Financial Planner, Investment

Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Oakville and Burlington markets.(Please note location is to be determined). You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term...

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 you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for...

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 you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need...

Experienced Financial AdvisorCOMPANY: Desjardins Financial SecurityLOCATION: MississaugaBECOME A PART OF OUR SUCCESS STORYLooking for an opportunity to grow your practice in the Financial Services Industry?ABOUT US:Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to...

Job SummaryJob DescriptionMultiple positions available ~ apply todayWe are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

Job SummaryJob DescriptionMultiple positions available apply todayWe are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

Fengate is seeking a Senior Financial Analyst to join the Infrastructure Funds finance team. Reporting to the Senior Manager, Finance, Infrastructure Funds the individual will be responsible for investor and executive reporting, financial analysis and fund modelling, tax, treasury, compliance, and management of Fengate's infrastructure funds. This role will...

Salary: SUMMARY:FINSANA is a global fintech company that specializes in catering to underserved and underbanked consumers. Our organization has a passion for helping people financially through our technology solutions which has allowed us to serve millions of consumers globally.Headquartered in Montreal, Canada with offices in the United States and Latin...

Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Oakville is seeking an Associate to provide administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor...

Salary: SUMMARYFINSANA is a global fintech company that specializes in catering to underserved and underbanked consumers. Our organization has a passion for helping people financially through our technology solutions which has allowed us to serve millions of consumers globally.Headquartered in Montreal, Canada with offices in the United States and Latin...

Job SummaryJob DescriptionMultiple positions available ~ apply todayWe are hiring full and part time advisors at many of the retail branch locations in the Halton market area (incl. Burlington, Oakville, Halton Hills and Milton). The applicant must also be flexible with schedule and availability to support all branch days and hours of operation (including...

What you'll doThe Payroll Analyst will be responsible for the execution and maintenance of time away from work, and timekeeping programs and processes across the enterprise. This role will appeal to someone who is an organized, thoughtful, and collaborative relationship builder. Primary contact for questions related to time tracking and time away from work...

215 Lakeshore Road W Mississauga Ontario,L5H 1G5 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). Provides other solutions...

Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Oakville and Burlington markets.  (Please note location is to be determined).  You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term...

Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Oakville and Burlington markets.  (Please note location is to be determined).  You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating...

Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

Job SummaryJob DescriptionApply for your spot in our exclusive networking event, where we will discuss the Investment Advisor role and how your experience and skillset could add a new dimension to our growing team. Networking and information event for female professionalsGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion...

Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...

Experienced Financial AdvisorCOMPANY: Desjardins Financial SecurityLOCATION: MississaugaBECOME A PART OF OUR SUCCESS STORYLooking for an opportunity to grow your practice in the Financial Services Industry?ABOUT US:Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to...

Job Summary Reporting to the Director, Investment Accounting and Operations, the role of Finance Analyst, Investment Operations, will assist with the day-to-day activities of investment operations as well as providing ongoing support to the Controllership team as required. **Responsibilities**: - Following established procedures and processes, assist with...

Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Advise on and participate in the financial aspects of contracts and calls for tender - Analyze investment projects - Assist in preparing operating and investment budgets - Develop, implement and use tools for managing and analyzing financial portfolio - Evaluate financial...

Requisition ID: 181868 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Analyze investment projects - Develop, implement and use tools for managing and analyzing financial portfolio - Evaluate financial risk, prepare financial forecasts, financing scenarios and other documents concerning capital management - Plan short - and long-term cash flows...

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 are...

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 are...

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 are...

Job SummaryJob DescriptionMultiple positions available apply today!We are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

**Job Purpose** The Account Reconciliation Analyst is responsible for the data integrity of our client CRM system and the reconciliation of client investment accounts to our custodial information systems. It also involves the execution and implementation of quality check routines, and interaction with the user community. **Duties and Responsibilities** -...

Job SummaryJob DescriptionMultiple positions available ~ apply today!We are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...