Investment Consultant

**Job Summary** **Responsibilities** - Develop and maintain strong relationships with clients by understanding their investment objectives and risk tolerance. - Provide personalized investment advice based on thorough market analysis and client needs. - Monitor client portfolios and recommend adjustments as necessary to optimize performance. - Stay updated...

OverviewAs a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and...

**Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends) - Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence - Provide...

A leading financial services technology firm is seeking a Senior Investment Performance Consultant to join their implementation team. This role involves leading client implementations, defining business requirements, and managing relationships. The ideal candidate will have significant experience in investment performance and proficiency in communication....

Job 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 for...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

What sets organizations apart from others is the employee experience their team members have when doing what they love to do every day. At Investment Planning Counsel our people come first and the HR team partners with business leaders to ensure this continues to be our focus by implementing programs that foster our amazing culture. With change being the...

Join a team dedicated to supporting the crucial mission of improving health outcomes. In this role you will work with the world’s most influential enterprises to transform business operations with new technology. You will leverage in-depth knowledge, experience and insight to address clients’ business issues (which may include client, industry or...

**Discover your future at Citi**: Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. **Job Overview**: Seeking a seasoned professional with a proven track...

**WANT TO WORK for one of Canada’s Best Managed Companies?** Dilawri Group is now actively searching for **Sales Consultants **to join the team at **Frost Chevrolet Buick GMC Cadillac**. Punjabi speaking an asset. - Have invested in the OMVIC license certification. omvic.ca **Responsibilities**: - Follow up on all leads from a variety of sources - Meet...