Investment Associate Private Banking

3 weeks ago


Winnipeg MB, Canada RBC Full time

Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.You have a passion for financial planning and a keen interest in portfolio management.You have strong relationship building skills and an ability to connect with all types of individuals.Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and fees.Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.Flexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:201 PORTAGE AVE:WINNIPEGCity:WINNIPEGCountry:CanadaWork hours/week:37.Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-03-04Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
More similar jobs like "Investment Advisor"


  • Investment advisor

    3 weeks ago


    Winnipeg, MB, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a...

  • TD Bank Job Openings

    3 weeks ago


    Winnipeg, MB, Canada TD Bank Full time

    Job Description: Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,...


  • Winnipeg, MB, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. As a student on our Global Investment Banking team, you will be making a real difference to our clients by helping to provide customized financing and advisory solutions. With offices located in Canada, the United States, Europe, Asia and Australia, our Global Investment Banking group...


  • Winnipeg, Canada Canada Life Full time

    Job Description We are looking for an Associate Manager, Financial Operations, Banking . The Associate Manager, Financial Operations, Banking is responsible for the overall day-to-day operations of the Treasury unit for Canada Life and its subsidiaries. What you will do Responsible for all daily cash transactions for Canada Life and its...


  • Winnipeg, MB, Canada Ellement Consulting Group Full time

    Investment Accountant ABOUT ELLEMENT Ellement Consulting Group LP (Ellement) is a privately-owned actuarial consulting firm that has been providing actuarial, administration, software programming, and consulting solutions for pension, benefits, and investment programs for individuals, corporations, unions, associations, and governments for programs based...


  • Winnipeg, MB, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. As a Client Associate, you’ll work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You’ll directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve the client...

  • Investment Analyst

    4 days ago


    Winnipeg, Canada Ellement Consulting Group Full time

    ABOUT ELLEMENT Ellement Consulting Group (Ellement) is a privately-owned actuarial consulting firm that has been providing actuarial, administration, software programming, and consulting solutions for pension, benefits, and investment programs for individuals, corporations, unions, associations, and governments for programs based in Canada since 1996. Our...


  • Winnipeg, Canada Scotiabank Full time

    **Requisition ID**: 182142 **Cost Centre**: PEMBINA & KILLARNEY, WINNIPEG. MANITOBA **Employee Referral Program - Potential Reward**: $1,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches....


  • Winnipeg, Canada Scotiabank Full time

    **Requisition ID**: 182419 **Cost Centre**: PEMBINA & KILLARNEY, WINNIPEG. MANITOBA **Employee Referral Program - Potential Reward**: $1,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches....


  • Winnipeg, MB, Canada Canadian Imperial Bank of Commerce Full time

    Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2408842 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate...


  • Winnipeg, MB, Canada Knewin Full time

    You are an officer within our Credit Management and Recoveries team acting as an RBC ambassador delivering an exceptional client experience by offering financial advice & payment solutions during their time of need. You champion the RBC brand and provide support to our clients as they interact with us in a variety of ways. If you have strong communication...


  • Winnipeg, Canada TD Bank Full time

    **Work Location**: Winnipeg, Manitoba, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **This role is responsible for providing oversight of the business activities associated with the Trust business in the assigned center. Includes coaching and mentoring of direct Trust team, towards the achievement of business development sales...

  • Investment advisor

    3 weeks ago


    Winnipeg, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a...

  • Investment advisor

    2 weeks ago


    Winnipeg, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a...

  • Investment advisor

    3 weeks ago


    Winnipeg, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a...


  • Winnipeg, MB, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they...


  • Winnipeg, Canada TD Bank Full time

    Job Description: Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,...


  • Winnipeg, Canada TD Bank Full time

    Job Description: Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,...


  • Winnipeg, Canada TD Bank Full time

    Job Description: Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,...


  • Winnipeg, MB, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2408842 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we...