Investment Advisor
5 days ago
Job Summary
Job Description
Grow Your Business with RBC
As a Financial Planning Specialist at Royal Bank of Canada, you will help your clients achieve their financial goals while building a successful career. With our comprehensive resources and support, you will have the opportunity to develop your skills and expertise in financial planning, investment management, and business development.
Key Responsibilities:
- Build and maintain strong relationships with high-net-worth individuals, families, and business owners.
- Develop and implement customized financial plans and investment strategies to meet clients' needs.
- Leverage RBC's extensive resources and expertise to provide exceptional client service and support.
- Collaborate with RBC partners to ensure clients receive comprehensive financial solutions.
Requirements:
- 4-6 years of experience in financial services or a related field.
- Canadian Securities Course (CSC) or equivalent certification.
- Strong relationship-building skills and ability to connect with diverse clients.
- Passion for financial planning and investment management.
What We Offer:
- Comprehensive compensation package, including base salary and commission.
- Opportunities for professional development and career advancement.
- Collaborative and supportive work environment.
- State-of-the-art technology and resources to support your success.
Job Skills:
- Financial Planning, Investment Management, Business Development, Relationship Building, Communication.
Additional Job Details:
Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
CommissionInclusion and Equal Opportunity Employment:
Royal Bank of Canada is committed to diversity and inclusion. We strive to create an inclusive work environment that values and respects the diversity of our employees, clients, and communities. We believe that a diverse and inclusive workplace is essential to our success and the success of our clients.
-
Investment Advisor
5 days ago
Windsor, Ontario, Canada Royal Bank of Canada Full timeInvestment Advisor Join RBC Dominion Securities and Grow Your Business, Your Way As an 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 a leading financial institution. About the Role: You will work with high-net-worth individuals,...
-
Retirement and Investment Advisor
4 weeks ago
Windsor, Ontario, Canada Banque Nationale du Canada Full timePosition Overview: As a Retirement and Investment Advisor at Banque Nationale du Canada, you will play a crucial role in assisting clients to create tailored investment strategies that align with their financial goals. Your Expertise: Your success will be driven by your determination, extensive network of branch advisors, and profound understanding of...
-
Financial Investment Advisor
4 weeks ago
Windsor, Ontario, Canada National Bank Full timeInvestment and Retirement Specialist Role at National BankAs an Investment and Retirement Specialist, you will be responsible for delivering customized financial solutions to our clients. Your expertise will play a crucial role in helping individuals achieve their financial goals.Develop personalized investment plans tailored to client needsLeverage a robust...
-
Financial Investment Advisor
4 weeks ago
Windsor, Ontario, Canada NBC Full timeInvestment and Retirement Specialist at NBCThe Investment and Retirement Specialist at NBC will assist and advise clients in crafting customized investment approaches. Your tenacity, extensive network, and profound understanding of financial products will be crucial for achieving success.Key ResponsibilitiesProvide comprehensive financial solutions to...
-
Investment Advisor
4 weeks ago
Windsor, Ontario, Canada Royal Bank of Canada Full timeJob 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...
-
Advisor Support Specialist
4 weeks ago
Windsor, Ontario, Canada Investment Planning Counsel Full timeInvestment Planning Counsel (IPC) is a dynamic and growing independent wealth management firm in Canada, dedicated to a shared mission: empowering advisors to elevate their practices through outstanding client service. Every team member plays a vital role in achieving this goal.The primary function of the Client Experience Specialist is to assist the Advisor...
-
Advisor Support Specialist
4 weeks ago
Windsor, Ontario, Canada Investment Planning Counsel Full timeInvestment Planning Counsel (IPC) is a dynamic and growing independent wealth management firm in Canada, dedicated to a unified mission: helping advisors enhance their practices through outstanding client service. Every team member plays a vital role in achieving this goal.The primary function of the Client Experience Specialist is to assist the Advisor and...
-
Client-Focused Investment Advisor
4 weeks ago
Windsor, Ontario, Canada CIBC Full timeJoin a Relationship-Driven Banking ExperienceAt CIBC, we are committed to creating a banking environment that prioritizes relationships and client satisfaction. We seek dedicated professionals who are passionate about delivering exceptional service and investment advice.As part of the CIBC Wood Gundy team, you will play a vital role in nurturing and...
-
Investment Advisor
4 weeks ago
Windsor, Ontario, Canada BMO Financial Group Full timeJoin BMO Financial Group as a Financial Planner and embark on a rewarding career where you can assist clients in making informed financial decisions while enjoying a path rich in professional growth and learning.As a certified financial planner, you will play a crucial role in providing tailored financial and investment strategies that align with the best...
-
Investment and Retirement Strategist
21 hours ago
Windsor, Ontario, Canada NBC Full time{"h1": "Investment and Retirement Specialist Role at NBC", "p": "At NBC, we're committed to helping our clients achieve their financial goals through expert investment and retirement planning. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing tailored investment strategies that meet their...
-
Investment and Retirement Strategist
19 hours ago
Windsor, Ontario, Canada NBC Full time{"h1": "Investment and Retirement Specialist Role at NBC", "p": "At NBC, we're committed to helping our clients achieve their financial goals through expert investment and retirement planning. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing tailored investment strategies that meet their...
-
Investment Advisor Support Professional
1 week ago
Windsor, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled Client Relationship Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will play a critical role in providing exceptional customer service to our high-value clients.Key ResponsibilitiesProvide business and relationship management support to Investment...
-
Investment Advisor Support Professional
1 week ago
Windsor, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled Client Relationship Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will play a critical role in providing exceptional customer service to our high-value clients.Key ResponsibilitiesProvide business and relationship management support to Investment...
-
Investment and Retirement Strategist
4 days ago
Windsor, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Investment and Retirement Strategist to join our team at National Bank. As a key member of our wealth management team, you will play a critical role in supporting and guiding clients in developing investment strategies tailored to their needs.Key ResponsibilitiesDevelop Integrated Financial Solutions: Increase...
-
Investment and Retirement Strategist
5 days ago
Windsor, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Investment and Retirement Strategist to join our team at National Bank. As a key member of our wealth management team, you will play a critical role in supporting and guiding clients in developing investment strategies tailored to their needs.Key ResponsibilitiesDevelop Integrated Financial Solutions: Increase...
-
Investment and Retirement Strategist
5 days ago
Windsor, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank.Key Responsibilities:Support and guide clients in developing investment strategies tailored to their needs.Collaborate with a strong network of branch advisors and internal partners to deliver exceptional client service.Utilize in-depth...
-
Investment and Wealth Strategist
5 days ago
Windsor, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank.Key Responsibilities:Support and guide clients in developing investment strategies tailored to their needs.Collaborate with a strong network of branch advisors and internal partners to provide comprehensive financial solutions.Utilize in-depth...
-
Investment and Wealth Strategist
5 days ago
Windsor, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank.Key Responsibilities:Support and guide clients in developing investment strategies tailored to their needs.Collaborate with a strong network of branch advisors and internal partners to provide comprehensive financial solutions.Utilize in-depth...
-
Investment and Retirement Strategist
6 days ago
Windsor, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank.Key Responsibilities:Support and guide clients in developing investment strategies tailored to their needs.Collaborate with a strong network of branch advisors and internal partners to deliver exceptional client service.Utilize in-depth...
-
Investment and Retirement Strategist
1 week ago
Windsor, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Investment and Retirement Strategist to join our team at National Bank. As a key member of our wealth management team, you will play a critical role in supporting and guiding clients in developing investment strategies tailored to their needs.Key ResponsibilitiesDevelop Integrated Financial Solutions: Increase...