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Investment banking analyst Jobs in Saanich, BC

Last updated: 1 day ago
Investment Specialist - BMO Investment Center

Investment Specialist - BMO Investment Center

BMOREMOTE / TELETRAVAIL, BC, 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: 10 days ago
2X Senior Business Systems Analyst to do data mapping to support the development and implementation of advanced systems within the organization

2X Senior Business Systems Analyst to do data mapping to support the development and implementation of advanced systems within the organization

S.i. SystemsVictoria, CA
Our financial services client is seeking 2X.Senior Business Systems Analyst to do data mapping to support the development and implementation of advanced systems within the organization.Fully remote...Show moreLast updated: 30+ days ago
Associate, Investment Performance & Analytics

Associate, Investment Performance & Analytics

MatchBox Consulting GroupVICTORIA, British Columbia
Temporary
MatchBox Consulting Group is currently seeking an.Associate, Investment Performance & Analytics.This role is fully remote anywhere across BC. Reporting to the Manager, the Associate is a key member ...Show moreLast updated: 30+ days ago
Investment Advisor Assistant | Cash Management Group

Investment Advisor Assistant | Cash Management Group

EightSix NetworkBC
CA$50,000.00 yearly
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...Show moreLast updated: 30+ days ago
Business Solutions Analyst III

Business Solutions Analyst III

BCIVictoria, BC
CA$120,000.00–CA$140,000.00 yearly
Full-time
Closing Date : Open Until Filled.We are currently seeking an experienced Business Solutions Analyst to provide ongoing support and subject matter expertise related to Capital Markets technology solu...Show moreLast updated: 30+ days ago
Senior Systems Analyst

Senior Systems Analyst

City of PentictonBritish Columbia, BC, CAN
CA$43.71–CA$48.57 hourly
Full-time +1
Quick Apply
Penticton is a vibrant, innovative, healthy waterfront city focused on sustainability, community, and economic opportunity. At the City of Penticton, our goal is to serve our residents, businesses, ...Show moreLast updated: 4 days ago
  • Promoted
Clinical Systems Analyst

Clinical Systems Analyst

LanceSoft IncBritish Columbia, BC, Canada
Full-time
Months (With Possible Extensions).This position is responsible for supporting efforts related to design, build, implementation, training, evaluation, testing, maintenance and support of support of ...Show moreLast updated: 2 days ago
Financial Planner - Scarborough

Financial Planner - Scarborough

ScotiabankScarborough, BC, CA
Full-time
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
Business Banking Relationship Manager

Business Banking Relationship Manager

Webster BankBC Summer Street
CA$85,699.00–CA$107,124.00 yearly
Full-time
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...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

RBC - Royal BankVictoria, BC
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
Trade Finance Professional

Trade Finance Professional

Euro Exim BankVictoria, Victoria, CA
Quick Apply
Euro Exim Bank, an award-winning and high-performing global financial institution is seeking freelance-based professionals to sell trade finance services to exporters and importers worldwide.If you...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

Royal Bank of Canada>VICTORIA, 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
Reports Developer - Treasury / Banking [BHJOB13022_13532]

Reports Developer - Treasury / Banking [BHJOB13022_13532]

Ignite TechnicalVictoria, British Columbia, Canada
Quick Apply
Reports Developer (Treasury / Banking).The Reports Developer will work closely with the ISB, BCM, and Core Project Team to validate and develop reports using FIS Quantum and eBAM modules.This include...Show moreLast updated: 6 days ago
Banking Advisor - Victoria East Community

Banking Advisor - Victoria East Community

0000050007 Royal Bank of CanadaOAK BAY, British Columbia, Canada
CA$65,000.00–CA$70,000.00 yearly
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, ...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

0000050599 RBC Dominion Securities Inc.VICTORIA, British Columbia, 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
Data Analyst

Data Analyst

PeroptyxVictoria, Victoria, British Columbia, Canada
CA$21.85–CA$25.30 hourly
At Peroptyx, we are looking for Data Analysts who will review mapping data for digital mapping applications.Your research capabilities will validate and ensure that the navigation of certain routes...Show moreLast updated: 30+ days ago
Quality Service Analyst

Quality Service Analyst

Community Living BCVictoria, BC, CAN
CA$39.30–CA$41.65 hourly
Full-time
Quick Apply
We are proud to be selected as one of.If you are looking for an opportunity to contribute your experience, knowledge, and passion in a meaningful way, CLBC is the place for you!.Community Living Br...Show moreLast updated: 1 day ago
Investment Specialist - BMO Investment Center

Investment Specialist - BMO Investment Center

BMOREMOTE / TELETRAVAIL, BC, CAN
10 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.