Investment Advisor
1 month ago
At CI Financial, we're seeking a highly skilled Investment Counsellor to join our Private Client Group. As a key member of our team, you'll work closely with clients, advisors, and other stakeholders to provide exceptional investment management services.
Key Responsibilities:- Meet with clients and advisors to discuss investment goals and strategies
- Determine appropriate asset allocation and construct client portfolios
- Provide regular economic, market, and portfolio performance reviews
- Ensure ongoing exchange of information with clients and advisors
- University degree in business or related field
- Eligibility for licensing by the British Columbia Securities Commission
- CIM Designation and/or CFA Charter; CFP designation is considered an asset
- Excellent communication and interpersonal skills
- Ability to travel up to 10-15% of the time
- Competitive compensation package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
We're committed to creating a diverse and inclusive workplace. If you're passionate about investment management and have the skills and experience we're looking for, we encourage you to apply.
-
Investment Advisor
1 month ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryAs a seasoned Investment Advisor at Royal Bank of Canada, you will have the opportunity to help high-net-worth individuals, families, and business owners achieve their financial goals. With a strong brand and reputation, you will leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans...
-
Investment Advisor
4 weeks ago
Winnipeg, Manitoba, Canada RBC Dominion Securities Inc. Full timeJob Title: Investment AdvisorAbout the Role:We are seeking a highly motivated and experienced Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will be responsible for building and maintaining relationships with high-net-worth individuals, families, and business owners, providing them with personalized...
-
Investment Advisor
4 weeks ago
Winnipeg, Manitoba, Canada RBC Dominion Securities Inc. Full timeJob OpportunityAt RBC Dominion Securities Inc., we are seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will play a crucial role in helping clients achieve their financial goals by providing expert investment advice and portfolio management services.Key Responsibilities:Build and maintain strong relationships with clients...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeAt Royal Bank of Canada, we are seeking an experienced Financial Planner to join our team as a Strategic Investment Advisor, focused on delivering custom investment solutions to prospective and existing clients in the Winnipeg market.This is a full-time role that offers a competitive commission structure and a comprehensive Total Rewards Program, including...
-
Senior Financial Advisor
4 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob Opportunity:As a Senior Financial Advisor - Investment and Retirement Planning at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to...
-
Senior Investment Advisor
1 month ago
Winnipeg, Manitoba, Canada The Consumer Goods Forum Full timeAbout UsCanaccord Genuity is a leading independent full-service financial services firm, operating in two primary segments: wealth management and capital markets.Our CommitmentWe are driven by a steadfast commitment to building lasting relationships with our clients, achieving this through our unwavering dedication to their needs.Our ServicesWe offer a...
-
Banking Advisor
4 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeAbout the RoleWe are seeking a skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProvide personalized banking solutions to clients, including investment, mortgage, and insurance...
-
Banking Financial Services Advisor
3 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Role: Banking AdvisorAt National Bank, we're committed to providing our clients with exceptional service and expert advice. As a Banking Advisor, you'll play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Provide personalized advice and solutions to clients' financial needs, including transaction, investment, and...
-
Professional Insurance Advisor
7 days ago
Winnipeg, Manitoba, Canada Sun Life Full timeUnlock your earning potential as a Sun Life advisor Sun Life is seeking highly motivated and entrepreneurial individuals to join our team of professional insurance advisors. As a Sun Life advisor, you will have the opportunity to build a successful business and enjoy financial independence. The salary for this position is estimated at $60,000 per year,...
-
Financial Advisor for Corporate Transactions
1 month ago
Winnipeg, Manitoba, Canada beBee Professionals Full timeWe are seeking a seasoned Financial Advisor to lead our corporate transactions team. The ideal candidate will have a strong background in mergers and acquisitions, capital raising, and corporate finance. They will be responsible for providing expert financial advice to clients, developing and maintaining relationships, and identifying potential...
-
Sun Life Financial Advisor
4 weeks ago
Winnipeg, Manitoba, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Advisor and build a successful business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.Key responsibilities...
-
Insurance Advisor
1 month ago
Winnipeg, Manitoba, Canada Western Coast Insurance Services Full timeJob SummaryWe are seeking a highly skilled Insurance Advisor - Employee Benefits to join our team at Western Financial Group. As an Insurance Advisor - Employee Benefits, you will be responsible for managing an assigned portfolio of employee benefit clients, providing ongoing support for existing clients, and building your portfolio with the addition of new...
-
Professional Banking Advisor
6 days ago
Winnipeg, Manitoba, Canada National Bank Full timeAbout this roleAs a Banking Advisor with National Bank, you will have the opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues. This varied role allows you to adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients.With opportunities for development,...
-
Wealth Management Advisor
4 weeks ago
Winnipeg, Manitoba, Canada NBC Full timeJob SummaryNational Bank Financial – Wealth Management is seeking a skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to a portfolio of clients.Key ResponsibilitiesDevelop and implement personalized financial plans to meet clients'...
-
Client Service Associate
1 month ago
Winnipeg, Manitoba, Canada BMO Full timeJob SummaryBMO is seeking a highly skilled Client Service Associate to join our team. As a key member of our Wealth Sales and Service team, you will provide exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesProvide administrative support to Investment Advisors, including scheduling meetings, preparing reviews,...
-
Sun Life Financial Advisor
4 weeks ago
Winnipeg, Manitoba, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Advisor and build a successful business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.With our innovative 'level commission'...
-
Winnipeg, Manitoba, Canada RBC Dominion Securities Inc. Full timeAbout RBC Dominion Securities Inc.RBC Dominion Securities Inc. is a leading financial institution that offers a wide range of wealth management services to high-net-worth individuals, families, and business owners. Our team of experienced investment advisors work closely with clients to understand their unique financial goals and provide personalized advice...
-
Banking advisor
2 months ago
Winnipeg, Manitoba, A3C, Manitoba, Canada National Bank Full timeYoutube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...
-
Investment Wealth Advisor
2 weeks ago
Winnipeg, Manitoba, Canada Staffing In Motion Full timeAbout the Role:Firm: A leading portfolio management company with a substantial asset base.This is an inside sales position with a strong focus on closing prequalified leads. The primary responsibilities include calling high net worth leads, scheduling video meetings with prospective clients, and gathering new assets for the firm. The company actively markets...
-
Marketing Professional
4 weeks ago
Winnipeg, Manitoba, Canada Value Partners Investments Full timeMarketing Role at Value Partners InvestmentsAs a Marketing Specialist at Value Partners Investments, you will be responsible for creating marketing materials, tracking their effectiveness, and providing marketing support to various teams. Your role will involve working with portfolio managers, management, and other departments to develop marketing materials,...