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Investment manager Jobs in Powell River, BC

Last updated: 6 hours 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: 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
  • Promoted
  • New!
Business Development Manager

Business Development Manager

AgropurBritish-Columbia, Canada
Full-time
RegularInvest in you, JOIN AGROPUR.The Business Development Manager organizes, plans, and executes sales initiatives to maximize volumes and profitability to achieve annual budget targets.Recogniti...Show moreLast updated: 22 hours ago
  • Promoted
  • New!
General Sales Manager / General Manager

General Sales Manager / General Manager

Woody's RV WorldBC, Canada
Full-time
If you are looking to excel and make a difference, take a closer look at us….The Account Relationship Manager is responsible for driving commercial banking sales and delivering sales targets assign...Show moreLast updated: 14 hours ago
  • Promoted
Precast Manager

Precast Manager

Rizzani de EccherGreater Vancouver Metropolitan Area, Canada
Join De Eccher Group and be part of an exciting international project! ️De Eccher Group, a leading Italian company in the construction industry operating worldwide, is looking for a Precast Manager...Show moreLast updated: 13 days ago
  • Promoted
Territory Manager

Territory Manager

Polyglass USA, Inc. / Mapei GroupBritish Columbia, Canada, Canada
Full-time
British Columbia / Greater Vancouver area.This position is primarily responsible for promoting and selling entire mix of Polyglass products in his / her territory while developing relationships with di...Show moreLast updated: 25 days ago
  • Promoted
Business Development Manager

Business Development Manager

CI Financialgreater vancouver, bc, Canada
CA$55,000.00–CA$65,000.00 yearly
Full-time
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro...Show moreLast updated: 3 days ago
Financial Planner - Scarborough

Financial Planner - Scarborough

ScotiabankScarborough, BC, CA
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina...Show moreLast updated: 30+ days ago
  • Promoted
Project Manager

Project Manager

Quattro ConstructorsGreater Vancouver Metropolitan Area, Canada
CA$120,000.00–CA$170,000.00 yearly
Quattro Constructors is a trusted Infrastructure Construction firm based in Vancouver, BC.We pride ourselves on providing a solution-oriented approach driven by innovation and experience.This role ...Show moreLast updated: 16 days ago
Head of Investment Sales

Head of Investment Sales

Staffing In MotionCalgary Northeast, BC, ca
CA$175,000.00–CA$225,000.00 yearly
Quick Apply
We are seeking an experienced and dynamic Head of Sales, based out of our Calgary office, to lead our Canadian external wholesaling team. The ideal candidate will have a proven track record in alter...Show moreLast updated: 29 days ago
  • Promoted
General Manager - Marine Insurance

General Manager - Marine Insurance

OnTarget Talent SolutionsGreater Vancouver Metropolitan Area, Canada
CA$160,000.00–CA$190,000.00 yearly
Full-time
We are looking for a General Manager for a Marine Insurance company.Our client has provided affordable insurance to the marine and commercial fishing industry since the 1940ies, and is a membership...Show moreLast updated: 8 days ago
  • Promoted
Construction Manager

Construction Manager

Phoenix RestorationsGreater Vancouver Metropolitan Area, Canada
Construction Department Manager : .Working out of our Coquitlam location, you will be responsible for Managing the overall operations of the Construction Department. You will lead and mentor an enthus...Show moreLast updated: 8 days ago
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

0000050007 Royal Bank of CanadaCOWICHAN VALLEY, British Columbia, Canada
CA$34.50 hourly
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: 30+ days ago
  • Promoted
Facilities Manager

Facilities Manager

HCLTechbritish columbia, Canada
Full-time
The Facilities Coordinator is responsible for the maintaining an efficient, functional, and operational facility with a high degree of customer satisfaction within their remit.The following represe...Show moreLast updated: 3 days ago
  • Promoted
Department Manager

Department Manager

H&M GroupBC, Canada
Full-time
Select and purchase equipment and supplies.Plan and co-ordinate activities of housekeeping supervisors and crews.Co-ordinate inspection of assigned areas. Ensure that safety standards and department...Show moreLast updated: 1 day ago
  • Promoted
  • New!
Project Manager

Project Manager

Ebco Industries Ltd.Greater Vancouver Metropolitan Area, Canada
Full-time
Why Join Ebco Industries Limited?.Canada’s largest manufacturing facilities with over 65 years in manufacturing expertise. We deliver world-class quality manufacturing and repair and rebuild service...Show moreLast updated: 6 hours ago
Manager, Tenant Construction

Manager, Tenant Construction

DMC RecruitmentBritish Columbia, CA
CA$120,000.00–CA$130,000.00 yearly
Our Client is a global real estate investment, operating, and development company, who is committed to delivering strong and stable returns in addition to creating spaces and communities that enhan...Show moreLast updated: 18 days ago
  • Promoted
Property Manager - Industrial

Property Manager - Industrial

Taylor Ryan Executive Search PartnersGreater Vancouver, BC, Canada
Our client is a multifaceted real estate enterprise specializing in property management, investment, and development.Their diverse portfolio includes industrial, retail, office, and residential spa...Show moreLast updated: 9 days ago
Salon Manager

Salon Manager

Chatters Limited PartnershipsLower Mainland, BC, CA
Quick Apply
Do you have a passion for business AND an artistic flare ? Are you a driven, inspirational mentor that strives for success? That is what Style Happy and Chatte...Show moreLast updated: 30+ days ago
Investment Specialist - BMO Investment Center

Investment Specialist - BMO Investment Center

BMOREMOTE / TELETRAVAIL, BC, 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.