Investment Advisor

1 week ago


Woodstock, Ontario, Canada Libro Credit Union Full time
About the Role

We are seeking a highly motivated and customer-focused Investment Specialist to join our team at Libro Credit Union. As an Investment Specialist, you will play a key role in helping our members achieve their financial goals by providing expert investment advice and guidance.

Key Responsibilities
  • Build strong relationships with members and provide personalized investment advice to help them achieve their financial objectives.
  • Conduct thorough financial needs analyses to understand members' financial situations, goals, and risk tolerance.
  • Develop and implement investment plans that align with members' goals and risk tolerance.
  • Stay up-to-date with market trends and economic conditions to provide informed investment advice.
  • Collaborate with other team members to ensure seamless delivery of financial services to members.
  • Participate in ongoing professional development to enhance knowledge and skills in investment planning and wealth management.
Requirements
  • Relevant education and/or experience in finance, investments, or a related field.
  • Strong knowledge of investment products and services, including mutual funds, stocks, and bonds.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with members and colleagues.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and make informed recommendations.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment.
  • A chance to make a meaningful difference in the lives of our members.


  • Woodstock, Ontario, Canada FirstOntario Credit Union Full time

    About the RoleWe are seeking a highly skilled and experienced Investment Specialist to join our team at FirstOntario Credit Union. As a key member of our Wealth Management team, you will be responsible for providing expert investment advice and guidance to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide...


  • Woodstock, Ontario, Canada FirstOntario Credit Union Full time

    About the RoleWe are seeking a highly skilled and experienced Investment Specialist to join our team at FirstOntario Credit Union. As a key member of our Wealth Management team, you will be responsible for providing expert investment advice and guidance to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide...

  • Insurance Advisor

    1 week ago


    Woodstock, Ontario, Canada Brokerlink Inc. Full time

    About BrokerLink Inc.We are a leading insurance brokerage firm dedicated to providing exceptional customer service and expert advice to individuals and businesses.Job SummaryWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team in Woodstock, NB. As an Insurance Advisor, you will be responsible for servicing ongoing client...

  • Insurance Advisor

    7 days ago


    Woodstock, Ontario, Canada Brokerlink Inc. Full time

    About BrokerLink Inc.We are a leading insurance brokerage firm dedicated to providing exceptional customer service and expert advice to individuals and businesses.Job SummaryWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team in Woodstock, NB. As an Insurance Advisor, you will be responsible for servicing ongoing client...


  • Woodstock, Ontario, Canada FirstOntario Credit Union Full time

    About the RoleThe Investment Specialist acts as a primary Wealth contact and is responsible for providing sound investment advice that increases Wealth related assets and revenue while being actively involved in business development initiatives that increase the visibility of FirstOntario Wealth in the market.Key ResponsibilitiesBe a natural relationship...


  • Woodstock, Ontario, Canada FirstOntario Credit Union Full time

    About the RoleThe Investment Specialist acts as a primary Wealth contact and is responsible for providing sound investment advice that increases Wealth related assets and revenue while being actively involved in business development initiatives that increase the visibility of FirstOntario Wealth in the market.Key ResponsibilitiesBe a natural relationship...

  • Insurance Advisor

    1 week ago


    Woodstock, Ontario, Canada BrokerLink Full time

    About BrokerLinkBrokerLink is a leading insurance brokerage firm that values integrity, respect, and customer-driven service. We strive for excellence and treat others with generosity, creating a diverse and inclusive work environment.Our CultureWe're looking for like-minded individuals who share our values and are passionate about providing exceptional...

  • Investment Consultant

    4 weeks ago


    Woodstock, Ontario, Canada Scotiabank Full time

    Requisition ID: 205376 Become part of a results-oriented team that is dedicated to fostering an inclusive and high-achieving culture. Your Role... As a Financial Advisor at Scotiabank, you will play a pivotal role in shaping the financial futures of our clients. We are committed to promoting diversity and inclusion within our workplace, providing a...

  • Investment Consultant

    4 weeks ago


    Woodstock, Ontario, Canada Scotiabank Full time

    Requisition ID: 205376 At Scotiabank, we are dedicated to fostering a results-oriented and inclusive environment that empowers our employees to thrive. We believe in the power of diversity and a culture that promotes growth through coaching and development. Your Role: As a Financial Advisor, you will play a crucial role in our Canadian Banking Branch...


  • Woodstock, Ontario, Canada BrokerLink Insurance Full time

    Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want...

  • Banking Advisor

    1 week ago


    Woodstock, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryWhat 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 collaborate...


  • Woodstock, Ontario, Canada BrokerLink Full time

    {"title": "Personal Insurance Advisor", "description": "About BrokerLinkWe're a company that values integrity, respect, and customer-driven mindset. Our diversity and inclusion efforts ensure a respectful and inclusive work environment.We're looking for like-minded individuals who provide exceptional customer service and carry themselves with...

  • Associate Advisor

    3 months ago


    Woodstock, Canada FirstOntario Credit Union Full time

    Why FirstOntario? FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial intuition dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to loans...

  • Service Advisor

    3 months ago


    Woodstock, Canada The Humberview Group Full time

    Woodstock Hyundai is looking for an **experienced Service Advisor** to join their team in Woodstock. Our **Service Advisors** are one of the first points of contact with customers who bring their vehicles in for service. They are responsible for advising customers on the necessary services required to their vehicle, as well as on routine maintenance. The...

  • Service Advisor

    3 months ago


    Woodstock, Canada Woodstock Hyundai Full time

    Woodstock Hyundai is looking for an **experienced Service Advisor** to join their team in Woodstock. Our **Service Advisors** are one of the first points of contact with customers who bring their vehicles in for service. They are responsible for advising customers on the necessary services required to their vehicle, as well as on routine maintenance. The...

  • Parts Advisor

    3 months ago


    Woodstock, Canada Woodstock Hyundai Full time

    Woodstock Hyundai is looking for an **experienced** **Parts Advisor **to join their team in Woodstock. Our **Parts Advisors** are responsible for providing exceptional customer service, selling, ordering and stocking parts for the dealership. The **Parts Advisor** will also advise customers on other available services and build lasting...

  • Investment Specialist

    2 weeks ago


    Woodstock, Canada FirstOntario Credit Union Full time

    Why FirstOntario?Competitive compensation packagesTop-tier health and wellness benefits, along with both a Health Spend Account ($500/yr) and a Personal Spend Account (up to $125/yr)Up to $1000 per year towards professional developmentPension PlanCompany-wide Employee Volunteer program (Blue Wave Program)Employee and Family Assistance ProgramExclusive...

  • Investment Specialist

    2 weeks ago


    Woodstock, Canada Firstontario Credit Union Limited Full time

    Why FirstOntario? Competitive compensation packages Top-tier health and wellness benefits, along with both a Health Spend Account ($500/yr) and a Personal Spend Account (up to $125/yr) Up to $1000 per year towards professional development Pension Plan Company-wide Employee Volunteer program (Blue Wave Program) Employee and Family Assistance...

  • Investment Specialist

    2 weeks ago


    Woodstock, Canada Firstontario Credit Union Limited Full time

    Why FirstOntario? Competitive compensation packages Top-tier health and wellness benefits, along with both a Health Spend Account ($500/yr) and a Personal Spend Account (up to $125/yr) Up to $1000 per year towards professional development Pension Plan Company-wide Employee Volunteer program (Blue Wave Program) Employee and Family Assistance...

  • Investment Specialist

    2 weeks ago


    Woodstock, Canada FirstOntario Credit Union Full time

    Why FirstOntario?Competitive compensation packagesTop-tier health and wellness benefits, along with both a Health Spend Account ($500/yr) and a Personal Spend Account (up to $125/yr)Up to $1000 per year towards professional developmentPension PlanCompany-wide Employee Volunteer program (Blue Wave Program)Employee and Family Assistance ProgramExclusive...

  • Service Advisor

    3 months ago


    Woodstock, Canada Woodstock Hyundai Full time

    Woodstock Hyundai is looking for an **experienced Service Advisor** to join their team in Woodstock. Our **Service Advisors** are one of the first points of contact with customers who bring their vehicles in for service. They are responsible for advising customers on the necessary services required to their vehicle, as well as on routine maintenance. The...


  • Woodstock, Canada BrokerLink Full time

    Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who...


  • Woodstock, Canada BrokerLink Full time

    Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who...


  • Woodstock, Canada CIBC Full time

    We’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...

  • Financial Advisor

    4 weeks ago


    Woodstock, Canada Scotiabank Full time

    Requisition ID: #Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.What your role will be…Financial AdvisorAt Scotiabank, we help employees build their futures – where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes...

  • Financial Advisor

    4 weeks ago


    Woodstock, Canada Scotiabank Full time

    Requisition ID: #Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.What your role will be…Financial AdvisorAt Scotiabank, we help employees build their futures – where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes...

  • Financial Advisor

    4 weeks ago


    Woodstock, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 205376Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be… Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves,...

  • Financial Advisor

    4 weeks ago


    Woodstock, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 205376Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be… Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves,...

  • Financial Advisor

    4 weeks ago


    Woodstock, Canada Scotiabank Full time

    Requisition ID: 205376Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be… Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that...

  • Financial Advisor

    4 weeks ago


    Woodstock, Canada Scotiabank Full time

    Requisition ID: 205376 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 performance-oriented...

  • Financial Advisor

    4 weeks ago


    Woodstock, Canada Scotiabank Full time

       Requisition ID: 205376Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be… Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...


  • Woodstock, Canada Brokerlink Inc. Full time

    Job Category: Personal and Commercial Insurance Requisition Number: PERSO005316 Apply now Posted : March 11, 2024 Full-Time Locations Showing 1 location Woodstock, NB E7M5R5, CAN Description Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for...