Investment Advisor
4 weeks ago
As an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert financial advice and guidance to individuals, families, and businesses.
Key Responsibilities:- Build and maintain strong relationships with clients to understand their financial needs and goals.
- Develop and implement customized financial plans and investment strategies to help clients achieve their objectives.
- Leverage RBC's extensive resources and expertise to provide clients with access to a wide range of investment products and services.
- Stay up-to-date with market trends and economic conditions to provide clients with informed and timely advice.
- 4-6 years of experience in a related field, such as sales, marketing, or finance.
- Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
- Excellent problem-solving and analytical skills, with the ability to analyze complex financial data and develop effective solutions.
- Ability to work in a fast-paced environment and meet deadlines.
- A comprehensive compensation package, including a base salary and commission structure.
- Opportunities for professional development and career advancement.
- A supportive and inclusive work environment, with a diverse team of professionals.
- Access to a wide range of benefits, including health and wellness programs, retirement savings plans, and more.
-
Investment Advisor
3 days ago
Collingwood, Ontario, Canada Royal Bank of Canada> Full timeAbout 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...
-
Investment Advisor
3 weeks ago
Collingwood, Ontario, Canada RBC Dominion Securities Inc. Full timeJob 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...
-
Investment Advisor
2 weeks ago
Collingwood, Ontario, Canada Royal Bank of Canada> Full timeJob 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...
-
Investment Advisor
2 weeks ago
Collingwood, Ontario, Canada Royal Bank of Canada> Full timeJob 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...
-
Senior Financial Advisor
3 weeks ago
Collingwood, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with our clients, understanding their financial needs and providing tailored solutions to help them achieve their goals.Key ResponsibilitiesDevelop and...
-
Portfolio Manager
4 weeks ago
Collingwood, Ontario, Canada Staffing In Motion Full timeJob Title: Private Client AdvisorAbout the Role:We are seeking a highly skilled Private Client Advisor to join our team at Staffing In Motion. As a Private Client Advisor, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized investment advice, and managing their portfolios to achieve their...
-
Portfolio Manager
4 weeks ago
Collingwood, Ontario, Canada Staffing In Motion Full timeJob Title: Private Client AdvisorAbout the Role:We are seeking a highly skilled Private Client Advisor to join our team at Staffing In Motion. As a Private Client Advisor, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized investment advice, and managing their portfolios to achieve their...
-
Branch Operations Assistant
2 weeks ago
Collingwood, Ontario, Canada RBC Dominion Securities Inc. Full timeJob Title: Branch Operations AssistantJob Summary:We are seeking a highly organized and detail-oriented Branch Operations Assistant to join our team at RBC Dominion Securities Inc. As a Branch Operations Assistant, you will provide critical support to our Branch Management Team, Investment Advisors, and Investment Advisor Associates.Key...
-
Wealth Management Specialist
4 days ago
Collingwood, Ontario, Canada RBC Dominion Securities Inc. Full timeJob 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...
-
Branch Operations Assistant
3 weeks ago
Collingwood, Ontario, Canada RBC Dominion Securities Inc. Full timeJob SummaryThe Branch Operations Assistant plays a vital role in supporting the Branch Management Team, Investment Advisors, and Investment Advisor Associates. This position ensures the branch adheres to procedures outlined in Internal Controls policies and regulatory requirements.Key ResponsibilitiesProcess all branch cash transactions, including cheques,...
-
Branch Operations Assistant
1 month ago
Collingwood, Ontario, Canada RBC Dominion Securities Inc. Full timeJob DescriptionWhat is the Opportunity?The role provides Branch Operations support to DS clients, Branch Management Team, Investment Advisors, and Investment Advisor Associates. This role ensures the branch follows procedures as outlined in the Internal Controls policies and regulatory requirements.What will you do?Process all branch cash transactions,...
-
Branch Operations Assistant
1 month ago
Collingwood, Ontario, Canada RBC Dominion Securities Inc. Full timeJob DescriptionWhat is the Opportunity?The role provides Branch Operations support to DS clients, Branch Management Team, Investment Advisors, and Investment Advisor Associates. This role ensures the branch follows procedures as outlined in the Internal Controls policies and regulatory requirements.What will you do?Process all branch cash transactions,...
-
Estate Planning Consultant
2 weeks ago
Collingwood, Ontario, Canada Royal Bank of Canada> Full timeJob 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...
-
Estate Planning Consultant
2 weeks ago
Collingwood, Ontario, Canada Royal Bank of Canada> Full timeJob 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...
-
Estate Planning Consultant
3 weeks ago
Collingwood, Ontario, Canada Royal Bank of Canada> Full timeJob 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...
-
Estate Planning Consultant
4 weeks ago
Collingwood, Ontario, Canada RBC Full timeJob SummaryAs a key member of the Wealth Management Services team at RBC, you will work closely with Investment Advisors to provide expert consulting services to their clients. This role requires collaboration with tax and legal professionals to deliver integrated wealth management solutions to clients.Key ResponsibilitiesConduct client interviews and create...
-
Estate Planning Consultant
4 weeks ago
Collingwood, Ontario, Canada RBC Full timeJob SummaryAs a key member of the Wealth Management Services team at RBC, you will work closely with Investment Advisors to provide expert consulting services to their clients. This role requires collaboration with tax and legal professionals to deliver integrated wealth management solutions to clients.Key ResponsibilitiesConduct client interviews and create...
-
Estate Planning Consultant
3 weeks ago
Collingwood, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a key member of the Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver tailored solutions. This role requires collaboration with...
-
Investment Advisor
4 weeks ago
Collingwood, Canada Royal Bank of Canada> Full timeJob 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...
-
Financial Advisor
5 months ago
Collingwood, Canada Scotiabank Full timeRequisition ID: 198308 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Administrative Assistant
5 months ago
Collingwood, Canada CIBC Full timeWe’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...
-
Will and Estate Consultant
2 months ago
Collingwood, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals...
-
Volunteer Treasurer Position
5 months ago
Collingwood, Canada Simcoe Peer Support for Mental Health & Addictions Full time**Volunteer Treasurer Position** **Position**: Treasurer **Responsibility**: Accountable to the Board of Directors, Membership and Organizations Funder. **Term**: Officers of the corporation shall hold office for two years. If re-elected officers may run threeconsecutive terms. **Main Duties**: Work alongside with Financial Advisor and oversee financial...