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Investment manager Jobs in Milton, ON

Last updated: 16 hours ago
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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: 16 hours ago
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>NORFOLK COUNTY, Canada
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully su...Show moreLast updated: 8 days ago
  • Promoted
Director, Dealer Product Shelf

Director, Dealer Product Shelf

Sun LifeWaterloo, Region of Waterloo, Canada
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their f...Show moreLast updated: 3 days ago
  • Promoted
CLIENT STRATEGY SPECIALIST CAN

CLIENT STRATEGY SPECIALIST CAN

The Home Depot CanadaGolden Horseshoe, ON, Canada
As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networ...Show moreLast updated: 1 day ago
  • Promoted
Senior Director, Risk Transformation and Operations

Senior Director, Risk Transformation and Operations

Equitable GroupON, Canada
With 100 hotels in our portfolio, representing 18 internationally recognized hotel brands, InnVest is the largest independent owner of hotels in Canada. InnVest’s portfolio is geographically diverse...Show moreLast updated: 1 day ago
Experienced Financial Advisor

Experienced Financial Advisor

Desjardins Financial Security Independent Network - ON CentralMilton, Ontario, Canada
BECOME A PART OF OUR SUCCESS STORY.Looking for an opportunity to grow your practice in the Financial Services Industry?.Desjardins Financial Security Independent Network. With a commitment to excell...Show moreLast updated: 30+ days ago
  • Promoted
Business Intelligence and Analytics Consultant

Business Intelligence and Analytics Consultant

IFG International Financial Group LtdON, Canada
Our client, a large financial institution, is seeking a skilled Business Intelligence & Analytics Consultant to support their ongoing data migration and reporting enhancement initiatives.This role ...Show moreLast updated: 24 days ago
Financial Analyst

Financial Analyst

VOLKSWAGEN GroupOntario, Canada
CA$60,000.00–CA$80,000.00 yearly
The Financial Analyst – ABS role supports VCI’s asset-backed securitization (ABS) programs, debt financing, investment accounting and derivatives portfolios in a team-oriented environment with emph...Show moreLast updated: 30+ days ago
  • Promoted
Insurance Defense Attorney

Insurance Defense Attorney

Liberty Mutual Insurance GroupON, Canada
Full-time
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully su...Show moreLast updated: 1 day ago
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

RBC - Royal BankMilton, ON
CA$20.00 hourly
Full-time
As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients within the Milton Market.Alongside your o...Show moreLast updated: 30+ days ago
  • Promoted
Director, Dealer Product Shelf

Director, Dealer Product Shelf

Sun Life FinancialWaterloo, Region of Waterloo, Canada
Full-time
You are as unique as your background, experience, and point of view.Here, you’ll be encouraged, empowered, and challenged to be your best self. You'll work with dynamic colleagues - experts in their...Show moreLast updated: 3 days ago
  • Promoted
Spanish Speaking Family Medicine Specialist Opportunity in Mississauga, Ontario

Spanish Speaking Family Medicine Specialist Opportunity in Mississauga, Ontario

Head MedicalON, Canada
Full-time
At AECOM, we're delivering a better world.Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thr...Show moreLast updated: 3 days ago
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

0000050007 Royal Bank of CanadaMILTON, Ontario, Canada
CA$34.50 hourly
Full-time
As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients within the Milton Market.Alongside your o...Show moreLast updated: 30+ days ago
Merrill Financial Solutions Advisor - Orange County Inland Empire Market

Merrill Financial Solutions Advisor - Orange County Inland Empire Market

Bank of AmericaOntario
CA$100,000.00 yearly
Full-time
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment...Show moreLast updated: 30+ days ago
  • Promoted
operations vice-president - trade, broadcasting and other services

operations vice-president - trade, broadcasting and other services

C&C SupermarketGolden Horseshoe, York Region, Canada
Full-time
The Director / Vice President, Kiewit Development Company (KDC) will be located in Toronto, Canada.The individual will be part of a geographically dispersed team with staff locations across North A...Show moreLast updated: 1 day ago
  • Promoted
ML Compiler Engineer, Staff

ML Compiler Engineer, Staff

d-MatrixGolden Horseshoe, ON, Canada
Full-time
The Institutional Client Service Advisor (“CSA”) role is an important relationship management and servicing role within Neuberger Berman’s NA institutional business. Each Institutional Client Servic...Show moreLast updated: 1 day ago
  • Promoted
Product Manager, Group Retirement Savings

Product Manager, Group Retirement Savings

Empire LifeOntario, Canada, Canada
Full-time
Product Manager, Group Retirement Savings.Empire life is looking to hire a Product Manager to join our Group Product & Marketing team!. The GRS Product Manager will support the Group Retirement Savi...Show moreLast updated: 28 days ago
JPC -1453 - Business Systems Manager

JPC -1453 - Business Systems Manager

ITS GlobalOntario
CA$65.86 hourly
Full-time
Our client is looking for a Business Systems Manager to join their dynamic team.Collaborates with business owners and provides input on developing a strategic roadmap of business systems.Develop st...Show moreLast updated: 30+ days ago
FP&A Manager

FP&A Manager

Elby Professional RecruitmentBurlington, Ontario, CA
Permanent
One of our large, Canadian owned and operated, service clients in Burlington, is looking for their next FP&A Manager! This is a growing company with over 450 employees. The individual will have 1 di...Show moreLast updated: 30+ days ago
Investment Specialist

Investment Specialist

BMOOntario, Ontario, Canada
16 hours 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.