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Investment associate Jobs in Waterloo, ON

Last updated: 23 hours ago
Investment Specialist

Investment Specialist

BMOOntario, Ontario, Canada
CA$37,500.00–CA$69,500.00 yearly
Part-time
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: 3 days ago
  • Promoted
Director, Investment Banking, Financial Institutions Group (FIG) - Toronto, ON

Director, Investment Banking, Financial Institutions Group (FIG) - Toronto, ON

Scotiabank CAGolden Horseshoe, ON, Canada
Title : Director, Investment Banking, Financial Institutions Group (FIG) - Toronto, ON.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Global Ba...Show moreLast updated: 2 days ago
  • Promoted
Associate Dentist

Associate Dentist

Heaps & Doyleontario, Canada
Full-time
POTENTIAL FOR FUTURE PARTNERSHIP • •.Our client has 2 dental practices that are family owned and operated in beautiful Sarnia, Ontario. Divide your time between these 2 locations where they treat pati...Show moreLast updated: 2 days ago
  • Promoted
President & Chief Executive Officer Waterloo EDC

President & Chief Executive Officer Waterloo EDC

BoydenON, Canada
CA$150,000.00–CA$200,000.00 yearly
Full-time
Harris Computer Systems is seeking a Finance Assistant to work closely with both finance and the operational team, in providing financial support for the division. As a Finance Assistant, you will b...Show moreLast updated: 4 days ago
Financial Planner Investment & Retirement Planning

Financial Planner Investment & Retirement Planning

0000050007 Royal Bank of CanadaKITCHENER, Ontario, Canada
CA$20.00 hourly
Full-time
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the. Kitchener Waterloo Communities.Alongside your own prospecting...Show moreLast updated: 30+ days ago
  • Promoted
Accounting Associate

Accounting Associate

Robert HalfKitchener, ON, CA
CA$55,000.00–CA$65,000.00 yearly
Permanent
Quick Apply
We are in search of an Accounting Associate, who will play a vital role in managing financial transactions and ensuring compliance in our team. The successful candidate will be located in Cambridge,...Show moreLast updated: 22 days ago
  • Promoted
Marketing Associate

Marketing Associate

Kaizen Sales AgencyGolden Horseshoe, ON, Canada
Are you someone who thrives on real human connection and the excitement of in-person interactions? Do you see challenges as opportunities and enjoy working in a role that takes you out of the offic...Show moreLast updated: 30+ days ago
  • Promoted
Associate Lawyer

Associate Lawyer

Lyons Law Firm Professional CorporationON, Canada
Full-time
In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service and support. You will leverage your skills in customer relationship management to en...Show moreLast updated: 23 hours ago
Associate

Associate

IG Wealth ManagementLieuWaterloo Regional Municipality, Ontario, Canada
CA$60,000.00 yearly
As an Associate with the Shari Foster & Associates Wealth Management practice at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment and participate in a...Show moreLast updated: 30+ days ago
  • Promoted
Director, Investment Finance

Director, Investment Finance

AccoravillageWaterloo, Region of Waterloo, Canada
Full-time +1
At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and colla...Show moreLast updated: 23 hours ago
  • Promoted
Sales Associate

Sales Associate

W Group ContractingKitchener, ON, Canada
Full-time
Sales Associate (Commission-Only).Are you a born closer? Do you thrive in high-stakes environments where your hustle determines your success? We’re looking for an ambitious, results-driven.Yo...Show moreLast updated: 28 days ago
  • Promoted
Associate Attorney

Associate Attorney

destinationone ConsultingWaterloo, Ontario, Canada
CleanTech Education and EdTech Government (Municipal State / Provincial and Federal) Health and MedTech Healthcare and Wellness Legal NotForProfit and Public Accounting. We are committed to building a...Show moreLast updated: 12 days ago
Investment Advisor

Investment Advisor

RBC - Royal BankWaterloo, ON
CA$20.00 hourly
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...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

0000050599 RBC Dominion Securities Inc.WATERLOO, Ontario, Canada
CA$34.50 hourly
Full-time
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...Show moreLast updated: 30+ days ago
  • Promoted
Marketing Associate

Marketing Associate

Omega HoldingsGolden Horseshoe, ON, Canada
Allocate material, human and financial resources to implement organizational policies and programs.Authorize and organize the establishment of major departments and associated senior staff position...Show moreLast updated: 4 days ago
Associate Director, Fund Accounting

Associate Director, Fund Accounting

SS&C Technologies HoldingsKitchener, Canada
CA$55,000.00–CA$60,000.00 yearly
Full-time
Associate Director, Fund Accounting.Mississauga, Ontario at 5255 Orbitor Drive.Toronto, Ontario at 200 Front Street.Kitchener, Ontario at 508 Riverbend Drive. SS&C Technologies is always looking...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

Royal Bank of Canada>WATERLOO, 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...Show moreLast updated: 30+ days ago
Investment Planning Consultant

Investment Planning Consultant

MeridianWaterloo, ON , CAN
Full-time
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...Show moreLast updated: 30+ days ago
Associate

Associate

Red AppleThe Pas, Canada
CA$36.92 hourly
Red Apple Stores is Canada's favourite chain of over 140 small-town general merchandise retail stores.For more than 20 years, branded as The Bargain! Shop or Red Apple, we have been your reputable ...Show moreLast updated: 30+ days ago
  • Promoted
Shipping and Receiving associate

Shipping and Receiving associate

Randstad CanadaWaterloo, Ontario, CA
CA$20.00–CA$23.00 hourly
Temporary
Quick Apply
Are you looking for a long term role in a small, friendly and quiet environment? Do you have shipping and recieiving experience? We are looking for a material handler to work the day shift for an ...Show moreLast updated: 30+ days ago
Investment Specialist

Investment Specialist

BMOOntario, Ontario, Canada
3 days ago
Salary
CA$37,500.00–CA$69,500.00 yearly
Job type
  • Part-time
Job description

Application Deadline :

02 / 13 / 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.

  • May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
  • 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.
  • 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 : https : / / jobs.bmo.com / global / en / Total-Rewards

    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 https : / / jobs.bmo.com / ca / en .

    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.