Investment Advisor
4 days ago
We are seeking a highly motivated and experienced Investment Advisor to join our Wealth Management team at Royal Bank of Canada. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals by providing expert investment advice and guidance.
Key Responsibilities- Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their financial needs and goals.
- Develop and implement customized investment plans and portfolios to meet the unique needs of each client.
- Provide ongoing investment advice and guidance to clients, including market analysis and portfolio rebalancing.
- Collaborate with other RBC teams, such as Personal & Commercial Banking and Insurance, to ensure clients receive comprehensive financial services.
- 4-6 years of outbound sales experience and a strong track record of success in high-value sales and business development.
- Completed the Canadian Securities Course (CSC) or equivalent.
- Strong passion for financial planning and a keen interest in portfolio management.
- Excellent relationship-building skills and ability to connect with diverse individuals.
- Experience in a direct marketing role, financial services, and high-value sales and business development.
- Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).
As an Investment Advisor at Royal Bank of Canada, you will have the opportunity to work with a talented team of professionals who are dedicated to helping our clients achieve their financial goals. We offer a comprehensive Total Rewards package, including a base salary, unlimited earning potential through commission and fees, and a range of benefits and perks.
- A comprehensive Total Rewards package that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave.
- Base salary to get you started and unlimited earning potential through commission and fees.
- Autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.
- Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.
- Leaders who are invested in your success, including mentorship and career development programs.
- A supportive, inclusive culture and team that celebrates your unique perspectives, background, and experience.
- Flexible work arrangements and leaders who support your needs—both personal and professional.
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services.
-
Investment Advisor
5 days ago
Brantford, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals, while we support your career growth. You'll have the opportunity to build and manage a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.Key...
-
Investment Advisor
6 days ago
Brantford, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals, while we support your career growth. You'll have the opportunity to build and manage a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.Key...
-
Client Service Liaison
2 days ago
Brantford, Ontario, Canada Cowan Insurance Group Full timeJob Summary:The Client Service Liaison will report directly to the Operations Manager at Cowan Insurance Group. The primary purpose of this role is to work closely with Investment Advisors in the development and management of their client relationships, both existing and prospective clients. This individual will play a hands-on role supporting Advisors by...
-
Client Service Liaison
3 days ago
Brantford, Ontario, Canada Cowan Insurance Group Full timeJob Summary:The Client Service Liaison will report directly to the Operations Manager at Cowan Insurance Group. The primary purpose of this role is to work closely with Investment Advisors in the development and management of their client relationships, both existing and prospective clients. This individual will play a hands-on role supporting Advisors by...
-
Client Service Associate, Private Wealth
4 days ago
Brantford, Ontario, Canada BMO Full timeFinancial Services Representative Financial Services Representative BMO Financial Group is seeking a highly skilled Financial Services Representative to join our team. As a key member of our team, you will provide exceptional client service and support to our Investment Advisors and clients. Key Responsibilities: Book meetings with new prospects and...
-
Client Service Associate, Private Wealth
4 days ago
Brantford, Ontario, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our Private Wealth team at BMO. As a key member of our team, you will be responsible for providing exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesBook meetings with new prospects and prepare introductory packages for...
-
Client Service Associate, Private Wealth
3 days ago
Brantford, Ontario, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our Private Wealth team at BMO. As a key member of our team, you will be responsible for providing exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesBook meetings with new prospects and prepare introductory packages for...
-
Client Service Associate, Private Wealth
3 days ago
Brantford, Ontario, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our Private Wealth team at BMO. As a key member of our team, you will be responsible for providing exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesBook meetings with new prospects and prepare introductory packages for...
-
Client Service Associate, Private Wealth
5 days ago
Brantford, Ontario, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our Private Wealth team at BMO. As a key member of our team, you will be responsible for providing exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesBook meetings with new prospects and prepare introductory packages for...
-
Client Service Associate, Private Wealth
5 days ago
Brantford, Ontario, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our Private Wealth team at BMO. As a key member of our team, you will be responsible for providing exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesBook meetings with new prospects and prepare introductory packages for...
-
Client Service Associate, Private Wealth
1 day ago
Brantford, Ontario, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our Private Wealth team at BMO. As a key member of our team, you will be responsible for providing exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesBook meetings with new prospects and prepare introductory packages for...
-
Client Service Associate, Private Wealth
24 hours ago
Brantford, Ontario, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our Private Wealth team at BMO. As a key member of our team, you will be responsible for providing exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesBook meetings with new prospects and prepare introductory packages for...
-
Client Insurance Representative
4 weeks ago
Brantford, Ontario, Canada BrokerLink Full timeAt BrokerLink, we embody our core values: integrity, respect, customer focus, excellence, and generosity. These principles guide our commitment to fostering a diverse and inclusive workplace. We seek individuals who are dedicated to delivering exceptional customer service and maintaining a high level of professionalism. Investing in your growth is our...
-
Community General Manager II
2 months ago
Brantford, Ontario, 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 and...
-
Investment Advisor
11 hours ago
Brantford, 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...
-
Investment Advisor
7 days ago
Brantford, 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...
-
Investment Advisor
4 weeks ago
Brantford, Canada RBC 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...
-
Investment Advisor
4 weeks ago
Brantford, Canada RBC 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...
-
Investment Advisor
4 weeks ago
Brantford, Canada RBC 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...
-
Investment Advisor
3 months ago
BRANTFORD, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionGrow your business, your way â with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youâve dreamed of starting your own business, but havenât had the training, support, and resources from a company like RBC. Here, youâll...
-
Investment Advisor
3 months ago
Brantford, 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...
-
Investment Advisor
2 weeks ago
Brantford, 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...
-
Investment Advisor
2 weeks ago
Brantford, Canada RBC - Royal Bank 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 need for...
-
Investment Advisor
2 weeks ago
BRANTFORD, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionGrow your business, your way â with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youâve dreamed of starting your own business, but havenât had the training, support, and resources from a company like RBC. Here, youâll...
-
Client Service Advisor
2 days ago
Brantford, Canada Cowan Insurance Group Full timep>The Client Service Associate will report directly to the Operations Manager. Your primary purpose is to work closely with Investment Advisors in the development and management of their client relationships, both existing and prospective clients. You will play a hands-on role supporting Advisors by performing all of the administrative and operational tasks...
-
Regional Manager, Investment Specialists
3 months ago
Brantford, Canada Scotiabank Full timeRequisition ID: 198757 Join the Global Community of Scotiabankers to help customers become better off. **Regional Manager, Investment Specialists** Leading a team of Investment Specialists for an assigned market area, the Regional Manager will have direct responsibility for execution of investment business development opportunities within the mass...
-
Associate Advisor, Investments
2 weeks ago
Brantford, Canada Cowan Insurance Group Full timeReporting to the Vice President, Wealth Management, you will be an integral member of our team responsible for deepening and broadening relationships with existing clients from an assigned block of business, in collaboration with associates in wealth management.What you will do:Deepen and strengthen relationships with existing clients through a responsive...
-
Associate Advisor, Investments
2 weeks ago
Brantford, Canada Cowan Insurance Group Full timeReporting to the Vice President, Wealth Management, you will be an integral member of our team responsible for deepening and broadening relationships with existing clients from an assigned block of business, in collaboration with associates in wealth management.What you will do:Deepen and strengthen relationships with existing clients through a responsive...
-
Associate Advisor, Investments
2 weeks ago
Brantford, Canada Cowan Insurance Group Full timeReporting to the Vice President, Wealth Management, you will be an integral member of our team responsible for deepening and broadening relationships with existing clients from an assigned block of business, in collaboration with associates in wealth management.What you will do:Deepen and strengthen relationships with existing clients through a responsive...
-
Financial Advisor Associate
3 months ago
Brantford, Canada Brittain Group Financial Services Full timeFinancial Advisor Associate We are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort. Who you are: - Client-centered, putting client interests first - Entrepreneurial - Curious and...
-
Beauty Advisor
3 months ago
Brantford, Canada Sephora Full time**Job ID**: 243008 **Location**: ON-Lynden Park Mall (1604) **Address**: 84 Lynden Road, D7, Brantford, ON N3R 6B8, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris....
-
Trainee - Insurance Advisor
3 months ago
Brantford, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor Trainee.Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Insurance Advisor Trainee at our Brantford, ON office. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is...
-
Temporary Beauty Advisor
3 months ago
Brantford, Canada Sephora Full time**Job ID**: 237331 **Location**: ON-Lynden Park Mall (1604) **Address**: 84 Lynden Road, D7, Brantford, ON N3R 6B8, Canada (CA) **Full Time/Part Time**: Part Time **Position Type**: Temporary **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group...
-
Temporary Beauty Advisor
1 month ago
Brantford, Canada LVMH Group Full timeJob ID: 253027Location: ON-Lynden Park Mall (1604)Address: 84 Lynden Road, D7, Brantford, ON N3R 6B8, Canada (CA)Full Time/Part Time: Part TimePosition Type: TemporaryWho we are behind the stripes:Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group Moët Hennessy Louis Vuitton (LVMH)...