Associate Financial Advisor
4 weeks ago
Raymond James is seeking a full-time Associate Financial Advisor for one of our independent branches, Bobko Private Wealth Management, in St.
Catherines, Ontario. Raymond James Ltd.is one of Canada's leading independent investment dealers offering high quality investment services to Canadians seeking customized solutions to their wealth management needs.
The ideal candidate would have an existing client base and looking to expand their practice through growth and/or acquisition by joining our team.
What we can offer includes the following:
- Existing branch infrastructure with administrative, technological and business development support to allow you to focus on taking your practice to the next level.
- Mentoring by senior financial advisor with almost three decades of experience to assist you in the growth and development of your business.
- Training on systems, processes and practice management to maximize efficiencies.
- Assistance in the client account and asset transfer process
- An entrepreneurial environment that fosters creativity and growth
- Independent environment without mandates or proprietary products
Specifically, you will:
- Deal directly with your existing clients, attend client meetings, present investment ideas and encourage disciplined investor behaviour.
- Build, monitor and re-balance customized investment portfolios, in accordance with client's profile and compliance requirements.
- Assist in research, analysis, asset mix decisions, and investment product selection.
- Prepare investment policy statements, investment proposals & client review presentations.
- Provide high quality client service, including phone, email, written & in-person communication.
- Maintain high standards of integrity, objectivity and expertise.
- Build a profitable business and attract new clients with the assistance of the senior financial advisor.
Qualifications required:
- IIROC/CIRO licensed.
- Business degree with finance focus
- Minimum of 3-5 years' experience in investment and/or financial services industry
- Would be willing to acquire or have CIM designation.
- Experience managing diversified portfolios with ETFs, mutual funds and individual securities.
- Demonstrated ability to attract new clients.
- Familiarity with Dataphile, Croesus, Morningstar, Microsoft Office would be an asset.
We would like to thank all interested respondents but wish to let you know that we will only be contacting applicants that are aligned with our requirements.
-
Banking Advisor
1 week ago
St. Catharines, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...
-
Banking Advisor
1 month ago
St. Catharines, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...
-
St. Catharines, Ontario, Canada MNP Full timeInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our ease Cloud Accounting Services team as an Onboarding Specialist. This diverse team of professionals are dedicated to exceeding clients' unique needs...
-
Trade Marketer
1 week ago
St. Catharines, Ontario, Canada JTI Full timeAbout JTI JTI-Macdonald Corp., established in 1858, is one of Canada's oldest and leading tobacco companies employing approximately 500 employees across the country with the headquarters in Mississauga (Ontario), manufacturing facilities in Montreal (Quebec) and sales offices across the country. JTI Canada is a member of Japan Tobacco International (JTI)...
-
Trade Marketer
1 month ago
St. Catharines, Ontario, Canada JTI Full timeAbout JTI JTI-Macdonald Corp., established in 1858, is one of Canada's oldest and leading tobacco companies employing approximately 500 employees across the country with the headquarters in Mississauga (Ontario), manufacturing facilities in Montreal (Quebec) and sales offices across the country. JTI Canada is a member of Japan Tobacco International (JTI)...
-
Client Advisor Intern
1 week ago
St. Thomas, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners...
-
Client Advisor Intern
1 month ago
St. Thomas, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners...
-
Financial Advisor Trainee
1 week ago
St. Catharines, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full timeFinancial Security Advisor Trainee Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...
-
Associate Financial Advisor
4 weeks ago
St. Catharines, Canada Raymond James Ltd. Full timeRaymond James is seeking a full-time Associate Financial Advisor for one of our independent branches, Bobko Private Wealth Management, in St. Catherines, Ontario. Raymond James Ltd. is one of Canada's leading independent investment dealers offering high quality investment services to Canadians seeking customized solutions to their wealth management needs....
-
Associate Insurance Advisor
2 days ago
St. Catharines, Canada CO-OPERATORS - Ben Gutknecht & Associates Inc. Full time**Associate Insurance Advisor** Co-operators - Ben Gutknecht & Associates Inc. - 1615 Niagara Stone Rd., Virgil, ON & 350 Scott St. St. Catharines, ON. Ben Gutknecht & Associates Inc. is looking for a passionate, sales driven individual to join our team. Our success reflects our passion, professionalism, and reputation for outstanding personal service and...
-
Associate Insurance Advisor
4 days ago
St. Catharines, Canada CO-OPERATORS - Ben Gutknecht & Associates Inc. Full time**Associate Insurance Advisor - Senior Home and Auto specialist** **PLEASE ONLY APPLY IF YOU HAVE INSURANCE EXPERIENCE** **Co-operators - Ben Gutknecht & Associates Inc. - 1615 Niagara Stone Rd., Virgil, ON & 350 Scott St. St. Catharines, ON.** Ben Gutknecht & Associates Inc. is looking for a passionate, sales driven individual to join our team. Our...
-
Financial Services Associate
1 month ago
St. Catharines, Canada CIBC Full timeWe’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...
-
Financial Advisor
1 month ago
St. Catharines, Canada CIBC Full timeWe’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...
-
Scotiamcleod Investment Associate
1 month ago
St. Catharines, Canada Scotiabank Full timeRequisition ID: 158061 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...
-
Associate
1 month ago
St. Catharines, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities...
-
Life & Health Insurance Advisor- Experienced
2 weeks ago
Saint Catharines, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full timeInsurance Broker/AdvisorBECOME A PART OF OUR SUCCESS STORY.Are you currently a Financial Services Professional/Insurance Advisor/Broker? Do you want to take your career to the next level?At Desjardins Financial Security Independent Network (DFSIN), due to our exceptional growth we are looking for highly motivated individuals to join our network at one of our...
-
Life & Health Insurance Advisor- Experienced
1 week ago
Saint Catharines, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full timeInsurance Broker/AdvisorBECOME A PART OF OUR SUCCESS STORY.Are you currently a Financial Services Professional/Insurance Advisor/Broker? Do you want to take your career to the next level?At Desjardins Financial Security Independent Network (DFSIN), due to our exceptional growth we are looking for highly motivated individuals to join our network at one of our...
-
Financial Advisor
5 days ago
St. Thomas, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Financial Advisor
4 days ago
St. Thomas, Canada Royal Bank of Canada Full time**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 key...
-
Beauty Advisor
2 weeks ago
St. Catharines, Canada Sephora Full time**Job ID**: 247417 **Location**: ON-Pen Centre (0842) **Address**: 221 Glendale Ave Space 77 & 78, St. Catharines, ON L2T 2K9, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in...
-
Beauty Advisor
7 days ago
St. Catharines, Canada Sephora Full time**Job ID**: 223491 **Location**: ON-Pen Centre (0842) **Address**: 221 Glendale Ave Space 77 & 78, St. Catharines, ON L2T 2K9, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in...
-
Beauty Advisor
2 weeks ago
St. Catharines, Canada Sephora Full time**Job ID**: 247243 **Location**: ON-Pen Centre (0842) **Address**: 221 Glendale Ave Space 77 & 78, Saint Catharines, ON L2T 2K9, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in...
-
Beauty Advisor
5 days ago
St. Catharines, Canada Sephora Full time**Job ID**: 231592 **Location**: ON-Pen Centre (0842) **Address**: 221 Glendale Ave Space 77 & 78, Saint Catharines, ON L2T 2K9, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in...
-
Financial Advisor in St.Catherines, ON
2 months ago
Saint Catharines, Canada Co-operators Full timeCompany: CGIC/Co-operators Department: Retail Sales Employment Type: Regular Full-Time Work Model: Office Based Language: This role operates in English Job Grade: 0-Not Applicable For More Info Contact: As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder...
-
Financial Services Associate
2 days ago
St. Catharines, Canada Meridian Credit Union Full time**Why Meridian?** **At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.** **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the...
-
Associate
1 week ago
St. Catharines, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities...
-
Associate
3 weeks ago
St. Catharines, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities...