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Client advisor Jobs in Oshawa, ON

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Client advisor • oshawa on

Last updated: 4 days ago
Private Client Advisor

Private Client Advisor

Staffing In MotionOshawa Southeast, ON, ca
CA$300,000.00–CA$500,000.00 yearly
Quick Apply
Firm : Large global portfolio management firm with over $250 billion in assets under management.Each client would have a separately managed portfolio that is custom tailored for that&...Show moreLast updated: 14 days ago
Client Service Representative

Client Service Representative

VCAOntario, CA
CA$18.00–CA$20.00 hourly
Full-time
If you are interested in working in a modern hospital with great doctors, experienced staff members and state of the art equipment, then look no further. VCA California Veterinary Specialists here i...Show moreLast updated: 11 days ago
Bilingual Client Service Representative

Bilingual Client Service Representative

Crawford & CompanyON, Canada
Part-time
Nous recrutons actuellement un.Représentant du service à la clientèle.We are currently recruiting for a part time.Show moreLast updated: 21 days ago
  • Promoted
Gender Advisor

Gender Advisor

Cuso InternationalOshawa, Ontario
This Volunteer Placement is Located in : .Roseau, Saint George Parish, Dominica.Eligibility : Open to Canadian Citizens, Permanent Residents of Canada, and residents of the Caribbean region.The overal...Show moreLast updated: 30+ days ago
  • Promoted
Director, Client Accounting

Director, Client Accounting

VacoWhitby, ON, CA
CA$130,000.00–CA$150,000.00 yearly
Permanent
Our client is a residential property management company.They are looking for a Director, Client Accounting will be responsible for leading a Client Accounting department consisting of approximately...Show moreLast updated: 30+ days ago
EHS Advisor

EHS Advisor

AeconCourtice, ON, CA
As part of an alliance agreement, Aecon Nuclear has been awarded a contract with Ontario Power Generation to support the construction of Canada’s first Small Modular Reactor on the SMR-X Project.Be...Show moreLast updated: 30+ days ago
Banking Advisor

Banking Advisor

0000050007 Royal Bank of Canada2600 COUNTY RD 43 : NORTH GRENVILLE
Full-time
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...Show moreLast updated: 30+ days ago
client relations manager

client relations manager

Leadership Lens Inc.Courtice, ON, CA
CA$55.29 hourly
Full-time +1
Experience : 1 year to less than 2 years.Review written material, such as reports, briefs, speeches, presentations and press releases. Hire, train, direct and motivate staff.Plan and control budget a...Show moreLast updated: 30+ days ago
Client Service Analyst (May-Oct Contract)

Client Service Analyst (May-Oct Contract)

Advantage GroupON, CA
Quick Apply
Advantage Group International is seeking an analytical, client-centred Client Service Analyst to join us in our journey of helping businesses be better together. Our History and Mission : Thirty year...Show moreLast updated: 4 days ago
Benefits Advisor Bowmanville, ON

Benefits Advisor Bowmanville, ON

SKW OrganizationBowmanville, ON, CA
Quick Apply
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 ...Show moreLast updated: 4 days ago
Remote Benefits Advisor Ontario

Remote Benefits Advisor Ontario

HTT RecruitingOntario, Canada
CA$69,000.00 yearly
Remote
Full-time
Quick Apply
This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ...Show moreLast updated: 30+ days ago
Licensed Insurance Advisor

Licensed Insurance Advisor

Dan Piedimonte - Desjardins Insurance AgentOshawa, Ontario, Canada
Full Time - Licensed Insurance Advisor.As a Property & Casualty Insurance Advisor, you will provide our clients with Home, Auto & Auto financing products and advice to t...Show moreLast updated: 30+ days ago
  • Promoted
Service Advisor

Service Advisor

2672689 Ontario Inc.Oshawa, ON, Canada
Full-time
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).Show moreLast updated: 30+ days ago
Client Manager, Personal Insurance

Client Manager, Personal Insurance

NFPOshawa, ON
CA$25,000.00 yearly
We are NFP, a four-time Best Places to Work award winner in Business Insurance for 2017 through 2020.We are a world-class, leading insurance broker and consultant that genuinely cares deeply about ...Show moreLast updated: 30+ days ago
Client Navigator (Human Trafficking)

Client Navigator (Human Trafficking)

The Pod GroupPeel, ON, CA
Full-time
Quick Apply
Through the collaborative efforts of Peel Human Trafficking Service Provider Committee (PHTSPC) and the Region of Peel, Peel has opened an integrated service HUB for victims and survivors of sexual...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 30+ days ago
Service Advisor

Service Advisor

Ajax Nissan-InfinitiAjax, ON
Full-time
Ajax Nissan, a part of Drive Autogroup is currently seeking a Service Advisor to join their growing team.The Service Advisor is a key member of the Service team responsible for coordinating the ser...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

RBC - Royal BankOshawa, ON
CA$20.00 hourly
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...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

Royal Bank of Canada>OSHAWA, 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...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

0000050599 RBC Dominion Securities Inc.OSHAWA, Ontario, Canada
CA$34.50 hourly
Full-time
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...Show moreLast updated: 30+ days ago
Private Client Advisor

Private Client Advisor

Staffing In MotionOshawa Southeast, ON, ca
14 days ago
Salary
CA$300,000.00–CA$500,000.00 yearly
Job type
  • Quick Apply
Job description

Job Description

Firm :  Large global portfolio management firm with over $250 billion in assets under management. Each client would have a separately managed portfolio that is custom tailored for that client. Fee based discretionary managed portfolios. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds).

Role :  In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over $500k to invest. There is absolutely no cold calling / no prospecting in this role and the firm prefers that you focus on closing the leads that the firm provides. In this role you would be focused on speaking with the leads, meeting with the leads, with the goal of signing this client up to invest with this firm. A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.

The firm actively markets their services via direct mail, internet, television advertising and other mediums. The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.

Home Office :  The firm covers all home office expenses : computer, phone, scanner, printer, etc. The firm also covers all travel expenses and gives you an expense account.

Requirements

investment