Investment Advisor

1 week ago

Toronto ON, Canada Melvin and Associates Employment Services Inc. Full time

Investment Advisor (In-office position located at Yonge / Lawrence)My client is a Canadian full-service investment dealer regulated by the Canadian Investment Regulatory Organization (CIRO). They are focused on bringing innovative investment solutions and institutional execution to high net worth individuals and their advisors. They leverage innovative technology to streamline processes in order to make investing simple and effective.Job Summary:As an Investment Advisor, you will be responsible for providing comprehensive financial advice and investment strategies to a diverse client base. You will work within a digital-first environment, utilizing our platform to manage client relationships, develop financial plans, and execute investment strategies. Your goal is to help clients grow their wealth and achieve financial security through personalized advice and exceptional service.Key Responsibilities:Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.Financial Planning: Develop and implement tailored financial plans and investment strategies for clients, ensuring alignment with their long-term objectives.Portfolio Management: Monitor and manage client investment portfolios, making adjustments as necessary to optimize performance and mitigate risk.Regulatory Compliance: Ensure all activities comply with CIRO regulations and company policies, maintaining high ethical standards and professional conduct.Market Analysis: Stay informed about financial market trends, economic developments, and new investment products to provide informed advice to clients.Client Education: Educate clients about investment options, financial market conditions, and the potential risks and rewards associated with different strategies.Digital Engagement: Utilize our digital platform to enhance client interactions, streamline processes, and deliver a superior client experience.Qualifications:Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field.Licensing: Must hold relevant licenses and certifications (e.g., IIROC licensing) as required by CIRO.Experience: Minimum of 3-5 years of experience as an Investment Advisor or in a similar role within the financial services industry.Technical Skills: Proficiency with financial planning software, investment platforms, and digital tools.Communication: Excellent verbal and written communication skills, with the ability to explain complex financial concepts clearly.Interpersonal Skills: Strong relationship-building and client management skills.Analytical Ability: Sharp analytical skills with the ability to assess financial data and market conditions effectively.Ethics: High ethical standards and a commitment to acting in clients’ best interests at all times.

  • Investment Advisor

    1 week ago

    Toronto, Canada Melvin and Associates Employment Services Inc. Full time

    Investment Advisor (In-office position located at Yonge / Lawrence)My client is a Canadian full-service investment dealer regulated by the Canadian Investment Regulatory Organization (CIRO). They are focused on bringing innovative investment solutions and institutional execution to high net worth individuals and their advisors. They leverage innovative...

  • Investment Advisor

    1 week ago

    Toronto, Canada Melvin and Associates Employment Services Inc. Full time

    Investment Advisor (In-office position located at Yonge / Lawrence) My client is a Canadian full-service investment dealer regulated by the Canadian Investment Regulatory Organization (CIRO). They are focused on bringing innovative investment solutions and institutional execution to high net worth individuals and their advisors. They leverage innovative...

  • Investment Advisor

    1 week ago

    toronto, Canada Melvin and Associates Employment Services Inc. Full time

    Investment Advisor (In-office position located at Yonge / Lawrence)My client is a Canadian full-service investment dealer regulated by the Canadian Investment Regulatory Organization (CIRO). They are focused on bringing innovative investment solutions and institutional execution to high net worth individuals and their advisors. They leverage innovative...

  • Investment Advisor

    1 week ago

    Toronto, Canada Melvin and Associates Employment Services Inc. Full time

    Investment Advisor (In-office position located at Yonge / Lawrence)My client is a Canadian full-service investment dealer regulated by the Canadian Investment Regulatory Organization (CIRO). They are focused on bringing innovative investment solutions and institutional execution to high net worth individuals and their advisors. They leverage innovative...

  • Investment Advisor

    1 week ago

    Toronto, Canada Melvin and Associates Employment Services Inc. Full time

    Investment Advisor (In-office position located at Yonge / Lawrence)My client is a Canadian full-service investment dealer regulated by the Canadian Investment Regulatory Organization (CIRO). They are focused on bringing innovative investment solutions and institutional execution to high net worth individuals and their advisors. They leverage innovative...

  • Investment Advisor

    6 days ago

    toronto, Canada Melvin and Associates Employment Services Inc. Full time

    Investment Advisor (In-office position located at Yonge / Lawrence) My client is a Canadian full-service investment dealer regulated by the Canadian Investment Regulatory Organization (CIRO). They are focused on bringing innovative investment solutions and institutional execution to high net worth

  • Investment Advisor

    2 days ago

    Toronto, Ontario, Canada Melvin and Associates Employment Services Inc. Full time

    Investment Advisor (In-office position located at Yonge / Lawrence) My client is a Canadian full-service investment dealer regulated by the Canadian Investment Regulatory Organization (CIRO). They are focused on bringing innovative investment solutions and institutional execution to high net worth

  • Investment Advisor

    1 week ago

    Toronto, Ontario, Ontario, Canada Melvin and Associates Employment Services Inc. Full time

    Investment Advisor (In-office position located at Yonge / Lawrence)My client is a Canadian full-service investment dealer regulated by the Canadian Investment Regulatory Organization (CIRO). They are focused on bringing innovative investment solutions and institutional execution to high net worth individuals and their advisors. They leverage innovative...

  • Investment Advisor

    4 weeks ago

    Toronto, Canada iA Private Wealth Inc. Full time

    Description Domain : Private Wealth / Remote working / Location : Toronto, Montreal or Quebec City / Language : French and English Reporting to the Director, iA Wealth Advice Centre, the bilingual Investment Advisor will be responsible for providing service to clients and growing branch assets. The successful candidate will have the opportunity to...

  • Associate Investment Advisor

    2 weeks ago

    Toronto, Canada iA Private Wealth Inc. Full time

    Description Domain : Private Wealth / Remote working / Location : Toronto , Montreal, Quebec City / Languages : French and English Reporting to the Director, iA Wealth Advice Centre, the Associate Investment Advisor will support both Admin Assistants and Investment Advisors on the team. They will have the opportunity to broaden their experience in...

  • Associate Investment Advisor

    2 days ago

    Toronto, Ontario, Canada iA Private Wealth Inc. Full time

    Description Domain : Private Wealth / Remote working / Location : Toronto , Montreal, Quebec City / Languages : French and English Reporting to the Director, iA Wealth Advice Centre, the Associate Investment Advisor will support both Admin Assistants and Investment Advisors on the team. They will have the opportunity to broaden their experience in the...

  • Investment Advisor

    4 weeks ago

    Old Toronto, Canada iA Financial Group Full time

    Job category: Customer Service and Administrative SupportDomain : Private Wealth / Remote working / Location : Toronto, Montreal or Quebec City / Language : French and EnglishReporting to the Director, iA Wealth Advice Centre, the bilingual Investment Advisor will be responsible for providing service to clients and growing branch assets. The successful...

  • Investment Advisor

    4 weeks ago

    Old Toronto, Canada iA Financial Group Full time

    Job category: Customer Service and Administrative SupportDomain : Private Wealth / Remote working / Location : Toronto, Montreal or Quebec City / Language : French and EnglishReporting to the Director, iA Wealth Advice Centre, the bilingual Investment Advisor will be responsible for providing service to clients and growing branch assets. The successful...

  • Investment Advisor

    4 weeks ago

    Old Toronto, Canada iA Financial Group Full time

    Job category: Customer Service and Administrative SupportDomain : Private Wealth / Remote working / Location : Toronto, Montreal or Quebec City / Language : French and EnglishReporting to the Director, iA Wealth Advice Centre, the bilingual Investment Advisor will be responsible for providing service to clients and growing branch assets. The successful...

  • Associate Investment Advisor

    4 weeks ago

    Old Toronto, Canada iA Financial Group Full time

    Job category: Customer Service and Administrative SupportDomain : Private Wealth / Remote working / Location : Toronto , Montreal, Quebec City / Languages : French and EnglishReporting to the Director, iA Wealth Advice Centre, the Associate Investment Advisor will support both Admin Assistants and Investment Advisors on the team. They will have the...

  • Associate Investment Advisor

    4 weeks ago

    Old Toronto, Canada iA Financial Group Full time

    Job category: Customer Service and Administrative SupportDomain : Private Wealth / Remote working / Location : Toronto , Montreal, Quebec City / Languages : French and EnglishReporting to the Director, iA Wealth Advice Centre, the Associate Investment Advisor will support both Admin Assistants and Investment Advisors on the team. They will have the...

  • Associate Investment Advisor

    4 weeks ago

    Old Toronto, Canada iA Financial Group Full time

    Job category: Customer Service and Administrative SupportDomain : Private Wealth / Remote working / Location : Toronto , Montreal, Quebec City / Languages : French and EnglishReporting to the Director, iA Wealth Advice Centre, the Associate Investment Advisor will support both Admin Assistants and Investment Advisors on the team. They will have the...

  • Associate Investment Advisor

    4 weeks ago

    Fonthill, ON, Canada Adamson Wealth Group Full time

    Looking for a progressive role in a fast-paced financial environment with the opportunity to build a rewarding career, and help clients build their wealth? Adamson Wealth Group (AWG) is looking for a strong Associate to join their established wealth management team.‍Who you will be working with:Adamson Wealth Group is a private investment management and...

  • Associate Investment Advisor

    4 weeks ago

    Fonthill, ON, Canada Adamson Wealth Group Full time

    Looking for a progressive role in a fast-paced financial environment with the opportunity to build a rewarding career, and help clients build their wealth? Adamson Wealth Group (AWG) is looking for a strong Associate to join their established wealth management team.‍Who you will be working with:Adamson Wealth Group is a private investment management and...

  • Director, Investment

    2 days ago

    Toronto, Ontario, Canada Canada Pension Plan Investment Board Full time

    Make an impact at a global and dynamic investment organization When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management organization that globally...