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Investment Advisor Wealth Management Jobs

Investment Management Advisor Co-Op - W24
By Hydro One At Toronto, Ontario, Canada
Knowledge and insight into Investment Management and Investment Planning processes and controls in a public company environment.
Support in-year investment re-direction and other adhoc investment management projects and analyses as required.
Prepare investment management and other reports and presentations as required in support of the department, the division and business unit.
Support the division and the business unit regarding investment management processes, implementation and training.
Engage in conversations related to investment management processes with various process owners across Hydro One.
Proficiency in computer skills, including Word, PowerPoint and Excel. Knowledge of SAP and SharePoint is considered an asset.
Investment Management Administrator Jobs
By Trinity Family Wealth Advisors At Peterborough, Ontario, Canada
11. Experience working in investment/wealth management back office or compliance is preferred.
5.Excellence – loves to exceed expectations, desires to continually improve their skills, abilities, and deliverables.
Knowledge and/or experience in exempt market segment is preferred.
Location: Hybrid – Remote & Downtown Peterborough office
Summary of Duties and Responsibilities
Manage Trinity’s client onboarding process, including drafting personalized client welcome letter.
Associate Investment Advisor / Investment Advisor
By CanSource Consultants At Toronto, Ontario, Canada
Strong analytical skills and knowledge of financial markets, products, and services
Bachelor's degree or higher in Business, Finance, Economics, or a related field
Minimum 2-3 years of experience in a similar client-facing role within the investment industry
Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients
Certified Financial Planner (CFP) or Chartered Investment Manager (CIM) designation is a plus
Experience with sustainable or Impact Investing is a plus
Marketing Manager (Investment Management))
By Compunnel Inc. At Toronto, Ontario, Canada
5 - 7+ years in the investment management industry (5 yr. Min.)
Solid project management background with demonstrated ability to deliver with efficiency, accuracy and timeliness
Strong oral and written communication skills
Strong interpersonal skills that model corporate core values
Knowledge of Seismic, DOMO Analytics, and MS Project is an asset
The Marketing Manager’s mandate includes:
Director, Advisor Marketing Wealth & Asset Management Canada
By Manulife At Toronto, Ontario, Canada
7+ years of marketing experience in wealth management
Passion for wealth management industry with deep knowledge of investment products, financial markets, and the investment industry
Knowledge of the asset management regulatory environment and guidelines
University graduate (advanced degree or certification a plus)
Demonstrated experience in developing and implementing digital marketing campaigns
Solid collaborative leadership experience, both cross-functional and immediate teams with ability to influence direction of work
Investment Counsellor, Private Wealth
By Manulife Bank of Canada At Greater Toronto Area, Canada
University degree and 5+ years related investment counselling experience or investment management experience
Effectively communicate MPW’s investment philosophy and risk management approach to current and prospective clients
Take an investment consulting approach to discretionary investment management through Client Discovery and Needs Assessment
Effectively manage expense business development budgets to deliver financial results
Strong background in both finance and investments
Excellent verbal and communication skills
Investment Advisor Jobs
By RBC Wealth Management At Calgary, Alberta, Canada
Leverage your investment strategy to create customized wealth management and investment services for your clients
Management focused on helping you grow
Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs
You have 4-6 years of outbound sales experience and are comfortable earning 100% commission
You have excellent communications skills
Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline
Investment Advisor Jobs
By RBC Wealth Management At Lloydminster, Alberta, Canada
Leverage your investment strategy to create customized wealth management and investment services for your clients
Management focused on helping you grow
Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs
You have 4-6 years of outbound sales experience and are comfortable earning 100% commission
You have excellent communications skills
Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline
Investment Advisor Jobs
By RBC Wealth Management At Midland, Ontario, Canada
Leverage your investment strategy to create customized wealth management and investment services for your clients
Management focused on helping you grow
Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs
You have 4-6 years of outbound sales experience and are comfortable earning 100% commission
You have excellent communications skills
Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline
Investment Advisor Jobs
By RBC Wealth Management At Oshawa, Ontario, Canada
Leverage your investment strategy to create customized wealth management and investment services for your clients
Management focused on helping you grow
Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs
You have 4-6 years of outbound sales experience and are comfortable earning 100% commission
You have excellent communications skills
Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline
Wealth Management / Financial Investment Sales Administrator – Toronto, Ontario
By Equiton Inc At Greater Toronto Area, Canada
Knowledge of investment products (public and private) and account type (RRSP, TFSA, RRIF)
Ability to develop sales skills, achieve results and elevate to new roles within the department
Strong oral and written communication skills complimented by strong interpersonal skills
Excellent prioritization and organizational skills;
Drive strong sales by providing the Senior Associate timely, accurate and efficient support
Identify and schedule meetings and events for our sales team including logistical details
Wealth Advisor Jobs
By Nicola Wealth At Toronto, Ontario, Canada
Demonstrated technical proficiency in financial planning, asset management and insurance
Your key experiences and qualifications will include:
Leveraging your technical planning and client relationship skills to build a business within Nicola Wealth
Ensure all client information and regulatory requirements are up to date and current
Proactively enhancing your expertise through attending seminars, continued education and proactive personal development
Chartered Investment Manager (CIM) or completion of CFA Level 1
Wealth Advisor & Portfolio Manager
By CI Financial At Toronto, Ontario, Canada
Delivering investment advice to our clients through phone, email, and chat
Collaborating with team members to coordinate and improve delivery of investment and financial advice
Modern HQ location within walking distance from Union Station
Flexible & Hybrid Work Program
Employee Share Purchase Program (ESPP)
Investment Advisor Jobs
By RBC Wealth Management At Cranbrook, British Columbia, Canada
Leverage your investment strategy to create customized wealth management and investment services for your clients
Management focused on helping you grow
Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs
You have 4-6 years of outbound sales experience and are comfortable earning 100% commission
You have excellent communications skills
Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline
Investment Advisor Jobs
By TPD® Workforce & HR Solutions At Vancouver, British Columbia, Canada
Previous experience in investment banking / venture capital firms
Excellent verbal and written communication skills coupled with the ability to do in-depth research
Researching potential partners and channels
Providing high level market research and analysis
Preparation of valuation and performance measurement reports
A CFA designation would be an asset but not required
Wealth Advisor Administrative Assistant
By Raymond James Ltd. At Markham, Ontario, Canada
Experience in business development and social media management
Manage schedules, including coordinating meetings and appointments, and making travel arrangements, including virtual (video) appointments.
Manage social media accounts, create, and schedule posts, monitor engagement, and analytics.
Manage all client documentation and ensure client document deficiencies in a timely, efficient and effective manner.
1-3 years of previous experience in a similar role
Excellent communication skills, both written and verbal
Financial Associate Wealth Advisor - Partner - Affinity Wealth Management
By Aviso Wealth At Regina, Saskatchewan, Canada
Creates and maintains client files, adhering to compliance requirements.
On-going training, coaching and education
Schedule and hold client meetings with Senior Wealth Advisor and support in developing appropriate financial strategies, and appropriate recommendations.
Promotes and markets firm’s investment and insurance services internally and externally.
Opportunity for career progression into a Wealth Advisor role
A pleasant and professional working environment
Wealth Advisor - Partner - Ndcu Moneyworks
By Aviso Wealth At Nelson, British Columbia, Canada

An Exceptional Career & Vibrant Lifestyle. Have it all at NDCU MoneyWorks

We thank all candidates for their interest, however, only those selected for an interview will be contacted

Wealth Management / Financial Investment Sales Administrator - Toronto, Ontario
By ClickJobs.io At Toronto, Ontario, Canada
Strong MS Office skills (Word, Excel, Outlook, PowerPoint) Education and Experience:
Ad hoc tasks and special projects as assigned Required Skills and Abilities:
Knowledge of investment products (public and private) and account type (RRSP, TFSA, RRIF)
Ability to develop sales skills, achieve results and elevate to new roles within the department
Strong oral and written communication skills complimented by strong interpersonal skills
Excellent prioritization and organizational skills;
Wealth Management Advisor Jobs
By World Financial Group (WFG) At Surrey, British Columbia, Canada

Vibrant & coachable individuals that’s looking for more income stability, growth and personal development in making more active and passive income.