Professional Investor Advisor
3 days ago
We are seeking an experienced Financial Planner, Investment to join our dynamic team at RBC. This exciting opportunity offers the chance to utilize your expertise in financial planning and investment advice to help clients achieve their long-term goals.
About the Role:- Provide personalized financial planning advice and solutions using RBC's comprehensive range of investment and portfolio options.
- Aquire and consolidate existing and new-to-RBC clients and assets.
- Connect clients with the right RBC team members to ensure continuous support.
- Develop external business referral sources through networking, marketing, and partner relationships.
To succeed in this role, you must have:
- A Financial Planning Designation (PFP or CFP).
- A Mutual Funds License (IFIC or CSC).
- A minimum of 2 years experience in financial planning.
- Proven networking and client acquisition skills.
- The ability to cultivate strong partner relationships.
In addition to a competitive salary, we provide:
- A comprehensive Total Rewards Program including flexible benefits, a competitive commission structure, and pension options.
- World-class training programs and career development opportunities.
- The advantage of working with a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded.
- A flexible work schedule based on client preferences and your own work-life balance.
With a salary estimated to be around $80,000 - $120,000 per year, depending on experience, this is an excellent opportunity for skilled professionals looking to grow their careers in financial planning and investment advice.
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Oakville, Ontario, Canada Fengate Asset Management Full timeFund Operations and Finance ExpertiseFengate Asset Management seeks a highly skilled Senior Financial Analyst to support the launch and ongoing management of the Private Markets Fund. As a key member of the team, you will oversee fund operations, perform financial analysis, maintain fund models, and contribute to comprehensive reporting efforts.This role...
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Senior Financial Operations Specialist
1 week ago
Oakville, Ontario, Canada Fengate Asset Management Full timeJob SummaryWe are seeking a highly motivated Senior Financial Analyst to support the launch and ongoing management of our Private Markets Fund. The successful candidate will play a critical role in overseeing fund operations, performing financial analysis, maintaining fund models, and contributing to comprehensive reporting efforts.Key Responsibilities:Plan,...
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Strategic Fund Operations Specialist
1 week ago
Oakville, Ontario, Canada Fengate Asset Management Full timeAbout Fengate Asset ManagementFengate Asset Management is a leading investment management firm seeking a highly skilled Strategic Fund Operations Specialist to support the launch and ongoing management of its Private Markets Fund.Job DescriptionThe successful candidate will play a critical role in overseeing fund operations, performing financial analysis,...
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Asset Management Leader for Private Markets
7 days ago
Oakville, Ontario, Canada Fengate Asset Management Full timeJob Description:Fengate Asset Management is seeking a seasoned Asset Management Leader to oversee the launch and ongoing management of our Private Markets Fund. This fund represents a new strategic initiative, investing across our active portfolios in Infrastructure, Real Estate, and Private Equity.This role offers an exceptional opportunity for an...
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Oakville, Ontario, Canada Fengate Asset Management Full timeRole SummaryFengate Asset Management is seeking a Senior Financial Analyst to join its Infrastructure Funds financial reporting team.About the RoleThis position offers an opportunity for growth within Fengate. The successful candidate will be responsible for providing oversight and guidance to the fund's external administrator, overseeing capital activity...
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Oakville, Ontario, Canada Fengate Asset Management Full timeAbout the RoleFengate Asset Management is seeking a highly skilled Senior Financial Analyst to join its Infrastructure Funds financial reporting team. This is an excellent opportunity for a motivated individual to work in a fast-paced environment and develop a deep understanding of infrastructure private equity funds.Key ResponsibilitiesCollaborate closely...
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Senior Financial Advisor
1 week ago
Oakville, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank in Oakville, Ontario, you will have the opportunity to build strong relationships with clients and help them achieve their financial goals. With a focus on providing expert advice and personalized service, you will be a key member of our team.Job DescriptionWe are seeking a highly motivated and...
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Strategic Portfolio Management Professional
5 days ago
Oakville, Ontario, Canada Société Financière Manuvie Full timeJob SummarySociété Financière Manuvie seeks an experienced Strategic Portfolio Management Professional to supervise the firm's discretionary Advisor Managed Program for advisors managing client assets in Canada and the United States. The successful candidate will oversee Associate Portfolio Managers and Portfolio Managers, ensuring accounts are managed...
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Senior Real Estate Finance Expert
3 weeks ago
Oakville, Ontario, Canada Fengate Asset Management Full timeFengate Asset Management is seeking a highly motivated Senior Financial Analyst to support the launch and ongoing management of the Fengate Private Markets Fund (the Fund). The Fund represents a new strategic initiative, investing across Fengate's active portfolios in Infrastructure, Real Estate, and Private Equity.The successful candidate will play a...
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Automotive Service Advisor Role
3 weeks ago
Oakville, Ontario, Canada Budds' BMW Full timeService Advisor Opportunity at Budds' BMWBudds' BMW has an immediate opening for an experienced Service Advisor to join our successful dealership group in Oakville, Hamilton, and Kitchener. In this critical role, you will be responsible for greeting customers professionally and determining their service or repair needs. You will also recommend...
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Automotive Technician Development Professional
3 weeks ago
Oakville, Ontario, Canada Budds' BMW Full timeJob SummaryWe are seeking a skilled Automotive Technician Development Professional to join our team at Budds' BMW. As a key member of our service department, you will have the opportunity to work alongside experienced technicians and develop your skills in vehicle diagnosis and repair.Company OverviewBudds' Group is a family-owned business celebrating its...
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Financial Advisor
5 days ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeGrow Your Business with RBCAs a Financial Advisor at RBC Dominion Securities, you have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive resources and guidance, you can establish yourself as a trusted advisor in the industry.About the Role:You will work closely with high-net-worth...
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Senior Wealth Planning Professional
4 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeUnlock Your Potential in a Dynamic Wealth Management RoleWe are seeking an experienced Senior Wealth Planning Professional to join our team at ScotiaMcLeod. This is an exciting opportunity to contribute to the success of our clients and grow your career in a collaborative and dynamic environment.About ScotiaMcLeodScotiaMcLeod is a cornerstone business within...
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Tax Compliance Specialist
7 days ago
Oakville, Ontario, Canada Vaco Full timeAbout Our ClientVaco is a leading provider of professional staffing services, specializing in finance and accounting. We are seeking a highly skilled Senior Tax Analyst to join our team.Job Description:The ideal candidate will have a strong background in tax compliance, with experience preparing partnership and corporate income tax returns, as well as other...
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Chief Commercial and Technology Advisor
10 hours ago
Oakville, Ontario, Canada ZSA Legal Recruitment Full timeAbout the RoleZSA Legal Recruitment is seeking a seasoned Chief Commercial and Technology Advisor to provide strategic guidance on corporate, commercial, and technology matters. The ideal candidate will have 5-8 years of experience in commercial law and a passion for complex work.Key ResponsibilitiesProvide management with effective advice on corporate,...
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Financial Services Professional
1 month ago
Oakville, Ontario, Canada Grant Thornton Full timeDiscover Your Role at Grant ThorntonWe're a large and growing professional services firm that values community and collaboration. Our team of experts is dedicated to helping clients and colleagues thrive. As an Accountant, Privately Held Business Group New Grad Fall 2025, you'll work closely with clients to develop deep relationships and provide exceptional...
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Lead Accountant and Business Advisor
1 week ago
Oakville, Ontario, Canada Randstad Canada Full timeEsteemed accounting firms in Oakville seek a Lead Accountant to spearhead their assurance, accounting, tax preparation, and advisory services. As a trusted advisor, you will provide strategic guidance to clients, ensuring their growth and success.About the Role:This leadership position requires a CPA-designated professional with at least 5 years of...
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Automotive Service Advisor Lead
1 week ago
Oakville, Ontario, Canada Porsche Centre Oakville Full timePolicaro Group, an exclusive luxury automotive retailer with a presence throughout the GTA and Southern Ontario, is committed to redefining the community's automotive experience through exceptional customer service, cutting-edge technology, and a passion for excellence.As one of Canada's Best Managed Companies for the third consecutive year and a recipient...
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Oakville, Ontario, Canada Winchesters Full timeJob Description:The Vice President, Real Estate Development Finance (Asset Management) role at Winchesters presents an exciting opportunity to step into a leadership position where you'll drive performance and maximize returns across a dynamic portfolio.About the Role:This senior asset management position focuses on managing multiple private equity real...
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Personal Lines Insurance Professional
3 weeks ago
Oakville, Ontario, Canada Hub International Ontario Limited Full timeAt HUB International Ontario Limited, we are seeking an accomplished Personal Lines Insurance Professional to enrich our sales team. This role involves creating bespoke insurance solutions that not only protect but also provide solace and resilience to our clients.We're looking for someone who can leverage their industry expertise to deliver tailored advice...