Investment Specialist Jobs

Application Deadline:05/15/2024Address:7075 Kingsway AvenueJob Family Group:Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides oth...

Requisition ID: 197102 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer s ...

Application Deadline:05/15/2024Address:7075 Kingsway AvenueJob Family Group:Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides oth...

Requisition ID: 193221 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term re...

Requisition ID: 188707 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term re...

Requisition ID: 195605 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know h...

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better oues, favoring the strongest idea over the strongest individual. We put people first and demonstrate care andpassion for ourmunity and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help th...

Requisition ID: 191650 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the cust...

As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer s journey. Is this role right for you? In this role, you will: Be passionate about financial sales as well as delivering trusted financial advi...

Requisition ID: 197212 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the cust...

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...

Job Description What is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation...

Requisition ID: 189741 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist , you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term r...

Requisition ID: 189495 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the cust...

Requisition ID: 197736 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee you are a member of the branch sales team responsible for contributing to the team s overall success by meeting/exceeding negotiated deposit and investment sales goals t...

Location: Victoria, Admin - Douglas St, Help Headquarters, Kelowna Branch, Langley Business Centre, North Vancouver Branch, Richmond Centre Branch, Vancouver Job Type: Full Time myWork Options: In-person, Hybrid Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? The Mobile Insurance & Investment Sp...

Education: Expérience: Education Bachelor's degree Tasks Identify clients' financial goals and objectives Analyze clients' financial records Develop financial plans for clients Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning Arrange for sale of financial products and investments Prepare offering prospectus for new issues of ...

Requisition ID: 189554 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term re...

Requisition ID: 189597 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term re...

Requisition ID: 197212 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the cust...

Requisition ID: 188599 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term re...

As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to build long-lasting client relationships - with the goal to progress into an Investment Specialist within six months. In this role, you will learn, practice and apply the ...

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...

Requisition ID: 189565 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist , you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term r...