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Manager Investment Retirement Planning Jobs

General Manager - Canterbury Place Retirement Residence (2023-4018)
By Verve Senior Living At North York, Ontario, Canada
Develops appropriate departmental objectives for the home with the assistance of the management staff.
Ensures all personnel and medical records are maintained in compliance with legal and corporation requirements.
Recommends to regional manager, changes in administrative policies to carry out the objectives of the corporation.
Hires, trains, and supervises all department managers and conducts regular staff meetings.
Meets with prospective residents and their families and conducts tours in the absence of the marketing manager and/or marketing assistant.
Attends and participates regional administrator/ general manager meetings.
General Manager - Credit River Retirement Residence (2023-3960)
By Verve Senior Living At Mississauga, Ontario, Canada
Develops appropriate departmental objectives for the home with the assistance of the management staff.
Ensures all personnel and medical records are maintained in compliance with legal and corporation requirements.
Recommends to regional manager, changes in administrative policies to carry out the objectives of the corporation.
Hires, trains, and supervises all department managers and conducts regular staff meetings.
Meets with prospective residents and their families and conducts tours in the absence of the marketing manager and/or marketing assistant.
Attends and participates regional administrator/ general manager meetings.
General Manager - Courtyard Gardens Retirement Residence
By Verve Senior Living At Richmond, British Columbia, Canada
Develops appropriate departmental objectives for the home with the assistance of the management staff.
Ensures all personnel and medical records are maintained in compliance with legal and corporation requirements.
Recommends to regional manager, changes in administrative policies to carry out the objectives of the corporation.
Hires, trains, and supervises all department managers and conducts regular staff meetings.
Meets with prospective residents and their families and conducts tours in the absence of the marketing manager and/or marketing assistant.
Attends and participates regional administrator/ general manager meetings.
General Manager - Retirement Community
By Boardwalk At Calgary, Alberta, Canada

Responsibilities Ensure the health, comfort and safety of our residents Ensure rental goals and showing objectives are met Greet, inform clients and conduct visits of rental apartments ...

Financial Advisor, Investment & Retirement Planning - Hillside Shopping Centre [Scotiabank]
By CareerBeacon At Victoria, British Columbia, Canada
Demonstrated sales management experience and the ability to market Scotiabank
Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
A minimum three years experience of financial planning and investment sales experience
A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for
Be highly engaged, educating customers, providing relevant insights and expert advice
Financial Advisor, Investment & Retirement Planning - Toronto, On [Scotiabank]
By CareerBeacon At Toronto, Ontario, Canada
Demonstrated sales management experience and the ability to market Scotiabank
Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
A minimum three years experience of financial planning and investment sales experience
A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for
Be highly engaged, educating customers, providing relevant insights and expert advice
Financial Planner, Investment And Retirement Planning
By RBC At Kingston, Ontario, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Financial Planner, Investment & Retirement Planning
By RBC At Dryden, Ontario, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Financial Planner, Investment And Retirement Planning
By RBC At Prince Rupert, British Columbia, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Financial Planner, Investment And Retirement Planning
By RBC At Williams Lake, British Columbia, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Investment And Planning Consultant
By Servus Credit Union At Edmonton, Alberta, Canada
Minimum 5 years of financial advisory sales experience as well as thorough knowledge of financial planning, products, policies, procedures and operations.
Post-secondary diploma/degree or an equivalent combination of education and experience
Support and/or facilitate the financial planning experience for the members
Provide coaching & mentoring to assist members of the team with skill development
Benefits that lead the field
Financial product benefits available immediately
Financial Planner, Investment Retirement Planning
By RBC At Kawartha Lakes, Ontario, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Investment And Planning Consultant
By Servus Credit Union At Sherwood Park, Alberta, Canada
Minimum 5 years of financial advisory sales experience as well as thorough knowledge of financial planning, products, policies, procedures and operations.
Post-secondary diploma/degree or an equivalent combination of education and experience
Support and/or facilitate the financial planning experience for the members
Provide coaching & mentoring to assist members of the team with skill development
Benefits that lead the field
Financial product benefits available immediately
Manager, Investment Jobs
By dentsu At Toronto, Ontario, Canada
Grows the sophistication of the team’s media knowledge, expanding into data and technology.
Drives Media Brand and client adoption of DAN capabilities, e.g. The Story Lab, Dentsu Data Labs, Cardinal Path, ICUC, etc.
4+ years of media planning and/or buying experience focused on Broadcast Channels and a minimum of 1-year experience leading a team.
Ability to instils confidence and manage expectations with internal and external stakeholders.
Advanced analytical skills and proficient with numbers and budgets to illustrate client business objectives.
Strong negotiation, presentation and people skills.
Financial Planner, Investment And Retirement Planning
By RBC At Slave Lake, Alberta, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Investment Planning Specialist Jobs
By RBC At Regina, Saskatchewan, Canada
Excellent communication, time management and organizational skills
Build a portfolio and support contact management across both portfolios
Proven networking and client acquisition skills
Previous experience in financial services
Full-time RBC employee status with unlimited earning potential and full benefits
Provide tailor-made financial advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
Retirement Community Assistant Manager
By ClickJobs.io At Edmonton, Alberta, Canada
Strong organizational, communication, and time and resource management skills
Knowledge of supportive living services, assessment, and care planning
Flexible, willingness to prioritize and re-adjust routines, open to change for the benefit of the community
Planning and development of Resident experiences and activities
Excellent facilitation, problem solving and conflict resolution skills
2 years of experience in a similar position
Financial Planner Investment And Retirement Planning
By RBC At Toronto, Ontario, Canada
An awareness of the Regulatory Environment, and the difference in requirements between management and legal entity reporting
IS Finance Senior Management Team
Leveraging business knowledge, and experience to be a valued, strategic partner/advisor as a member of the CFO Group.
Accounting designation or equivalent degree with post qualification experience of at least 3 years
Experience within Business facing Finance roles
Delegated responsibilities from Finance Leadership to represent Finance at Project forums and Committees as deemed appropriate
Manager, Investment Operations Jobs
By Klopp Richards & Associates At Calgary, Alberta, Canada
8-10 years operations management experience within the wealth management industry
Executes on effective management of compliance and regulatory oversight
University Degree (Business, Economics, Accounting, Finance) or equivalent related experience
Ensures investment-related activities are executed properly and provide exceptional reporting to stakeholders
Supervises and leads the delivery of client service and administration
Continually analyze operating results and costs to maximize ability to meet service level targets and realize operating efficiencies