Financial Services Professional

5 days ago

Barrie, Ontario, Canada RBC Full time
About the Role

RBC is seeking a highly motivated and experienced Financial Services Professional to join our team as an Investment Advisor. As an Investment Advisor, you will be responsible for building and managing long-term client relationships, providing personalized investment advice, and helping clients achieve their financial goals.

Key Responsibilities
  1. Client Acquisition and Relationship Building: Establish a client base of high net worth individuals, families, business owners, and foundations, and manage their complex financial needs.
  2. Investment Strategy and Wealth Management: Leverage your investment strategy to create customized wealth management and investment services for your clients.
  3. Relationship Management and Communication: Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
  4. Business Development and Partnerships: Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking, Insurance, etc.
Requirements
  1. Experience and Education: 4-6 years of outbound sales experience and a degree in a related field, or equivalent experience.
  2. Certifications and Licenses: Completed the Canadian Securities Course (CSC) or will prior to start date.
  3. Skills and Abilities: Self-motivated, integrity, empathy, and a commitment to a career as an Investment Advisor.
  4. Personal Qualities: Recognize the value of hard work and investment of time to build a successful business.
  5. Communication Skills: Excellent communications skills.
Preferred Qualifications
  1. Experience in Direct Marketing and Financial Services: Experience in a direct marketing role, financial services, and shown success in high-value sales and business development, regardless of industry/discipline.
  2. Additional Certifications: Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM).
What We Offer
  1. Compensation and Benefits: Base salary to get you started, unlimited earning potential, and full benefits.
  2. Autonomy and Support: Autonomy to build and run your own business, in a flexible environment, with programs designed to support you, including mentorship, parental leave, and development.
  3. Investment Solutions and Research: Investment solutions backed by top-ranked research.
  4. Management and Career Growth: Management focused on helping you grow and expand your career.

  • Financial Services Professional

    5 days ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionYour Path to SuccessAre you a skilled professional with a passion for building long-term relationships with high net worth individuals, families, and businesses? Do you have a talent for creating customized financial solutions and managing complex investment portfolios?Royal Bank of Canada is seeking a seasoned professional to join...

  • Financial Services Professional

    7 days ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionYour Path to SuccessAre you a skilled professional with a passion for building long-term relationships with high net worth individuals, families, and businesses? Do you have a talent for creating customized financial solutions and managing complex investment portfolios?Royal Bank of Canada is seeking a seasoned professional to join...

  • Financial Services Advisor

    5 days ago

    Barrie, Ontario, Canada Aleem Ravji Insurance and Financial Services Full time

    About the RoleWe are seeking a highly motivated and customer-focused Insurance Sales Representative to join our team at Aleem Ravji Insurance and Financial Services. As an Account Manager, you will play a key role in providing exceptional service to our clients and helping them achieve their financial goals.Key ResponsibilitiesProvide personalized insurance...

  • Financial Services Advisor

    6 days ago

    Barrie, Ontario, Canada Aleem Ravji Insurance and Financial Services Full time

    About the RoleWe are seeking a highly motivated and customer-focused Insurance Sales Representative to join our team at Aleem Ravji Insurance and Financial Services. As an Account Manager, you will play a key role in providing exceptional service to our clients and helping them achieve their financial goals.Key ResponsibilitiesProvide personalized insurance...

  • Accounting Professional

    7 days ago

    Barrie, Ontario, Canada Jonathan Audette Professional Corporation Full time

    About the RoleWe are seeking a highly skilled Accounting Professional to join our team at Jonathan Audette Professional Corporation. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with all relevant accounting standards.Key...

  • Financial Services Professional

    5 days ago

    Barrie, Ontario, Canada CIBC Full time

    About CIBCCIBC is a leading financial institution that values its clients and employees. We strive to create a workplace that is inclusive and accessible to all. Our goal is to provide a career, not just a paycheck.What We OfferWe offer a competitive salary, performance-based pay, banking benefits, access to a social benefits program*, a defined benefit...

  • Financial Services Professional

    6 days ago

    Barrie, Ontario, Canada CIBC Full time

    About CIBCCIBC is a leading financial institution that values its clients and employees. We strive to create a workplace that is inclusive and accessible to all. Our goal is to provide a career, not just a paycheck.What We OfferWe offer a competitive salary, performance-based pay, banking benefits, access to a social benefits program*, a defined benefit...

  • Senior Financial Professional

    5 days ago

    Barrie, Ontario, Canada BDO Canada LLP Full time

    Senior Accountant, AssurancePutting People First, Every DayBDO Canada LLP is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture...

  • Senior Financial Professional

    5 days ago

    Barrie, Ontario, Canada BDO Canada LLP Full time

    Senior Accountant, AssurancePutting People First, Every DayBDO Canada LLP is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture...

  • Senior Financial Professional

    5 days ago

    Barrie, Ontario, Canada BDO Full time

    About the RoleWe are seeking a highly skilled Senior Financial Professional to join our Domestic Tax team at BDO. As a key member of our team, you will be responsible for providing exceptional service to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesCollaborate with clients to understand their tax needs and develop...

  • Senior Financial Professional

    6 days ago

    Barrie, Ontario, Canada BDO Full time

    About the RoleWe are seeking a highly skilled Senior Financial Professional to join our Domestic Tax team at BDO. As a key member of our team, you will be responsible for providing exceptional service to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesCollaborate with clients to understand their tax needs and develop...

  • Financial Record Keeper

    4 weeks ago

    Barrie, Ontario, Canada Jonathan Audette Professional Corporation Full time

    Accounting Specialist RoleJonathan Audette Professional Corporation is looking for an Accounting Specialist to enhance our financial team. This role encompasses a variety of responsibilities associated with payroll processing, maintaining financial documentation, and preparing tax submissions. We seek a meticulous individual with a solid background in...

  • Bookkeeper - Financial Record Keeper

    8 hours ago

    Barrie, Ontario, Canada Jonathan Audette Professional Corporation Full time

    About the RoleWe are seeking a highly skilled Bookkeeper to join our team at Jonathan Audette Professional Corporation. As a Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record Keeping: Maintain...

  • Bookkeeper - Financial Record Keeper

    5 hours ago

    Barrie, Ontario, Canada Jonathan Audette Professional Corporation Full time

    About the RoleWe are seeking a highly skilled Bookkeeper to join our team at Jonathan Audette Professional Corporation. As a Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record Keeping: Maintain...

  • Bookkeeper - Financial Record Keeper

    3 days ago

    Barrie, Ontario, Canada Jonathan Audette Professional Corporation Full time

    About the RoleWe are seeking a highly skilled Bookkeeper to join our team at Jonathan Audette Professional Corporation. As a Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record Keeping: Maintain...

  • Bookkeeper - Financial Record Keeper

    3 days ago

    Barrie, Ontario, Canada Jonathan Audette Professional Corporation Full time

    About the RoleWe are seeking a highly skilled Bookkeeper to join our team at Jonathan Audette Professional Corporation. As a Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record Keeping: Maintain...

  • Financial Record Keeper

    4 weeks ago

    Barrie, Ontario, Canada Jonathan Audette Professional Corporation Full time

    Position OverviewWe are seeking a detail-oriented Bookkeeper to join our team at Jonathan Audette Professional Corporation. This role is essential for maintaining accurate financial records and ensuring compliance with accounting standards.Key ResponsibilitiesPayroll Management: Calculate and prepare payroll cheques.Asset Management: Assess fixed assets and...

  • Accounts Management Professional

    4 weeks ago

    Barrie, Ontario, Canada Jonathan Audette Professional Corporation Full time

    Accounting SpecialistEducation: Completion of a college diploma or a non-university certificate program lasting between 3 months to less than 1 year.Job OverviewKey Responsibilities:Process and prepare payroll cheques.Assess fixed assets and calculate depreciation.Maintain financial documentation and manage various accounts through both manual and...

  • Financial Services Consultant

    4 weeks ago

    Barrie, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    At CIBC, we are dedicated to fostering a relationship-driven banking experience for our clients in today's dynamic financial landscape. We seek skilled and enthusiastic professionals who are committed to prioritizing our clients' needs.We value your unique strengths and aspirations, empowering you to excel in your role. Our team members are equipped to make...

  • Insurance and Financial Services Specialist

    22 hours ago

    Barrie, Ontario, Canada Charon Clute Insurance Agency Inc. Full time

    Insurance & Financial Services Position**About Us**Charon Clute Insurance Agency Inc. is a leading insurance and financial services provider, dedicated to delivering exceptional customer experiences and innovative solutions.**Job Summary**We are seeking a highly motivated and results-driven Insurance and Financial Services Specialist to join our team. As a...