Current jobs related to Investment Advisor Professional - Burlington, Ontario - Scotiabank
-
Wealth Planning Advisor
2 weeks ago
Burlington, Ontario, Canada Bank of Montreal Full timeAbout the RoleThe Bank of Montreal seeks a skilled and experienced wealth management professional to join our team as a Financial Planning Advisor. In this role, you will provide comprehensive financial planning support to Private Wealth Professionals, BMO Nesbitt Burns & BMO Private Banking.As a key member of our team, you will be responsible for providing...
-
Investment Portfolio Advisor
2 weeks ago
Burlington, Ontario, Canada Bank of Montreal Full timeAs an Associate Investment Counsellor, Private Wealth at the Bank of Montreal, you will have the opportunity to work with high net worth individuals and families to help them achieve their financial goals.About the RoleThis position is responsible for managing a portfolio of clients to retain and grow relationships. You will evaluate clients' personal and...
-
Real Estate Investment Sales Professional
1 week ago
Burlington, Ontario, Canada Equiton Full timeAt Equiton, we are committed to delivering exceptional results through our dedication to providing unparalleled client service and innovative investment solutions. As a Private Capital Markets Associate, you will play a vital role in developing new business opportunities and fostering long-term relationships with our clients.About UsWe are a recognized...
-
Investment Finance Professional
2 weeks ago
Burlington, Ontario, Canada Equiton Full timeEducation and Experience1. Bachelor's degree in Business, Finance, or related field of study.2. CFA or in process.3. A minimum of 5 years' experience.4. Understanding of IFRS, GAAP, and auditing standards.5. Proficient in Microsoft Office Suite and accounting software.6. Experienced in the real estate industry and working within an institutional investment...
-
Wealth Planning Advisor
2 weeks ago
Burlington, Ontario, Canada Bank of Montreal Full timeApplication Deadline:05/02/2025Address:1501 McGill College AvenueJob Family Group:Wealth Sales & ServiceThe Wealth Planning Support Team (WPST) is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the wealth...
-
Wealth Management Advisor
1 week ago
Burlington, Ontario, Canada Scotiabank Full timeAbout the Role\This is an exciting opportunity to join a forward-thinking organization where you can make a meaningful impact on our customers' lives. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals by providing expert advice and guidance on day-to-day banking, investments, and borrowing...
-
Equiton Investment Associate
2 weeks ago
Burlington, Ontario, Canada Equiton Full timeAbout Equiton:We are a leading private equity investment firm, recognized for our expertise in creating long-term wealth through real estate investing. Our team of experienced professionals understands the industry inside out, allowing us to strategically anticipate trends and capitalize on value creation opportunities.
-
Financial Services Professional
11 hours ago
Burlington, Ontario, Canada Financière Sun Life Full timeWe're seeking a talented Financial Advisor to join our team at Financière Sun Life. As a Financial Advisor, you'll play a key role in helping clients achieve their long-term financial goals.About the JobYou'll be responsible for meeting with clients to review their financial situation and provide personalized advice on how to achieve their goals.You'll work...
-
Financial Services Professional
1 week ago
Burlington, Ontario, Canada Scotiabank Full timeAt Scotiabank, we help build futures where individuals can be themselves and win together. Our inclusive culture is dedicated to diversity and performance-oriented growth.About the RoleWe are seeking a Senior Financial Advisor who will take a proactive approach to understanding customer needs, educate customers on relevant insights and expert advice, and...
-
Financial Services Advisor
11 hours ago
Burlington, Ontario, Canada Bank of Montreal Full timeKey ResponsibilitiesThe Financial Services Advisor will be responsible for:Providing subject matter expertise on a broad range of planning strategies, including investment and retirement planning, transition planning, estate planning, personal taxation, and insurance.Supporting BMO Wealth Planning and Advisory Team's centralized planning platform.Preparing...
-
Director, Investment
1 week ago
Burlington, Ontario, Canada Equiton Full timeDirector, Social Media and Email Marketing Burlington, ON, Canada Director, Social Media and Email Marketing Founded in 2015, Equiton is a recognized leader in private equity investments with 1 billion CAD in Assets Under Management (AUM). Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to...
-
Wealth Planning Specialist
2 weeks ago
Burlington, Ontario, Canada Bank of Montreal Full timeAbout the RoleWe are seeking a highly skilled and experienced Wealth Planning Advisor to join our team. The successful candidate will provide financial planning support to Private Wealth Professionals, BMO Nesbitt Burns & BMO Private Banking.The role involves leveraging advanced financial planning concepts and knowledge of planning software to create...
-
Senior Wealth Advisor
1 week ago
Burlington, Ontario, Canada Scotiabank Full timeWe're looking for a Senior Financial Advisor who embodies our commitment to results-driven teamwork and high-performing culture. This role involves building trust with customers, providing tailored advice, and developing strategic plans to meet their goals.The OpportunityThis position offers a dynamic work environment, opportunities for career growth, and...
-
Burlington, Ontario, Canada STATE STREET CORPORATION Full timeAbout the RoleState Street Corporation is seeking a highly skilled Software Engineer to join our team of talented professionals. As a Software Engineer, you will be responsible for developing the user interface and/or related server-side systems of the Charles River Investment Management System.Key ResponsibilitiesDesign, develop, test, and deploy software...
-
Planning Expert for Wealth Management
2 weeks ago
Burlington, Ontario, Canada Bank of Montreal Full timeJob OverviewThe Bank of Montreal is seeking a skilled and experienced wealth management professional to join our team as a Planning Expert for Wealth Management. In this role, you will provide comprehensive financial planning support to Private Wealth Professionals, BMO Nesbitt Burns & BMO Private Banking.As a key member of our team, you will work closely...
-
Director, Investment
1 week ago
Burlington, Ontario, Canada Equiton Inc Full timeDirector, Social Media and Email Marketing About Equiton: Founded in 2015, Equiton is a recognized leader in private equity investments with 1 billion CAD in Assets Under Management (AUM). Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing....
-
Investment and Financial Planning Expert
1 week ago
Burlington, Ontario, Canada Scotiabank Full timeJoin us at Scotiabank as a Senior Financial Advisor and become part of a winning team committed to delivering outstanding results and fostering a culture of inclusivity and respect.About the JobThis role requires a proactive and client-focused approach, with a focus on developing strong relationships and delivering tailored financial solutions.Actively...
-
Business Development Support Specialist
2 weeks ago
Burlington, Ontario, Canada Aligned Capital Partners Inc. Full timeAbout UsAligned Capital Partners Inc. is a leading investment dealer that prides itself on its dynamic team and corporate culture that encourages teamwork, service excellence, creativity, and initiative.We are currently seeking a Transitions Support Associate to join our Client Experience team in Burlington. In this role, you will provide support to our...
-
Financial Planner
2 weeks ago
Burlington, Ontario, Canada Bank of Montreal Full timeAbout the JobWe are seeking an experienced Financial Planner to join our team as a strategic support specialist. As a key member of our wealth management team, you will provide comprehensive financial planning support to Private Wealth Professionals, BMO Nesbitt Burns & BMO Private Banking.In this role, you will work closely with Investment Advisors,...
-
Transitions Support Associate
4 weeks ago
Burlington, Ontario, Canada Aligned Capital Partners Inc. Full timeAligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Transitions Support Associate to join our Client Experience team in Burlington.Job...
Investment Advisor Professional
2 weeks ago
We are a team of dedicated professionals at Scotiabank who are passionate about delivering exceptional financial services and solutions to our clients. Our mission is to empower individuals and businesses to achieve their financial goals through innovative products and services.
Job Description
The Financial Planner will be responsible for promoting the development and sustainable growth of proprietary investment business in the assigned market area. Key responsibilities include:
* Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
* Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
* Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.
Required Skills and Qualifications
* 3 years of experience in financial planning and investment sales.
* Mutual funds certification with current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
* Personal Financial Planning (PFP) designation and/or Certified Financial Planner (CFP) designation.
* Proven networking, client acquisition, and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
* Goal-oriented and entrepreneurial with ability to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
Benefits
* Competitive compensation package.
* Comprehensive benefits program.
* Opportunities for career advancement and professional development.
* Collaborative and dynamic work environment.
Other Information
Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.
