast updated: 30+ days ago
  • Promoted
Sales Representative

Sales Representative

Industrielle Alliance - Agence Québec Rive-SudFredericton, NB, Canada
Full-time
Did you know that 80% of active Sales Representative / financial advisors have not studied finance?.Are you looking for a new challenge with a flexible schedule and the possibility of working from ...Show moreLast updated: 1 day ago
Investment Specialist - BMO Investment Center

Investment Specialist - BMO Investment Center

BMOREMOTE / TELETRAVAIL, NB, 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.