Investment Advisor — Build Portfolios

A financial services organization in Kingston is seeking an experienced Investment Specialist to provide tailored advice and manage investment portfolios for members. This role requires a strong background in financial services and excellent interpersonal skills. Candidates should have a minimum of three years of relevant experience, along with an active...

A leading Canadian financial institution is seeking an Investment Advisor to help clients reach their financial goals. In this role, you will build and maintain relationships, create customized financial portfolios, and leverage extensive resources to meet client needs. The ideal candidate has experience in sales, a passion for financial planning, and...

OverviewGrow 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. Here, you’ll find what you need for your career and life to make it yours!What you do bestYou have excellent people and problem-solving skills that help you build and maintain...

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 you need for...

JOB STATEMENT: We are seeking a Registered Portfolio Manager to join our dynamic, fast-growing independent wealth management firm in Canada. In this role, you will help design, build, and manage multi-asset portfolios that support retail advisors and their clients nationwide. The ideal candidate is bilingual in French and English, with proven expertise in...

Work Location:Whitby, Ontario, CanadaHours37.5Line Of BusinessTD WealthPay 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. Our...

What You Will Do Full scrubbing of received applications ensuring that SLAs (Service Level Agreements) are met Communicates with advisors to obtain missing information and/or signatures required on investment applications Application entry into the WealthServ system Ensuring adherence to process to mitigate required LOI’s Email wire order confirmation for...

What You Will Do Full scrubbing of received applications ensuring that SLAs (Service Level Agreements) are met Communicates with advisors to obtain missing information and/or signatures required on investment applications Application entry into the WealthServ system Ensuring adherence to process to mitigate required LOI’s Email wire order confirmation for...

Investment Specialist (Permanent, Full-time) Location: Kingston, ON Hours: Monday to Saturday, 40 hours per week Rate of Pay: Dependent on experience Responsibilities Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning. Provide knowledgeable and friendly advice...

Investment Specialist (Permanent, Full-time) Location: Kingston, ON Hours: Monday to Saturday, 40 hours per week Rate of Pay: Dependent on experience Responsibilities Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning. Provide knowledgeable and friendly advice...