Investment Specialist

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...

Description Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace...

Support the Specialist in all aspects of the role; - Responsible to provide support during the client onboarding, transition and daily trading process; - Work alongside Investment, Client Service and Onboarding teams on preparing strategy and timelines for the client onboarding/transition; - Provide regular communications to Portfolio Management Team and...

**Job Description**: We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life. **What you will do** - Proactively engage with clients who are considering withdrawing their assets, understanding their...

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...

What we are looking for Why this job is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we...

640 Bloor Street West Toronto Ontario,M6G 1K9 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...

**You are passionate about community resilience and equity and know how to use investing as a tool for change. **As a **Manager, Community Investment**, you are ready to lead a new community investment strategy that is locally rooted and replicated across the country. Understanding that community investing can be deeply impactful and complex, you want to...

About The Role HUB Proteus, a growing Toronto based institutional investment consulting firm, is seeking an Investment Analyst to join their dynamic team. This established firm is a premier provider of pension governance and investment consulting to Canadian Pension and Investment Funds. We are a premier provider of pension governance and investment...

Requisition ID: 173737 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...

Requisition ID: 146814 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...

Product Specialist - AVP **Who we are looking for** As part of the Technical Support team, The Product Specialist is responsible for supporting Charles River IMS for multiple clients and customers. This is a Functional role handling any and all customer service issues. **Why this role is important to us** The team you will be joining is a part of Charles...

Product Specialist - AVP **Who we are looking for** As part of the Technical Support team, The Product Specialist is responsible for supporting Charles River IMS for multiple clients and customers. This is a Functional role handling any and all customer service issues. **Why this role is important to us** The team you will be joining is a part of Charles...

As a Senior Product Specialist, you will have strong knowledge of ETF’s amongst other investment vehicles in both retail and institutional business lines (mutual funds, SMAs, Pools, SAs etc.). The ideal candidate possesses knowledge of investments and capital markets in addition to CG’s investment process and philosophy. The Senior Product Specialist...

**Job Description**: We are looking for a bilingual Investment & Retirement Consultant. Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets at Canada Life....

Who we are looking for As part of the Technical Support team, The Product Specialist is responsible for supporting Charles River IMS for multiple clients and customers. This is a Functional role handling any and all customer service issues. Why this role is important to us The team you will be joining is a part of Charles River Development (or CRD), that...

About AGF: Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range...

**Job description** The TimSold Real Estate Team is looking for an experienced PPC Specialist. (Facebook & Google Ads / YouTube Ads) A PPC Specialist’s goal is to ensure our online marketing efforts have the highest possible return on investment and Lead generation. (ROI) **Responsibilities**: The PPC Specialist is responsible for the healthy...

KOTRA Toronto Vacancy Notice Korea Trade-Investment Promotion Agency (KOTRA) aims to three core services: export promotion of Korean Small-to-Medium sized Enterprises (SMEs), Foreign Direct Investment (FDI) attraction to Korea, and outbound investment assistance. We have a network of 127 offices in 84 countries worldwide and, in North America alone, we have...

BRIEF INTRODUCTION  As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.  IS THIS ROLE RIGHT FOR YOU  In the role you will:  Identify new business...