Senior Portfolio Analyst
il y a 3 jours
Join Bank of Montreal as an Investment Specialist and take on a challenging role that requires strong verbal and written language skills in both French and English. As a key member of our Wealth Sales & Service team, you will work from home and provide wealth and investment-related sales and service to BMO customers or prospects.
Key Responsibilities:- Advise customers on wealth and investment strategies and products that meet customer objectives.
- Probe to understand customer needs and advise them through their unique investment needs.
- Achieve sales targets with a focus on relevant investment products.
- Escalate complex or unresolved customer situations to senior managers as required.
- Maintain current knowledge of investment markets, practices, and trends.
- Integrate marketing promotions and programs into customer conversations where appropriate.
- Maintain the confidentiality of customer and Bank information.
- Knowledge of BMO Investment / BMO InvestorLine products and services.
- Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative.
Requirements:
- You're fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.
- Pay Type: Salaried
About BMO Financial Group:
BMO Financial Group is a leading financial institution that provides a wide range of financial services to individuals, businesses, and governments. We are committed to helping our customers achieve their financial goals and providing them with the best possible service.
-
Senior Portfolio Analyst
il y a 18 heures
Caen, Normandie, France Bank of Montreal Temps pleinInvestment Specialist, Mutual Funds (Bilingual - French and English)Location:Virtual, QC, CANTime Type:Full timeJob Family Group:Wealth Sales & ServiceKey Responsibilities:Provide wealth and investment-related sales and service to BMO customers or prospects.Advise customers on wealth and investment strategies and products that meet customer's...
-
Senior Portfolio Analyst
il y a 20 heures
Caen, Normandie, France Bank of Montreal Temps pleinInvestment Specialist, Mutual Funds (Bilingual - French and English)Location:Virtual, QC, CANTime Type:Full timeJob Family Group:Wealth Sales & ServiceKey Responsibilities:Provide wealth and investment-related sales and service to BMO customers or prospects.Advise customers on wealth and investment strategies and products that meet customer objectives.Probe...
-
Senior Financial Planning Analyst
il y a 3 jours
Caen, Normandie, France Wolters Kluwer N.V. Temps pleinSenior Financial Planning AnalystWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Wolters Kluwer N.V. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our organization.Key Responsibilities:Participate in month-end, quarter-end, and year-end reporting and closing activities,...
-
Senior Financial Planning Analyst
il y a 3 jours
Caen, Normandie, France Wolters Kluwer N.V. Temps pleinSenior Financial Planning AnalystWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Wolters Kluwer N.V. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our organization.Key Responsibilities:Participate in month-end, quarter-end, and year-end reporting and closing activities,...
-
Senior Financial Planning Analyst
il y a 3 jours
Caen, Normandie, France Wolters Kluwer N.V. Temps pleinSenior Financial Planning AnalystWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Wolters Kluwer N.V. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our business.Key Responsibilities:Participate in month-end, quarter-end, and year-end reporting and closing activities,...
-
Senior Financial Planning Analyst
il y a 3 jours
Caen, Normandie, France Wolters Kluwer N.V. Temps pleinSenior Financial Planning AnalystWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Wolters Kluwer N.V. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our organization.Key Responsibilities:Participate in month-end, quarter-end, and year-end reporting and closing activities,...
-
Senior Financial Planning Analyst
il y a 3 jours
Caen, Normandie, France Wolters Kluwer N.V. Temps pleinSenior Financial Planning AnalystWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Wolters Kluwer N.V. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our organization.Key Responsibilities:Participate in month-end, quarter-end, and year-end reporting and closing activities,...
-
Senior Financial Planning Analyst
il y a 2 jours
Caen, Normandie, France Wolters Kluwer N.V. Temps pleinSenior Financial Planning AnalystWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Wolters Kluwer N.V. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our organization.Key Responsibilities:Participate in month-end, quarter-end, and year-end reporting and closing activities,...
-
Financial Planning Senior Analyst
il y a 23 heures
Caen, Normandie, France Wolters Kluwer N.V. Temps pleinSenior Financial Planning AnalystWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Wolters Kluwer N.V. This is an excellent opportunity for a self-motivated and energetic individual to take on challenges and contribute to the success of our Canadian and US Research business.Key Responsibilities:Participate in month-end,...
-
Financial Planning Senior Analyst
il y a 20 heures
Caen, Normandie, France Wolters Kluwer N.V. Temps pleinSenior Financial Planning AnalystWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Wolters Kluwer N.V. This is an excellent opportunity for a self-motivated and energetic individual to take on challenges and work closely with cross-functional teams.Key Responsibilities:Participate in month-end, quarter-end, and year-end...
-
Financial Planning Senior Analyst
il y a 21 heures
Caen, Normandie, France Wolters Kluwer N.V. Temps pleinSenior Financial Planning AnalystWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Wolters Kluwer N.V. This is an excellent opportunity for a self-motivated and energetic individual to take on challenges and contribute to the success of our Canadian and US Research business.Key Responsibilities:Participate in month-end,...
-
Analyste Fonctionnel Senior
il y a 2 semaines
Caen, Normandie, France maten Temps pleinPrésentation du poste Nous sommes à la recherche d'un Analyste Fonctionnel passionné par l'innovation et la croissance, qui souhaite contribuer à l'évolution de notre client, une société agricole leader de son marché. Vous aurez pour mission de : Analyser les besoins métiers et traduire les exigences en spécifications...
-
Financial Analyst
il y a 24 heures
Caen, Normandie, France Accoravillage Temps pleinJoin Our Team as a Financial AnalystWe are seeking a highly skilled and detail-oriented Financial Analyst to join our team at Recochem. As a Financial Analyst, you will play a critical role in driving business growth and profitability by analyzing financial data, identifying trends, and providing insights to inform business decisions.Key...
-
Financial Analyst
il y a 24 heures
Caen, Normandie, France Accoravillage Temps pleinJoin Our Team as a Financial AnalystWe are seeking a highly skilled and detail-oriented Financial Analyst to join our team at Recochem. As a Financial Analyst, you will play a critical role in driving business growth and profitability by analyzing financial data, identifying trends, and providing insights to inform business decisions.Key...
-
Senior Financial Accountant
il y a 1 mois
Caen, Normandie, France HARRY HOPE Temps pleinJob Title: Senior Financial AccountantAbout the Company:Harry Hope is a prominent recruitment agency dedicated to connecting candidates with exceptional career opportunities both in France and abroad. Our expert consultants specialize in the Audit and Accounting sectors, offering personalized assistance in the Normandy and Eure-et-Loir regions.Job...
-
Senior Accounting Specialist F/H
il y a 1 mois
Caen, Normandie, France WINSEARCH ROUEN AEC Temps pleinJob Title: Senior Accounting Specialist H/FCompany Overview: Join a contemporary and forward-thinking accounting firm, recognized for its innovative approach and commitment to excellence.Position Overview:Become part of a dedicated team of 50 professionals, specifically collaborating within a group of 5, including a project leader.Oversee a diverse portfolio...
-
Senior Accounting Specialist F/H
il y a 1 mois
Caen, Normandie, France WINSEARCH ROUEN AEC Temps pleinJob Title: Senior Accounting Specialist H/FCompany Overview: Join a forward-thinking and dynamic accounting firm, recognized for its innovative approach and supportive work environment.Position Overview:Become a vital member of a collaborative team of 50 professionals, specifically working within a group of 5, including a project leader.Oversee a diverse...
-
Qualified Accounting Associate
il y a 1 mois
Caen, Normandie, France HARRY HOPE Temps pleinJob Title: Senior Financial AccountantAbout the Company:Harry Hope is a prominent recruitment agency dedicated to connecting candidates with exceptional opportunities both in France and abroad. Our expert consultants specialize in the Audit and Accounting sectors, offering personalized guidance in various regions.Job Overview:We are in search of a Senior...
-
Experienced Accounting Collaborator
il y a 1 mois
Caen, Normandie, France HARRY HOPE Temps pleinJob Title: Senior Financial AccountantAbout the Company:Harry Hope is a prominent recruitment agency dedicated to connecting candidates with exceptional career opportunities both in France and abroad. Our team of specialized consultants focuses on the Audit and Accounting sectors, providing personalized guidance in the Normandy and Eure-et-Loir regions.Job...
-
Experienced Accounting Associate
il y a 1 mois
Caen, Normandie, France FIDUCIAL Temps pleinPosition Overview:FIDUCIAL is seeking a highly skilled Senior Accounting Associate to enhance our operations.Key Responsibilities: Overseeing a diverse portfolio of approximately forty BIC/BNC accounts autonomously Conducting thorough reviews of accounting records Preparing various tax documentation Compiling financial statements and tax filings ...