Financial Services Professional
1 week ago
RBC Dominion Securities Inc. is a leading investment and wealth management firm that prides itself on its collaborative and supportive culture. Our team works together to help clients achieve their financial goals, making us a top-ranked company in Canada.
Job SummaryWe are seeking a Full-time Associate to join our Council team in Ancaster, ON. As an Associate, you will be responsible for maintaining, developing, and growing the business by assisting the Portfolio Manager in an efficient and professional manner.
Key Responsibilities:- Provide exceptional customer service by responding to incoming telephone and email contacts from clients, advisors, and internal partners.
- Support the Portfolio Manager with general administrative duties, including managing client accounts and preparing reviews and presentations.
- Request necessary information and documentation from clients to open accounts and maintain accurate records.
- Maintain client households in accordance with the Investment Policy Statement and Know Your Client information.
To succeed in this role, you will require:
Must-Have Skills:- Certification in Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- Strong Microsoft Office Suite skills.
- Meticulous attention to detail and excellent time management skills.
- Exceptional verbal and written communication skills in English.
- Knowledge of RBC Dominion Securities' systems and procedures.
- Minimum 2 years of experience in the securities industry.
- Enthusiastic, committed, and entrepreneurial spirit.
We provide a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will also benefit from working in a dynamic, collaborative, progressive, and high-performing team, as well as a world-class training program in financial services.
Salary RangeThe estimated salary range for this position is between $50,000-$65,000 per year, depending on experience and qualifications.
-
Financial Services Professional
4 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeTianxin Financial Services Corp is seeking a skilled Financial Services Professional to join our team. The ideal candidate will have a Bachelor's degree and 1 year to less than 2 years of experience in the financial industry. Key responsibilities include:Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial...
-
Financial Services Advisor
1 week ago
Hamilton, Ontario, Canada Wayne Nichols Insurance & Financial Services Ltd. Full timeWayne Nichols Insurance & Financial Services Ltd. is a leading provider of insurance and financial services in North America. We are seeking a highly skilled and motivated individual to join our team as a Life Insurance Representative.Salary: $65,000 - $80,000 per year, depending on experienceAbout the JobThis is an exciting opportunity for individuals who...
-
Senior Investment Professional
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeTianxin Financial Services Corp is seeking a talented Senior Investment Professional to join our team. As an investment specialist, you will be responsible for identifying clients' financial goals and objectives.Job DescriptionAnalyze clients' financial records to understand their current financial situation and provide recommendations on cash management,...
-
Financial Services Professional
2 hours ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob TitleFinancial Services ProfessionalAbout Infinity Wealth Solutions Inc.We are a leading financial services provider dedicated to helping individuals and businesses achieve their financial goals. Our team of experts is passionate about delivering exceptional service and creating long-term relationships with our clients.SalaryThe estimated annual salary...
-
Senior Financial Planning Advisor
1 week ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeAbout Tianxin Financial Services CorpWe are a reputable financial services corporation dedicated to providing exceptional investment solutions to our clients.Job Title: Senior Financial Planning AdvisorSalary:$70,000 - $100,000 per yearJob DescriptionCompany OverviewTianxin Financial Services Corp is a leading provider of investment services. Our team of...
-
Financial Planning Expert
4 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob SummaryTianxin Financial Services Corp is seeking a skilled Financial Planning Expert to join our team. As a key member of our wealth management team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesDevelop and implement...
-
Financial Services Professional
1 month ago
Hamilton, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their...
-
Financial Services Professional
4 weeks ago
Hamilton, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a skilled Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding...
-
Financial Planning Consultant
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob DescriptionWe are seeking a skilled Financial Planning Consultant to join our team at Tianxin Financial Services Corp.Job SummaryThis role involves working closely with clients to identify their financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Client Consultation: Meet...
-
Insurance Industry Professional
2 weeks ago
Hamilton, Ontario, Canada Wayne Nichols Insurance & Financial Services Ltd. Full timeWayne Nichols Insurance & Financial Services Ltd. is seeking an experienced Insurance Industry Professional to join our team. Key responsibilities include assessing potential markets, calculating premiums, and establishing client insurance coverage. Additional duties include providing customer service, monitoring claims, and selling various insurance types....
-
Chief Financial Officer
4 weeks ago
Hamilton, Ontario, Canada Elby Professional Recruitment Inc Full timeJob Summary: We are seeking a highly skilled Director of Finance to join our team at Elby Professional Recruitment Inc. As a key member of our organization, you will be responsible for developing and executing the company's financial strategy to align with our goals and objectives.Key Responsibilities:Develop and execute the company's financial strategy to...
-
Financial Services Representative
2 hours ago
Hamilton, Ontario, Canada Wayne Nichols Insurance & Financial Services Ltd. Full timeWayne Nichols Insurance & Financial Services Ltd.We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.We believe in equity, diversity and inclusion. We have zero tolerance for discrimination of any kind. We want our...
-
Insurance Sales Professional
1 month ago
Hamilton, Ontario, Canada Wayne Nichols Insurance & Financial Services Ltd. Full timeJob Title: Insurance Sales ProfessionalAt Wayne Nichols Insurance & Financial Services Ltd., we're committed to creating a positive and inclusive work environment. We believe in equity, diversity, and inclusion, and we're dedicated to welcoming and valuing people for who they are as individuals.We're seeking a highly motivated and customer-focused Insurance...
-
Financial Planning Expert
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeEducation: Bachelor's degree is required for this role, or equivalent experience in a related field.Experience: 1 year to less than 2 years of experience in investment planning, or a related field.Key Responsibilities:Identify clients' financial goals and develop tailored financial plans to achieve them.Conduct thorough analyses of clients' financial records...
-
Financial Services Professional
2 weeks ago
Hamilton, Ontario, Canada Scotiabank Full timeCompany OverviewScotiabank is a leading bank in the Americas, driven by our purpose: 'for every future'. We help our customers, their families, and communities achieve success through various advice, products, and services.About the RoleWe are seeking an experienced Financial Services Professional to join our team. This role will involve preventing roll...
-
RBC Financial Services Professional
2 weeks ago
Hamilton, Ontario, Canada Royal Bank of Canada Full timeFinancial Advisor Role OverviewWe are currently seeking a highly skilled and motivated Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and succeed in their personal and business endeavors.Key...
-
Chief Financial Officer
1 month ago
Hamilton, Ontario, Canada Elby Professional Recruitment Inc Full timeWe are seeking a highly skilled Chief Financial Officer to lead our financial strategy and drive business growth. This is an exciting opportunity for a seasoned professional to join our team at Elby Professional Recruitment Inc and make a significant impact on our organization.Key Responsibilities:Develop and execute the company's financial strategy to align...
-
Financial Reporting Specialist
4 weeks ago
Hamilton, Ontario, Canada Elby Professional Recruitment Inc Full timeAbout the Role:We are seeking an experienced Financial Reporting Specialist to join our team at Elby Professional Recruitment Inc. As an Accountant, you will play a crucial role in ensuring the accuracy and timeliness of financial reporting packages, month-end close processes, and bank reconciliations.Key Responsibilities:Preparation of year-end reporting...
-
Chief Financial Officer
3 weeks ago
Hamilton, Ontario, Canada Elby Professional Recruitment Inc Full timeJob Title: Director of FinanceJob Summary: We are seeking a highly skilled Director of Finance to join our team at Elby Professional Recruitment Inc. The successful candidate will be responsible for developing and executing the company's financial strategy, leading the budgeting and forecasting function, and providing analysis of operational issues impacting...
-
Financial Clerk
1 week ago
Hamilton, Ontario, Canada A&R LLP Chartered Professional Accountants Full timeJob Title: Financial ClerkWe are seeking a detail-oriented and organized individual to join our team as a Junior Bookkeeper. This role is perfect for someone who is eager to learn and grow with our company.About the Role:This is a part-time position requiring 20 hours of work per week, offering a casual work term.The ideal candidate will have a strong...