Unfortunately, this job posting is expired.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Related keywords
Some similar recruitments
Sales Assistant Jobs
Recruited by Wexue Global Education Group 7 months ago
Address Greater Toronto Area, Canada
Cobs Bread - Sales Assistant
Recruited by COBS Bread 7 months ago
Address Courtenay, British Columbia, Canada
Property Assistant Jobs
Recruited by Stay Revy 8 months ago
Address Revelstoke, British Columbia, Canada
Manager, Digital Business Integration & Portfolio Management (Nar)
Recruited by Audi Canada 8 months ago
Address Greater Toronto Area, Canada
Building Enclosure Architect / Façade Architect
Recruited by Intelligent City 8 months ago
Address Vancouver, British Columbia, Canada
Assistant Hoa Portfolio Manager
Recruited by Invest West Management, LLC 8 months ago
Address Vancouver, British Columbia, Canada
Intern Architect Jobs
Recruited by Atmospheric Perspective Architecture 8 months ago
Address Vancouver, British Columbia, Canada
Sales Assistant Jobs
Recruited by 6ix Management 8 months ago
Address Scarborough, Ontario, Canada
Portfolio Assistant Jobs
Recruited by BMO 8 months ago
Address Vancouver, British Columbia, Canada
Sales Assistant Jobs
Recruited by Polaris Sight Promotions 9 months ago
Address Richmond, British Columbia, Canada
Assistant Property Manager 2-Person Team, Nanaimo
Recruited by Realstar Management 9 months ago
Address Nanaimo, British Columbia, Canada
Assistant Property Manager 2-Person Team, Kelowna
Recruited by Realstar Management 9 months ago
Address Kelowna, British Columbia, Canada
Assistant Property Manager 2-Person Team, New Westminster
Recruited by Realstar Management 9 months ago
Address New Westminster, British Columbia, Canada
Technology Manager - Enterprise Portfolio & Program Management (Hybrid, Vancouver)
Recruited by lululemon 9 months ago
Address Vancouver, British Columbia, Canada
Manager, Commercial Portfolio Management
Recruited by Canadian Western Bank 9 months ago
Address Surrey, British Columbia, Canada
Architect Jobs
Recruited by DMC Recruitment Group 9 months ago
Address Kelowna, British Columbia, Canada
Associate Social Media Manager, Ea Sports Portfolio
Recruited by Electronic Arts (EA) 9 months ago
Address Vancouver, British Columbia, Canada
Architect Applicatif, Salesforce_Fr
Recruited by Intact 9 months ago
Address Greater Toronto Area, Canada
Associate Portfolio Manager Jobs
Recruited by RBC Wealth Management 9 months ago
Address Vancouver, British Columbia, Canada
Assistant Property Manager 2-Person Team
Recruited by Realstar Management 10 months ago
Address Kitchener, Ontario, Canada
Sales Assistant Jobs
Recruited by Claire's 10 months ago
Address Kamloops, British Columbia, Canada
Portfolio Management Assistant Jobs
Recruited by RBC Wealth Management 10 months ago
Address Victoria, British Columbia, Canada
Portfolio Leader Jobs
Recruited by Island Health - Vancouver Island Health Authority 10 months ago
Address Victoria, British Columbia, Canada
Director Of Portfolio Management
Recruited by Ferguson Partners 10 months ago
Address Greater Toronto Area, Canada
Architect Jobs
Recruited by AICCOO 10 months ago
Address Greater Toronto Area, Canada
Sales Assistant Jobs
Recruited by Claire's 10 months ago
Address Vernon, British Columbia, Canada
Marketing Sales Assistant Jobs
Recruited by Gusto Promotions 10 months ago
Address Vancouver, British Columbia, Canada
Sales Assistant Jobs
Recruited by Claire's 10 months ago
Address Vancouver, British Columbia, Canada
Portfolio Assistant Sales, Pb
Company | BMO |
Address | Burnaby, British Columbia, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-08-24 |
Posted at | 9 months ago |
Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run branch.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Expands the business growth potential of the team through outbound calls.
- Relevant investment industry licensing for the designated jurisdiction / portfolio.
- Provides knowledge detailed information about products and services offered.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Specialized knowledge.
- Supports the growth of the business and sustains current portfolio through administrative tasks such as account opening and actioning reports
- Maintain the schedule / calendar to coordinate customer meetings and office coverage.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.
- Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
- Analytical and problem solving skills - Good.
- Independently resolves client complaints in a timely and effective manner; escalates as required.
- Broader work or accountabilities may be assigned as needed. Qualifications:
- Verbal & written communication skills - Good.
- Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
- Analyzes issues and determines next steps.
- Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).
- Coordinates marketing activities and sales material to support client / prospect conversations.
- Collaboration & team skills - Good.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team.
- Meets high-quality service standards to maximize relationship retention and growth.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Organization skills - Good.
- Advanced knowledge of investment process and procedures.
- Organizes work information to ensure accuracy and completeness.
- Determines appropriate communication/service regarding investing.
-
Agente Ou Agent De Prévention De Soir Au Service De La Gestion Des Sentences
By Ministère de la sécurité publique At Montreal, Quebec, Canada 7 months ago
-
Lead Line Cook/Manager On Duty
By Impact Kitchen At Greater Toronto Area, Canada 7 months ago
-
Refinish Tech (Temporary) Jobs
By Boyd Group Services Inc. At Saskatoon, Saskatchewan, Canada 7 months ago
-
Vice President - Treasury
By Boyd Group Services Inc. At Winnipeg, Manitoba, Canada 7 months ago
-
Rock Mechanics Eit Jobs
By WSP in Canada At Greater Sudbury, Ontario, Canada 7 months ago