Investment Advisor
1 month ago
As a seasoned Investment Advisor at Royal Bank of Canada, you will have the opportunity to help high-net-worth individuals, families, and business owners achieve their financial goals. With a strong brand and reputation, you will leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
Key Responsibilities- Build and maintain long-term relationships with clients, providing personalized service and advice.
- Develop and implement comprehensive financial plans, leveraging RBC's investment and wealth management resources.
- Stay up-to-date with market trends and regulatory changes, ensuring your clients' financial needs are met.
- Collaborate with RBC partners to provide a holistic approach to clients' financial lives.
- 4-6 years of outbound sales experience, with a strong track record of success.
- Completion of the Canadian Securities Course (CSC) or equivalent.
- Passion for financial planning and portfolio management.
- Excellent relationship-building skills and ability to connect with diverse clients.
- A comprehensive Total Rewards package, prioritizing your overall wellbeing.
- Base salary and unlimited earning potential through commission and fees.
- Autonomy to build and run your own business within the RBC brand.
- Potential to qualify for the prestigious President's Club Program.
- Leadership and mentorship opportunities for career growth.
- A supportive, inclusive culture and team that celebrates diversity and individuality.
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Investment Advisor
1 month ago
Winnipeg, Manitoba, Canada CI Financial Full timeInvestment Counsellor RoleAt CI Financial, we're seeking a highly skilled Investment Counsellor to join our Private Client Group. As a key member of our team, you'll work closely with clients, advisors, and other stakeholders to provide exceptional investment management services.Key Responsibilities:Meet with clients and advisors to discuss investment goals...
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Investment Advisor
4 weeks ago
Winnipeg, Manitoba, Canada RBC Dominion Securities Inc. Full timeJob Title: Investment AdvisorAbout the Role:We are seeking a highly motivated and experienced Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will be responsible for building and maintaining relationships with high-net-worth individuals, families, and business owners, providing them with personalized...
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Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeAt Royal Bank of Canada, we are seeking an experienced Financial Planner to join our team as a Strategic Investment Advisor, focused on delivering custom investment solutions to prospective and existing clients in the Winnipeg market.This is a full-time role that offers a competitive commission structure and a comprehensive Total Rewards Program, including...
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Banking Advisor
4 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeAbout the RoleWe are seeking a skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProvide personalized banking solutions to clients, including investment, mortgage, and insurance...
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Banking Financial Services Advisor
4 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Role: Banking AdvisorAt National Bank, we're committed to providing our clients with exceptional service and expert advice. As a Banking Advisor, you'll play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Provide personalized advice and solutions to clients' financial needs, including transaction, investment, and...
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Professional Insurance Advisor
1 week ago
Winnipeg, Manitoba, Canada Sun Life Full timeUnlock your earning potential as a Sun Life advisor Sun Life is seeking highly motivated and entrepreneurial individuals to join our team of professional insurance advisors. As a Sun Life advisor, you will have the opportunity to build a successful business and enjoy financial independence. The salary for this position is estimated at $60,000 per year,...
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Financial Advisor for Corporate Transactions
1 month ago
Winnipeg, Manitoba, Canada beBee Professionals Full timeWe are seeking a seasoned Financial Advisor to lead our corporate transactions team. The ideal candidate will have a strong background in mergers and acquisitions, capital raising, and corporate finance. They will be responsible for providing expert financial advice to clients, developing and maintaining relationships, and identifying potential...
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Sun Life Financial Advisor
4 weeks ago
Winnipeg, Manitoba, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Advisor and build a successful business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.Key responsibilities...
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Insurance Advisor
1 month ago
Winnipeg, Manitoba, Canada Western Coast Insurance Services Full timeJob SummaryWe are seeking a highly skilled Insurance Advisor - Employee Benefits to join our team at Western Financial Group. As an Insurance Advisor - Employee Benefits, you will be responsible for managing an assigned portfolio of employee benefit clients, providing ongoing support for existing clients, and building your portfolio with the addition of new...
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Professional Banking Advisor
1 week ago
Winnipeg, Manitoba, Canada National Bank Full timeAbout this roleAs a Banking Advisor with National Bank, you will have the opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues. This varied role allows you to adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients.With opportunities for development,...
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Wealth Management Advisor
4 weeks ago
Winnipeg, Manitoba, Canada NBC Full timeJob SummaryNational Bank Financial – Wealth Management is seeking a skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to a portfolio of clients.Key ResponsibilitiesDevelop and implement personalized financial plans to meet clients'...
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Client Service Associate
1 month ago
Winnipeg, Manitoba, Canada BMO Full timeJob SummaryBMO is seeking a highly skilled Client Service Associate to join our team. As a key member of our Wealth Sales and Service team, you will provide exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesProvide administrative support to Investment Advisors, including scheduling meetings, preparing reviews,...
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Winnipeg, Manitoba, Canada RBC Dominion Securities Inc. Full timeAbout RBC Dominion Securities Inc.RBC Dominion Securities Inc. is a leading financial institution that offers a wide range of wealth management services to high-net-worth individuals, families, and business owners. Our team of experienced investment advisors work closely with clients to understand their unique financial goals and provide personalized advice...
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Banking advisor
2 months ago
Winnipeg, Manitoba, A3C, Manitoba, Canada National Bank Full timeYoutube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...
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Investment Wealth Advisor
3 weeks ago
Winnipeg, Manitoba, Canada Staffing In Motion Full timeAbout the Role:Firm: A leading portfolio management company with a substantial asset base.This is an inside sales position with a strong focus on closing prequalified leads. The primary responsibilities include calling high net worth leads, scheduling video meetings with prospective clients, and gathering new assets for the firm. The company actively markets...
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Financial Services Advisor
2 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeWe are seeking a dedicated and passionate Financial Services Advisor to join our team in Cross Lake, Canada. As a key member of our team, you will be responsible for delivering exceptional customer service and providing tailored financial solutions to our clients.About the RoleThis part-time position offers the opportunity to work in a dynamic and...
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Business Development Associate
1 week ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeUnlock Your Potential as a Business Development AssociateWe are seeking a highly motivated and results-driven Business Development Associate to join our team at Royal Bank of Canada. As a key member of our Wealth Management group, you will play a vital role in helping us achieve our growth objectives.About the RoleThis is an exciting opportunity for...
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Wealth Management Professional
2 weeks ago
Winnipeg, Manitoba, Canada RBC Dominion Securities Inc. Full timeCompany OverviewRBC Dominion Securities Inc. is a leading financial institution dedicated to helping individuals and families achieve their financial goals.SalaryThe estimated salary for this role is between $80,000 and $150,000 per year, depending on experience and performance.Job DescriptionWe are seeking an Investment Advisor to join our team of...
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Sales and Marketing Executive Leader
1 week ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeJob Description:This position will be based at our Winnipeg office.Reporting to the Executive Vice-President, Investment Solutions, you will lead strategic initiatives to drive iAS business success, growth, and brand awareness. You will engage new advisors/clients while working closely with the marketing team to execute strategy and optimize client...
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Expert Financial Advisor
1 week ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeUnlock Your Potential as an Expert Financial AdvisorCultivate your skills and expertise in wealth management, building long-lasting relationships with high-net-worth clients and driving their financial growth. At RBC Dominion Securities, you'll have the freedom to establish your own business within our esteemed brand, leveraging our extensive resources and...