CIRO-Licensed Investment Advisor Associate
5 days ago
A leading investment firm in Oakville is seeking an Associate to provide high-quality client service and support investment advisors. The ideal candidate will have a Bachelor's degree in finance, CIRO licensing, and 5-10 years of experience in investment services. Responsibilities include preparing investment proposals, attending client meetings, and managing diversified portfolios. The position offers a full-time contract with salary commensurate with experience, on-site parking, and benefits including RRSP match.
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Associate Investment Advisor
1 week ago
Oakville, Ontario, Canada Nour Private Wealth Full timeTo accommodate our continued growth and success, Nour Private Wealth (NPW) is seeking an experienced Associate Investment Advisor for one of our Investment advisors at NPW. This position requires an experienced, detail-oriented individual with strong process, and communication skills, ideally with prior experience at an CIRO dealer member.ResponsibilitiesAct...
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Investment Advisor Associate
2 weeks ago
Oakville, Ontario, Canada Staffix Full timeOur client, a well-established independent wealth management practice based in Oakville, is seeking a highly motivated and detail-oriented Investment Advisor Associate to join their team. This is an excellent opportunity for a licensed investment professional to work alongside a seasoned advisor, supporting the delivery of personalized financial strategies...
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Financial Advisor
1 week ago
Oakville, 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...
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Associate Investment Advisor
5 days ago
Oakville, Canada Nour Private Wealth Full timeResponsibilitiesAct on lead advisors' instructions, attend client meetings, present investment ideas, and promote disciplined investor behavior.Assist in research, analysis, asset mix decisions, and investment product selection.Prepare investment policy statements, investment proposals, and client review presentations.Provide high-quality client service...
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Associate Advisor
1 week ago
Oakville, Ontario, Canada RBC Dominion Securities Full timeJob 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.As an Associate Advisor, you will work...
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Associate Advisor
2 weeks ago
Oakville, Ontario, Canada RBC Full timeJob 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.As an Associate Advisor, you will work...
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Developing Investment Advisor
2 weeks ago
Oakville, Ontario, Canada TD Full timeWork Location:Oakville, Ontario, Canada*Hours:*37.5*Line Of Business:*TD Wealth*Pay Details:*$50,000 - $100,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD....
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Associate Advisor
1 week ago
Oakville, Ontario, Canada The Canada Life Assurance Company Full time $57,100 - $85,600Permanent Full Time -As one of Canada's leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for...
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Associate Portfolio Manager
2 weeks ago
Oakville, Canada Nour Private Wealth Full timeTo support our continued growth and success, Nour Private Wealth (NPW) is seeking an experienced Associate Portfolio Manager to support one of our Portfolio Managers at NPW. This role requires an analytical, detail-oriented professional with strong investment knowledge, communication skills, and an understanding of portfolio construction and regulations,...
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Associate Portfolio Manager
1 week ago
Oakville, Canada Nour Private Wealth Full timeTo support our continued growth and success, Nour Private Wealth (NPW) is seeking an experienced Associate Portfolio Manager to support one of our Portfolio Managers at NPW. This role requires an analytical, detail-oriented professional with strong investment knowledge, communication skills, and an understanding of portfolio construction and regulations,...