Investment Advisor
4 weeks ago
As a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to build a successful career in wealth management and help your clients achieve their financial goals.
Key Responsibilities:- Build and maintain strong relationships with high-net-worth individuals, families, and business owners.
- Develop and implement customized financial plans and investment strategies to meet the unique needs of your clients.
- Provide exceptional customer service and support to ensure client satisfaction and loyalty.
- Stay up-to-date with industry trends and developments to provide expert advice and guidance to your clients.
- 4-6 years of outbound sales experience and a strong track record of success.
- Completed the Canadian Securities Course (CSC) or equivalent.
- Strong relationship-building skills and the ability to connect with a diverse range of clients.
- Passion for financial planning and a keen interest in portfolio management.
- A comprehensive compensation package that includes a base salary and unlimited earning potential through commission and fees.
- A supportive and inclusive work environment that fosters growth and development.
- Access to a wide range of resources and tools to help you succeed in your role.
- The opportunity to work with a prestigious and respected brand in the financial services industry.
We are a leading provider of wealth management and investment services, with a strong reputation for excellence and a commitment to client satisfaction. Our team is dedicated to helping our clients achieve their financial goals and build a brighter future.
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Investment Advisor Associate
3 weeks ago
Ottawa, Ontario, Canada TD Bank Full timeInvestment Advisor Associate RoleThis is a key role in our wealth management team, supporting the lead Investment Advisor and team of Advisors in delivering exceptional client service and business development. As an Associate Investment Advisor, you will provide dedicated investment support to client accounts, helping them achieve their advisory and business...
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Investment Advisor
3 weeks ago
Ottawa, Ontario, Canada RBC - Royal Bank Full timeInvestment Advisor Role at RBC Dominion Securities As an Investment Advisor at RBC Dominion Securities, you will help clients reach their financial goals while building a successful career with a strong support system. Key Responsibilities: Build and maintain client relationships through excellent people and problem-solving skills. Develop and implement...
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Investment Advisor Associate
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Ottawa, Ontario, Canada Richardson Wealth Ltd Full timeAbout Us:Richardson Wealth Ltd is a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With offices across the country, we are home to some of Canada's top investment advisors.We want to be the brand of choice for Canada's top advisors and their high-net-worth clients. To achieve this goal, we...
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Investment Advisor Associate
4 weeks ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout UsWe are a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With a strong presence across the country, we are home to some of Canada's top investment advisors.We aim to be the go-to choice for Canada's top advisors and their high-net-worth clients. Our ambitious growth strategy involves...
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Investment Advisor Associate
4 weeks ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout UsWe are a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With a strong presence across the country, we are home to some of Canada's top investment advisors.We aim to be the go-to choice for Canada's top advisors and their high-net-worth clients. Our ambitious growth strategy involves...
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Investment Advisor Associate
3 weeks ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout UsRichardson Wealth is a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With a strong presence across the country, we are home to some of Canada's top investment advisors.We aim to be the go-to choice for Canada's top advisors and their high-net-worth clients. Our ambitious growth...
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Associate Investment Advisor
4 weeks ago
Ottawa, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob Description:The Toronto-Dominion Bank (Canada) is seeking a highly skilled and dedicated Associate Investment Advisor to join our team. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors and clients by providing exceptional service, advice, and planning support.Key Responsibilities:Manage client...
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Associate Investment Advisor
4 weeks ago
Ottawa, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob Description:The Toronto-Dominion Bank (Canada) is seeking a highly skilled and dedicated Associate Investment Advisor to join our team. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors and clients by providing exceptional service, advice, and planning support.Key Responsibilities:Manage client...
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Investment Advisor Associate
3 weeks ago
Ottawa, Ontario, Canada TD Bank Full timeInvestment Advisor Associate RoleThis role is an exciting opportunity to support a team of Investment Advisors in delivering exceptional client experiences and driving business growth.Key Responsibilities:Provide high-quality investment advice and planning support to clients, ensuring their financial goals are met.Act as a liaison between clients and...
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Investment Advisor Associate
3 weeks ago
Ottawa, Ontario, Canada TD Bank Full timeInvestment Advisor Associate RoleThis role is an exciting opportunity to support a team of Investment Advisors in delivering exceptional client experiences and driving business growth.Key Responsibilities:Provide high-quality investment advice and planning support to clients, ensuring their financial goals are met.Act as a liaison between clients and...
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Investment Advisor
3 weeks ago
Ottawa, Ontario, Canada RBC - Royal Bank Full timeGrow Your Career with RBCRBC Dominion Securities is seeking a talented Investment Advisor to join our team. As a key member of our wealth management team, you will have the opportunity to build and maintain client relationships, provide financial planning and investment advice, and help clients achieve their long-term goals.Key Responsibilities:Build and...
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Investment Advisor Associate
3 weeks ago
Ottawa, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob Title: Associate Investment AdvisorDescriptionAIA Generalist: Are you a dedicated account manager in tune to the needs of high-value brokerage clients? Can you provide professional and flawless service delivery in support of your designated Investment Advisor and team of Advisors? Then, the role of Associate Investment Advisor (Generalist) might be the...
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Investment Advisor Associate
3 weeks ago
Ottawa, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob Title: Associate Investment AdvisorDescriptionAIA Generalist: Are you a dedicated account manager in tune to the needs of high-value brokerage clients? Can you provide professional and flawless service delivery in support of your designated Investment Advisor and team of Advisors? Then, the role of Associate Investment Advisor (Generalist) might be the...
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Investment Advisor
3 weeks ago
Ottawa, Ontario, Canada RBC - Royal Bank Full timeGrow Your Business with RBCRBC Dominion Securities offers a unique opportunity for ambitious individuals to build their careers and lives. As an Investment Advisor, you will have the chance to help clients achieve their financial goals while enjoying the support and resources of a leading financial institution.Key Responsibilities:Build and maintain strong...
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Investment Advisor
3 weeks ago
Ottawa, Ontario, Canada RBC - Royal Bank Full timeGrow Your Business with RBCRBC Dominion Securities offers a unique opportunity for ambitious individuals to build their careers and lives. As an Investment Advisor, you will have the chance to help clients achieve their financial goals while enjoying the support and resources of a leading financial institution.Key Responsibilities:Build and maintain strong...
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Investment Advisor
4 weeks ago
Ottawa, Ontario, Canada Royal Bank of Canada Full timeGrow Your Business with RBCAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our company.Key Responsibilities:Build and maintain strong relationships with high-net-worth individuals, families, and...
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Investment Advisor
4 weeks ago
Ottawa, Ontario, Canada Royal Bank of Canada Full timeGrow Your Business with RBCAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our company.Key Responsibilities:Build and maintain strong relationships with high-net-worth individuals, families, and...
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Investment Advisor
3 weeks ago
Ottawa, Ontario, Canada RBC - Royal Bank Full timeGrow Your Business with RBCRBC Dominion Securities offers a unique opportunity for ambitious individuals to build their careers and lives. As an Investment Advisor, you will have the chance to help clients achieve their financial goals while enjoying the support and resources of a leading financial institution.Key Responsibilities:Build and maintain strong...
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Investment Advisor
4 weeks ago
Ottawa, Ontario, Canada RBC Dominion Securities Inc. Full timeGrow Your Business with RBC Dominion SecuritiesAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to build a successful career in wealth management and help your clients achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with high-net-worth individuals,...
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Investment Advisor
4 weeks ago
Ottawa, Ontario, Canada RBC Dominion Securities Inc. Full timeGrow Your Business with RBC Dominion SecuritiesAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to build a successful career in wealth management and help your clients achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with high-net-worth individuals,...