Current jobs related to Mutual Fund Investment Specialist - Thunder Bay - Northern Credit Union
-
Investment Planning Specialist
7 days ago
Thunder Bay, Ontario, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients, including retirement...
-
Investment Planning Specialist
1 week ago
Thunder Bay, Ontario, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients, including retirement...
-
Thunder Bay, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide...
-
Thunder Bay, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide...
-
Investment Advisor
4 weeks ago
Thunder Bay, Ontario, Canada Scotiabank Full timeJoin a Purpose-Driven Team At Scotiabank, we are committed to fostering a culture that values results and inclusivity. As an Investment Advisor, your primary focus will be on nurturing and enhancing client relationships by delivering exceptional financial guidance and services tailored to the mass affluent market.Recognizing that your clients are your most...
-
Thunder Bay, Ontario, Canada Royal Bank of Canada Full timeJob Title: RBC Investment and Retirement Planner Job Summary: As a key member of our team, you will create custom investment solutions for clients, leveraging your expertise and creativity to help them achieve their long-term financial goals. Job Description: As an RBC Investment and Retirement Planner, you will work closely with clients to understand their...
-
Thunder Bay, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, 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 your way. Your creativity, motivation, and drive for new...
-
THUNDER BAY, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, 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 your way. Your creativity, motivation, and drive for new...
-
Thunder Bay, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, 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 your way. Your creativity, motivation, and drive for new...
-
Thunder Bay, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a seasoned Investment and Retirement Planner at Royal Bank of Canada, you will create customized investment solutions for prospective and existing clients. Leveraging your expertise and creativity, you will provide world-class advice and solutions to help clients achieve their long-term financial goals.Key...
-
Thunder Bay, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a seasoned Investment and Retirement Planner at Royal Bank of Canada, you will create customized investment solutions for prospective and existing clients. Leveraging your expertise and creativity, you will provide world-class advice and solutions to help clients achieve their long-term financial goals.Key...
-
Banking Advisor
3 weeks ago
Thunder Bay, Canada Royal Bank of Canada Full time**Job Summary** What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...
-
Client Advisor
3 weeks ago
Thunder Bay, Canada Royal Bank of Canada Full time**Job Summary** What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...
-
Financial Services Professional
1 week ago
Thunder Bay, Ontario, Canada Scotiabank Full timeAbout the Role:As a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
-
Financial Services Professional
7 days ago
Thunder Bay, Ontario, Canada Scotiabank Full timeAbout the Role:As a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
-
Financial Services Professional
7 days ago
Thunder Bay, Ontario, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients, including retirement...
-
Financial Planner
7 days ago
Thunder Bay, Ontario, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading financial institution committed to delivering exceptional client experiences and driving growth through innovation.Role SummaryWe are seeking a highly motivated and results-driven Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by...
-
Financial Planner
1 week ago
Thunder Bay, Ontario, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading financial institution committed to delivering exceptional client experiences and driving growth through innovation.Role SummaryWe are seeking a highly motivated and results-driven Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by...
-
Financial Planner
4 days ago
Thunder Bay, Ontario, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading financial institution committed to delivering exceptional client experiences and driving growth through innovation.About the RoleWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in developing and deepening client relationships by...
-
Financial Planner
4 days ago
Thunder Bay, Ontario, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading financial institution committed to delivering exceptional client experiences and driving growth through innovation.About the RoleWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in developing and deepening client relationships by...
Mutual Fund Investment Specialist
4 months ago
Credential Asset Management Inc. in partnership with Northern Credit Union, have an exciting opportunity for a Mutual Fund Investment Specialist.
Reporting to the Director of Wealth Management, the Mutual Fund Investment Specialist provides the highest quality, full‐service investment and financial planning advice to our clients.
Travel may be required.
Competitive Base Salary + Bonus
- MFDA License in good standing
- Minimum 5 years’ experience
- Certified Financial Planner (CFP) / Personal Financial Planner (PFP) Designation
- Superior knowledge of the Investment Industry
- Post‐Secondary degree / diploma, ideally in Commerce of Business Administration and or equivalent experience.
**Mutual funds and related financial planning services are offered through Credential Asset Management Inc.**
**Deadline for Applications**: September 15th, 2023
We thank all applicants - however only those selected for an interview will be contacted.
**Job Types**: Full-time, Permanent
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Work Location: In person
