Investment Specialist, Financial Planning

Requisition ID: 206281 Join the Global Community of Scotiabankers to help customers become better off. **Regional Manager, Investment Specialists** Leading a team of Investment Specialists for an assigned market area, the Regional Manager will have direct responsibility for execution of investment business development opportunities within the mass...

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...

At Neo Financial, we're on a mission to build a more rewarding financial future for Canadians. As a Strategic Business Partner, you'll join our Corporate Planning & Finance team in Calgary, AB. Our finance team is focused on strategic growth, overcoming business obstacles, and shaping the future of fintech.This role offers an opportunity to make a...

Remote OpportunityWe are offering a remote/work from home opportunity for our Product Support Analyst position. Ideally, you are local to Winnipeg, but we are open to considering candidates from other locations.ResponsibilitiesThe successful candidate will be responsible for providing exceptional customer support, managing competing deadlines, and utilizing...

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...

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.This role seeks to ensure the satisfaction and loyalty of our valued customers, so they continue to choose to invest their financial assets within our...

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.This role seeks to ensure the satisfaction and loyalty of our valued customers, so they continue to choose to invest their financial assets within our...

We are seeking a financial ace with excellent interpersonal skills for the role of an investment consultant. The investment consultant will be responsible for working with clients to understand their investment goals, consistently monitoring investment markets and client portfolios, managing and preparing for risk, and making adjustments to investment...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. CI Financial...

Job Summary Job DescriptionWhat is the opportunity?As an RBC Financial Planner, Investment and Retirement Planning, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals...

Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering exceptional customer experiences. Established in 2018, Conquest Planning was founded by a team of financial technology veterans with a proven track record of success in the financial planning software space.We are seeking a highly skilled Technical...

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 them.Canada Life acquired...

**Company Overview**At Canada Life, we are one of the country's leading MGAs, empowering over 6,500 independent advisors to grow their businesses and achieve success. Our network spans across 30 offices and employs over 350 professionals who share a common goal: to provide our clients with tailored solutions.Canada Life is part of the Power Financial...

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 them.Canada Life acquired...

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 them.Canada Life acquired...

Are you a financial planning assistant or associate advisor looking for a new opportunity? Our financial planning practice is focused on providing a high level of client care, we believe that having a good understanding of our clients dreams and goals, allows us to ensure they are invested appropriately to achieve their own state of financial well-being. We...

Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence - Provide investment advice and recommendations to clients, senior...

Permanent Full Time We are looking for a **Director, Investment Financial Reporting**. Role description: Reporting to the Canadian Controller, the Director, Investment Financial Reporting leads a team responsible for internal and external reporting for Canada’s investment portfolio. Key accountabilities include: - Financial statement, MD&A and...

**Job Overview** **Duties** - Analyzing property financials, market trends, and investment opportunities - Conducting financial modeling and valuation analysis to assess risk and return metrics - Preparing cash flow projections and financial statements - Evaluating potential real estate investments and assessing their financial viability - Collaborating...

We are seeking a Financial Portfolio Specialist to join our team at BCV Asset Management Inc. Our firm provides investment management services to high-net-worth families, corporations, and institutional investors.This role will involve generating and evaluating investment opportunities, building and managing client portfolios comprised of equity and fixed...