Financial Advisor

Job OverviewRBC Dominion Securities Inc. is seeking a highly motivated and experienced Investment Advisor to join our team. As an Investment Advisor, you will be responsible for helping clients achieve their financial goals by providing expert advice and guidance on investment strategies.Key ResponsibilitiesBuild and maintain strong relationships with...

We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Collingwood, ON office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

Are you an entrepreneurially spirited individual who wants to share your knowledge to help clients succeed and grow their business? Join our team! Community Futures South Georgian Bay (CFSGB) is a not-for-profit organization dedicated to supporting the growth, retention and expansion of local business. Reporting to the General Manager, and as an active...

About the JobWe are seeking a talented Investment Advisor to join our team at RBC Dominion Securities. As an Investment Advisor, you will play a key role in helping your clients achieve their financial goals by providing expert advice and guidance on investment management.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand...

Insurance AdvisorCollingwood, ON, 243 Hurontario St, Collingwood, Ontario, Canada Req #3350Wednesday, October 23, 2024We're searching for an Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Collingwood, ON office. Do you love to talk about...

The role of Senior Financial Advisor at Scotiabank involves working with customers to understand their financial goals and develop personalized strategies to achieve them. As an essential member of the Canadian Banking Branch network, our focus is on providing exceptional service throughout the customer's journey.Key responsibilities include taking a...

Unlock Your Potential as an Investment AdvisorIn this dynamic role, you will have the opportunity to leverage your exceptional skills and passion for financial planning to build lasting relationships with high-net-worth individuals, families, and business owners. With our extensive resources and expertise, you will create customized portfolios and wealth...

Accounting Professional - Business AdvisorWe are seeking an experienced Accounting Professional to join our team as a Business Advisor. This role will be responsible for providing financial guidance and support to clients, ensuring their financial needs are met and exceeded.Responsibilities:Compilation and review of client information and working paper file...

Job SummaryWe are seeking a skilled Financial Development Professional to join our team in the Collingwood area. This is an exciting opportunity for someone who enjoys working with high net-worth clients and has experience in financial services or large charitable organizations.About the RoleThis role will involve supporting donor relations initiatives,...

Job SummaryJob DescriptionGrow your business, your way – with RBCAs 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...

Job SummaryJob DescriptionWhat is the opportunity?As a key member of Wealth Management Services at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables...

Job SummaryJob DescriptionWhat is the opportunity?As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to...

Job SummaryJob DescriptionWhat is the opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients, ensuring seamless integration with their tax and legal professionals. This collaborative approach enables RBC advisors to...

Job SummaryJob DescriptionWhat is the opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients, ensuring seamless integration with their tax and legal professionals. This collaborative approach enables RBC advisors to...

About the RoleWe are seeking a highly skilled Gift Planning Associate to join our team at a niche financial firm based in the Collingwood area. The ideal candidate will have experience in financial services or with a large charitable organization and will play a key role in supporting donor relations initiatives, managing the granting process, and providing...

Job OverviewAs an Investment Advisor at RBC Dominion Securities Inc., you will have the opportunity to help clients achieve their financial goals while enjoying the support and resources of a well-established company.Key Responsibilities:You will build and maintain strong relationships with clients, providing them with expert advice and guidance.You will...

Job SummaryJob DescriptionGrow your business, your way – with RBCAs a Financial Planning and Wealth Management Professional at RBC, 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...

Job SummaryJob DescriptionUnlock your potential with RBCAs a Wealth Management Professional at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert advice and guidance to high-net-worth...

Insurance AdvisorWe're seeking a skilled Insurance Advisor to promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You'll also manage more complex insurance cases and help team members reach their potential.Why You'll Love This Role:An open, flexible, and...

**The Role**: The **Philanthropic Planning Associate** will report directly to the Director of Foundations & Donor Services, provide exceptional services to our donor clients to help them develop giving strategies that fit their unique goals and objectives. You will be working with affluent families to help them navigate the NFP sector and enter into...