Retirement & Investment Advisor for Client Loyalty
5 days ago
A leading financial services company in Ontario seeks an Investment & Retirement Specialist to enhance customer loyalty. Responsibilities include providing personalized investment advice, managing client relationships through multiple channels, and supporting retirement plan enrollments. Candidates should have five years of financial services experience, a degree in finance or related field, and strong communication abilities. Full-time role; competitive salary based on experience.
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Investment & Retirement Specialist
1 week ago
London, Canada The Canada Life Assurance Company Full timePermanent Full Time 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**: - Provide personalized retirement and investment guidance to group plan members specific to their...
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Investment & Retirement Specialist
5 days ago
London, Canada Canada Life Full timeOverviewInvestment & Retirement Specialist role at Canada Life. Permanent Full Time. We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. This is one of the fastest growing areas within Canada Life. This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their...
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Investment & Retirement Consultant
5 days ago
London, Canada Canada Life Full timeJob Description We are looking for a 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. If you are a...
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Senior Wealth Advisor
4 days ago
London, Canada Tall Oak Capital Advisors Full timeCompany Description Tall Oak Capital Advisors is a London, Ontario based wealth management firm catering to physicians, agricultural families and multi-generational family enterprises. We specialize in delivering personalized and comprehensive financial advice. Our experienced team guides clients through wealth management, investments, and business growth...
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Senior Wealth Advisor
3 days ago
London, Canada Tall Oak Capital Advisors Full timeCompany Description Tall Oak Capital Advisors is a London, Ontario based wealth management firm catering to physicians, agricultural families and multi-generational family enterprises. We specialize in delivering personalized and comprehensive financial advice. Our experienced team guides clients through wealth management, investments, and business growth...
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Associate Advisor
2 weeks ago
London, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time**ASSOCIATE ADVISOR**: **Desjardins Financial Security Independent Network**: Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking...
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Senior Wealth Advisor
6 days ago
London, Ontario, Canada Tall Oak Capital Advisors Full timeCompany DescriptionTall Oak Capital Advisors is a London, Ontario based wealth management firm catering to physicians, agricultural families and multi-generational family enterprises. We specialize in delivering personalized and comprehensive financial advice. Our experienced team guides clients through wealth management, investments, and business growth...
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Financial Planner, Investment
1 week ago
London, Canada RBC Full timeJob Description As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the London Market. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...
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Associate Advisor
2 days ago
London, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeJob Description Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a long-term career in culture that embraces work life...
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Financial Planner, Investment
3 weeks ago
LONDON, Canada Royal Bank of Canada Full timeJob Description As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the London Market. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...