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Investment advisor Offres d'emploi - Ajax, ON

Dernière mise à jour : il y a 2 jours
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Director, Dealer Product Shelf

Director, Dealer Product Shelf

Sun LifeWaterloo, Region of Waterloo, Canada
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their f...Voir plusDernière mise à jour : il y a 11 jours
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Financial Advisor

Financial Advisor

OPAL Corporate Connectionsontario, Canada
Temps plein
Conseiller les clients sur les meilleures stratégies et déterminer avec eux les résultats visés.Responsable de la relation d’affaires, évaluer la satisfaction des membres et clients et la qualité d...Voir plusDernière mise à jour : il y a 2 jours
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Remote Benefits Advisor

Remote Benefits Advisor

SKW OrganizationOshawa, ON, Canada
Télétravail
Temps plein
Are you ready to join an exceptional team that offers comprehensive training, benefits, and flexible working hours?.Our ideal candidate embodies qualities such as adaptability, trainability, and a ...Voir plusDernière mise à jour : il y a 18 jours
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Corporate Secretarial Advisor

Corporate Secretarial Advisor

Desjardins GroupON, Canada
Corporate Secretarial Advisor page is loaded.Apply remote type The work arrangement for the position is hybrid work locations Ontario time type Full time posted on Posted Yesterday job requisition ...Voir plusDernière mise à jour : il y a 11 jours
Investment Advisor

Investment Advisor

Royal Bank of Canada>PICKERING, Canada
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of start...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

0000050599 RBC Dominion Securities Inc.PICKERING, Ontario, Canada
34,50 $CA par heure
Temps plein
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of start...Voir plusDernière mise à jour : il y a plus de 30 jours
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Director, Investment Finance

Director, Investment Finance

AccoravillageWaterloo, Region of Waterloo, Canada
Temps plein +1
At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and colla...Voir plusDernière mise à jour : il y a 5 jours
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Entrepreneurship Advisor

Entrepreneurship Advisor

Cuso InternationalOshawa, Ontario
This Volunteer Placement is Located in : .Spanish Level 4-Advanced and English Level 3-Intermediate.Please submit a Spanish Resume and Statement of Interest. Eligibility : Open to Canadian Citizens and...Voir plusDernière mise à jour : il y a 11 jours
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Sales Advisor

Sales Advisor

Limcan Heating & Air ConditioningWhitby, ON, Canada
Temps plein
If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! We are lo...Voir plusDernière mise à jour : il y a 8 jours
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Remote Insurance Advisor

Remote Insurance Advisor

HMG CareersOshawa, ON, Canada
Télétravail
Temps plein
Are you ready to join an exceptional team that offers comprehensive training, benefits, and flexible working hours?.Our ideal candidate embodies qualities such as adaptability, trainability, and a ...Voir plusDernière mise à jour : il y a 24 jours
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Senior Commercial Advisor

Senior Commercial Advisor

Matchtech North AmericaOntario, Canada, Canada
Temps plein
Matchtech are working with a key client to support to recruitment of a Senior Commercial Advisor to work on high profile project in Toronto. We are seeking an experienced and strategic Director to s...Voir plusDernière mise à jour : il y a 3 jours
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Service Advisor

Service Advisor

2672689 Ontario Inc.Oshawa, ON, Canada
Temps plein
Join our team and be part of a vast variety of vehicles including boat, motorcycles, and anything under the sun.A Good 1 Mechanic ( automotive shop). A Good 1 Mechanic ( automotive shop).Voir plusDernière mise à jour : il y a plus de 30 jours
Merrill Financial Solutions Advisor - Orange County Inland Empire Market

Merrill Financial Solutions Advisor - Orange County Inland Empire Market

Bank of AmericaOntario
100 000,00 $CA par an
Temps plein
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment...Voir plusDernière mise à jour : il y a plus de 30 jours
Senior Associate, Investment Operations - Contract

Senior Associate, Investment Operations - Contract

BMOOntario, Ontario, Canada
37 500,00 $CA – 69 500,00 $CA par an
Temps partiel
VIRTUAL59 - REMOTE / TELETRAVAIL - ON - BMO.Please note this is a 12 month contract.Provides support and service for the Investment Operations function of BMO's business stakeholders and customers.Ex...Voir plusDernière mise à jour : il y a 3 jours
Financial Advisor

Financial Advisor

Alpe ConceptionOntario
Lien pour partager cette offre d'emploi.Seeking Financial Professionals in Ontario, Canada!.Unlock Your Potential in the Financial Industry with Unprecedented Freedom and Flexibility!.Are you a dri...Voir plusDernière mise à jour : il y a plus de 30 jours
Scotiamcleod Investment Associate - Whitby

Scotiamcleod Investment Associate - Whitby

ScotiabankWhitby, ON
47 000,00 $CA – 50 000,00 $CA par an
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...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

RBC - Royal BankOshawa, ON
20,00 $CA par heure
Grow your business, your way - with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of start...Voir plusDernière mise à jour : il y a plus de 30 jours
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Graduate Financial Advisor

Graduate Financial Advisor

InsideHigherEdPickering, Ontario, Canada
96 196,00 $CA par an
Temps plein
Faculty of Applied Science & Engineering.Dept of Mechanical & Industrial Eng.The Department of Mechanical & Industrial Engineering is home to about 60 professors leading research on a very broad ra...Voir plusDernière mise à jour : il y a 3 jours
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Private Client Advisor

Private Client Advisor

Staffing In MotionOshawa, Ontario, Canada
500 000,00 $CA par an
Firm : Large global portfolio management firm with over 200 billion in assets under management.Each client would have a separately managed portfolio that is custom tailored for that client.Fee based...Voir plusDernière mise à jour : il y a plus de 30 jours
Director, Dealer Product Shelf

Director, Dealer Product Shelf

Sun LifeWaterloo, Region of Waterloo, Canada
Il y a 11 jours
Description de poste

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description : Role Summary

Reporting to the AVP, Head of Product & Supervising Portfolio Manager, the Director, Dealer Product Shelf is critical to the management and ongoing evolution of Sun Life's mutual fund and ETF product shelf to enable a diversified and competitive platform for Sun Life advisors to support client’s needs.

This role interfaces with stakeholders from various business units at Sun Life, Advisors, and third-party fund manufacturers. The role covers a range of activities that include developing and operationalizing product initiatives, effective operational management and governance of the product shelf, advisor support, policy development and supporting investment tools and technology.

What will you do?

Product Strategy and Platform Development

  • Develop and operationalize product strategies that supports the health and growth of Sun Life’s wealth institutions including Prospr, Sun Life Financial Investment Services (Canada) Inc. and Sun Life Canada Securities Inc.
  • Contribute or lead the implementation of key product initiatives that enhances the platform, focusing on continuous improvement of the advisor or client experience.

Product Management

  • Responsible for effective management and governance of the mutual fund and ETF product shelf, including product integrity, ongoing assessments, and delivery of enhancements to product shelf capabilities and offerings to promote broad and competitive platform for Sun Life advisors to meet evolving client needs.
  • Lead ongoing due diligence and governance of firms and products on the shelf, performed in accordance with the dealers’ regulatory obligations.
  • Be a lead contributor in support activities related to product approval committees.
  • Advisor Support

  • Serve as a product subject matter expert in the field guiding Advisors to make informed decisions on product features, investment recommendations from the Fund Research team or the build out of portfolio models.
  • Build or support robust advisor education that increases their proficiency in using mutual funds and ETFs to construct investment portfolios or support know-your-product obligations.
  • Triage and resolve product inquiries, complex case resolutions, and escalations from Advisors, fund companies and various business partners.
  • What do you need to succeed?

  • 7+ years of relevant investment industry experience.
  • CFA or CIM (or working towards either designation) is an asset.
  • Strong industry and product knowledge – including mutual funds, ETFs, insurance products, SMAs and an understanding of the Canadian regulatory and legislative framework.
  • Demonstrated presentation skills.
  • Strong problem solving, quantitative, and data analytics skills.
  • Strong interpersonal skills in forming trusting relationships with Advisors and internal stakeholders.
  • Results orientated and highly self-motivated.
  • Ability to multi-task in a fast-paced environment.
  • Able to work in a team setting and autonomously.
  • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
  • What’s in it for you?

  • Anchored to our Purpose, our Sustainability Plan has three pillars which represent the areas where we have the greatest opportunity to drive positive impact in society : increasing financial security, fostering healthier lives, and advancing sustainable investing.
  • The opportunity to move along a variety of career paths with amazing networking potential.
  • Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
  • Wellness programs that support the three pillars of your health – mental, physical, and financial.
  • In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.
  • We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
  • We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.
  • The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

    Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

    Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

    At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

    We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

    Salary Range : 105,000 / 105 000 - 180,000 / 180 000

    Job Category : Sales - Distribution Support

    Posting End Date : 16 / 02 / 2025

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