Investment Advisor
2 weeks ago
As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has 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 their clients' assets.
Key Responsibilities- Ensure clients have a smooth transition to the National Branch.
- Provide investment advice to clients to help meet investment objectives.
- Manage existing client relationships and actively promote the products and services.
- Adhere to all firm and regulatory policies by remaining up to date with regulatory rules and trading activities.
- Display a high level of integrity and professionalism in all dealings with internal and external clients.
- Actively share knowledge and experience to enhance development of the team and participate in meetings.
- Successfully completed the CSC, CPH and 30 day IRT Training (RR Licensing preferred).
- Excellent communication skills & client service focused.
- Superior time management & organizational skills.
- A clear understanding of all industry and firm compliance regulations.
- Strong self-management and results orientation as the role has many administrative duties.
- Proficiency in ScotiaMcLeod trading and account management systems considered an asset.
- A rewarding career path and support towards your professional development and growth.
- In-depth training and coaching to help you succeed in the role.
- Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan.
- Be a part of and contribute to a culture of inclusion, diversity, and potential.
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Investment Funds Sales Professional
7 days ago
Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full timeAbout the RoleCaldwell Investment Management Ltd. is seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team. As a key member of our team, you will be responsible for executing strategies to increase assets under management and promote our investment products to advisory groups working primarily within the Canadian Investment...
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Investment Funds Sales Professional
7 days ago
Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full timeAbout the RoleCaldwell Investment Management Ltd. is seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team. As a key member of our team, you will be responsible for executing strategies to increase assets under management and promote our investment products to advisory groups working primarily within the Canadian Investment...
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Investment Advisor
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Investment Advisor
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Investment Funds Sales Professional
1 week ago
Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full timeAbout the RoleCaldwell Investment Management Ltd. is seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team. As a key member of our team, you will be responsible for executing strategies to increase assets under management and promote our investment products to advisory groups working primarily within the Canadian Investment...
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Investment Funds Sales Professional
7 days ago
Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full timeAbout the RoleCaldwell Investment Management Ltd. is seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team. As a key member of our team, you will be responsible for executing strategies to increase assets under management and promote our investment products to advisory groups working primarily within the Canadian Investment...
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Investment Advisor
2 weeks ago
Toronto, Ontario, Canada RBC - Royal Bank Full timeInvestment Advisor Job Title: Investment Advisor Company: RBC Dominion Securities Job Summary: As an 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 a leading financial institution. Key Responsibilities: Build and maintain strong...
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Investment Advisor
1 day ago
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Investment Advisor
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Toronto, Ontario, Canada RBC - Royal Bank Full timeInvestment Advisor About the Role As an 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 a leading financial institution. Your Key Responsibilities Build and maintain strong relationships with high-net-worth individuals, families, and...
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Investment Advisor
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Investment Funds Sales Representative
5 days ago
Old Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full timeAbout the RoleCaldwell Investment Management Ltd. is seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team. As a key member of our team, you will be responsible for executing strategies to increase assets under management and promote our investment products to advisory groups working primarily within the Canadian Investment...
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Investment Funds Sales Representative
5 days ago
Old Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full timeAbout the RoleCaldwell Investment Management Ltd. is seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team. As a key member of our team, you will be responsible for executing strategies to increase assets under management and promote our investment products to advisory groups working primarily within the Canadian Investment...
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Investment Advisor
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Bilingual Investment Advisor
1 week ago
Toronto, Ontario, Canada IA Financial Group Full timeAbout the RoleThe Bilingual Investment Advisor will be responsible for providing exceptional service to clients and growing branch assets at IA Financial Group. This role requires a highly motivated individual with a strong interest in progressing to Senior Advisor, Independent Advisor, or other internal roles.Key ResponsibilitiesBuild a book of clients...
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Senior Investment Advisor
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Investment Funds Inside Sales Associate
2 weeks ago
Toronto, Ontario, Ontario, Canada Caldwell Investment Management Ltd. Full timeWe are looking for an Investment Funds Inside Sales Associate to join our Sales Team. We are seeking job candidates with experience in the investment / mutual fund industry. The successful candidate will be responsible for inside sales of Caldwell’s family of investment funds. The candidate will be a key member of the sales and marketing team, responsible...
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Investment Advisor Support Representative
1 week ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the RoleFidelity 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 ResponsibilitiesUpdate and maintain advisor information change...
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Investment Advisor Support Representative
7 days ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the RoleFidelity 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 ResponsibilitiesUpdate and maintain advisor information change...
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Senior Investment Advisor
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Old Toronto, Ontario, Canada Yorkville Asset Management Inc. Full timePosition: Director & Investment Advisor for Private and Institutional ClientsOverview: The Director & Investment Advisor is an integral member of the investment team at Yorkville Asset Management, focusing on client relationship management and portfolio oversight within the designated area. This role involves crafting customized investment strategies to...