Financial Services Specialist
1 week ago
We are seeking a skilled Investment Advisor to join our team at Royal Bank of Canada. As an Investment Advisor, you will play a critical role in helping clients reach their financial goals by providing expert investment advice and guidance.
About the RoleThis is a full-time opportunity with a competitive base salary and unlimited earning potential through commission and fees. You will have the autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.
Key Responsibilities- Build and maintain strong relationships with high-net-worth individuals, families, and business owners, managing their complex financial needs.
- Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for clients.
- Foster trusted, long-term relationships using personalized service and advice.
- Establish and maintain reciprocal relationships with RBC partners to ensure clients receive comprehensive support.
- 4-6 years of outbound sales experience, with a proven track record of success in high-value sales and business development.
- Completed Canadian Securities Course (CSC) or equivalent.
- Possession of a passion for financial planning and portfolio management.
- Strong relationship-building skills and ability to connect with diverse individuals.
- A comprehensive Total Rewards package prioritizing overall wellbeing, including modern benefits and parental leave.
- Base salary with unlimited earning potential through commission and fees.
- Autonomy to build and run your own business within the RBC brand.
- Potential to qualify for the prestigious President's Club Program.
- Mentorship and career development programs.
- Inclusive culture and team celebrating individual perspectives and experiences.
This role is based in Oshawa, Ontario, with opportunities to work remotely and manage client relationships across the region. We strive to provide an accessible candidate experience and welcome applicants with diverse abilities.
-
Financial Service Specialist
1 month ago
Oshawa, Ontario, Canada BMO Financial Group Full time{"role-description": "Job Title:Customer Experience AssociateJob Summary:BMO Financial Group seeks a Customer Experience Associate to deliver exceptional service to our customers and prospects. As a key member of our team, you will identify customer needs and provide advice and guidance on financial solutions that align with their...
-
Financial Records Specialist
4 weeks ago
Oshawa, Ontario, Canada Durham Apothecary Full timeJob Title: Financial Records SpecialistAbout Us: Durham Apothecary is a dynamic and growing organization that values precision and accuracy in all aspects of our business. We are seeking a highly skilled Financial Records Specialist to join our team.Salary: $55,000 - $65,000 per annum (dependent on experience)Job Description:As a Financial Records Specialist...
-
Financial Services Expert
4 weeks ago
Oshawa, Ontario, Canada Royal Bank of Canada> Full timeJob OverviewRoyal Bank of Canada is seeking an experienced Financial Services Expert to join our team as a Client Success Specialist. This role is ideal for a client-focused individual with strong problem-solving skills and a passion for delivering exceptional customer experiences.About the RoleAs a Client Success Specialist, you will be responsible for...
-
Financial Development Specialist
4 weeks ago
Oshawa, Ontario, Canada Ontario Power Generation Full timeJob Summary:We are seeking a highly skilled and dynamic Financial Development Specialist to join our team at Ontario Power Generation (OPG). This is an exciting opportunity for a motivated individual to develop their skills and experience in financial management, while contributing to the success of our organization.About the Role:This role will provide the...
-
Financial Management Specialist
1 week ago
Oshawa, Ontario, Canada beBee Professionals Full time $45,000 - $60,000Job SummaryWe are seeking a detail-oriented Financial Management Specialist to join our finance team at beBee Professionals in Oshawa.This role involves maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Responsibilities:Financial Record Management: Manage and maintain...
-
Strategic Financial Planning Specialist
1 week ago
Oshawa, Ontario, Canada Royal Bank of Canada Full timeAs a Strategic Financial Planning Specialist at RBC Dominion Securities, you can help your clients achieve their financial goals. With the support of our company, you can reach yours.You will have excellent relationship-building and problem-solving skills to maintain client relationships. You're driven to do meaningful work and provide strong planning and...
-
Financial Service Representative
1 month ago
Oshawa, Ontario, Canada goeasy Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Service Representative to join our team at goeasy Ltd. As a key member of our organization, you will be responsible for providing exceptional customer service, building relationships with clients, and driving sales growth.Main Responsibilities:Develop and maintain strong relationships with...
-
Financial Services Leader
1 month ago
Oshawa, Ontario, Canada Royal Bank of Canada> Full timeRole Summary:We are seeking a skilled Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will play a critical role in building and maintaining relationships with our clients, providing them with expert advice and guidance to achieve their financial goals.Key Responsibilities:Client Relationships: Develop and maintain...
-
Financial Services Professional
4 weeks ago
Oshawa, Ontario, Canada Ontario Inc. Full timeJob OpportunityWe are seeking a highly skilled and detail-oriented Financial Services Professional to join our team at CANADA INC.As a key member of our team, you will be responsible for providing exceptional client service and support in the financial services industry. This is a permanent position with 30 hours per week.About the RoleEducation: A...
-
Electromechanical Technician Specialist
4 weeks ago
Oshawa, Ontario, Canada Oshawa PUC Energy Services Full timeJob Title: Electromechanical Technician SpecialistWe are seeking an experienced Electromechanical Technician Specialist to join our team at Oshawa PUC Energy Services. As an Electromechanical Technician Specialist, you will be responsible for supervising the building and testing of prototypes, assisting in design, development, and testing, and preparing...
-
Financial Services Professional
4 weeks ago
Oshawa, Ontario, Canada RBC Dominion Securities Inc. Full timeGrow Your Career with RBC Dominion SecuritiesRBC Dominion Securities Inc. is a leading financial institution offering personalized services to high-net-worth individuals, families, and businesses. As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to build long-term relationships with clients and help them achieve their...
-
Accounting Financial Operations Specialist
3 days ago
Oshawa, Ontario, Canada Vaco Full timeCompany OverviewVaco is an Equal Opportunity Employer that values diversity in the workplace. We welcome applications from talented individuals who share our commitment to excellence and innovation.Salary Range$60,000 per year, with opportunities for discretionary bonuses.Job DescriptionWe are seeking a skilled Accounting Financial Operations Specialist to...
-
Senior Financial Services Coordinator
4 weeks ago
Oshawa, Ontario, Canada Desjardins Full timeLooking for a fulfilling career in finance? Join us as a Senior Financial Services Coordinator and take on the exciting challenge of guiding clients towards their financial goals. With our commitment to excellence, you will have the opportunity to develop lasting relationships with our members and clients, providing expert advice and tailored solutions that...
-
Financial Services Manager
1 week ago
Oshawa, Ontario, Canada Freeman & Lourenco LLP Full timeAbout Us: Freeman & Lourenco LLP is a reputable accounting firm with over 45 years of experience. Based in Ontario, Canada, we provide tax, assurance, consulting services to businesses and individuals in the Durham region and beyond.Job Summary: We are seeking an experienced Senior Accountant to join our team. This role will involve conducting financial...
-
Financial Accountant Specialist
3 days ago
Oshawa, Ontario, Canada Vaco Full timeAbout VacoVaco is a global leader in specialized talent acquisition and consulting services. We help businesses succeed by providing expert professionals who drive growth, innovation, and excellence.SalaryThe estimated salary for this role is $57,500 - $62,500 per year, based on the job requirements, location, and industry standards.Job DescriptionWe are...
-
Customer Service Specialist
2 months ago
Oshawa, Ontario, Canada beBee Professionals Full time $35,000 - $55,000We are looking for a skilled and results-driven Customer Service Specialist to join our team at beBee Professionals in Oshawa, Canada. As a Customer Service Specialist, you will be responsible for providing exceptional customer service, maintaining knowledge of products and promotions, and contributing to the overall success of our store.Key...
-
Accounting Specialist
2 months ago
Oshawa, Ontario, Canada beBee Professionals Full time $45,000 - $60,000beBee Professionals in Oshawa is seeking a highly skilled Accounting Specialist to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Responsibilities:Manage and maintain financial records, including ledgers,...
-
Financial Services Bookkeeper
4 weeks ago
Oshawa, Ontario, Canada Pelican Events & Catering Full timeJob SummaryPelican Events & Catering is seeking an experienced Financial Services Bookkeeper to join our team. This permanent position involves managing financial records, preparing cheques for payroll, and maintaining general ledgers.About the RoleThis role is responsible for ensuring the accuracy and completeness of financial data, including reconciling...
-
Financial Management Specialist
1 week ago
Oshawa, Ontario, Canada Vaco Full timeAbout the OpportunityAs a key member of our team, you will be responsible for setting up jobs and budgets in software, ensuring accurate financial records, and managing daily banking activities. Your expertise will be utilized to oversee all Accounts Payable duties, including processing invoices, preparing timely payments, and maintaining compliance with...
-
Bookkeeping Specialist
4 weeks ago
Oshawa, Ontario, Canada Taunton Commercial Bakery Inc. Full time**Job Title:** Bookkeeping Specialist**Company Overview:Taunton Commercial Bakery Inc. is seeking an experienced Bookkeeping Specialist to join our team. As a key member of our finance department, you will be responsible for maintaining accurate financial records, preparing cheques for payroll, and ensuring compliance with accounting standards.**Estimated...