Portfolio Strategist and Investment Advisor

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor and Wealth Strategist, you'll play a crucial role in delivering trusted financial advice to customers regarding complex investment and retirement planning.You will be part of the branch sales team responsible for meeting/exceeding negotiated deposit...

Grow Your Career with RBCRBC Dominion Securities is seeking a talented Investment Advisor to join our team. As a key member of our wealth management team, you will have the opportunity to build and maintain client relationships, provide financial planning and investment advice, and help clients achieve their long-term goals.Key Responsibilities:Build and...

About Us:Richardson Wealth Ltd is a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With offices across the country, we are home to some of Canada's top investment advisors.We want to be the brand of choice for Canada's top advisors and their high-net-worth clients. To achieve this goal, we...

About Us:Richardson Wealth is a leading Canadian wealth management organization that offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors.We want to be the brand of choice for Canada's top advisors and their high-net-worth clients. Our ambitious...

Job SummaryJob DescriptionUnlock your potential with RBCAs a Wealth Management Professional at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert advice and guidance to your clients,...

TriCert Investment Counsel, a registered portfolio management firm, seeks a skilled Investment and Portfolio Manager to join our team. As an investor, not a trader, we utilize a quality, sector-based methodology to match clients' risk tolerance with tailored portfolios.Our approach involves a holistic view of clients' financial affairs, including tax plans,...

Investment Portfolio ManagerAs an Investment Portfolio Manager at Bank of Montreal, you will be responsible for managing a portfolio of clients to retain and grow relationships. You will evaluate clients' personal and investment needs, creating investment policy statements, asset allocations, investment portfolios, and financial plans. Your goal will be to...

Job DescriptionGrow your business, your way – with RBC Dominion SecuritiesAs a Financial Planning and Wealth Management Professional at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Whether you're looking to start your own business or take your existing one to the next level, we offer the training,...

Job OpportunityAt RBC Dominion Securities Inc., we are seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will have the opportunity to work with high net worth individuals, families, and business owners to help them achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with clients to...

Investment Advisor Associate RoleThis is a key role in our wealth management team, supporting the lead Investment Advisor and team of Advisors in delivering exceptional client service and business development. As an Associate Investment Advisor, you will provide dedicated investment support to client accounts, helping them achieve their advisory and business...

Job SummaryWe are seeking a highly skilled Investment Counsellor to join our team at BMO. As an Investment Counsellor, you will be responsible for managing a portfolio of clients to retain and grow relationships. You will evaluate clients' personal and investment needs and create an investment policy statement, asset allocation, investment portfolio, and...

Job Summary:We are seeking a highly skilled Investment Portfolio Manager to join our team at BMO Financial Group. As an Investment Portfolio Manager, you will be responsible for managing a portfolio of clients to retain and grow the relationships. You will evaluate client's personal and investment needs and create an investment policy statement, asset...

Job Summary:We are seeking a highly skilled Investment Portfolio Manager to join our team at BMO. As a key member of our Wealth Sales and Service team, you will be responsible for managing a portfolio of clients to retain and grow relationships. You will evaluate clients' personal and investment needs, creating an investment policy statement, asset...

At BMO, we are seeking a highly skilled Investment Portfolio Manager to join our team. As a key member of our Wealth Sales and Service team, you will be responsible for managing a portfolio of clients to retain and grow the relationships. You will evaluate client's personal and investment needs and create an investment policy statement, asset allocation,...

About UsRichardson Wealth is a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With a strong presence across the country, we are home to some of Canada's top investment advisors.We aim to be the go-to choice for Canada's top advisors and their high-net-worth clients. Our ambitious growth...

Company Overview:Scotiabank is a leading bank in the Americas, guided by its purpose: "for every future". The organization helps its customers, their families, and communities achieve success through various advice, products, and services. Estimated Salary: $90,000 - $120,000 per yearJob Description:A Wealth Strategist will focus on developing and deepening...

{"title":"Financial Services Opportunity","subtitle":"Private Client Advisor","text":"Firm Overview: Our partner, a large global portfolio management firm, manages over $200 billion in assets. Each client receives a customized portfolio tailored to their needs, with a focus on global diversification and individual stocks and bonds.Role Description: As a...

As an Investment Specialist, Administrative Assistant, you will be responsible for supporting the development of new wealth management business acquisitions and relationships in target markets. This role will involve working closely with Investment Specialists to enable the growth and servicing of their client-base, as well as contributing to a national...

Job SummaryRoyal Bank of Canada is seeking a Financial Services Professional to provide dedicated support in investment & money management activities for a high performing Advisory Team.Key ResponsibilitiesExecute trades and rebalance portfolios.Follow up on client trades to ensure proper settlement and deliveryCoordinate and prepare meetings for Advisors...

Job SummaryJob DescriptionUnlock your potential with RBCAs a Financial Planning and Wealth Management Professional at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert advice and...