Financial Planning and Investment Sales Professional

Job Title: Financial Planning and Investment Sales ProfessionalAre you a motivated and goal-oriented individual with a passion for financial planning and investment sales? Do you have a strong network and excellent communication skills? We are seeking a Financial Planning and Investment Sales Professional to join our team at Scotiabank.Key...

Job Title: Financial Planning and Investment Sales ProfessionalAre you a motivated and goal-oriented individual with a passion for financial planning and investment sales? Do you have a strong network and excellent communication skills? We are seeking a Financial Planning and Investment Sales Professional to join our team at Scotiabank.Key...

Are you a motivated and goal-oriented professional looking to advance your career in financial planning and investment sales?In this role, you will have the opportunity to promote the development and sustainable growth of proprietary investment business in the assigned market area by:Business Development: Executing on business development plans for prospects...

Role OverviewAs a Financial Planning and Investment Sales Professional, you will play a key role in promoting the development and sustainable growth of proprietary investment business in the assigned market area.Key ResponsibilitiesExecute business development plans for prospects and existing clients within the mass affluent market.Identify additional...

As a Financial Planning Professional at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your priority will be providing investment and financial planning advice to help clients meet their unique goals.Following a comprehensive financial planning...

Job SummaryAs a seasoned Investment and Financial Planning Specialist, you will play a pivotal role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will leverage your expertise to drive investment sales and new client acquisition, while adhering to Global Sales Principles,...

Becoming a financial services professional with Connor, Clark & Lunn Financial Group may be the only career advancement you ever need. As one of Canada's largest independent and privately held discretionary investment managers, you will help clients achieve their unique financial goals and objectives. Key Responsibilities• Develop and implement...

Job SummaryAs a Strategic Financial Advisor at RBC Dominion Securities, you will play a key role in helping high-net-worth individuals, families, and business owners achieve their financial goals. You will leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans that meet the complex financial needs...

Role SummaryAs a key member of our branch sales team, you will contribute to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role will be to establish and deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.Key...

As a Financial Planning Specialist at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your priority will be providing investment and financial planning advice to help clients meet their unique goals.Following a comprehensive financial planning framework,...

Job SummaryAs a Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions...

Job SummaryAs a Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions...

About the RoleAs a Financial Planning Specialist at Scotiabank, you will be a key member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.Key ResponsibilitiesEstablish and deepen investment...

About the Role:We are seeking a skilled Financial Planning Specialist to join our team at Scotiabank. As a key member of our branch sales team, you will be responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.Key...

Job SummaryAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. With a strong focus on creativity, motivation, and drive for new investment sales, you will provide world-class advice and solutions that help clients achieve their long-term financial goals.Key...

Job SummaryAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. With a strong focus on creativity, motivation, and drive for new investment sales, you will provide world-class advice and solutions that help clients achieve their long-term financial goals.Key...

Financial Planner, Investment and Retirement Planning Assistant Support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value-added administrative services and support. Key responsibilities include: Providing superior responsive service to client fax/e-mail/telephone...

Job OpportunityAs an RBC Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and hunger to drive new investment sales. With unlimited earning...

Senior Buy Side Equity AnalystConnor, Clark & Lunn Investment Management Ltd. is seeking a highly skilled Senior Buy Side Equity Analyst to join our Vancouver-based team.About the Role:Conduct in-depth research and analysis of Canadian equities to inform investment decisions.Develop and maintain a deep understanding of the Canadian market, including industry...

Senior Buy Side Equity AnalystConnor, Clark & Lunn Investment Management Ltd. is seeking a highly skilled Senior Buy Side Equity Analyst to join our Vancouver-based team.About the Role:Conduct in-depth research and analysis of Canadian equities to inform investment decisions.Develop and maintain a deep understanding of the Canadian market, including industry...