Investment Officer
il y a 4 semaines
We are seeking a skilled Investment Officer to join our team at Bank of Montreal. As an Investment Officer, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.
Key Responsibilities:- Understand customer needs and provide tailored investment solutions
- Advises customers on wealth and investment strategies and products that meet customer objectives
- Makes outbound calls to customers and proactively seeks opportunities to enhance customer experience
- Escalates complex or unresolved customer situations to senior managers as required
- Maintains current knowledge of investment markets, practices, and trends
- Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
- Proficiency in English to interact with non-French speaking customers, employees, and partners
- Strong verbal and written language skills in both French and English
- Competitive salary of $37,500
- Performance-based incentives and discretionary bonuses
- Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
We are an equal opportunities employer and welcome applications from diverse candidates. Accommodations are available on request for candidates taking part in all aspects of the selection process.
-
Investment Officer
il y a 4 semaines
Caen, Normandie, France Bank of Montreal Temps pleinInvestment Officer RoleWe are seeking a skilled Investment Officer to join our team at Bank of Montreal. As an Investment Officer, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.Key Responsibilities:Understand customer needs and provide wealth and investment strategies and products that...
-
Investment Officer
il y a 4 semaines
Caen, Normandie, France Bank of Montreal Temps pleinJob Title: Investment OfficerAs an Investment Officer at Bank of Montreal, you will play a key role in providing wealth and investment-related sales and service to BMO customers or prospects. Your primary responsibility will be to advise customers on wealth and investment strategies and products that meet their objectives.Key Responsibilities:Understand...
-
Investment Officer
il y a 4 semaines
Caen, Normandie, France Bank of Montreal Temps pleinInvestment Officer RoleWe are seeking a skilled Investment Officer to join our team at Bank of Montreal. As an Investment Officer, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.Key Responsibilities:Understand customer needs and provide wealth and investment strategies and products that...
-
Investment Officer
il y a 4 semaines
Caen, Normandie, France Bank of Montreal Temps pleinJob Title: Investment OfficerAs an Investment Officer at Bank of Montreal, you will play a key role in providing wealth and investment-related sales and service to BMO customers or prospects. Your primary responsibility will be to advise customers on wealth and investment strategies and products that meet their objectives.Key Responsibilities:Understand...
-
Investment Officer
il y a 4 semaines
Caen, Normandie, France Bank of Montreal Temps pleinJob Title: Investment OfficerAs an Investment Officer at Bank of Montreal, you will play a key role in providing wealth and investment-related sales and service to BMO customers or prospects. Your primary responsibility will be to advise customers on wealth and investment strategies and products that meet their objectives.Key Responsibilities:Understand...
-
Investment Officer
il y a 4 semaines
Caen, Normandie, France Bank of Montreal Temps pleinJob Title: Investment OfficerAs an Investment Officer at Bank of Montreal, you will play a key role in providing wealth and investment-related sales and service to our customers or prospects. Your primary responsibility will be to advise customers on wealth and investment strategies and products that meet their objectives.Key Responsibilities:Understand...
-
Investment Officer
il y a 3 semaines
Caen, Normandie, France Bank of Montreal Temps pleinJob Title: Investment OfficerAs an Investment Officer at Bank of Montreal, you will play a key role in providing wealth and investment-related sales and service to BMO customers or prospects. Your primary responsibility will be to advise customers on wealth and investment strategies and products that meet their objectives.Key Responsibilities:Probes to...
-
Investment Officer
il y a 3 semaines
Caen, Normandie, France Bank of Montreal Temps pleinJob Title: Investment OfficerAs an Investment Officer at Bank of Montreal, you will play a key role in providing wealth and investment-related sales and service to our customers or prospects. Your primary responsibility will be to advise customers on wealth and investment strategies and products that meet their objectives.Key Responsibilities:Understand...
-
Investment Officer
il y a 4 semaines
Caen, Normandie, France Bank of Montreal Temps pleinJob Title: Investment OfficerAs an Investment Officer at Bank of Montreal, you will play a key role in providing wealth and investment-related sales and service to our customers or prospects. Your primary responsibility will be to advise customers on wealth and investment strategies and products that meet their objectives.Key Responsibilities:Understand...
-
Office Manager
il y a 5 jours
Caen, Normandie, France Natixis Temps pleinJob DescriptionNatixis Interépargne, a leading player in employee savings and retirement, is part of Global Financial Services, a division of the BPCE Group, the 5th largest European financial institution.A pioneer in innovation for over 50 years, Natixis Interépargne supports companies of all sizes in setting up and managing their employee savings and...
-
Office Manager
il y a 2 semaines
Caen, Normandie, France Natixis Temps pleinJob DescriptionNatixis Interépargne, a leading player in employee savings and retirement, is part of Global Financial Services, a division of the BPCE Group, the 5th largest European financial institution.As a pioneer in innovation for over 50 years, Natixis Interépargne supports companies of all sizes in setting up and managing their employee savings and...
-
Wealth and Retirement Advisor
il y a 3 semaines
Caen, Normandie, France Manulife Insurance Malaysia Temps pleinUnlock Your Potential as a Wealth and Retirement AdvisorJoin Manulife Investment Management (MIM) Advisor Group, a leading provider of financial and investment solutions, as a Wealth and Retirement Advisor. In this senior role, you will lead relationship management and financial planning for clients, helping them create personalized financial plans and...
-
Administrative Manager
il y a 4 jours
Caen, Normandie, France Natixis NY Branch Temps pleinJob Title: Administrative ManagerNatixis Interépargne, a leading provider of employee savings and retirement solutions, is seeking an experienced Administrative Manager to join its Customer Relations and Services Department.Job SummaryThe successful candidate will be responsible for ensuring the smooth operation of collective transactions, including...
-
Marketing Specialist
il y a 4 semaines
Caen, Normandie, France MyDigitalSchool Temps pleinMarketing and Communication RoleMyDigitalSchool, a leading digital services company based in Caen, is seeking a talented Marketing and Communication professional to join its team. As a Marketing Specialist, you will be responsible for promoting our company and products, as well as managing our brand image on the French and international markets.Key...
-
Wealth and Retirement Planning Expert
il y a 4 semaines
Caen, Normandie, France Manulife Insurance Malaysia Temps pleinJob Title: Wealth and Retirement AdvisorLocation:CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve OuestTime Type:Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world.From our environmental initiatives to our community investments, we lead with values...
-
Wealth and Retirement Planning Expert
il y a 3 semaines
Caen, Normandie, France Manulife Insurance Malaysia Temps pleinJob Title: Wealth and Retirement AdvisorLocation:CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve OuestTime Type:Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world.From our environmental initiatives to our community investments, we lead with values...
-
Wealth and Retirement Advisor
il y a 4 semaines
Caen, Normandie, France Manulife Insurance Malaysia Temps pleinUnlock Your Potential as a Wealth and Retirement AdvisorJoin Manulife, a leading international financial services group, as a Wealth and Retirement Advisor. In this role, you will lead relationship management and financial planning for clients, helping them create financial plans based on their wealth and retirement goals.Key Responsibilities:Identify client...
-
Software Development Expert
il y a 4 semaines
Caen, Normandie, France GitHub, Inc. Temps pleinAbout GitHubAs the global hub for developers, GitHub is the premier platform for building, scaling, and delivering secure software. With over 100 million users, including developers from 90 of the Fortune 100 companies, GitHub enables individuals and teams to write faster, better code.LocationsIn this role, you can work remotely or from our Canada...
-
Administrative Manager
Il y a 2 mois
Caen, France Natixis Temps plein**Company Description**: Natixis Interépargne, the leader in employee savings and retirement, is part of Global Financial Services which brings together the global businesses of the BPCE Group, the 5th largest European financial institution. A pioneer in innovation for over 50 years, Natixis Interépargne supports companies of all sizes in setting up and...
-
Customer Account Adviser H/F
Il y a 5 mois
Caen, France Groupe Crédit Agricole Temps pleinDescription du poste Métier Banque – Marché des particuliers Titre du poste Customer Account Adviser H/F / conseiller commercial CA Britline H/F Description du poste CA Britline is the English speaking branch of Crédit Agricole Normandie. We offer a full French Banking Service by telephone and internet for clients residing in...