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Investment advisor Offres d'emploi - Thorold, ON

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Investment advisor • thorold on

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VP RETAIL WEALTH CANADA

VP RETAIL WEALTH CANADA

Capital Markets Advisors LLCst catharines, on, Canada
Temps plein
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN...Voir plusDernière mise à jour : il y a 10 heures
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Digital Insurance Advisor

Digital Insurance Advisor

PPG Partnersniagara falls, on, Canada
100 000,00 $CA par an
Temps plein
Our mission is to help insurance advisors across Canada transform their insurance practice from Analog To Digital, Overnight!. PPG Partners goal is to provide advisors the Digital platform to build ...Voir plusDernière mise à jour : il y a 10 heures
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Investment Relation Manager

Investment Relation Manager

The Clean Energy Investmentniagara falls, on, Canada
Temps plein
We're Hiring : Investment Relations Manager.We’re looking for a strategic communicator with a strong Leadership background who can effectively present investment opportunities, manage stakeholder co...Voir plusDernière mise à jour : il y a 10 heures
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Travel Advisor

Travel Advisor

Maritime TravelOntario, Canada, Canada
Temps plein
We are currently seeking Travel Consultants to join our teams (on-site) in the following locations : .Each day we strive to improve ourselves and the way we do business. All of this is due to our outs...Voir plusDernière mise à jour : il y a 8 heures
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Independant Financial Security Advisor

Independant Financial Security Advisor

Groupe Mitesco Group Inc.niagara falls, on, Canada
Temps plein +1
Financial Security Advisor – Mitesco Financial Group (Ontario and Québec).Are you looking to start a rewarding and stimulating career in financial security? We are seeking motivated, disciplined, a...Voir plusDernière mise à jour : il y a 10 heures
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SCM Contracts Advisor

SCM Contracts Advisor

Brunelst catharines, on, Canada
Temps plein
We are seeking an experienced and results-driven SCM Contracts Advisor to support a multi-year subsea inspection and installation project. This is a full-time, onshore position with an estimated sta...Voir plusDernière mise à jour : il y a 10 heures
Banking Advisor

Banking Advisor

0000050007 Royal Bank of Canada2600 COUNTY RD 43 : NORTH GRENVILLE
Temps plein
This is an opportunity for candidates to express their interest in current and future Banking Advisor positions in the following locations. Kemptville, Winchester, Prescott and Iroquois.Qualified a...Voir plusDernière mise à jour : il y a plus de 30 jours
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Private Client Advisor

Private Client Advisor

Staffing In MotionNiagara Falls, 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
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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 7 jours
Beauty Advisor

Beauty Advisor

SephoraSt. Catharines, ON, CA
Glendale Ave Space 77 & 78, St.Catharines, ON L2T 2K9, Canada (CA).Who we are behind the stripes : .Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris.Sephora...Voir plusDernière mise à jour : il y a plus de 30 jours
Insolvency Advisor

Insolvency Advisor

BDOSt. Catharines
49 000,00 $CA – 66 900,00 $CA par an
Temps plein
Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping client...Voir plusDernière mise à jour : il y a plus de 30 jours
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Mortgage Advisor

Mortgage Advisor

Pinest catharines, on, Canada
Temps plein
At Pine, we’re revolutionizing home financing by transforming a traditionally complex and outdated process into a streamlined, efficient experience for Canadians. Through innovative technology and a...Voir plusDernière mise à jour : il y a 10 heures
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 8 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
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Senior Financial Advisor

Senior Financial Advisor

Huxton Blackniagara falls, on, Canada
Temps plein
This is a full-time remote role for a Senior Financial Advisor.The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing...Voir plusDernière mise à jour : il y a 10 heures
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Horticultural Advisor

Horticultural Advisor

Bylonniagara falls, on, Canada
Temps partiel
Bylon is redefining the intersection of design and nature with a collection of.The ideal candidate will provide technical guidance on. Propagation & Growth Techniques : .Environmental & Climate Contro...Voir plusDernière mise à jour : il y a 10 heures
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Luxury Travel Advisor

Luxury Travel Advisor

Champ Travelst catharines, on, Canada
Temps plein
Luxury Travel Advisor (Travel and Concierge Consult) •Work from home •.Ability to speak and understand Cantonese or Chinese is required. Experience in travel industry is an advantage.Positive encoura...Voir plusDernière mise à jour : il y a 10 heures
Financial Advisor

Financial Advisor

RBC - Royal BankPelham, ON
49 000,00 $CA – 66 900,00 $CA par an
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them.You provide your...Voir plusDernière mise à jour : il y a plus de 30 jours
Sales Advisor

Sales Advisor

Reliance Home ComfortNiagara Falls, ON, Canada
100 000,00 $CA – 130 000,00 $CA par an
Burlington, ON, Canada • Niagara Falls, ON, Canada Req #4384 August 30, 2024.LEARN, DEVELOP AND GROW – WITH RELIANCE.By joining Reliance as a Home Comfort Advisor you become part of an organization...Voir plusDernière mise à jour : il y a plus de 30 jours
VP RETAIL WEALTH CANADA

VP RETAIL WEALTH CANADA

Capital Markets Advisors LLCst catharines, on, Canada
Il y a 10 heures
Type de contrat
  • Temps plein
Description de poste

PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS

Capital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA

These remote roles are with a large global discretionary based portfolio management firm. In this Outside Sales role, you are responsible for gathering new assets (clients) for the firm within your territory, promoting the firm’s portfolio management services.

This is a highly consultative sales role and the firm has been in Canada for many years and has had amazing growth in Canada as well as many other countries. THIS IS NOT REAL ESTATE or PROJECT MANAGEMENT

Our global Wealth, Portfolio Management client has multiple remote full-time remote roles for wealth IIROC licensed people in Canada know anyone ? TOP COMP IN THE INDUSTRY ! Direct UHNW client facing not institutional Please share #wealthmanagement #investmentadvisors #investmentmanagement #canada #management #share #financiladvisors #financialplanners

The firm is constantly marketing its services and receives thousands of pre-qualified leads of potential high net worth investors. You do no cold calling in this role and all the leads you are given, have already expressed interest in investing with the firm.

The Portfolio Management team and the Relationship Management teams are the ones that managing the client relationships and portfolios.

Company Provides :

Extensive training and onboarding as well as home office set up, covers travel costs and expenses associated with the role.

Client Type :

High Net Worth and Ultra High Net Worth Clients (not institutional)

Ideal Candidate for this role :

Investment Advisor with demonstrated strong sales numbers who wants to just concentrate on sales and does not want to be bogged down with admin or day-to-day client servicing, constant client hand holding. Strong motivation to succeed and to assist HNW clients.

Compensation :

100k base with total compensation expected to be at 200-600k first year plus full medical dental.

Requirements :

Extensive experience working as an Investment Advisor & must have (or be willing to obtain) one of the following designations : CIM or CFA Level 1 or MBA & must be licensed to sell stocks and bonds and be comfortable talking to all asset classes.