Investment Advisor Associate
2 weeks ago
Royal 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 Responsibilities- Provide proactive advice and support to clients and Investment Advisors to deepen relationships and welcome new clients.
- Identify new opportunities and help grow the business through asset consolidation and referrals.
- Nurture and manage relationships with Centers of Influence (COIs) and RBC partners.
- Support the advisory team and clients throughout the Wealth Management process, coordinating activities with internal specialists and managing documentation.
- Approval as a Registered Representative (RR) with IIROC.
- Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT).
- 5 years or more of professional experience within the investment industry.
- University degree.
- Exceptional written and verbal communication skills.
- Strong skills working with business applications/technology, including Microsoft Office Suite.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
- The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team.
- Challenging work that will help you grow professionally.
- Ongoing opportunities to build close relationships with clients.
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Investment Advisor Associate
3 weeks ago
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob 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...
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Investment Advisor Associate
3 weeks ago
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob 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...
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Investment Advisor Associate
4 weeks ago
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob 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...
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Investment Advisor Associate
4 weeks ago
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob 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...
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Investment Advisor Associate
1 week ago
Toronto, Ontario, Canada RBC Dominion Securities Inc. Full timeJob 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...
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Investment Funds Inside Sales Associate
2 months 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 Sales Representative
4 weeks ago
Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full timeInvestment Funds Inside Sales AssociateWe are seeking a highly motivated and experienced Investment Funds Inside Sales Associate to join our Sales Team at Caldwell Investment Management Ltd.Key Responsibilities:Conduct proactive call and sales campaigns to promote Caldwell Investment Management products to investment advisors.Source, evaluate, and connect...
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Investment Sales Representative
4 weeks ago
Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full timeInvestment Funds Inside Sales AssociateWe are seeking a highly motivated and experienced Investment Funds Inside Sales Associate to join our Sales Team at Caldwell Investment Management Ltd.Key Responsibilities:Conduct proactive call and sales campaigns to promote Caldwell Investment Management products to investment advisors.Source, evaluate, and connect...
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Investment Funds Sales Professional
4 weeks ago
Old Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full timeInvestment Funds Inside Sales AssociateWe are seeking a highly motivated and experienced Investment Funds Inside Sales Associate to join our Sales Team at Caldwell Investment Management Ltd. 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...
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Investment Funds Sales Professional
4 weeks ago
Old Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full timeInvestment Funds Inside Sales AssociateWe are seeking a highly motivated and experienced Investment Funds Inside Sales Associate to join our Sales Team at Caldwell Investment Management Ltd. 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...
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Investment Associate
1 month ago
Toronto, Ontario, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "At ScotiaMcLeod, we're committed to delivering exceptional client service and innovative investment solutions. As an Investment Associate, you'll play a key role in helping our Wealth Advisors build and manage their client relationships.Key Responsibilities:Identify new business opportunities to grow our...
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Investment Associate
1 month ago
Toronto, Ontario, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "At ScotiaMcLeod, we're committed to delivering exceptional client service and innovative investment solutions. As an Investment Associate, you'll play a key role in helping our Wealth Advisors build and manage their client relationships.Key Responsibilities:Identify new business opportunities to grow our...
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Investment Associate
1 month ago
Toronto, Ontario, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "At ScotiaMcLeod, we're committed to delivering exceptional client service and innovative investment solutions. As an Investment Associate, you'll play a key role in helping our Wealth Advisors build and manage their client relationships.Key Responsibilities:Identify new business opportunities to grow our...
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Investment Associate
1 month ago
Toronto, Ontario, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "At ScotiaMcLeod, we're committed to delivering exceptional client service and innovative investment solutions. As an Investment Associate, you'll play a key role in helping our Wealth Advisors build and manage their client relationships.Key Responsibilities:Identify new business opportunities to grow our...
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Investment Associate
1 month ago
Toronto, Ontario, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "At ScotiaMcLeod, we're committed to delivering exceptional client service and innovative investment solutions. As an Investment Associate, you'll play a key role in helping our Wealth Advisors build and manage their client relationships.Key Responsibilities:Identify new business opportunities to grow our...
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Investment Associate
1 month ago
Toronto, Ontario, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "At ScotiaMcLeod, we're committed to delivering exceptional client service and innovative investment solutions. As an Investment Associate, you'll play a key role in helping our Wealth Advisors build and manage their client relationships.Key Responsibilities:Identify new business opportunities to grow our...
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Investment Associate
3 weeks ago
Toronto, Ontario, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "At ScotiaMcLeod, we're committed to delivering exceptional client experiences and building long-term relationships. As an Investment Associate, you'll play a key role in helping our Wealth Advisors grow their business and deliver total wealth planning to our clients.Key Responsibilities:Identify new...
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Investment Associate
3 weeks ago
Toronto, Ontario, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "At ScotiaMcLeod, we're committed to delivering exceptional client experiences and building long-term relationships. As an Investment Associate, you'll play a key role in helping our Wealth Advisors grow their business and deliver total wealth planning to our clients.Key Responsibilities:Identify new...
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Investment Associate
1 month ago
Toronto, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to integrity, service excellence, and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs an Investment Associate, you will work closely...
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Investment Associate
1 month ago
Toronto, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to integrity, service excellence, and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs an Investment Associate, you will work closely...