Investment Advisor
1 month ago
As a Financial Planning Specialist at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will empower you to succeed in this role.
Key Responsibilities:- Build and maintain strong relationships with high-net-worth individuals, families, and business owners.
- Develop and implement customized financial plans and investment strategies to meet clients' unique needs.
- Collaborate with RBC partners to provide comprehensive financial solutions to clients.
- Stay up-to-date with industry trends and best practices to deliver exceptional client service.
- 4-6 years of outbound sales experience and a passion for financial planning.
- Completed the Canadian Securities Course (CSC) or will prior to start date.
- Strong relationship-building skills and ability to connect with diverse individuals.
- Excellent communication and problem-solving skills.
- A comprehensive Total Rewards package that prioritizes your overall wellbeing.
- Base salary and unlimited earning potential through commission and fees.
- Autonomy to build and run your own business within the RBC brand.
- Potential to qualify for the prestigious President's Club Program.
- Leadership and mentorship opportunities to support your career growth.
We're committed to building an inclusive and equitable workplace where you can bring your true self to work. Join our team and be part of a company that values diversity, innovation, and growth.
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Strategic Investment Advisor
6 days ago
Windsor, Ontario, Canada Royal Bank of Canada Full timeCompelling Career OpportunityWe are seeking a seasoned Financial Services Professional to join our team as a Strategic Investment Advisor in the vibrant city of Windsor, Ontario.
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Investment Advisor
4 weeks ago
Windsor, Ontario, Canada RBC Dominion Securities Inc. Full timeUnlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.As an Investment Advisor at RBC Dominion Securities Inc., you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert financial planning and...
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Investment Advisor
4 weeks ago
Windsor, Ontario, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionUnlock your potential as an Investment Advisor at RBCAs a highly skilled 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 our comprehensive training and support, you will be equipped to provide expert financial...
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Investment and Retirement Strategist
4 weeks ago
Windsor, Ontario, Canada NBC Full timeJob SummaryWe are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank. As an Investment and Retirement Specialist, you will play a key role in supporting and guiding clients in developing investment strategies tailored to their needs.Your primary responsibilities will include:Increasing savings in your sector by...
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Investment Relationship Manager
4 days ago
Windsor, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking an experienced Investment Relationship Manager to join our team at Aviso Wealth. This is a dynamic opportunity for someone who enjoys building and maintaining strong relationships with clients, leveraging their knowledge of investment products and services to identify new opportunities.Job DescriptionThe successful candidate will...
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Investment and Retirement Expert
4 weeks ago
Windsor, Ontario, Canada NBC Full timeJob SummaryAs an Investment and Retirement Specialist at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise in wealth management and investment strategies will be essential in developing tailored solutions for our clients.Key ResponsibilitiesDevelop and implement investment strategies for clients, taking...
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Investment and Retirement Expert
4 weeks ago
Windsor, Ontario, Canada NBC Full timeJob SummaryAs an Investment and Retirement Specialist at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise in wealth management and investment strategies will be essential in developing tailored solutions for our clients.Key Responsibilities:Develop and implement investment strategies for clientsProvide...
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Investment and Wealth Strategist
2 weeks ago
Windsor, Ontario, Canada NBC Full time{"Job Summary":"As an Investment and Retirement Specialist at National Bank, you will play a key role in helping clients achieve their long-term financial goals by providing expert guidance on investment and retirement strategies.", "Main Responsibilities":"Increase client savings by offering personalized financial solutions aligned with their...
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Banking Advisor
1 month ago
Windsor, Ontario, Canada National Bank Full time{"title": "Banking Advisor", "description": "Job SummaryAs a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building strong relationships with our clients. You will be responsible for listening to clients' needs, resolving complex situations, and offering advice and solutions to meet their transaction,...
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Client Experience Coordinator
1 month ago
Windsor, Ontario, Canada Investment Planning Counsel Full timeClient Experience SpecialistInvestment Planning Counsel (IPC) is a leading independent wealth management company in Canada, driven by a shared goal of delivering exceptional client experiences. We're seeking a highly skilled Client Experience Specialist to join our team, supporting our advisors in providing top-notch service to our clients.Key...
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Investment Advisor
4 weeks ago
Windsor, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionUnlock your potential with RBCAs a Financial Services Professional at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will enable you to develop the skills and expertise needed to succeed in this role.Key...
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Insurance Advisor
4 weeks ago
Windsor, Ontario, Canada BrokerLink Full timeWe are seeking a skilled Insurance Advisor to join our team at BrokerLink in Windsor, Nova Scotia. As a Personal Insurance Advisor, you will be responsible for servicing ongoing client needs, advising on insurance matters, and conducting needs assessments.The ideal candidate will have a valid insurance license for the Province of Nova Scotia or be willing to...
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Banking Advisor
4 weeks ago
Windsor, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProvide personalized banking solutions to clients, including transaction, investment, and personal financing...
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Windsor, Ontario, Canada Royal Bank of Canada Full timeOverviewWe are seeking a Financial Planner, Investment to join our team at the Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Windsor market.Salary and BenefitsThe estimated salary range for this position is $80,000 - $120,000 per year, plus...
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Dynamic Banking and Investment Professional
4 days ago
Windsor, Ontario, Canada Royal Bank of Canada> Full timeRoyal Bank of Canada is seeking a skilled Banking Advisor to join our team. As a key player in client-focused advice, you will maximize each client interaction by helping them with their everyday banking, credit, and investment needs.This unique position requires your expertise in problem-solving, client education, and digital literacy to deliver a memorable...
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Senior Financial Advisor
4 weeks ago
Windsor, Ontario, Canada Scotiabank Full timeAt Scotiabank, we're seeking a skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial advice to our customers, helping them achieve their financial goals and build a secure financial future.About the RoleDevelop and implement comprehensive financial plans for our customers,...
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Windsor, Ontario, Canada Royal Bank of Canada> Full timeFinancial Planning and Investment Role in WindsorWe are seeking a skilled Financial Planner to join our team in Windsor, Canada. As an RBC Investment and Retirement Planner, you will be responsible for creating custom investment solutions for clients within the Windsor market.The ideal candidate will have a strong background in financial planning, with a...
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Senior Financial Advisor
1 month ago
Windsor, Ontario, Canada Scotiabank Full timeAt Scotiabank, we're seeking a skilled Senior Financial Advisor to join our team. As a key member of our organization, you'll play a vital role in helping our customers achieve their financial goals.About the RoleKey Responsibilities:Develop and implement comprehensive financial plans tailored to individual customer needs.Provide expert advice and guidance...
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Windsor, Ontario, Canada Royal Bank of Canada> Full timeUnlock Your Potential as an Investment AdvisorEarn a competitive salary of $85,000 - $110,000 per year, plus unlimited earning potential through commission and fees, as an Investment Advisor at Royal Bank of Canada.About the RoleWe are seeking experienced professionals to join our team as Investment Advisors, providing financial planning and investment...
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Senior Financial Advisor, Windsor NS
4 weeks ago
Windsor, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing exceptional service and building strong relationships with our customers.Key Responsibilities- Take a proactive approach to discovering customer needs and providing relevant insights...