Current jobs related to Investment and Retirement Advisor - Windsor, Ontario - NBC
-
Investment and Retirement Strategist
4 weeks ago
Windsor, Ontario, Canada NBC Full timeJob SummaryWe are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank. As an Investment and Retirement Specialist, you will play a key role in supporting and guiding clients in developing investment strategies tailored to their needs.Key ResponsibilitiesDevelop and implement integrated financial solutions aligned...
-
Investment and Retirement Strategist
4 weeks ago
Windsor, Ontario, Canada NBC Full timeJob SummaryWe are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank. As an Investment and Retirement Specialist, you will play a key role in supporting and guiding clients in developing investment strategies tailored to their needs.Your primary responsibilities will include:Increasing savings in your sector by...
-
Investment and Retirement Expert
3 weeks ago
Windsor, Ontario, Canada NBC Full timeJob SummaryAs an Investment and Retirement Specialist at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise in wealth management and investment strategies will be essential in developing tailored solutions for our clients.Key ResponsibilitiesDevelop and implement investment strategies for clients, taking...
-
Investment and Retirement Expert
4 weeks ago
Windsor, Ontario, Canada NBC Full timeJob SummaryAs an Investment and Retirement Specialist at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise in wealth management and investment strategies will be essential in developing tailored solutions for our clients.Key Responsibilities:Develop and implement investment strategies for clientsProvide...
-
Investment and Retirement Planner
1 week ago
Windsor, Ontario, Canada Royal Bank of Canada Full timeOpportunity Overview As a skilled Investment and Retirement Planner at Royal Bank of Canada, you will create custom investment solutions for clients, utilizing the company's array of investment and portfolio solutions. This role requires creativity, motivation, and drive for new investment sales, enabling you to provide world-class advice and solutions to...
-
Investment and Wealth Strategist
1 week ago
Windsor, Ontario, Canada NBC Full time{"Job Summary":"As an Investment and Retirement Specialist at National Bank, you will play a key role in helping clients achieve their long-term financial goals by providing expert guidance on investment and retirement strategies.", "Main Responsibilities":"Increase client savings by offering personalized financial solutions aligned with their...
-
Strategic Investment Advisor
3 days ago
Windsor, Ontario, Canada Royal Bank of Canada Full timeCompelling Career OpportunityWe are seeking a seasoned Financial Services Professional to join our team as a Strategic Investment Advisor in the vibrant city of Windsor, Ontario.
-
Investment Advisor
4 weeks ago
Windsor, Ontario, Canada RBC Dominion Securities Inc. Full timeUnlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.As an Investment Advisor at RBC Dominion Securities Inc., 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 financial planning and...
-
Investment Advisor
4 weeks ago
Windsor, Ontario, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionUnlock your potential as an Investment Advisor at RBCAs a highly skilled Investment Advisor 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 financial...
-
Windsor, Ontario, Canada Royal Bank of Canada Full timeOverviewWe are seeking a Financial Planner, Investment to join our team at the Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Windsor market.Salary and BenefitsThe estimated salary range for this position is $80,000 - $120,000 per year, plus...
-
Windsor, Ontario, Canada Royal Bank of Canada> Full timeFinancial Planning and Investment Role in WindsorWe are seeking a skilled Financial Planner to join our team in Windsor, Canada. As an RBC Investment and Retirement Planner, you will be responsible for creating custom investment solutions for clients within the Windsor market.The ideal candidate will have a strong background in financial planning, with a...
-
Investment Relationship Manager
1 day ago
Windsor, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking an experienced Investment Relationship Manager to join our team at Aviso Wealth. This is a dynamic opportunity for someone who enjoys building and maintaining strong relationships with clients, leveraging their knowledge of investment products and services to identify new opportunities.Job DescriptionThe successful candidate will...
-
Investment Advisor
4 weeks ago
Windsor, Ontario, Canada Royal Bank of Canada Full timeGrow Your Business with RBCAs a Financial Planning Specialist at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will empower you to succeed in this role.Key Responsibilities:Build and maintain strong relationships with...
-
Banking Advisor
4 weeks ago
Windsor, Ontario, Canada National Bank Full time{"title": "Banking Advisor", "description": "Job SummaryAs a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building strong relationships with our clients. You will be responsible for listening to clients' needs, resolving complex situations, and offering advice and solutions to meet their transaction,...
-
Client Experience Coordinator
4 weeks ago
Windsor, Ontario, Canada Investment Planning Counsel Full timeClient Experience SpecialistInvestment Planning Counsel (IPC) is a leading independent wealth management company in Canada, driven by a shared goal of delivering exceptional client experiences. We're seeking a highly skilled Client Experience Specialist to join our team, supporting our advisors in providing top-notch service to our clients.Key...
-
Investment Advisor
3 weeks ago
Windsor, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionUnlock your potential with RBCAs a Financial Services Professional at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will enable you to develop the skills and expertise needed to succeed in this role.Key...
-
Insurance Advisor
4 weeks ago
Windsor, Ontario, Canada BrokerLink Full timeWe are seeking a skilled Insurance Advisor to join our team at BrokerLink in Windsor, Nova Scotia. As a Personal Insurance Advisor, you will be responsible for servicing ongoing client needs, advising on insurance matters, and conducting needs assessments.The ideal candidate will have a valid insurance license for the Province of Nova Scotia or be willing to...
-
Banking Advisor
3 weeks ago
Windsor, Ontario, 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 transaction, investment, and personal financing...
-
Windsor, Ontario, Canada Royal Bank of Canada> Full timeRoyal Bank of Canada is seeking a skilled Banking Advisor to join our team. As a key player in client-focused advice, you will maximize each client interaction by helping them with their everyday banking, credit, and investment needs.This unique position requires your expertise in problem-solving, client education, and digital literacy to deliver a memorable...
-
Senior Financial Advisor
4 weeks ago
Windsor, Ontario, Canada Scotiabank Full timeAt Scotiabank, we're seeking a skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial advice to our customers, helping them achieve their financial goals and build a secure financial future.About the RoleDevelop and implement comprehensive financial plans for our customers,...
Investment and Retirement Advisor
1 month ago
We are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank. As an Investment and Retirement Specialist, you will play a key role in supporting and guiding clients in developing investment strategies tailored to their needs.
Key Responsibilities- Develop and implement integrated financial solutions aligned with client profiles.
- Conduct prospecting to develop and maintain a strong client base.
- Design and implement personalized retirement plans and strategies for clients.
- Collaborate with financial advisors in branches as a specialist on investment and retirement.
- Provide coaching and training to financial advisors on topics such as pension plans, retirement, tax consequences, and complex retirement products.
- Lead client conferences on investment and retirement planning issues.
- Stay up-to-date on market developments and trends.
- College diploma, university certificate, or bachelor's/master's degree in a related field.
- Mutual fund representative (MFR) license.
- Business development experience.
- Excellent knowledge of investment products.
- Competitive compensation.
- A wide range of flexible benefits to promote wellbeing and that of your family.
- Opportunities for professional growth and development.
- A dynamic work environment and cutting-edge collaboration tools.
We are a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We offer a barrier-free workplace that is accessible to all employees.
