Business Development Manager, Investment Portfolio Services

3 days ago


Hamilton, Ontario, Canada TD Bank Full time

Overview

TD Bank is a global leader in the financial services sector with a presence in Canada, the United States, and around the world.

We provide legendary customer experience to over 27 million households and businesses, with more than 95,000 colleagues bringing their skills, talent, and creativity to serve our customers and the economies we support.

Sector: TD Wealth Management

In this role, you will be responsible for managing a team of sales assistants and branch support staff, promoting a positive customer and employee experience, and increasing shareholder value.

About the Role

The ideal candidate will have a minimum of 5 years of experience in the wealth management industry, with solid personnel management skills.

A Branch Manager (DS) registered with IIROC is a significant asset.

Key Responsibilities

  1. Manage day-to-day operations of a dynamic branch to ensure proper audits, customer focus, and compliance with regulatory requirements.
  2. Develop and nurture a talented employee pipeline to ensure the branch remains strong and competitive.
  3. Provide legendary customer experience through collaboration with Operations, Wealth Management, and Compliance group partners.
  4. Actively promote the

  • Investment Advisor

    4 weeks ago


    Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Description Grow Your Career, Your Way At RBC Dominion Securities Inc., you can help your clients achieve their financial goals while developing your own skills and expertise. As an Investment Advisor, you will be part of a team that is dedicated to providing exceptional service and support to our clients. Key Responsibilities:You will build and...


  • Hamilton, Ontario, Canada Staffing In Motion Full time

    Job Opportunity:Firm Overview:A leading global portfolio management firm with over $200 billion in assets under management seeks a skilled professional to join their team. The firm offers custom-tailored portfolios for each client, with a focus on globally diversified investments.Role Description:In this home-based outside sales role, you will focus on...


  • Hamilton, Ontario, Canada Staffing In Motion Full time

    Unlock Endless Opportunities as a Private Client AdvisorAbout the Role:Foster long-term relationships with high net worth clients, offering bespoke investment solutions tailored to their unique needs. Our firm boasts an impressive global portfolio management presence, overseeing assets exceeding $200 billion.Main Responsibilities:Deliver exceptional client...

  • Investment Manager

    3 weeks ago


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

    About the RoleWe are seeking a highly motivated and experienced Investment Manager to join our team at Royal Bank of Canada.As an Investment Manager, you will have the opportunity to help your clients achieve their financial goals by providing tailored investment advice and wealth planning strategies.Key ResponsibilitiesDevelop and implement comprehensive...


  • Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full time

    Unlock Your Potential as a Senior Portfolio StrategistAt RBC Dominion Securities Inc., we are seeking a highly motivated and experienced Wealth Management Professional to join our team. As a Senior Portfolio Strategist, you will play a key role in helping high-net-worth individuals, families, and business owners achieve their financial goals through...


  • Hamilton, Ontario, Canada Staffing In Motion Full time

    About the RoleStaffing In Motion is seeking a highly skilled Global Portfolio Specialist to join our team. In this exciting home-based sales role, you will be responsible for closing leads of high net worth clients who have already expressed interest in investing with our firm.The ideal candidate will have a strong track record of success in sales and...

  • Investment Associate

    2 weeks ago


    Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job SummaryWe are seeking a highly motivated Investment Associate to join our team in Ancaster. As an Investment Associate, you will be responsible for providing exceptional client service, supporting the Portfolio Manager in administrative duties, and participating in business growth initiatives.Key Responsibilities:Service clients with professionalism,...


  • Hamilton, Ontario, Canada BMO Full time

    Job 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...


  • Hamilton, Ontario, Canada HITACHI ENERGY CANADA INC. Full time

    About the RoleThe Business Development Manager – Transformers Services is a key position within Hitachi Energy Canada Inc., responsible for driving the growth of our Transformers Services portfolio. This involves identifying new business opportunities, building and maintaining relationships with customers, and closing deals to drive orders growth.Key...


  • Hamilton, Ontario, Canada Staffing In Motion Full time

    Company OverviewFirm Overview: The firm is a large, global portfolio management company with over $200 billion in assets under management. Each client has a separately managed portfolio that is custom tailored to their individual needs.Our ApproachWe take a fee-based discretionary approach to managing our clients' portfolios, offering truly globally...


  • Hamilton, Ontario, Canada HITACHI ENERGY CANADA INC. Full time

    Job SummaryThe Transformers Services Product Manager at Hitachi Energy Canada Inc. is responsible for overseeing the company's transformers services portfolio in North America. This includes conducting market research, identifying opportunities for new products, developing product strategies, and coordinating with cross-functional teams.Key...


  • Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full time

    At Infinity Wealth Solutions Inc., we are seeking a highly skilled Financial Sales and Service Supervisor to join our team. This is a permanent position, working 37.5 hours per week.About the RoleWe are looking for an individual with strong leadership skills to manage and develop our financial services portfolio. As a Financial Sales and Service Supervisor,...


  • Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full time

    About RBC Dominion Securities Inc.RBC Dominion Securities is a leading investment and wealth management firm that consistently ranks #1 in Canada. We pride ourselves on our collaborative, supportive culture that fosters success at every level and empowers us to help clients achieve their financial goals.About the RoleWe are seeking a full-time Associate to...


  • Hamilton, Ontario, Canada TD Bank Full time

    Client Services Manager Role - Investment ManagementSector: TD Wealth ManagementTD Wealth Management offers a comprehensive range of investment services to help clients achieve their financial goals. As a Client Service Manager, you will be responsible for managing a team of sales assistants and branch support staff, while promoting a positive customer and...


  • Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    Tianxin Financial Services Corp is seeking a talented Senior Investment Professional to join our team. As an investment specialist, you will be responsible for identifying clients' financial goals and objectives.Job DescriptionAnalyze clients' financial records to understand their current financial situation and provide recommendations on cash management,...


  • Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full time

    Grow Your Career with RBC Dominion SecuritiesAbout the Role:We are seeking a highly motivated and skilled Investment Advisor to join our team at RBC Dominion Securities. As an Investment Advisor, you will have the opportunity to help your clients achieve their financial goals while growing your own career.About Us:RBC Dominion Securities is a leading wealth...


  • Hamilton, Ontario, Canada RBC Full time

    Job OverviewRBC is a leading financial institution that strives to provide world-class advice and solutions to help clients achieve their long-term financial goals. As an RBC Investment and Retirement Planner, you will be responsible for creating custom investment solutions for prospective and existing RBC clients within the Hamilton Market.Salary and...


  • Hamilton, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planning Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Hamilton Market. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide...


  • Hamilton, Ontario, Canada Royal Bank of Canada Full time

    OverviewRoyal Bank of Canada is a leading financial institution seeking an experienced Financial Sales Professional to join its team. This exciting opportunity involves creating custom investment solutions for clients in the Greater Hamilton market.Estimated Salary$80,000 - $120,000 per year, commission-based, depending on experience and performance.Job...


  • Hamilton, Ontario, Canada HITACHI ENERGY CANADA INC. Full time

    About the RoleHITACHI ENERGY CANADA INC. seeks a seasoned Business Development Manager to propel the growth of our Transformers Services portfolio. This pivotal role involves identifying new business opportunities, fostering strong relationships with customers, and driving orders growth through strategic planning and execution.Key ResponsibilitiesIdentify...