Investment Specialist-Mutual Funds, Bmo Investment Centre
By BMO At British Columbia, Canada
Knowledge of competitive market place trends and product offerings.
Some understanding of Risk Management & Compliance.
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.
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
Broader work or accountabilities may be assigned as needed.
Investment Assistant Jobs
By JLL Global Marketing At Canada
Assist in the management of investment portfolios, including monitoring asset allocations, performance, and risk exposure.
Strong understanding of financial markets, investment principles, and portfolio management.
Bachelor's degree in Finance, Economics, Business, or a related field.
Excellent attention to detail and organizational skills.
Effective written and verbal communication skills.
Knowledge of investment software and tools is a plus.
Investment Administrator Superstar Jobs
By Griffith & Associates Financial & Estate Planning Services Ltd. At Calgary, Alberta, Canada
Knowledge & experience of industry legislation, rules and requirements.
Experience working within financial services advisory firm and executing trading orders is required.
Salesforce experience is an asset.
Canadian Securities Course or IFIC (mandatory)
Provincial Life Insurance license, including Accident & Sickness. (preferred but not mandatory)
University degree or College diploma. (preferred but not mandatory)
Investment Representative Jobs
By Robertson & Company Ltd. At Ontario, Canada
Proven track record of investment sales and client relationship management
Accurately complete all investment paperwork ensuring it is in compliance with all regulatory requirements.
3-5 years of experience in the financial service industry, preferably in investment sales or mortgage lending
Strong communication and presentation skills
Identify, source, and secure potential investors for mortgage fund trust.
Present and explain investment products to potential investors, ensuring they understand the potential risks and returns.
Investment Specialist Jobs
By CIBC At Mississauga, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Rotational Program (Toronto)
By OMERS At Toronto, Ontario, Canada
Strong research, problem-solving and project management skills, self-motivated with a strong work ethic and high level of attention to detail.
Strong leadership skills, with a commitment to collaborative sharing of knowledge in a collegial environment.
Strong analytical, quantitative and financial modeling skills.
Excellent interpersonal skills, with strong written and verbal communication skills.
Rotational placements may be subject to change to ensure they align with business priorities
Conducting financial analysis, modelling and due diligence
Investment Specialist Jobs
By CIBC At Kingston, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist Jobs
By CIBC At Peterborough, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist Jobs
By CIBC At Thunder Bay, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Partner Jobs
By Enigmatic Ventures At Canada

Job Description Summary The principle functions include investment analysis, due diligence, investment recommendation, investment monitoring, and fund reporting. Job Skills & Abilities Ability to ...

Investment Specialist - Midtown
By CIBC At Toronto, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist Jobs
By CIBC At London, Ontario, Canada
Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
What You Need To Know
Investment Principal Jobs
By Invest Nova Scotia At Halifax, Nova Scotia, Canada
Five to 10 years of relevant work experience.
Experience at a venture capital firm or in an operating role at a start-up.
Generating deal flow by proactively identifying attractive seed and early stage investment opportunities.
Leading all aspects of the investment process, including screening opportunities, due diligence approvals, and deal closing.
Preparing internal documents and presenting investment opportunities to the investment committee.
Supporting portfolio companies, helping them accelerate their growth, achieve milestones and secure additional financing.
Director, Investment Jobs
By dentsu At Toronto, Ontario, Canada
Managed and conducts team’s goal setting and annual performance appraisals.
Grows the sophistication of the team’s media knowledge, expanding into data and technology through workshops and training seminars.
Drives Media Brand and client adoption of DAN capabilities, e.g. The Story Lab, Dentsu Data Labs, Cardinal Path, ICUC, etc.
6+ years of media planning and/or buying experience focused on Broadcast Channels and 3+ years experience leading a team.
Experience with driving change and ability to think innovatively in developing and executing changes to processes and ways of working.
Previous experience with support new business efforts at the Network or brand level.
Investment Specialist Jobs
By CIBC At Calgary, Alberta, Canada
Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
What You Need To Know
Investment Specialist Jobs
By CIBC At Surrey, British Columbia, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist Jobs
By CIBC At Delta, British Columbia, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist Jobs
By CIBC At Winnipeg, Manitoba, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know