Investment Specialist Jobs

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...

Job SummaryJob DescriptionWhat 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 ...

Requisition ID: 189541Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 - wit...

Application Deadline: 05/15/2024 Address: 7075 Kingsway Avenue Provides 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 other solutions indirectly through referrals t...

Requisition ID: 189766 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: 189604Join 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 rel...

Requisition ID: 187673Join 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 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 through ef...

Application Deadline: 04/29/2024Address:VIRTUAL61 - HomeRes - QC - BMOLanguage Requirements for role: Strong verbal and written language skills in both French and EnglishCertifications: Must have completed IFIC or CSC Work from home Availability to work between 10:00AM and 8:00PM EST Monday to Friday (37.5 hours per week)Understands customer needs and provides wealth and investment-related sales ...

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: 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...

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...

Job Description:Job Description About us Devtech is a global digital innovation company that helps emerging and Fortune 1000 businesses transform, scale, and disrupt through digital and cloud technologies. As a trusted partner to some of the world s leading companies such as Google, Nokia, Ingram Micro, Mimecast, Acronis, Telecom Italia, Dogado, Coca-Cola, HBO, and others, we help our clients env...

About us Devtech is a global digital innovation company that helps emerging and Fortune 1000 businesses transform, scale, and disrupt through digital and cloud technologies. As a trusted partner to some of the world s leading companies such as Google, Nokia, Ingram Micro, Mimecast, Acronis, Telecom Italia, Dogado, Coca-Cola, HBO, and others, we help our clients envision and develop next-generatio...

Requisition ID: 193416Join 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 custo...

Requisition ID: 197102Join 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 j...

Requisition ID: 197016Join 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 custo...

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...

Company Description Quintessence (Q) Wealth is a Partnership by Portfolio Managers, exclusively for Portfolio Managers with well-established practices and an entrepreneurial spirit. We empower our Partners to focus on serving their clients and growing their businesses. With our advanced digital too

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: 189748Join 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 rel...

*Job Summary* *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...

Finance Specialist Winnipeg, Manitoba The Finance Specialist (FS) is a key role within the Finance Team at Abundance Canada. As a member of the Finance Team, the FS will be a proactive partner with the Accountant, Accounting Assistant, and Director of Finance to execute key financial and accounting functions at Abundance Canada. The FS will be the lead financial software subject matter expert, wo...

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...