Wealth Management Professional
1 week ago
Royal Bank of Canada (RBC) is a relationship-focused investment and wealth management firm with a strong presence in Canada. We are seeking an experienced Financial Planner to join our successful team in the Hamilton branch.
Job DescriptionWe are looking for a highly skilled Financial Planner who can provide comprehensive wealth management services to high-net-worth clients. In this role, you will be responsible for creating personalized financial plans, engaging in tax and estate planning, and collaborating with internal experts and external advisors to coordinate client needs.
Key Responsibilities:- Develop comprehensive financial plans for high-net-worth clients, including retirement, estate, and tax strategies
- Collaborate with internal experts and external advisors to coordinate client needs
- Educate clients on financial planning concepts and risk management
- Work with a dedicated support team to deliver exceptional client service
- Identify opportunities for asset consolidation and referrals
To succeed in this role, you must have:
- At least 5 years of professional experience in the investment industry in a client-facing role
- A Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation
- The Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH), or willingness to obtain within 6 months
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Hamilton, Ontario, Canada Royal Bank of Canada Full timeWealth Management Opportunity with Royal Bank of CanadaRoyal Bank of Canada, a leading financial institution, is seeking a skilled and motivated Wealth Management Professional to join its team. As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help clients reach their financial goals while advancing your own career.About...
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Financial Services Professional
2 weeks ago
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Wealth Management Specialist
4 weeks ago
Hamilton, Ontario, Canada Royal Bank of Canada Full timeOverviewRoyal Bank of Canada seeks an experienced Wealth Management Specialist to join our team. As a key member, you will work closely with clients to create custom investment solutions and provide world-class advice.
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Hamilton, Ontario, Canada TD Bank Full timeTD Bank is a global leader in the financial services sector. With over 27 million households and businesses served across Canada, the United States, and around the world, we're committed to delivering legendary customer experience.Sector: TD Wealth ManagementWe're seeking an experienced Executive Director, Wealth Management and Operations to join our team....
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Business Development Manager
4 weeks ago
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Insurance Risk Manager
4 weeks ago
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Career Growth Opportunities in Wealth Management
4 weeks ago
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Wealth Management Associate
2 weeks ago
Hamilton, Ontario, Canada Royal Bank of Canada Full timeRole OverviewWe are seeking a highly skilled and motivated Wealth Management Associate to join our dynamic team at RBC Dominion Securities.This is an exciting opportunity for an individual who is passionate about providing exceptional client service and wants to be part of a leading wealth management firm in Canada.Key ResponsibilitiesAssist the advisory...
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Senior Accounting Manager: Lead Financial Expert
4 weeks ago
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Wealth Management Associate
2 weeks ago
Hamilton, Ontario, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking an exceptional Associate to join our Chairman's Council Team in Ancaster, specializing in wealth management services. As a key member of our team, you will be responsible for assisting in deepening relationships with existing clients through ongoing support and efficient coordination with our advisory team.What You Will...
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Senior Investment Management Professional
2 days ago
Hamilton, Ontario, Canada TD Bank Full timeJob Summary:We are seeking a Senior Investment Management Professional to join our team as an Investment Service Delivery Manager. This role will involve managing a team of sales assistants and branch support staff, while promoting a positive customer and employee experience and increasing shareholder value.About the Role:Oversee and perform control and...
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Executive Director of Operations and Strategy
4 weeks ago
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Executive Director
4 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob SummaryWe are seeking an experienced Executive Director to lead our Financial Operations team at Infinity Wealth Solutions Inc. This is a full-time, permanent position with a competitive salary and comprehensive benefits package.About the RoleThe successful candidate will be responsible for overseeing all financial operations, including budgeting,...
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Executive Vice President of Operations
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Business Development and Credit Supervisor
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Strategic Financial Business Growth Manager
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Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeAbout Infinity Wealth Solutions Inc.We are a leading financial services company that provides innovative solutions to our clients. Our team is passionate about helping individuals and businesses achieve their financial goals.
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Investment Portfolio Strategist
2 weeks ago
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Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeAbout Infinity Wealth Solutions Inc.We are a leading insurance organization dedicated to providing exceptional service and innovative solutions to our clients. Our team is comprised of experienced professionals who share a passion for delivering results-driven services.Job SummaryThe Information Systems Vice-President will play a crucial role in driving the...
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Hamilton, Ontario, Canada BMO Full timeJob OverviewWe are seeking a highly skilled Business Development Associate to join our team at BMO Financial Group. This role is ideal for an individual who is passionate about building strong relationships and driving business growth.Key Responsibilities Schedule and coordinate client portfolio reviews with Investment Advisors, ensuring timely preparation...
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Insurance Career Specialist
4 weeks ago
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