Talent.com

Investment analyst Jobs in Estevan, SK

Last updated: 4 days ago
Investment Specialist - BMO Investment Center

Investment Specialist - BMO Investment Center

BMOREMOTE / TELETRAVAIL, SK, 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: 7 days ago
(Remote) Quality Assurance Analyst

(Remote) Quality Assurance Analyst

N. Harris Computer Corporation - CADSaskatchewan,Remote
CA$60,000.00–CA$90,000.00 yearly
Remote
Full-time
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...Show moreLast updated: 30+ days ago
Senior Product Analyst

Senior Product Analyst

Farm Credit CanadaVarious FCC office s in Saskatchewan may be considered
CA$90,710.00–CA$122,726.00 yearly
Full-time
Salary Range (plus eligible to receive a performance based incentive, applicable to position) : .Analysis, response and negotiation expertise required. Join an Agile development team accountable for ...Show moreLast updated: 4 days ago
(Remote) C++ Software Developer

(Remote) C++ Software Developer

DATAVOICE INTERNATIONAL, INC.Saskatchewan,Remote
CA$50.00–CA$65.00 hourly
Remote
Full-time
Harris' DataVoice International division is on the lookout for a passionate Software Developer to join our team, focusing on enhancing our core C++ product line. This role offers the unique opportun...Show moreLast updated: 30+ days ago
Client Information Officer

Client Information Officer

Government of SaskatchewanSK-South East-Estevan, CA
CA$24,107.00–CA$30,214.00 yearly
Client Information Officer-EMP000948Employment Type : Permanent Full-time.Immigration and Career TrainingSalary Range : $24. The Ministry of Immigration and Career Training is an exciting workplace that...Show moreLast updated: 30+ days ago
IS&T Field Support Analyst

IS&T Field Support Analyst

Kingston MidstreamEstevan - Office, Estevan, SK, CA
CA$115,000.00 yearly
If you aspire to be a collaborative member of a dynamic, growing organization, look no further than Kingston Midstream! At Kingston, we are driven to create value everyday.Our Guiding Principles ar...Show moreLast updated: 30+ days ago
SaskCentral Chief Executive Officer

SaskCentral Chief Executive Officer

BoydenSK, CA
LOCATION : Regina, Saskatchewan.SaskCentral is owned by, and is the liquidity manager for, Saskatchewan’s credit unions.SaskCentral recently made the strategic decision to divest a number of its dis...Show moreLast updated: 30+ days ago
Senior Financial Functional Consultant - Advisory Workday Success Plans

Senior Financial Functional Consultant - Advisory Workday Success Plans

Canada Workday ULCSK, Canada
CA$150,000.00 yearly
Remote
Full-time
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...Show moreLast updated: 30+ days ago
(Remote) Lead Full Stack Software Engineer

(Remote) Lead Full Stack Software Engineer

Utility Consumer Analytics Inc.Saskatchewan,Remote
CA$59.70–CA$76.18 hourly
Remote
Full-time
A division of Harris, Silverblaze, is seeking an experienced Lead Full Stack Software Developer to join our dynamic team. In this pivotal role, coding is an expectation, but it goes beyond, involvin...Show moreLast updated: 30+ days ago
(Remote) Vice President, Software Product Management / R&D

(Remote) Vice President, Software Product Management / R&D

Globys, Inc.Saskatchewan,Remote
CA$115,000.00 yearly
Remote
Full-time
The Vice President of Product will lead the product marketing, product management and product development team.In this role, you will manage a team that is responsible for all facets of the product...Show moreLast updated: 30+ days ago
Senior Relationship Manager- Saskatchewan

Senior Relationship Manager- Saskatchewan

De Lacy Executive Recruitment North AmericaSaskatchewan
CA$35,000.00–CA$52,000.00 yearly
Our client, a producer-focused, food and agribusiness corporate and investment bank, is searching for a.This leadership position is an opportunity to grow our client’s presence in the Saskatchewan ...Show moreLast updated: 30+ days ago
(Remote) ERP Application Consultant

(Remote) ERP Application Consultant

N. Harris Computer Corporation - USASaskatchewan,Remote
CA$60,000.00–CA$70,000.00 yearly
Remote
Full-time
Hey there, trailblazers! If you're all about passion and the thrill of making a real impact, listen up! We're the unstoppable force known as Cayenta, a division of Harris, and we're on the hunt for...Show moreLast updated: 30+ days ago
Senior HCM Reporting & Analytics Consultant - Workday Success Plans

Senior HCM Reporting & Analytics Consultant - Workday Success Plans

Workday, Inc.SK, Canada
CA$55.00 hourly
Remote
Full-time
Would you enjoy learning new things in a fast paced environment? Do you have an appetite for variety and challenging business problems to solve? Are you a great communicator who can clearly articul...Show moreLast updated: 30+ days ago
Project Analyst

Project Analyst

Iron SystemsSaskatchewan AB, CAN
CA$500,000.00 yearly
Iron Systems is an innovative, customer-focused provider of custom-built computing infrastructure platforms such as network servers, storage, OEM / ODM appliances & embedded systems.For more than 15 ...Show moreLast updated: 30+ days ago
(Remote) Senior Software Engineer

(Remote) Senior Software Engineer

Systems & Software, Inc.Saskatchewan,Remote
CA$125,000.00–CA$135,000.00 yearly
Remote
Full-time
Senior Software Engineer (Billing and Accounting).Join Harris' Systems & Software, a pioneering force in the Utility CIS arena, as a Senior Software Engineer. Our focus is on developing business app...Show moreLast updated: 30+ days ago
(Remote) Director of Marketing

(Remote) Director of Marketing

Dynatouch CorporationSaskatchewan,Remote
CA$145,000.00 yearly
Remote
Full-time
At Harris, where our commitment to people-first values, continuous learning, and a community-centric culture guides everything we do, our division KioWare is currently seeking a Director of Marketi...Show moreLast updated: 30+ days ago
First Nations / Métis / Inuit Candidates - Saskatchewan, CIBC Banking Centre Positions

First Nations / Métis / Inuit Candidates - Saskatchewan, CIBC Banking Centre Positions

CIBCEstevan, SK
CA$25.85 hourly
At CIBC, we are on a mission to build the relationship-focused bank of the future and we are looking for First Nations, Métis and Inuit job-seekers to join our Personal Business Banking team.We are...Show moreLast updated: 30+ days ago
Service Plumber

Service Plumber

Black & McDonaldEstevan, SK
CA$30.00–CA$38.00 hourly
Black & McDonald is currently seeking an experienced Service Plumber to join our Service Division in Estevan, SK! If you are a hands-on, customer service-oriented, and technically inclined professi...Show moreLast updated: 30+ days ago
(Remote) Director of Technical Services

(Remote) Director of Technical Services

Globys, Canada CorpSaskatchewan,Remote
CA$140,000.00–CA$160,000.00 yearly
Remote
Full-time
In the bustling heart of our operations, as the Technical Services Director, you'll be the mastermind behind turning visionary technical implementation into reality. Reporting directly to our esteem...Show moreLast updated: 30+ days ago
Investment Specialist - BMO Investment Center

Investment Specialist - BMO Investment Center

BMOREMOTE / TELETRAVAIL, SK, CAN
7 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.