Wealth Management Advisor

3 weeks ago

Barrie, Ontario, Canada RBC Full time
Are you passionate about fostering and nurturing long-lasting client relationships?
Discover how crafting your own career path can lead to a rewarding professional journey by considering the role of a Wealth Management Advisor with RBC.

Key Responsibilities:
- Build and cultivate a client portfolio consisting of affluent individuals, families, entrepreneurs, and philanthropic organizations, addressing their intricate financial requirements.
- Utilize your investment acumen to develop tailored wealth management and investment solutions for your clientele.
- Forge and sustain collaborative partnerships with RBC divisions, including Personal & Commercial Banking and Insurance.

Ideal Candidate:
- A self-driven individual with a strong sense of integrity, empathy, and a dedication to a career in wealth management.
- Acknowledges the importance of diligence and the investment of time in establishing a prosperous practice.
- Previous experience in direct marketing, financial services, or demonstrable success in high-value sales and business development across various sectors is advantageous.
- Completion of relevant certifications such as the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM) is preferred.

What We Offer:
- The autonomy to establish and manage your own practice within a flexible work environment.
- Supportive management focused on your professional growth.
- Access to investment solutions underpinned by top-tier research.

Core Competencies:
- Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services.

Employment Type:
Full-time

Diversity and Inclusion:
At RBC, we value diversity and inclusion as essential components for innovation and growth. We are dedicated to creating inclusive teams and an equitable workplace where employees can express their authentic selves. We actively address issues of inequity and systemic bias to support our diverse talent, clients, and communities.

  • Wealth Management Specialist

    15 hours ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionYour Path to SuccessAre you a skilled relationship builder with a passion for delivering exceptional client experiences? Do you have a proven track record of driving business growth and success in a fast-paced environment?Royal Bank of Canada is seeking a talented individual to join our team as an Investment Advisor. As a key member...

  • Wealth Management Specialist

    3 days ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionYour Path to SuccessAre you a skilled relationship builder with a passion for delivering exceptional client experiences? Do you have a proven track record of driving business growth and success in a fast-paced environment?Royal Bank of Canada is seeking a talented individual to join our team as an Investment Advisor. As a key member...

  • Private Wealth Manager

    2 days ago

    Barrie, Ontario, Canada TD Bank Full time

    Job Summary:We are seeking a highly skilled and experienced Private Wealth Manager to join our team at TD Bank. As a Private Wealth Manager - Business Development, you will be responsible for acquiring new business and managing relationships with high net worth and ultra-high net worth clients.Key Responsibilities:Acquire new clients through internal and...

  • Private Wealth Manager

    2 days ago

    Barrie, Ontario, Canada TD Bank Full time

    Job Summary:We are seeking a highly skilled and experienced Private Wealth Manager to join our team at TD Bank. As a Private Wealth Manager - Business Development, you will be responsible for acquiring new business and managing relationships with high net worth and ultra-high net worth clients.Key Responsibilities:Acquire new clients through internal and...

  • Wealth Management Consultant

    3 weeks ago

    Barrie, Ontario, Canada RBC Full time

    Position OverviewRole SummaryYour Journey with RBC Starts HereAre you skilled at cultivating and sustaining enduring client connections? Have you considered the possibility of managing your own practice with the esteemed reputation and support of RBC?RBC Dominion Securities seeks dedicated professionals who aspire to fulfill their clients' aspirations while...

  • Wealth Management Consultant

    3 weeks ago

    Barrie, Ontario, Canada RBC Full time

    Position OverviewRole SummaryYour Career Path with RBCAre you skilled at cultivating and sustaining long-term client connections? Have you considered the prospect of managing your own practice with the robust support and esteemed reputation of RBC?RBC Dominion Securities seeks motivated individuals eager to assist clients in realizing their financial...

  • Wealth Management Consultant

    3 weeks ago

    Barrie, Ontario, Canada RBC Full time

    Position OverviewRole SummaryYour Journey Begins with RBCAre you adept at cultivating and nurturing enduring client connections? Have you envisioned steering your own practice with the esteemed support of RBC?RBC Dominion Securities seeks motivated individuals eager to transform their clients' aspirations into reality while alleviating their financial...

  • Wealth Protection Consultant

    3 weeks ago

    Barrie, Ontario, Canada TD Bank Full time

    Position Overview:As a Wealth Protection Consultant, you will play a crucial role in assisting High Net Worth (HNW) clients in enhancing their financial strategies through tailored insurance solutions. This position is integral to our commitment to delivering exceptional financial planning and protection services.Key Responsibilities:Drive life insurance...

  • Senior Financial Advisor

    2 days ago

    Barrie, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesCustomer Relationship Building: Develop...

  • Senior Financial Advisor

    15 hours ago

    Barrie, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesCustomer Relationship Building: Develop...

  • Estate Planning Specialist

    1 day ago

    Barrie, Ontario, Canada TD Bank Full time

    Job SummaryWe are seeking a highly skilled Estate Planning Advisor to join our team at TD Bank. As an Estate Planning Advisor, you will play a critical role in providing expert advice and guidance to our high net worth clients on insurance-based solutions to support their overall financial goals.Key ResponsibilitiesDevelop and implement sales strategies to...

  • Estate Planning Specialist

    17 hours ago

    Barrie, Ontario, Canada TD Bank Full time

    Job SummaryWe are seeking a highly skilled Estate Planning Advisor to join our team at TD Bank. As an Estate Planning Advisor, you will play a critical role in providing expert advice and guidance to our high net worth clients on insurance-based solutions to support their overall financial goals.Key ResponsibilitiesDevelop and implement sales strategies to...

  • Branch Operations Coordinator

    3 weeks ago

    Barrie, Ontario, Canada Scotiabank Full time

    Welcome to ScotiaMcLeod, a vital segment of Scotia Wealth Management recognized for its commitment to integrity, exceptional service, and reliable investment guidance. Our financial advisors utilize innovative strategies to safeguard and enhance clients' investments. Embrace the opportunity to provide Enriched Thinking, a distinctive methodology that...

  • Client Services and Administrative Coordinator

    3 weeks ago

    Barrie, Ontario, Canada 7 Elements Wealth Planning Inc Full time $21

    Position Overview: Full-time Permanent Shift and schedule Monday to Friday Job Title: Client Services Company: 7 Elements Wealth Planning Inc At Seven Elements Wealth Planning, we are committed to delivering outstanding client experiences in the financial planning sector. We are in search of a dedicated and friendly Client Services & Office...

  • Investment Portfolio Manager

    3 days ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionYour Path to SuccessAre you a skilled relationship builder with a passion for delivering exceptional client experiences? Do you have a proven track record of driving business growth and success in a fast-paced environment?Royal Bank of Canada is seeking a talented individual to join our team as an Investment Advisor. As a key member...

  • Investment Portfolio Manager

    11 hours ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionYour Path to SuccessAre you a skilled relationship builder with a passion for delivering exceptional client experiences? Do you have a proven track record of driving business growth and success in a fast-paced environment?Royal Bank of Canada is seeking a talented individual to join our team as an Investment Advisor. As a key member...

  • Branch Operations Coordinator

    3 weeks ago

    Barrie, Ontario, Canada Scotiabank Full time

    Welcome to ScotiaMcLeod, a vital segment of Scotia Wealth Management recognized for its commitment to integrity, excellence in service, and reliable investment guidance. Our advisors employ innovative strategies to safeguard and enhance clients' assets. Role Overview: As a Branch Operations Coordinator, you will play a crucial role in ensuring exceptional...

  • Financial Services Professional

    14 hours ago

    Barrie, Ontario, Canada RBC Full time

    About the RoleRBC is seeking a highly motivated and experienced Financial Services Professional to join our team as an Investment Advisor. As an Investment Advisor, you will be responsible for building and managing long-term client relationships, providing personalized investment advice, and helping clients achieve their financial goals.Key...

  • Financial Services Professional

    2 days ago

    Barrie, Ontario, Canada RBC Full time

    About the RoleRBC is seeking a highly motivated and experienced Financial Services Professional to join our team as an Investment Advisor. As an Investment Advisor, you will be responsible for building and managing long-term client relationships, providing personalized investment advice, and helping clients achieve their financial goals.Key...

  • Senior Private Banker

    1 day ago

    Barrie, Ontario, Canada TD Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Private Banker - Business Owner to join our team at TD Bank. As a key member of our Private Banking group, you will be responsible for acquiring new business and managing relationships with high net worth and ultra-high net worth clients.Key ResponsibilitiesAcquire new clients through internal...