Jobs
>
Montréal

    Community Associate - Montréal, QC, Canada - Bank of Montreal

    Bank of Montreal
    Bank of Montreal Montréal, QC, Canada

    1 week ago

    Default job background
    Full time
    Description
    Apply locations Montreal, QC, CAN time type Full time posted on Posted Yesterday job requisition id R
    Application Deadline:
    1501 Mc

    Gill College Avenue Job Family Group:
    Wealth Sales & Service Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service.

    Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals.

    Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.

    Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping.

    Contacts clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced as required.
    Escalates complex or unresolved client situations and complaints.
    retirement.

    Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.

    Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
    Manages the efficient and effective running of the support office; Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).
    Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.
    Fulfills client sales and service activities in compliance with regulatory requirements.
    Maintains the confidentiality of client and Bank information.
    Adheres to internal risk mitigation policies and industry rules/regulations.

    Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.

    Bilingualism French and English
    WME must be completed within 30 months of RR License

    This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

    Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

    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. We're here to help
    It calls on us to create lasting, positive change for our customers, our communities and our people. 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.

    Accommodations are available on request for candidates taking part in all aspects of the selection process.

    A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    locations Montreal, QC, CAN time type Full time posted on Posted 10 Days Ago Senior Branch Operations Administrator - BMO Nesbitt Burns
    locations Montreal, QC, CAN time type Full time posted on Posted 10 Days Ago Licensed Insurance Advisor - BMO Nesbitt Burns

    locations 2 Locations time type Full time posted on Posted 2 Days Ago BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.

    Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.

    More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

    As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

    In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.

    #
  • WeWork

    Community Associate, 455 Rue Saint-antoine

    1 week ago

    WeWork Montréal, Canada

    **À propos de nous** · Chez WeWork, nous offrons des solutions de lieux de travail inspirantes et polyvalentes pour aider les entreprises - petites, moyennes ou grandes - à prospérer dans plus de 150 villes dans le monde. L'avenir du travail se dessine en ce moment même, et nous ...

  • McGill University

    Communications Associate

    1 week ago

    McGill University Montréal, Canada

    Please refer to the · job aid for instructions on how to apply. · Faculty of Science · Position Summary: · Reporting to the Communications Officer (CO), the Communications Associate will support communications activities related to communications plans, produce communications mat ...

  • McGill University

    Communications Associate

    1 week ago

    McGill University Montréal, Canada

    Please refer to the · job aid for instructions on how to apply. · University Advancement (UA) promotes McGill to its global community and to the public, engaging alumni, volunteers and friends of the University, and building on McGill's record of fundraising success in support of ...

  • Canadian National Railway

    Communications Business Associate

    1 week ago

    Canadian National Railway Montréal, Canada

    At CN, everyday brings new and exciting challenges. You can expect an interesting environment where you're part of making sure our business is running optimally and safely―helping keep the economy on track. We provide the kind of paid training and opportunities that long-term car ...

  • Canadian National Railway

    Communications Business Associate

    1 day ago

    Canadian National Railway Montréal, Canada

    At CN, everyday brings new and exciting challenges. You can expect an interesting environment where you're part of making sure our business is running optimally and safely―helping keep the economy on track. We provide the kind of paid training and opportunities that long-term car ...

  • Invenergy

    Associate, Indigenous and Community Affairs

    1 week ago

    Invenergy Montréal, Canada

    Invenergy drives innovation in energy. Powered by decades of entrepreneurial experience and unparalleled execution, we solve the energy challenges facing our customers and communities. We provide power generation and storage solutions at scale around the world to create a cleaner ...

  • McGill University

    Digital Communication and Outreach Associate

    1 day ago

    McGill University Montréal, Canada

    Please refer to the · job aid for instructions on how to apply. · This is a one-year temporary assignment supporting the McGill Institute for Advanced Materials (MIAM) and the McGill Institute for Aerospace Engineering (MIAE), with the possibility of renewal. · Position Summary: ...

  • Regus

    Community Associate

    18 hours ago

    Regus Brossard, Canada

    **Community Associate - Maternity Coverage** · **November 2023- December 2024** · **QC, Brossard** · The world of work is changing short commutes, flexibility, and convenience are the minimum standards employees want when it comes to how they want to work · At IWG, we are leading ...

  • Regus

    Community Associate-qc, Laval

    18 hours ago

    Regus Laval, Canada

    **Community Associate** · **QC, Laval** · The world of work is changing short commutes, flexibility, and convenience are the minimum standards employees want when it comes to how they want to work · At IWG, we are leading the way. We've built the world's largest workspace network ...

  • Equest

    Community Associate

    5 days ago

    Equest Montreal, Canada

    Community Associate · QC, Montreal - Spaces Cité Multimédia · The world of work is commutes, flexibility, and convenience are the minimum standards employees want when it comes to how they want to work · At IWG, we are leading the way. We've built the world's largest workspa ...

  • Bell Canada

    Community Associate Part-time

    1 week ago

    Bell Canada Montréal, QC, Canada Part time

    At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world. · If you're ready to bring game-changing ideas to life and join a community that valu ...

  • iA Private Wealth Inc.

    Associate Director, Sales Communication

    5 days ago

    iA Private Wealth Inc. Montreal, Canada Permanent

    Description · iA Private Wealth / Permanent / Montreal, Quebec or Toronto / French & English · The Associate Director Sales Communication will oversee the firm's compliance with rules and regulations related to sales and marketing communications. This role will ensure that all ...

  • Midtown Athletic Club

    Aquatics Coordinator

    6 days ago

    Midtown Athletic Club Montréal, Canada

    Midtown est à la recherche d'un coordonnateur aquatique à ajouter à notre équipe de classe mondiale. · Résumé du poste · En tant que partie intégrante de l'équipe aquatique, nos coordonnateurs aquatiques inspirent les membres par le mouvement, la communauté et l'attention personn ...

  • The Church of Jesus Christ of Latter-day Saints

    Counselor 1

    18 hours ago

    The Church of Jesus Christ of Latter-day Saints Montréal, Canada

    Provide direct counseling services, consultation to ecclesiastical leaders, community resource development and referral, and support to other staff, while working under clinical supervision to obtain independent licensure. As approved, provide program supervision, ecclesiastical ...

  • McGill University

    Research Assistant

    1 week ago

    McGill University Montréal, Canada

    Please refer to the · job aid for instructions on how to apply. · Poste d'assistant-e de recherche - Densification, Gentrification et Précarité résidentielle des personnes vieillissantes · Centre de recherches interdisciplinaires en études montréalaises (CRIEM) · Présentation du ...

  • Slalom Consulting

    Business Development Associate

    1 day ago

    Slalom Consulting Montréal, Canada

    *English follows* · **Associé(e) en développement des affaires et ventes - (juin - septembre, contrat d'été)** · Slalom est une société de conseil moderne axée sur la transformation de la stratégie, de la technologie et des affaires · Notre objectif est d'offrir une expérience pr ...

  • LexisNexis Legal & Professional

    Content Development Associate

    18 hours ago

    LexisNexis Legal & Professional Montréal, Canada

    **Éditeur au développement du contenu** · **(Principalement ou complètement à distance - Poste temps plein)** · Sous la supervision de la Gestionnaire, Contenu analytique, la personne choisie accomplira les tâches suivantes: · - Assurer la coordination des collections et ouvrages ...

  • St. George's School of Montreal

    Content Marketing Associate

    4 days ago

    St. George's School of Montreal Montréal, Canada

    **Content Marketing Associate** · Part-time (80%) replacement position from April 11, 2023 to June 28, 2024 · (possibility of extension) · **Description**: · Under the guidance of the Director, Strategic Marketing, the Content Marketing Associate will help create content that mar ...

  • Jewish General Hospital Foundation

    Gift Management Associate

    5 days ago

    Jewish General Hospital Foundation Montréal, Canada

    (English follows) · **AGENT(E) DE TRAITEMENT DE DONS** · DES SOINS EXCEPTIONNELS. SANS EXCEPTION. · Depuis 1969, la Fondation de l'Hôpital général juif constitue une source essentielle de soutien pour l'HGJ, l'un des trois plus importants hôpitaux aux Québec*, dans le but d'améli ...

  • Jewish General Hospital Foundation

    Development Associate

    5 days ago

    Jewish General Hospital Foundation Montréal, Canada

    (English follows) · ASSOCIÉ(E) AU DÉVELOPPEMENT · DES SOINS EXCEPTIONNELS. SANS EXCEPTION. · Depuis 1969, la Fondation de l'Hôpital général juif constitue une source essentielle de soutien pour l'HGJ, l'un des trois plus importants hôpitaux aux Québec*, dans le but d'améliorer le ...