Bilingual Investment Counsellor
2 weeks ago
-Job description
Opening up a world of opportunity.
We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses.
We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities.
Wealth and Personal Banking
We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world.
About the role
With the backing of HSBC’s wealth management capabilities and renowned presence globally. We are seeking experienced go
- getters with proven client relationship management and sales experience to drive our growth in the Canadian market.
HSBC Investment Counsellors deliver exceptional client experience and ensure own conduct maintains the orderly and transparent operation of financial markets. They are responsible for delivering discretionary investment solutions to high net worth and ultra-high net worth clients with exceptional service that fosters and deepens client relationships. Investment Counsellors assess client needs, develop a comprehensive investment strategy, coordinate sales and execute against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio.
Prospective clients are acquired by collaborating with colleagues and peers across the bank. Attracting, retaining and realizing our full potential as a business is key. HSBC proudly offers clients full advisory service which requires working closely with Relationship Managers and Wealth Planners.
Requirements
li-Allegis #LI-ER1
- Chartered Financial Analyst (CFA) Charter holder or Canadian Institute of Management (CIM) Charter plus:
- Fluency in English and Cantonese is a requirement.
HSBC Proud
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
If this is not the ideal role for you, we invite you to sign up here to our Talent Community so we can update you about job opportunities and career events in your area of interest. We are always looking for people with purpose and ambition who can help build the bank for the future.
-
Investment Counsellor
1 week ago
Old Toronto, Canada Yorkville Asset Management Inc. Full time1 Director & Investment Counsellor, Private & Institutional Clients Toronto & GTA Description: The Director & Investment Counsellor (Counsellor) is part of Yorkville Asset Management (Yorkville) investment team that is responsible for business development, and relationship and portfolio management for clients in ...
-
Investment Counsellor
1 week ago
Toronto, ON, Canada Yorkville Asset Management Inc. Full time1 Director & Investment Counsellor, Private & Institutional Clients Toronto & GTA...
-
Investment Counsellor
1 week ago
Old Toronto, Canada Yorkville Asset Management Inc. Full time1 Director & Investment Counsellor, Private & Institutional Clients Toronto & GTA Description: The Director & Investment Counsellor (Counsellor) is part of Yorkville Asset Management (Yorkville) investment team that is responsible for business development, and relationship and portfolio management for clients in ...
-
Investment Counsellor
1 week ago
Old Toronto, Canada Yorkville Asset Management Inc. Full time1 Director & Investment Counsellor, Private & Institutional Clients Toronto & GTA Description: The Director & Investment Counsellor (Counsellor) is part of Yorkville Asset Management (Yorkville) investment team that is responsible for business development, and relationship and portfolio management for clients in ...
-
Investment Counsellor
2 days ago
Old Toronto, Canada Yorkville Asset Management Inc. Full time1 Director & Investment Counsellor, Private & Institutional Clients Toronto & GTA Description: The Director & Investment Counsellor (Counsellor) is part of Yorkville Asset Management (Yorkville) investment team that is responsible for business development, and relationship and portfolio management for clients in ...
-
Associate Investment Counsellor
7 days ago
Toronto, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** A member of RBC Phillips, Hager & North Investment Counsel, the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations. The AIC is responsible for assisting ICs...
-
Toronto, Canada Fidelity Investments Full timeDescription This is a hybrid role with a mix of remote and in-office working 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...
-
Investment Counselor High Net Worth
1 week ago
Toronto, ON, Canada Yorkville Asset Management Inc. Full timeDirector & Investment Counsellor, Private & Institutional Clients Toronto & GTA...
-
Investment & Retirement Consultant - Bilingual
4 weeks ago
Toronto, Canada Canada Life Assurance Company Full time**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....
-
Mental Health Counsellor
5 days ago
Toronto, Canada Sherbourne Health Full time**internal/external posting** job title**:Mental Health Counsellor, Wellness Hubs - High Priority Neighbourhood Initiative** job ID #: IHS MHC WHHPNI 23-0907 department: Integrated Health Services reports to: Program Manager salary range: CS4 $31.96 - $39.65 per hour status: Part-Time, Contract until 31 March 2024 hours: 23 hours per week **Who we...
-
Employment Counsellor
1 week ago
Toronto, Canada Yonge Street Mission Full timeYonge Street Mission (YSM) is a vibrant, non-profit Christian organization leading a collective movement to end chronic poverty in Toronto. Since 1896, we’ve worked to transform the lives of people living with poverty, going beyond immediate needs by offering wrap-around support via holistic programs and services, and a pathway which enables...
-
Toronto, Canada Sun Life Full timeJob Description : Location : Hybrid The Sun Life Investment Funds Client Services is committed to providing the highest level of service to advisors and internal Wholesale support team. This excellent entry level career opportunity offers on-going support and resources to ensure your success. Reporting to the Manager, Client Services Investment Funds...
-
Associate, Investments
3 weeks ago
Toronto, Canada BGO Full timeWho We Are: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 28...
-
Associate, Investments
3 weeks ago
Toronto, Canada BGO Full timeWho We Are: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 28...
-
Associate, Investments
3 weeks ago
Toronto, Canada BGO Full timeWho We Are: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 28...
-
Asset & Investment Analyst
7 days ago
Toronto, ON, Canada People Corporation Full timeAt People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. We are seeking an Investment Analyst to join our National Investment Team in support of our Group Retirement Solutions’ (GRS) internal and external stakeholders. The Investment Analyst...
-
Mental Health Counsellor
4 weeks ago
Toronto, Canada Yonge Street Mission Full timeYonge Street Mission (YSM) is a vibrant, non-profit Christian organization leading a collective movement to end chronic poverty in Toronto. Since 1896, we’ve worked to transform the lives of people living with poverty, going beyond immediate needs by offering wrap-around support via holistic programs and services, and a pathway which enables...
-
Associate Private Wealth
1 week ago
Toronto, Canada Fiera Capital Corporation Full timeAt Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. Your Growth & Empowerment: We have ambitious...
-
Investment Analyst, GRS
2 weeks ago
Toronto, Canada People Corporation Full timeJob Description At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of...
-
Employment Counsellor
7 days ago
Toronto, Canada Yonge Street Mission Full timeYonge Street Mission (YSM) is a vibrant, non-profit Christian organization leading a collective movement to end chronic poverty in Toronto. Since 1896, we’ve worked to transform the lives of people living with poverty, going beyond immediate needs by offering wrap-around support via holistic programs and services, and a pathway which enables...