Investment Representative Jobs

Our client is building a new Wealth Management business in Canada and is looking for an IIROC Licensed (IR or RR) candidate who would love to be part of a new entity to help make their business a client service success. The Firm is a global wealth manager with a respected and recognized brand, this role will be a part of a premium and selective call centre team being established nationally in Can...

Requisition ID: 197769 As a cornerstone business within Scotia Wealth Management , ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be empowered to deliver Enriched Thinking , a u...

Requisition ID: 135909 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Representative (IR) you are the primary point of contact for Scotia iTRADE clients through our inbound

As an Investment Representative (IR) you are the primary point of contact for Scotia iTRADE clients through our inbound Contact Centre. As a licensed IR, you will execute trade orders on behalf of clients. You will provide prompt, accurate and professional service, while ensuring call quality standards and an exceptional level of customer service are maintained. You will respond to client inquiri...

Application Deadline: 04/18/2024 Address: 4881 Yonge Street, 9th Floor Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relations...

Application Deadline:04/18/2024Address:4881 Yonge Street, 9th FloorJob Family Group:Wealth Sales & ServiceAssesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and...

Description "> Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.Find our story here: Our Retail Banking Practice: Our vision is to be recognized as the financial institution that has the most local impact, supported by...

Investment Representative (Permanent, Full-time)Location: Cornwall, ONHours: 40 hours per week; Monday to SaturdayRate of Pay: Dependent on experience As an Investment Representative, you will: Actively promote, sell and deliver all investment products and servicesContribute towards the growth of the investment portfolio by attaining individual goals and objectives on an annual basis.Assist with ...

Requisition ID: 197769 As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you ll be empowered to deliver Enriched Thinking, a uni...

Application Deadline: 05/30/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must have a completed IFIC or CSC certification Work from home Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) Start date: May 21st, 2024 We invite all experienced and...

Description de poste:The Individual Insurance and Investments business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings. We're a top provider of life, health and wealth products in the Canadian marketplace.This position works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Invest...

Requisition ID: 194594 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Sudbury, ON Reporting to the Regional Manager you will Contribute to the overall succe...

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et êt...

Job Description The RBC Dominion Securities Branch located in Hamilton is looking for an Investment Associate to join a Council Team. By joining the team you will participate in maintaining, developing and growing the business by providing exceptional service in an efficient and professional manner. The successful candidate will provide dedicated support on investment and money management activit...

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Th...

BRIEF INTRODUCTION As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities. IS THIS ROLE RIGHT FOR YOU In the role you will: Identify new business opportunities to gather additional assets and/or increase revenue Uti...

Requisition ID: 135909 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Representative (IR) you are the primary point of contact for Scotia iTRADE clients through our inbound Contact Centre. As a licensed IR, you will execute trade orders on behalf of clients. You will provide prompt, accurate and professional service, while e...

Education: Expérience: Education College/CEGEP Work setting Financial institution Finance Financial management/services Tasks Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals Interview applicants for loans Promote sale of credit and loan services Research and evaluate loan applicant's financial ...

At Fiera CapitalWe invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a gre...

Job Summary Job Description The RBC Dominion Securities Branch located in Hamilton is looking for an Investment Associate to join a Council Team. By joining the team you will participate in maintaining, developing and growing the business by providing exceptional service in an efficient and professional manner. The successful candidate will provide dedicated support on investment and money manage...

Description "> Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.Find our story here: Our Retail Banking Practice: Our vision is to be recognized as the financial institution that has the most local impact, supported by...

Description ">Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.Find our story here: Our Retail Banking Practice: Our vision is to be recognized as the financial institution that has the most local impact, supported by ...

Financial Services Representative Ref # KD04162401The Career Foundation is currently seeking a Financial Services Representative on behalf of one of our employer partners. Location: Toronto, Midtown, ONJob Type: Full-TimeSalary: Starting $49,000 Per Year, Commensurate with experience Responsibilities: Put our clients first. You engage with purpose to find the right solutions. You go the extra mil...

Job Description We are looking for a Investment & Retirement Consultant.Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets at Canada Life. If you are a highly effective listener and communicator...