Senior Investment Solutions Specialist
2 weeks ago
At RBC, we are committed to delivering exceptional investment solutions to our clients. As a Senior Investment Solutions Specialist, you will play a key role in creating custom investment strategies that help our clients achieve their long-term financial goals.
The ideal candidate will have a strong background in financial planning and a proven track record of acquiring and consolidating client relationships. You will work closely with our internal partners to identify new business opportunities and develop external referral sources through networking and marketing.
We offer a comprehensive Total Rewards Program, including a competitive commission structure, pension options, and flexible benefits. Our team is dynamic, collaborative, and high-performing, with a culture that values initiative and hard work.
To succeed in this role, you will need:
- Financial Planning Designation (PFP or CFP or QAFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years experience in financial planning
- Proven networking and client acquisition skills
- Ability to cultivate strong partner relationships
In return, you can expect:
- A salary range of $80,000 - $120,000 per year
- Opportunities for career growth and professional development
- A collaborative and supportive work environment
- A comprehensive Total Rewards Program
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Investment Specialist, Administrative Assistant
7 months ago
Hamilton, Canada Scotiabank Full timeRequisition ID: 189163 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job** As a Scotiabank Investment Specialist Administrative Assistant, you will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships...
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Investment Specialist
7 months ago
Hamilton, 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...
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Strategic Financial Advisor
4 weeks ago
Hamilton, Ontario, Canada Bank of Montreal Full timeAbout the RoleWe are seeking a Strategic Financial Advisor - Investment Specialist to join our team. In this role, you will be responsible for providing financial and investment planning and advice to deliver solutions in the best interests of our customers.Responsibilities:Determine client needs and provide solutions through the sales of managed products...
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Senior Investment Management Professional
2 weeks ago
Hamilton, Ontario, Canada TD Bank Full timeJob Summary:We are seeking a Senior Investment Management Professional to join our team as an Investment Service Delivery Manager. This role will involve managing a team of sales assistants and branch support staff, while promoting a positive customer and employee experience and increasing shareholder value.About the Role:Oversee and perform control and...
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investment specialist
7 months ago
Hamilton, Canada Tianxin Financial Services Corp Full timeEducation: Bachelor's degreeExperience: 1 year to less than 2 years or equivalent experienceTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of...
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Investment Portfolio Strategist
4 weeks ago
Hamilton, Ontario, Canada Brown Lion Wealth Full timeAt Brown Lion Wealth, we are seeking a highly skilled Investment Portfolio Strategist to join our team. This is a full-time position with a competitive salary of approximately $85,000 per year.About the RoleThe Investment Portfolio Strategist will be responsible for assisting in the development of investment solutions that meet clients' risk profiles and...
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Real Estate Analyst
7 months ago
Hamilton, Canada Forge & Foster Investment Management Full time**Department**:Finance, Real Estate, Investment Management, Investor Relations **Reports to**: VP, Investor Relations **Job Location**:Hamilton, ON, but will need to attend other locations, as required **Hours of Work**: Monday to Friday, from 9:00 am to 5:00 pm **Job Type**: Full-time, Permanent **Compensation**:From $50,000 per year **Additional...
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Senior Accounting Analyst, Corporate Investments
3 weeks ago
Hamilton, Canada FirstOntario Credit Union Full timeWhy FirstOntario? Competitive compensation packagesEnhanced mental health benefits through SunLife and TELUS HealthExclusive banking benefitsUp to $1000 per year towards professional developmentPension Plan Company-wide Employee Volunteer program (Blue Wave Program)Employee and Family Assistance ProgramJob OverviewThe Senior Accounting Analyst, Corporate...
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Investment Accounting Analyst
6 months ago
Hamilton, Canada McMaster University Full time**Schedule** Mon - Fri 35hrs/week **Education Level** Bachelor's degree in Investments Accounting, Finance, Auditing, or related field. **Career Level** Grade 7 **About McMaster University** Ranked as one of the world’s top universities, McMaster University is known for teaching and research excellence. Our purpose is the discovery, communication, and...
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Financial Planning and Investment Advisor
2 weeks ago
Hamilton, Ontario, Canada Bank of Montreal Full timeOverviewBMO Financial Group is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.Estimated Salary Range$85,000 - $120,000 per year, depending on experience and location.Job...
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Mechanical Sustainability Specialist
4 weeks ago
Hamilton, Ontario, Canada TalentSphere Staffing Solutions Full timeJob Title: Mechanical Sustainability Specialist - Advanced Building SystemsLocation: Hamilton/GTA, Ontario, CanadaPosition Type: Full-TimeSalary: $105,000 per yearAbout the Opportunity:TalentSphere Staffing Solutions is partnering with a leading consulting engineering firm dedicated to advancing sustainable design solutions and engineering excellence. The...
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Solutions Specialist Power Platform
7 months ago
Hamilton, Canada City of Hamilton Full time**About the City of Hamilton** **Contribute to the City of Hamilton, one of Canada’s largest cities - home to a diverse and strong economy, an active and inclusive community, a robust cultural and dining scene, hundreds of kilometres of hiking trails and natural beauty just minutes from the downtown core, and so much more. Join our diverse team of...
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Agricultural Insurance Specialist
2 weeks ago
Hamilton, Ontario, Canada Aurora Underwriting Solutions Full timeAurora Underwriting Solutions is a commercial insurance Managing General Agent (MGA) operating across Canada. We are seeking a skilled Farm and Commercial/Agri Insurance Underwriter to join our Hamilton, Ontario team.About the RoleAs an Agricultural Insurance Specialist, you will be responsible for underwriting farm and commercial property and liability...
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Financial Planner, Investment
4 weeks ago
Hamilton, Canada RBC Full timeJob Summary Job Description As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Hamilton Market. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive...
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Live Goods Presentation Specialist
3 weeks ago
Hamilton, Ontario, Canada Complete Merchandising Solutions Full timeOverviewAt Complete Merchandising Solutions Inc., we are dedicated to providing top-notch live goods presentation services to our clients in Ontario, Quebec, and the Maritimes. We are seeking a highly motivated and detail-oriented individual to join our team as a Live Goods Presentation Specialist.
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Business Relationship Specialist
7 months ago
Hamilton, Canada City of Hamilton Full time**About the City of Hamilton** **Contribute to the City of Hamilton, one of Canada’s largest cities - home to a diverse and strong economy, an active and inclusive community, a robust cultural and dining scene, hundreds of kilometres of hiking trails and natural beauty just minutes from the downtown core, and so much more. Join our diverse team of...
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Financial Planner, Investment
4 weeks ago
Hamilton, Canada RBC Full timeJob SummaryJob Description As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Hamilton Market. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for...
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Senior Chemistry Laboratory Specialist
2 weeks ago
Hamilton, Ontario, Canada Eurofins GSC Poland Sp. z o. o. Full timeSenior Chemistry Laboratory SpecialistEstimated salary: 49,743 - 74,399 NZD per year.About the RoleWe are seeking a highly skilled Senior Chemistry Laboratory Specialist to join our team in Hamilton, New Zealand. As a key member of our laboratory team, you will be responsible for performing independent or specialist analytical work, ensuring external and...
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Production Management Specialist
3 weeks ago
Hamilton, Ontario, Canada Options Consulting Solutions Full timeAbout the RoleWe are seeking a skilled Production Management Specialist to join our team at Options Consulting Solutions. In this key role, you will oversee the day-to-day operations of our maintenance department, ensuring that all equipment and systems are running smoothly and efficiently.As a leader in the maintenance field, you will be responsible for...
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Hamilton, Ontario, Canada Indwell Full timeIndwell seeks a seasoned Financial Manager to oversee the growth and management of its impact investing portfolio. This role will be instrumental in ensuring the financial health and integrity of our loan and bond funds.About IndwellFounded in 1974, Indwell is a Christian charity dedicated to providing affordable housing and supportive programs to...