Investment and Retirement Planning Professional
7 days ago
About the Job
We are seeking a skilled Financial Advisor, Investment & Retirement Planning professional to join our team. As a member of our branch sales team, you will be responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals.
Your primary role is to establish and deepen investment and primary banking relationships with existing customers as well as those referred by branch partners. You will be passionate about delivering trusted financial advice to customers regarding complex investment and retirement planning.
Responsibilities:
- Manage an assigned portfolio of customers to meet/exceed negotiated deposit and investment sales goals
- Establish and deepen investment and primary banking relationships with customers
- Provide trusted financial advice on complex investment and retirement planning
- Educate customers, provide relevant insights, and expert advice
- Built strong relationships with customers, peers, and partners
Requirements:
- A minimum three years experience of financial planning and investment sales experience
- Demonstrated sales management experience and the ability to market Scotiabank
- The ability to cultivate strong relationships with customers, peers, and partners
About Us:
Scotiabank is a leading bank in the Americas. Our purpose is 'for every future.' We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.
What We Offer:
- A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
- The ability to make a lasting impact on an assigned book of customers
- An inclusive culture where we value and recognize our employees' contributions
-
Investment and Retirement Planning Expert
11 hours ago
Toronto, Ontario, Canada Scotiabank Full timeJoin Our Team:At Scotiabank, we are seeking an experienced Investment and Retirement Planning Expert to join our team. As a Financial Advisor, you will be responsible for providing expert financial advice to customers regarding complex investment and retirement planning. Your goal is to establish and deepen relationships with existing customers as well as...
-
Toronto, Ontario, Canada Scotiabank Full timeJob Overview:We are seeking an experienced Investment and Retirement Planning Specialist to join our team. As a Financial Advisor, you will be responsible for managing a portfolio of customers and delivering trusted financial advice regarding complex investment and retirement planning.Key Responsibilities:Provide personalized financial planning services to...
-
Investment and Retirement Planning Specialist
11 hours ago
Toronto, Ontario, Canada Scotiabank Full timeKey ResponsibilitiesBe passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planningConduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial...
-
Toronto, Ontario, Canada Educators Financial Group Full timeWho We Are Owned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community's...
-
Investment and Retirement Planning Specialist
11 hours ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the JobWe are looking for a seasoned Financial Advisor to join our team at Scotiabank. As a Financial Advisor, Investment & Retirement Planning, your primary role will be to establish and deepen investment and primary banking relationships with existing customers.Main Objectives:To meet or exceed negotiated deposit and investment sales goals through...
-
Retirement and Investment Specialist
4 days ago
Toronto, Ontario, Canada Société Financière Manuvie Full timeSociété Financière Manuvie is seeking a results-driven Retirement and Investment Specialist to join its team of experienced professionals. In this role, you will use your expertise to help clients achieve their retirement goals through effective wealth management and investment strategies.About the Role:The Retirement and Investment Specialist will be...
-
Investment Operations Professional
7 days ago
Toronto, Ontario, Canada Canada Pension Plan Investment Board Full timeCPP Investments is a professional investment management organization that invests the funds of the Canada Pension Plan (CPP) to help ensure it is financially sustainable for generations of working and retired Canadians. Our organization is headquartered in Toronto with offices in Hong Kong, London, Mumbai, New York City, San Francisco, São Paulo, and...
-
Retirement Planning Specialist
5 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the OpportunityThis is an excellent chance to advance your career in financial services and make a lasting impact on an assigned book of customers. As a Financial Advisor, Investment & Retirement Planning, you will play a key role in helping customers achieve their financial goals.Your Key StrengthsYou have a proven track record in financial planning...
-
Retirement Plan Advisor
7 hours ago
Toronto, Ontario, Canada Iaawg Full timeJob Description SummaryWe are looking for a skilled and experienced Financial Consultant to join our team at iA Financial Group. The successful candidate will be responsible for providing exceptional financial guidance and support to our clients, helping them achieve their financial goals and objectives.Main Responsibilities:Deliver high-quality financial...
-
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity,...
-
Investment Operations Leader
7 days ago
Toronto, Ontario, Canada Canada Pension Plan Investment Board Full timeThe Canada Pension Plan Investment Board (CPP Investments) is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure it is financially sustainable for generations of working and retired Canadians.As a Manager, Financial Analytics and Planning, you will be responsible for contributing...
-
Investment Strategist
5 days ago
Toronto, Ontario, Canada Canada Pension Plan Investment Board Full timeAt Canada Pension Plan Investment Board, we are seeking an Investment Strategist to join our team.Company OverviewWe are a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to ensure its financial sustainability for generations of working and retired Canadians.Our mission is to build a globally...
-
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity,...
-
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...
-
Planning Professional
4 days ago
Toronto, Ontario, Canada The Planning Partnership Full timeWe are seeking a talented Planning Professional to join our team.The ideal candidate will have a degree in Urban Planning and at least 3 years of experience in land use planning. Experience in a consulting or private sector development environment is an asset.Key responsibilities include:Supporting various development projects and planning...
-
Investment Operations Professional
2 days ago
Toronto, Ontario, Canada Milestone Investment Counsel Inc Full timeMilestone Investment Counsel Inc is a boutique investment counselling firm located in downtown Toronto. We are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals.The Senior Operations Administrator position is an exciting opportunity for a highly organized and detail-oriented professional...
-
Investment Portfolio Strategist
5 days ago
Toronto, Ontario, Canada Investment Management Corporation of Ontario Full timeAbout UsThe Investment Management Corporation of Ontario (IMCO) is a professional asset manager, investing on behalf of our public sector clients to secure their retirement futures.With approximately $77 billion in assets under management, we rank among the largest institutional investment managers globally.We provide exceptional investment management...
-
Investment Retirement Planner
6 hours ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob Summary Job Description*Please note this position is for Toronto West area and not specific to 2329 BLOOR ST W*What is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you...
-
Retirement Planning Expert
4 days ago
Toronto, Ontario, Canada TechAlliance of Southwestern Ontario, London Economic Development Corporation Full timeWe are looking for a highly motivated and results-driven Retirement Planning Expert to join our team at TechAlliance of Southwestern Ontario, London Economic Development Corporation. As a key member of our organization, you will play a critical role in identifying, understanding, and delivering on the products and experiences that meet the needs of our plan...
-
Global Equity Investment Professional
4 days ago
Toronto, Ontario, Canada Black Creek Investment Management Inc. Full timeCompany OverviewBlack Creek Investment Management Inc. is a leading global equity investment management firm that offers a unique opportunity for professionals to excel in the field of asset management.