Investment and Retirement Advisor

**Job Description**As a Financial Advisor, you will be responsible for managing a portfolio of customers and contributing to the team's overall success by meeting and exceeding negotiated deposit and investment sales goals.Your primary responsibilities will include establishing and deepening investment and primary banking relationships with existing assigned...

Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need...

Job Summary Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like...

The Investment Management Corporation of Ontario is Ontario's professional asset manager, investing on behalf of our public sector clients so they can care for beneficiaries and secure retirement futures.We are seeking a Senior Real Estate Investment Manager to join our Real Estate team. In this role, you will be responsible for managing our Real Estate...

OverviewBecoming a Financial AdvisorBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our...

**Key Responsibilities**As a Financial Advisor, you will be responsible for:Establishing and deepening investment and primary banking relationships with existing assigned customers, as well as customers referred by branch partners;Delivering trusted financial advice to customers regarding complex investment and retirement planning;Creating customized...

ASSOCIATE ADVISOR Desjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...

Product Manager, Group Retirement SavingsLocation: Hybrid - OntarioEmpire life is looking to hire a Product Manager to join our Group Product & Marketing teamThe GRS Product Manager will support the Group Retirement Savings line of business. Group retirement plans are a terrific way for employers to support their employees' saving goals. Everyone is busy,...

Investment Solutions Director:We are seeking an experienced Investment Solutions Director to join our Pooled Investment Vehicles team. In this role, you will be responsible for developing and implementing investment solutions for our clients, including asset allocation and portfolio strategy decisions. You will work closely with our advisors and other...

About the RoleAs a Client Service Associate, Private Wealth, you will play a vital role in supporting Investment Advisors and their teams with day-to-day administration. This includes providing exceptional client service to drive business objectives.This position contributes to the overall success of the Investment Advisors' portfolio, offering opportunities...

About the RoleWe are seeking an experienced Investment Manager Specialist to join our team in Canada. As an Investment Consultant, you will be responsible for maintaining a high level of expertise on all asset classes and mandates related to investment selection and portfolio management. You will work closely with clients to provide tailored advice on...

About the Role:The Financial Services Advisor will be responsible for providing high-quality advice and service to clients within the mass affluent market. The successful candidate will have a strong understanding of financial planning principles, as well as excellent communication and interpersonal skills. This role requires a self-motivated individual who...

Job Overview:We are seeking a seasoned Senior Manager to contribute to the success of our Pooled Investment Vehicles team within Global Investment Solutions. This individual will be responsible for executing specific goals, plans, and initiatives in support of the team's and broader business strategies.The ideal candidate will have a strong understanding of...

**Job Title:** Senior Investment Professional, Pooled Vehicles**Job Summary:** The Senior Investment Professional, Pooled Vehicles will contribute to the overall success of the Pooled Investment Vehicles team within Global Investment Solutions (GIS). This role will be responsible for providing timely investment advice, direction, and thought leadership...

Unlock Your Potential in Financial ServicesWe are seeking a motivated and results-driven individual to join our team as a Financial Life Insurance Services Representative. In this role, you will serve as a trusted advisor, guiding individuals and families toward financial security. You will provide personalized financial solutions, including life insurance...

As a Sun Life Financial advisor you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements. Let's talk. This could be the start of something great What's in it for you? Be in charge of your own business and income opportunities Dedicated leadership support and head...

Director, Private Markets Investment RiskWhy you'll love working here:- high-performance, people-focused culture- our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves- learning and development initiatives, including...

Attendance On-Site Job number 23257 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 06-Nov-2024 Location: London, Ontario City London Province/State Ontario Area of Interest: Wealth management A career as an Investment Analyst at National Bank Financial –...

About Our FirmCompany OverviewWe are a leading investment bank, delivering high-quality strategic advice and creative financing solutions to our clients. Our teams work on a variety of initiatives, from advising companies on cross-border mergers to structuring initial public offerings.Our Strategic Objectives:To be the world's preeminent investment bank –...

A career as an Investment Analyst at National Bank Financial - Wealth Management, means that you'll be part of a team of 1,000 investment advisors in the 5th largest investment brokerage firm in Canada. In this position, you'll use your analytical mind and passion for finance to have a positive impact on our organization. Your role is to bring value to our...