Investment and Retirement Planning Expert

About the Role:The Investment and Retirement Advisor plays a critical role in 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.Your primary role is to establish/deepen investment and primary banking relationships with existing...

Company OverviewScotiabank is a leading bank in the Americas, driven by our purpose: 'for every future'. We deliver a wide range of advice, products and services to help our customers, their families and their communities succeed.Job DescriptionWe seek a Financial Planning Expert to develop and deepen client relationships by offering top-notch advice and...

Company OverviewAs a leading bank in the Americas, Scotiabank is guided by our purpose: 'for every future'. We empower our customers, their families and their communities to achieve success through a wide range of advice, products and services.Job DescriptionWe are seeking a skilled Investment Advisory Professional to join our team. As an Investment Advisory...

About the RoleAs a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will realize that your clients are your greatest asset, and your priority is to provide investment and financial planning advice to help them meet their unique...

The Investment Management Corporation of Ontario is Ontario's professional asset manager, investing on behalf of our public sector clients so they can care for beneficiaries and secure retirement futures.We are seeking a Senior Real Estate Investment Manager to join our Real Estate team. In this role, you will be responsible for managing our Real Estate...

Job Overview:We are seeking an Investment Planning Specialist to join our team at Scotiabank. As a key member of our financial services team, you will be responsible for developing and executing comprehensive financial plans that meet the unique needs and goals of our clients. This role requires a strong understanding of financial planning principles, as...

In this role, you will have the opportunity to work closely with experienced professionals in the financial industry.About the Job:The ETF Strategist will play a critical role in developing and implementing strategies to grow CI Global Asset Management's (CI GAM) ETF business.Main Responsibilities:Sales Support & Enablement: Develop relationships with CI...

PSP's Private Debt & Credit Investment (PDCI) group is seeking a Senior Analyst, Infrastructure Investments to join its team.Job DescriptionThe successful candidate will be responsible for providing investment analysis and recommendations for infrastructure investments.Key responsibilities include:Conducting financial modeling and analysis of potential...

Product Manager, Group Retirement SavingsLocation: Hybrid - OntarioEmpire life is looking to hire a Product Manager to join our Group Product & Marketing teamThe GRS Product Manager will support the Group Retirement Savings line of business. Group retirement plans are a terrific way for employers to support their employees' saving goals. Everyone is busy,...

Job SummaryWe are seeking a highly skilled Financial Planner to join our team in Kanata, Ontario. As a Financial Planner, you will be responsible for providing expert financial advice and services to our clients in the mass affluent market.About the RoleFocusing on investment sales and new client acquisition, as well as establishing business development...

Director, Private Markets Investment RiskWhy you'll love working here:- high-performance, people-focused culture- our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves- learning and development initiatives, including...

IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

About the RoleWe are seeking a seasoned Product Manager to join our Group Product & Marketing team in a hybrid role. As a Product Manager, you will be responsible for managing all aspects of product management and development for our Group Retirement Savings line of business. This includes direct management of plan design, product launch, and...

We're seeking a seasoned Wealth Management Expert to join our team at Scotiabank. As a key member of our wealth management group, you will be responsible for developing and deepening client relationships by providing high-quality advice and service.The ideal candidate will have experience in financial planning and investment sales, with a strong focus on...

Senior Analyst, Infrastructure InvestmentsSenior Analyst, Infrastructure InvestmentsApply locations London time type Full time posted on Posted Yesterday job requisition id R4305ABOUT USWe're one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024.We invest funds for the pension plans of the federal...

At Engage Recruitment, we are seeking a seasoned Strategic Financial Planning Expert to join our team. This individual will be responsible for overseeing financial planning and analysis across various sectors.Key Responsibilities:Financial Oversight and ProjectionsDevelop and maintain templates for fixed and variable costs across all departments, ensuring...

Key ResponsibilitiesManage all facets of the group retirement savings business with a focus on plan design and product launchDevelop and present product proposals and cost-benefit business cases to senior management, focusing on market demand, competitive landscape, asset gathering potential, and profitabilityUnderstand competitive sponsor administration and...

About UsScotiabank is a leading bank in the Americas guided by our purpose: 'for every future'. We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services. Our team is dedicated to creating and maintaining an inclusive and accessible environment for everyone.Your RoleYou will work...

Key Responsibilities:The successful candidate will be responsible for:Serving as a subject matter expert on Hazelview's private multi-residential investment solutions and the broader real estate market.Crafting detailed reports and presentations on portfolio performance, market trends, and investment strategies.Developing thought leadership pieces such as...

**Job Description:**We are seeking a highly skilled and experienced Financial Planning Associate to join our team at Scotiabank. In this role, you will be responsible for providing financial planning support to Senior Total Wealth Planners in the Toronto market.Main Accountabilities:Prepare comprehensive financial plans for high net worth clients with $2+...