Current jobs related to Investment Advisor Support Representative - Toronto, Ontario - Fidelity Investments

  • Investment Advisor Associate

    4 weeks ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Title: Associate Investment AdvisorWe are seeking a highly skilled and motivated Associate Investment Advisor to join our team at TD Private Wealth Management. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors in delivering exceptional client service and achieving business goals.Key Responsibilities:Manage...

  • Investment Advisor Associate

    4 weeks ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Title: Associate Investment AdvisorWe are seeking a highly skilled and motivated Associate Investment Advisor to join our team at TD Private Wealth Management. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors in delivering exceptional client service and achieving business goals.Key Responsibilities:Manage...

  • Investment Advisor Associate

    4 weeks ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and motivated Investment Advisor Associate to join our team at TD Private Wealth Management. As an Investment Advisor Associate, you will play a key role in supporting our lead Investment Advisors and teams in delivering exceptional client experiences and achieving business goals.Key ResponsibilitiesManage client...

  • Investment Advisor Associate

    4 weeks ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and motivated Investment Advisor Associate to join our team at TD Private Wealth Management. As an Investment Advisor Associate, you will play a key role in supporting our lead Investment Advisors and teams in delivering exceptional client experiences and achieving business goals.Key ResponsibilitiesManage client...

  • Investment Advisor Associate

    3 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is a leading investment and wealth management firm that values collaboration and innovation. We are seeking a talented and self-directed individual to join our team as an Associate Advisor.Key ResponsibilitiesProvide proactive advice and support to clients and Investment Advisors to deepen relationships and welcome new...

  • Investment Advisor

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Lead Investment AdvisorAs a cornerstone business within Scotia Wealth Management, we have earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing our clients' assets.Key ResponsibilitiesProvide a high level of customer...

  • Investment Advisor

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Lead Investment AdvisorAs a cornerstone business within Scotia Wealth Management, we have earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing our clients' assets.Key ResponsibilitiesProvide a high level of customer...

  • Investment Management Advisor

    4 days ago

    Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Join RBC Dominion Securities Inc. as a key player in our Wealth Management team. As an Investment Management Advisor, you will play a crucial role in providing support to our Investment Management Operations and Wealth Management Strategy. Your responsibilities will include providing Wealth Management recommendations and solutions, coordinating meetings and...

  • Investment Advisor Associate

    2 weeks ago

    Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:RBC Dominion Securities Inc. is seeking a talented and self-directed individual to join our team as an Associate Advisor. In this role, you will work closely with an Investment Advisor team to provide proactive advice and support to clients, helping to deepen existing relationships and welcome new clients to the firm.Key...

  • Investment Service Representative

    2 weeks ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly skilled and motivated Investment Service Representative to join our dynamic team. As a key member of our service centre, you will be responsible for providing exceptional customer service to our clients, including brokers, dealers, and individual investors.Key ResponsibilitiesProvide accurate and timely...

  • Investment Advisor

    4 weeks ago

    Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionRBC Dominion Securities Inc. is seeking a highly skilled and motivated Investment Advisor to join our team. As an Investment Advisor, you will play a key role in helping clients achieve their financial goals by providing expert advice and guidance on investment strategies.Key Responsibilities:Develop and implement personalized investment plans...

  • Investment Advisor

    4 weeks ago

    Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesAs 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 high-net-worth individuals,...

  • Investment Advisor

    4 weeks ago

    Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesAs 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 high-net-worth individuals,...

  • Investment Advisor

    4 weeks ago

    Toronto, Ontario, Canada The Segal Group, Inc. Full time $180,000 - $220,000

    Investment Advisor OpportunityWe are seeking a seasoned investment advisor to join our team and contribute to the growth of our investment consulting practice. As a key member of our team, you will be responsible for providing expert advice to clients on investment-related matters, conducting research, and building relationships with clients and investment...

  • Investment Advisor

    4 weeks ago

    Toronto, Ontario, Canada The Segal Group, Inc. Full time $180,000 - $220,000

    Investment Advisor OpportunityWe are seeking a seasoned investment advisor to join our team and contribute to the growth of our investment consulting practice. As a key member of our team, you will be responsible for providing expert advice to clients on investment-related matters, conducting research, and building relationships with clients and investment...

  • Investment Advisor

    2 months ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Unlock Your Potential as an Investment AdvisorAt Royal Bank of Canada, we're committed to helping you grow your business and achieve your goals. As an Investment Advisor, you'll have the opportunity to work with high-net-worth individuals, families, and business owners, providing them with expert financial planning and investment advice.Key...

  • Investment Advisor

    3 weeks ago

    Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesAs 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 planning and investment advice to high-net-worth...

  • Investment Advisor

    3 weeks ago

    Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesAs 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 planning and investment advice to high-net-worth...

  • Investment Advisor

    3 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Unlock Your Potential as an Investment AdvisorAre you a motivated and results-driven professional looking to build a fulfilling career in finance? Do you have a passion for helping others achieve their financial goals? We invite you to explore the exciting opportunity to become an Investment Advisor with Royal Bank of Canada.What You'll Do:Establish and...

  • Investment Advisor

    3 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Unlock Your Potential as an Investment AdvisorAre you a motivated and results-driven professional looking to build a fulfilling career in finance? Do you have a passion for helping others achieve their financial goals? We invite you to explore the exciting opportunity to become an Investment Advisor with Royal Bank of Canada.What You'll Do:Establish and...

Investment Advisor Support Representative

2 months ago

Toronto, Ontario, Canada Fidelity Investments Full time

About the Role

Fidelity Investments is seeking a highly organized and detail-oriented individual to join our team as a Broker Dealer Information Representative. In this role, you will be responsible for maintaining accurate and up-to-date information on advisor accounts and data databases.

Key Responsibilities

  • Update and maintain advisor information change requests from various sources, including Dealer Head Offices, Sales, Client Services, and internal email requests.
  • Complete bulk transfers of accounts from one dealer rep code to another.
  • Process dealer rep code change requests for individual accounts and advisors.
  • Validate advisor information via the CSA Website to create a valid contact page.
  • Reactivate, deactivate, or reassign contact pages as needed.
  • Add and modify dealer rep codes in AXIS and associate DR codes in Salesforce.
  • Complete approved wholesaler reassignment requests for dealer rep codes submitted by the Sales team.
  • Review processed work items for quality control.

Requirements

  • Post-secondary degree or equivalent work experience.
  • 1+ years of work experience, preferably in the financial services industry.
  • CSC/IFIC licenses considered an asset.

About Fidelity Investments

Fidelity Investments is a leading provider of investment products and services to individuals and institutions. We offer a range of investment portfolios and services, and are committed to helping our clients achieve their financial goals. As a privately owned company, we value innovation and growth, and offer a dynamic and inclusive work environment.