Finance Partner advising University of Alberta leaders on strategic financial planning, budgeting, reporting, and risk management. Supporting faculties and service units through financial analysis and process improvements.
About the role
- Investment Associate providing customized investment advice and managing client relationships for BMO Financial Group. Supporting portfolio reviews, financial planning, business development, and regulatory compliance.
Responsibilities
- Manage and grow client relationships through customized investment-related advice, sales, and service
- Assess individual client investment needs and educate clients on investment strategies, risks, and performance expectations
- Build trust and retain long-term client relationships while delivering an exceptional client experience
- Identify and make referrals to other business groups
- Partner with lead advisors, COIs, business partners, BMO partners, internal teams, and the community to identify growth opportunities
- Support sales, business development, and marketing activities through telephone prospecting, networking, seminars, campaigns, and community involvement
- Prepare and execute client portfolio reviews, including meeting preparation, report generation, client communication, investment research, and proposals
- Explain and execute investment concepts, wealth plans, portfolio construction and management, and wealth management strategies
- Escalate complex or unresolved client situations and complaints
- Support annual business plans, execution, and progress tracking aligned with growth objectives
- Prepare financial plans for common client goals such as retirement
- Provide advice regarding tax efficiency, legal implications, financial impact, and fees, or engage appropriate partners
- Manage databases and support analysis, forecasting, and data visualization while following data governance standards
- Assist in creating investment portfolios and identifying required changes
- Assess fees, determine overall household fees, and coordinate with internal partners
- Manage the efficient and effective operation of the support office; train new team members and branch support staff
- Monitor sales and service performance against plans to identify gaps, issues, and best practices
- Support business strategy and planning activities
- Fulfill client sales and service activities in compliance with regulatory requirements
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies
Requirements
- Minimum 5 years of relevant experience and/or certification in a related field of study or an equivalent combination of education and experience
- Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled
- Specialized knowledge from education and/or business experience
- In-depth verbal and written communication skills
- In-depth collaboration and team skills
- In-depth analytical and problem-solving skills
- In-depth influence skills
- Ability to work mostly independently
- Ability to comply with regulatory requirements, internal risk mitigation policies, industry rules and regulations, and applicable laws
- Must maintain confidentiality of client and Bank information
Benefits
- Commission structure
- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Accommodations available on request during the selection process
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Finance Partner advising University of Alberta leaders on strategic financial planning, budgeting, and reporting. Delivering financial analysis, forecasts, and process improvements across academic and service units.
Finance Specialist overseeing bookkeeping, reconciliations, ERP interfaces, and closing activities. Supporting ILSC Education Group’s global language and vocational training operations.
Director of Finance leading accounting, reporting, compliance, and strategic finance for Multiview’s North American ERP software business. Managing multi - entity operations, budgets, audits, and finance automation.
Financial Performance Advisor supporting FP&A reporting, variance analysis, and expense forecasting at iA Financial Group. Partnering with Canadian and U.S. stakeholders to improve financial decision - making.
FP&A Manager leading budgeting, forecasting, reporting, and financial modeling for People Corporation, a provider of benefits, retirement, wealth, wellness, and HR solutions. Partnering with P&C leaders on business decisions and growth.
Finance and accounting advisor managing reports, budgets, audits, risks, and accounting systems for Desjardins. Advising clients and partners while developing financial solutions and action plans.
Client financial services agent supporting Desjardins members and advisors with personalized investment, financing, and protection solutions. Handling requests, routine transactions, customer service, and business development.
Client financial services agent supporting Desjardins members with investment, financing, protection, and routine transactions. Providing advisor support, personalized service, and business development in hybrid Prévost role.
Personal Finance Advisor guiding Desjardins caisse members and clients on investments, loans, insurance, and financial strategies. Building trusted relationships and balancing client satisfaction, profitability, and prudent risk management.