Financial Services Representative - Part Time
Retail Banking Sales & Service
Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role - helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Supports the achievement of sales and performance targets.
Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
Advanced working knowledge of financial industry.
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. 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.
$17.6 - $18.6 per hour
...player Ability to multitask Dependability Positive attitude Benefits Health benefits Dental plan Health care plan Vision care benefits Financial benefits ~ Group insurance benefits Other benefits ~ Learning/training paid by employer...SuggestedPermanent employmentFull timeRemote workRelocation$17.6 - $18.6 per hour
...Night Employment terms options Day Weekend Health benefits Dental plan Health care plan Vision care benefits Financial benefits ~ Group insurance benefits Other benefits ~ Learning/training paid by employer Support for newcomers and...SuggestedPermanent employmentFull timeRelocationFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shiftEarly shiftTim Hortons
Mississippi Mills, ON3 days ago- ...Early morning, Evening, Shift, Flexible hours, Morning, Night, Day, Weekend Starts as soon as possible Benefits: Health benefits, Financial benefits, Other benefits Vacancies 8 Languages English or French Education No degree, certificate or diploma...SuggestedHourly payPermanent employmentFull timeImmediate startRemote workRelocationFlexible hoursNight shiftWeekend workDay shiftAfternoon shiftEarly shift
- ...marketing, core best practices, and more. Partnerships with the industry’s top training and coaching companies featuring sales, financial and business development strategies and tactics, with accountability to follow through. An environment to nurture and grow your business...SuggestedFull timeInternshipLocal area
$17.6 - $18.6 per hour
...semaine Avantages santé Régime de soins dentaires Régime de soins de santé Prestations des soins de la vue Avantages financiers ~ Assurance de groupe Autres avantages ~ Apprentissage/formation payés par l'employeur Soutien pour les nouveaux arrivants...SuggestedPermanent employmentFull timeApprenticeshipFlexible hoursNight shiftWeekend workDay shiftAfternoon shiftTim Hortons
Mississippi Mills, ON3 days ago$94k - $115k per year
...Overview Merrick & Company is seeking an experienced Life Sciences Laboratory Planner / Architect to lead the architectural design of projects as part of a multi-disciplinary team. This person will be located in our Ottawa, Ontario Canada office. Client projects for this...Long term contractPermanent employmentTemporary workInternshipWork at officeLocal areaWorldwideMonday to friday$77k - $97k per year
...with month end and year end closing processes Assist with accounts payable / receivable as required Support preparation of financial statements and management reports Assist with budgeting, forecasting and variance analysis Ensure compliance with...Work at officeFlexible hours3 days per week$17.6 per hour
...members feel valued, heard and empowered to do meaningful work. We offer a number of programs and benefits that support team members’ financial, personal and professional needs: ~ A competitive salary and vacation package ~ Health & Dental benefits program ~ Share...Casual workMonday to friday- ...members feel valued, heard and empowered to do meaningful work. We offer a number of programs and benefits that support team members’ financial, personal and professional needs: A competitive salary and vacation package Health & Dental benefits program Share...Casual work
$24 - $29 per hour
...communication Flexibility Organized Reliability Team player Values and ethics Benefits Health benefits Dental plan Disability benefits Health care plan Vision care benefits Financial benefits Gasoline paid Group insurance benefits...Permanent employmentFull time$17.6 per hour
...Representatives. In this role, working outdoors at the Gas Station locations, you will be educating clients and offering Canadian Tire Financial Products on behalf of one of the most trusted and iconic Canadian brands. Compensation · $17.60 per hour base wage plus...Hourly payFull timeContract workPart timeSummer workSeasonal workFlexible hours$22.5 per hour
...Execute with Speed and Impact. Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent customer experience? If so then, take the next step to...Work from home$36.23k per year
...adapt to change ~ Proven customer service skills and effective communication skills ~ Previous experience in reviewing & analyzing financial reports At Rexall, we are better together. We serve our customers, partners, and patients best—we are our best—when everyone...Local area$24 per hour
...artificial intelligence Experience ~1 year to less than 2 years Employment terms options Flexible hours Day Weekend Financial benefits Bonus Durée de l'emploi: Saisonnier Langue de travail: Anglais Heures de travail: 16 to 40 hours per week...Seasonal workFlexible hoursShift workWeekend work- ...metrics Develop, update, and maintain project documentation such as SOPs, workflows, templates, and reporting materials Support financial and resource reporting by collecting, validating, and maintaining data related to budgets, labour costs, and resource utilization...Contract workWork at office
- ...Support IP Hardware Engineering with component-level and finished goods pricing for new product development. Conduct business and financial reviews of potential new suppliers. Lead procurement contract and NDA negotiations. Provide procurement leadership for new...Long term contractContract workTemporary work
$85k per year
...and pricing efforts for SkyAlyne program(s). This role leads pricing for change orders, contractual amendments, billing activities, financial reporting and ad-hoc analyses. The Cost Controller Analyst will collaborate with external subcontractors in addition to the internal...Long term contractTemporary workFor subcontractorWork at office$18.85 per hour
...manager to work evening shifts, weekdays only ( no weekends) to assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving product flow from the backroom to...Hourly payLocal areaFlexible hoursAfternoon shiftWeekday work$105.15k - $142.26k per year
...de financement, fournirez des orientations sur des structures financières complexes et veillerez à ce que les décisions respectent les politiques... ...de prêts et la direction du crédit concernant les concepts financiers et les méthodes d’atténuation du risque Contribution aux...Permanent employmentApprenticeshipFlexible hours$120k per year
...Layout Benefits Health benefits Dental plan Disability benefits Health care plan Paramedical services coverage Vision care benefits Financial benefits ~ As per collective agreement Other benefits Free parking available Parking available...Permanent employmentFull timeRemote work$60k - $65k per year
...that strengthen a sense of belonging Monitor accounts receivable and budgets , preventing payment delays and ensuring strong financial control Respond to emergencies (24/7) to ensure resident safety and timely resolution of critical situations Why Join Apogée?...Full timeFor contractorsLive InWork at officeFlexible hoursAfternoon shift$94.14k - $121.83k per year
...strategies. Knowledge of sterilization systems preferred. Other: Demonstrated understanding of machine data and analytics Financial and commercial acumen Highly skilled in written and verbal communication to interface with sales teams, industry partners, and...Long term contractTemporary work- ...Secret Security Clearance from the Government of Canada, applicants must undergo a comprehensive 10-year background check. This includes financial and criminal record checks, as well as a security assessment conducted by the Canadian Security Intelligence Service (CSIS)....Hourly payLong term contractFull timeTemporary workMonday to fridayShift workDay shiftAfternoon shift
- ...supportive, growth-oriented environment. Rewards and Benefits: We offer a comprehensive range of health, wellness, and financial benefits to cater to your needs. Our total rewards include both monetary and non-monetary offerings. Your recruiter will provide...Remote work
$1100 per week
...your needs in accordance with applicable legislation. Candidate Safety and Privacy UniFirst recruiters will never request personal financial information as part of a job application. If you receive a request of this nature, please treat it as potentially fraudulent....Full timeTraineeshipInternshipMonday to friday- ...in design, implementation, and verification. Rewards and Benefits: We offer a comprehensive range of health, wellness, and financial benefits. Your recruiter will share more details about salary and perks during the hiring process. #LI-DP1 Synopsys Canada...Remote work
- ...age, military veteran status, or disability. Rewards and Benefits: We offer a comprehensive range of health, wellness, and financial benefits to cater to your needs. Our total rewards include both monetary and non-monetary offerings. Your recruiter will provide...Remote workWorldwide
$40k per year
...We are offering a $1000 New Hire Bonus A great and supportive team environment Company-paid retreats and team nights Extra financial incentives including bonuses and perks Managers that not only care but will coach you to be your best Is now the time for you...Hourly payPermanent employmentFull timeWork at officeNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative - Part Time. Be the first to apply!
- customer team member Mississippi Mills, ON
- customer service representative no experience Mississippi Mills, ON
- part time work Mississippi Mills, ON
- part time communications Mississippi Mills, ON
- part time jobs Mississippi Mills, ON
- part time assistant Mississippi Mills, ON
- part time no experience Mississippi Mills, ON
- flexible part time Mississippi Mills, ON
- part time Mississippi Mills, ON
- part time hours Mississippi Mills, ON