Investment and Wealth Strategist
2 weeks ago
- Increase client savings by offering personalized financial solutions aligned with their profiles
- Develop and maintain relationships with clients to understand their needs and preferences
- Work closely with financial advisors to provide expert advice on investment and retirement products
- Stay up-to-date on market trends and regulatory changes to ensure clients receive the best possible advice
- College diploma or equivalent in a related field
- Mutual fund representative (MFR) license
- Business development experience
- Excellent knowledge of investment products and market trends
- Competitive compensation and benefits package
- Opportunities for professional growth and development
- A dynamic and supportive work environment
- Accountability
- Client-focused
- Communication
- Emotional Intelligence
- Empathy
- Opportunities for professional growth and development
- A dynamic and supportive work environment
- Competitive compensation and benefits package
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Wealth Sales Assistant
4 weeks ago
Windsor, Ontario, Canada Aviso Wealth Full timeJob Title: Wealth Sales AssistantWe are seeking a highly skilled and motivated Wealth Sales Assistant to join our team at Aviso Wealth. The successful candidate will be responsible for providing exceptional client service and support to our Wealth Consultants and Senior Investment Advisors.Key Responsibilities:Assist in growing and managing the Advisory...
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Windsor, Ontario, Canada NBC Full timeJob OverviewWe are seeking an experienced and skilled Expert Financial Strategist to join our team at National Bank in Windsor. This dynamic role will play a critical part in helping clients achieve their financial goals through expert investment and retirement planning.ResponsibilitiesDevelop and implement customized financial strategies for clients,...
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Wealth Sales Assistant
4 weeks ago
Windsor, Ontario, Canada Aviso Wealth Full timeJob Title: Wealth Sales AssistantWe are seeking a highly skilled and motivated Wealth Sales Assistant to join our team at Aviso Wealth Inc. The successful candidate will be responsible for providing exceptional client service and support to our Wealth Consultants and Senior Investment Advisors.Key Responsibilities:Assist in growing and managing the Advisory...
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Wealth Sales Assistant
4 weeks ago
Windsor, Ontario, Canada Aviso Wealth Full timeJob Title: Wealth Sales AssistantWe are seeking a highly skilled and motivated Wealth Sales Assistant to join our team at Aviso Wealth. As a Wealth Sales Assistant, you will play a key role in supporting our Wealth Consultants and Senior Investment Advisors in delivering exceptional client service and driving business growth.Key Responsibilities:Client...
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Investment Relationship Manager
4 days 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...
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Wealth Sales Assistant
4 weeks ago
Windsor, Ontario, Canada Aviso Wealth Full timeJob Title: Wealth Sales AssistantWe are seeking a highly motivated and detail-oriented Wealth Sales Assistant to join our team at Aviso Wealth. As a Wealth Sales Assistant, you will play a key role in supporting our Wealth Consultants and Senior Investment Advisors in providing exceptional client service and growing our Advisory Practice.Key...
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Wealth Sales Assistant
4 weeks ago
Windsor, Ontario, Canada Aviso Wealth Full timeJob Title: Wealth Sales AssistantAt Aviso Wealth, we are seeking a highly skilled and motivated Wealth Sales Assistant to join our team. As a Wealth Sales Assistant, you will play a key role in supporting our Wealth Consultants and Senior Investment Advisors in delivering exceptional client service and growing our Advisory Practice.Key...
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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...
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Wealth Management Professional
1 week ago
Windsor, Ontario, Canada Royal Bank of Canada> Full timeAbout the RoleWe're seeking a highly motivated Wealth Management Professional to join our team at Royal Bank of Canada. As an Investment Planning Expert, you will be responsible for providing expert advice and guidance to our clients on their financial planning and wealth management needs.You will work closely with our clients to understand their financial...
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Marketing Strategist
3 weeks ago
Windsor, Ontario, Canada Spectrawise Consulting inc Full timeSpectrawise Consulting inc is seeking a highly skilled Marketing Strategist to join our team. As a key member of our marketing department, you will be responsible for administering programs to promote industrial and commercial business investment in rural and urban areas. Your primary goal will be to provide advice on procedures and requirements for...
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Marketing Strategist
4 weeks ago
Windsor, Ontario, Canada Spectrawise Consulting inc Full timeSpectrawise Consulting inc is seeking a skilled Marketing Strategist to join our team. As a key member of our marketing department, you will be responsible for administering programs to promote industrial and commercial business investment in rural and urban areas. Your primary goal will be to respond to enquiries from members of the business community...
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Marketing Strategist
3 weeks ago
Windsor, Ontario, Canada Spectrawise Consulting inc Full timeSpectrawise Consulting inc is seeking a highly skilled Marketing Strategist to join our team. As a key member of our marketing department, you will be responsible for administering programs to promote industrial and commercial business investment in rural and urban areas.The ideal candidate will have a Bachelor's degree and 2 years to less than 3 years of...
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Marketing Strategist
4 weeks ago
Windsor, Ontario, Canada Spectrawise Consulting inc Full timeJob DescriptionSpectrawise Consulting inc is seeking a highly skilled Marketing Strategist to join our team. As a key member of our marketing department, you will be responsible for developing and implementing marketing strategies to promote industrial and commercial business investment in rural and urban areas.Key ResponsibilitiesAdminister programs to...
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Marketing Strategist
4 weeks ago
Windsor, Ontario, Canada Spectrawise Consulting inc Full timeJob DescriptionSpectrawise Consulting inc is seeking a highly skilled Marketing Strategist to join our team. As a key member of our marketing department, you will be responsible for developing and implementing marketing strategies to promote industrial and commercial business investment in rural and urban areas.Key ResponsibilitiesAdminister programs to...
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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...
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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...
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Digital Marketing Strategist
5 days ago
Windsor, Ontario, Canada Spectrawise Consulting inc Full timeJob DescriptionWe are seeking a highly skilled Digital Marketing Strategist to join our team at Spectrawise Consulting inc. In this role, you will be responsible for administering programs to promote industrial and commercial business investment in rural and urban areas.Key Responsibilities:Develop social and economic profiles of an area to encourage...
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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 ResponsibilitiesDevelop and implement investment strategies for clients, taking...
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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...
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Wealth Management Expert
3 weeks ago
Windsor, Ontario, Canada RBC Dominion Securities Inc. Full timeAbout the Role: As an Investment Advisor at RBC Dominion Securities, you will be responsible for helping your clients achieve their financial goals while working closely with our team to ensure your success. Key Responsibilities: Build and maintain strong relationships with high-net-worth individuals, families, and business owners. Provide personalized...