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Chief investment officer Jobs in Vaughan, ON

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Chief investment officer • vaughan on

Last updated: 5 days ago

Financial Planner, Scotia Financial Planning - North York, Vaughan, Richmond Hill & Markham

ScotiabankNorth York, ON, CA
Full-time

Promote the development and sustainable growth of proprietary investment business in the assigned market area by: .Executing on business development plans for mass affluent prospects and existing c... Show more

Key Account Manager

KenvueVaughan, Ontario, Canada
Full-time

Kenvue is currently recruiting for a:.Built on over a century of heritage and rooted in science, we’re the house of iconic brands - including NEUTROGENA®, AVEENO®, TYLENOL®, LISTERINE®, JOHNSON’S® ... Show more

Sr. Associate Manager, Market Planning

Yum! BrandsVaughan, ON, Canada
Full-time

This role serves as KFC Canada's market planning subject matter expert, providing market planning, GIS, and analytical expertise to support development strategy and growth initiatives.The role deve... Show more

Chief Administrative Officer

Mon Sheong FoundationRichmond Hill, Ontario
Full-time

With the addition of 224 new care beds at the Dr.Paul Woo Long-Term Care Centre, we now operate a total of 1,001 beds across five locations, making us the largest non-municipal, non-profit long-ter... Show more

Personal Banking Officer

Alterna SavingsNorth York, ON, CA
CA$51,000.00 yearly
Full-time

Alterna Savings & Credit Union Ltd.Location: 6002 Yonge St, North York ON M2M 3V9.The compensation for this position is determined by a combination of skills, experience and is aligned to the marke... Show more

Administrative and Finance Officer (NOB)

United Nations UniversityRichmond Hill, ON, CA
Full-time +1

United Nations University (UNU).The United Nations University (UNU) is a global think tank and postgraduate teaching organization within the United Nations System.UNU engages in policy-relevant res... Show more

Chief Medical Officer (CMO)

ConfidentialVaughan, Ontario, CA
Full-time

Chief Medical Officer (CMO) About the Company Leading pediatric healthcare & research organization Industry Hospital & Health Care Type Non Profit Founded 1974 Employees 1001-5000 Categories... Show more

 • Promoted

Banking Advisor - Vaughan

0000050007 Royal Bank of CanadaVAUGHAN, Ontario, Canada
Full-time

Banking Advisor - Vaughan** As we have multiple branch locations across the different markets within Greater Toronto Area, we are hiring multiple candidates for this position.You will be required t... Show more

Bilingual Investment Relationship Manager

StaffinityNorth York, Ontario, Canada
Permanent

Bilingual Investment Relationship Manager​.This is a permanent position based in the.The successful candidate will be a smart, outgoing, and proactive professional responsible for building a networ... Show more

Senior Personal Banker - Investing

The Toronto-Dominion Bank (Canada)Vaughan, Ontario
Full-time

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers'... Show more

Customer Service Financial Sales Representative

Primerica - Toronto, ONNorth york, ON, CA
Full-time
Quick Apply

Company: Primerica – A Leader in the Financial Services Industry Are you ready to make a meaningful impact in people's lives while building a successful career?.Primerica, a top player in the... Show more

Investment Representative

moomooNorth York, ON, CA
Full-time
Quick Apply

About Moomoo Canada Financial Inc.MFC) is a subsidiary of FUTU Holdings Inc.NASDAQ: FUTU), a global leader in online brokerage and wealth management solutions.Moomoo is one of the most trusted and ... Show more

Bilingual Information Officer (French & English)

GatestoneNorth York, Canada
CA$12.00–CA$20.00 hourly
Full-time

As a Gatestone Team Member, here’s what’s in it for YOU!.TV screens across our production floors to quiet and private areas (for when you need some “.Stable employment with the ability to GROW with... Show more

Senior Estimator

TalentSphereWoodbridge, ON, Canada
CA$130,000.00 yearly
Full-time

Senior Estimator / Chief Estimator – ICI Construction.K–$180K+, depending on experience.I am working with an established ICI general contractor that is looking to add a Senior Estimator... Show more

Accounting Manager

MAGROUP CanadaVaughan, Ontario, CA
Full-time +1

ACCOUNTING MANAGER - MAGROUP Magnaghi Aerospace CANADA.CFN Precision (Vaughan, ON) & Tecnickrome Aeronautique (Montreal, QC) -.Full-Time, Permanent | Based in Vaughan, Ontario | Periodic travel... Show more

Executive Assistant to Chief Financial Officer

RioCanToronto, Ontario, Canada, M9W
CA$88,000.00 yearly
Full-time

Executive Assistant to Chief Financial Officer.For over 30 years, our entrepreneurial mindset and strategic vision have fueled our growth into one of Canadas largest and most successful REITs.Our r... Show more

Senior Financial Planning Analyst, Systems Transformation 12 month contract

Randstad CanadaNorth York, Ontario, CA
Permanent +1
Quick Apply

Job Title: Senior Financial Planning & Analyst (FP&A) & Systems Transformation.Location: Toronto, ON (Hybrid - 2 days/week in North York office).Are you a senior finance professional wh... Show more

Workforce Management Team Manager

407 ETRWoodbridge, Ontario
CA$65,000.00 yearly
Full-time

Workforce Management Team Manager.Reporting to the Manager, Customer Operations Workforce Optimization, the hands-on Team Manager, Workforce Management leads and develops the Customer Operations su... Show more

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Financial Planner, Scotia Financial Planning - North York, Vaughan, Richmond Hill & Markham

Financial Planner, Scotia Financial Planning - North York, Vaughan, Richmond Hill & Markham

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

Is this role right for you?

In this role, you will:
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
  • Business Development: Executing on business development plans for mass affluent prospects and existing clients. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
  • Client-centricity: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
  • Community Involvement: Participating actively in local professional and community events and associations and identifying opportunities to deliver community information sessions and financial seminars to develop and expand your network and develop prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

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

  • 3-years of experience in financial planning and investment sales.
  • You’re a mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
  • Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
  • You’re goal-oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

What’s in it for you?

  • An entrepreneurial culture with the freedom to develop your career.
  • A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient.
  • A compensation structure that rewards growing and maintaining your client base.
  • Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading customer relationship management (CRM), portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • A partnership with our retail branches and access to Scotia Global Asset Management to deliver an excellent client experience.
  • A work culture that promotes diversity, respect, and inclusion.

Other Information
Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

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