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Chief investment officer Jobs in Bradford West Gwillimbury, ON

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Chief investment officer • bradford west gwillimbury on

Last updated: 2 days ago

Financial Advisor, Investment & Retirement Planning - DAVIS & LESLIE, NEWMARKET

ScotiabankNewmarket, ON, CA
Full-time

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for cont... Show more

Private Sector Relations Officer - Spanish Required

Cuso InternationalNewmarket, Ontario
Permanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Cuso International invites passiona... Show more

Financial Planner II (CIRO-ID) [Newmarket / Aurora]

CIBCEast Gwillimbury, ON
Full-time

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 ... Show more

Associate

0000050599 RBC Dominion Securities Inc.NEWMARKET, Ontario, Canada
CA$37,500.00 yearly
Full-time

The RBC Dominion Securities branch located in Newmarket is seeking an Associate to provide administrative support to our Investment Advisors.You will provide quality client service and help deepen ... Show more

Sr. Manager, Pricing & Product Line Analytics

BlueCat NetworksCanada - Remote
Remote
Full-time

Have you heard of BlueCat? We’re one of those hidden gems disrupting the market as a key player in the rapidly growing space of Intelligent Network Operations.Organizations require a new model of n... Show more

Process Engineering Specialist

Toromont CatBradford, ON, CA
CA$69,520.00 yearly
Full-time +1

Toromont Remanufacturing is looking for a Process Engineering Specialist to join our team in Bradford, ON! This role will ensure that all REMAN product is reliable, consistently built to the highes... Show more

Outside Sales Representative (Construction Specialist) - Newmarket, ON

NCH CorporationNewmarket, ON, CA
Full-time

Certified Labs- Outside Sales Representative.We are looking for a high-energy, disciplined Sales Representative to own a territory and drive lubrication excellence for industrial plants, fleets, an... Show more

CNC Programmer/ Operator - afternoon shift

Martinrea International Inc.Newmarket, ON, CAN
CA$24.00 hourly
Full-time
Quick Apply

Martinrea is a diversified global automotive supplier.Canada, the United States, Mexico, Brazil, Germany, Slovokia, Spain and China.Our business strategy leverages world-class technologies, motivat... Show more

Hairstylists Needed for Blow Dry Bar

Blo BradfordBradford, ON, CA
CA$18.00 hourly
Part-time

You’ll earn money right away with a predictable hourly wage + tips, commissions & bonuses .Blo is the industry leader, with over 100 North American locations and growing.Blo is a recognized bra... Show more

US Tax Lead

Vaco by HighspringNewmarket, ON, CA
CA$130,000.00 yearly
Permanent

Our client is a growing manufacturer.They are looking for a US Tax Lead to join their team!.Opportunities for advancement with performance.Lead the preparation of the Group’s US income tax provisio... Show more

 • Promoted

Associate

Royal Bank of Canada>NEWMARKET, Canada
CA$37,500.00 yearly
Full-time

The RBC Dominion Securities branch located in Newmarket is seeking an Associate to provide administrative support to our Investment Advisors.You will provide quality client service and help deepen ... Show more

Private Sector Relations Officer - Spanish Required

Cuso InternationalEast Gwillimbury, Ontario
Permanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Cuso International invites passiona... Show more

Sr. Manager Engineering

TalentSphereBradford, ON, Canada
CA$140,000.00 yearly
Full-time

Hybrid/Flexible Work Environment.Compensation $130k - 145K with excellent bonus, benefits, and 3 weeks vacation.Our client is a leading player in the global cannabis industry looking to hire a.This... Show more

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Financial Advisor, Investment & Retirement Planning - DAVIS & LESLIE, NEWMARKET

Financial Advisor, Investment & Retirement Planning - DAVIS & LESLIE, NEWMARKET

ScotiabankNewmarket, ON, CA
30+ days ago
Job type
  • Full-time
Job description

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

  • Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
  • Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
  • Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
  • Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
  • Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
  • Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.


Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the CIFP/CFP designation or bank recognized equivalent.
  • Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
  • Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.


What’s in it for you?

  • Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
  • An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
  • A supportive work environment that promotes work-life balance.
  • Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

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