Investment Planning Professional

Investment Planning Consultant – Wealth Management | OTTAWAExcellent opportunity exists for experienced Investment Planning Consultants (minimum 5+ years' experience within Canada) to join a leading financial institution in Ottawa. This role is ideal for seasoned wealth professionals who thrive in a sales, client-focused environment. Proven business...

Investment Planning Consultant – Wealth Management | OTTAWA Excellent opportunity exists for experienced Investment Planning Consultants (minimum 5+ years' experience within Canada) to join a leading financial institution in Ottawa . This role is ideal for seasoned wealth professionals who thrive in a sales, client-focused environment . Proven...

About the Job:We are seeking a talented Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for building and maintaining strong relationships with clients in the mass affluent market, providing high-quality advice and service to help them achieve their unique financial goals.The ideal candidate will have a strong...

Job DescriptionWe're seeking a skilled Financial Planner to join our team at Scotiabank. In this role, you will be responsible for developing and maintaining strong relationships with clients, providing expert advice on investment and financial planning, and growing your own portfolio of clients.Key responsibilities include:Fostering strong engagement and...

Key ResponsibilitiesClient Relationship Management: Identify and build long-term relationships with mass affluent investing clients to deliver comprehensive financial planning and advice.Business Development: Conduct prospecting activities to identify new business opportunities and expand existing client relationships.Financial Planning: Develop and...

Associate Investment Risk ResearchApplylocations: Toronto - 16 York Sttime type: Full timeposted on: Posted 2 Days Agojob requisition id: R24-153At IMCO, our talent is among the best IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn,...

Job Description:We are seeking a highly motivated and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.You will focus on investment sales and new client acquisition, as well as...

Company OverviewScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing clients' assets.

Job SummaryWe are seeking a highly skilled Senior Investment Manager to lead our investment management team in Canada. This role involves managing the budget, strategy, and business performance of the team to maximize profitability.About the RoleThis is an exciting opportunity to join our team and take on a key leadership role. As a Senior Investment...

We're seeking a skilled and enthusiastic Wealth Management Advisor to join our team at Scotiabank. In this role, you'll have the opportunity to work with our clients to develop comprehensive wealth management plans that help them achieve their financial goals.You'll take a proactive approach to understanding your clients' needs and develop personalized plans...

About UsWe are a leading financial services company based in Canada, offering a range of products and services to individuals, businesses, and institutions.Job DescriptionThis is an exciting opportunity to join our team and take on a key leadership role. As a Senior Investment Manager, you will be responsible for leading a team of investment professionals...

About the PositionThis permanent position offers an exceptional opportunity for an investment professional with excellent communication skills to join our dynamic and collaborative environment. As a Senior Specialist, Public Market Investments, you will be responsible for managing a wide range of investments, including CMHC's internally managed investment...

About Our Team:At Q Wealth Partners, we are committed to providing exceptional investment services to our clients. Our team is comprised of experienced professionals who share a passion for delivering outstanding results and building long-term relationships with our clients.Your Key Responsibilities:- Develop and maintain strong relationships with clients to...

Why Join Pivot + Edge?Pivot + Edge is a leading wealth management firm dedicated to providing exceptional service and expertise to high-net-worth individuals and families. Our team of experienced professionals develops comprehensive financial plans tailored to meet the unique needs and goals of each client.We are seeking a motivated and results-driven...

Job DescriptionWe are seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, 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...

About the RoleAs a Financial Sponsorship Expert at Scotiabank, you will be responsible for executing on a broad range of non-investment grade financing transactions. This role requires preparing client presentations and financial modeling, working closely with Analysts/Associate Directors to support Directors/MDs in managing client relationships and...

About UsInvestment Management Corporation of Ontario (IMCO) is a Canadian institutional investor that invests globally on behalf of its clients. We are a mission-driven organization dedicated to delivering exceptional investment returns and creating long-term value for our clients.We are seeking a highly skilled Senior Relationship Manager to join our team...

Key ResponsibilitiesExecute on business development plans for prospects and existing clients in the mass affluent market.Identify additional investment business development opportunities and facilitate the implementation of an investment solution and/or referral to the appropriate partners.Provide client-centric investment solutions through a financial...

Company OverviewSpark Foundry is a global agency that thrives on innovative ideas. Our collaborative environment fosters creativity and problem-solving, making us better with each new challenge. We believe in adapting to our clients' needs, staying ahead of the curve, and pushing the boundaries of media innovation.We're driven by a passion for delivering...

Job SummaryThis Senior Manager role will lead the Pooled Investment Vehicles team within Global Investment Solutions, driving the development and execution of strategic plans that align with the company's overall goals.Key Accountabilities:Champion a client-driven culture to deepen client relationships and leverage broader Scotiabank relationships, systems,...