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Investment advisor Jobs in Angus, ON

Last updated: 1 day ago
  • Promoted
Director, Dealer Product Shelf

Director, Dealer Product Shelf

Sun LifeWaterloo, Region of Waterloo, Canada
Full-time
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...Show moreLast updated: 1 day ago
  • Promoted
Corporate Secretarial Advisor

Corporate Secretarial Advisor

Desjardins GroupON, Canada
Full-time
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 ...Show moreLast updated: 1 day 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: 8 days ago
Gender Advisor - Talent Pool

Gender Advisor - Talent Pool

Cuso InternationalAccepting applications from across Canada, ON, CA
Full-time
Quick Apply
Eligibility : Open to Canadian Citizens and Permanent Residents of Canada only.Africa, Latin America or the Caribbean.English, French or Spanish fluency (depending on the country).Calling all Gender...Show moreLast updated: 30+ days ago
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>NORFOLK COUNTY, Canada
Full-time
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully su...Show moreLast updated: 5 days ago
Advisor, Risk Management

Advisor, Risk Management

Western Coast Insurance ServicesOther, Ontario, Canada
CA$68,000.00–CA$92,000.00 yearly
Full-time
We are one of Canada’s Top Employers, Join Us.Do you come from a skilled trades background?.Are you able to identify risks that others have missed?. As a Risk Management - Advisor with Western Finan...Show moreLast updated: 30+ days ago
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Travel Advisor

Travel Advisor

Maritime TravelOntario, Canada, Canada
Full-time
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...Show moreLast updated: 21 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
  • Promoted
Senior HR Business Advisor

Senior HR Business Advisor

EquinixGolden Horseshoe, ON, Canada
Full-time
Senior HR Business Advisor page is loaded.Apply remote type Hybrid locations TORONTO (TRO) OFFICE time type Full time posted on Posted 2 Days Ago job requisition id JR-146436.Equinix is the world’s...Show moreLast updated: 6 days ago
  • Promoted
Communications and Engagement Advisor

Communications and Engagement Advisor

City of Greater SudburyGreater Sudbury, Sudbury District, Canada
CA$43.71 hourly
Part-time
Communications and Community Engagement.Office of the Chief Administrative Officer.The start date will follow the selection process. This position is eligible to work remotely on a part-time basis (...Show moreLast updated: 15 days ago
  • Promoted
Senior Financial Advisor - Bowmanville, ON

Senior Financial Advisor - Bowmanville, ON

ScotiabankON, Canada
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.At Scotiabank we help employees build their futures – where they can be themselves, and win tog...Show moreLast updated: 21 days ago
Community Engagement Advisor

Community Engagement Advisor

STRABAG INCON, Kanada
Full-time
Assist in developing and executing community engagement strategies for major infrastructure projects, including construction operations. Coordinate and lead stakeholder engagement activities such as...Show moreLast updated: 30+ days ago
  • Promoted
Executive Director, Office of the CISO

Executive Director, Office of the CISO

OptivON, Canada
Full-time
Optiv manages cyber risk so you can secure your full potential.Cybersecurity advisory services and solutions.Powered by the best minds in cyber. The Executive Director, Office of the CISO (ED-oCISO)...Show moreLast updated: 16 days ago
  • Promoted
Director, Dealer Product Shelf

Director, Dealer Product Shelf

Sun Life FinancialWaterloo, Region of Waterloo, Canada
Full-time
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...Show moreLast updated: 1 day ago
Employee / Labour Relations Advisor

Employee / Labour Relations Advisor

Treasury Board of Canada SecretariatBorden, Ontario
CA$87,147.00–CA$96,864.00 yearly
Part-time +1
Employee / Labour Relations Advisor.DND-EA-NAST-523415 National Defence - Assistant Deputy Minister (Human Resources – Civilian). Cold Lake (Alberta), Edmonton (Alberta), Suffield (Alberta), Wainwri...Show moreLast updated: 30+ days ago
Merrill Financial Solutions Advisor - Orange County Inland Empire Market

Merrill Financial Solutions Advisor - Orange County Inland Empire Market

Bank of AmericaOntario
CA$100,000.00 yearly
Full-time
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...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Alpe ConceptionOntario
Full-time
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
Insurance Advisor

Insurance Advisor

Aleem Ravji Insurance and Financial ServicesAngus, Ontario, Canada
CA$60,000.00 yearly
Full-time
Insurance Advisor - Desjardins Agent Team Member.Are you outgoing and customer-focused? Do you enjoy working with the public? Do you crave a meaningful career and embrace change? If you a...Show moreLast updated: 30+ days ago
Senior Internal Communications Advisor

Senior Internal Communications Advisor

Medavie Blue CrossON, CA
CA$52.00 hourly
Full-time +1
Medavie is a national health solutions partner that integrates benefits management, health management and health care delivery. Together, with our team of more than 7,700 professionals, we are commi...Show moreLast updated: 30+ days ago
Student Financial Services Advisor (Bilingual)

Student Financial Services Advisor (Bilingual)

York UniversityGlendon , Ontario, Canada
CA$73,656.00 yearly
Full-time
Glendon Student Financial Services is the main source of financial support and assistance for students at the Glendon campus of York University. Our goal is to ensure that all Glendon students have ...Show moreLast updated: 30+ days ago
Director, Dealer Product Shelf

Director, Dealer Product Shelf

Sun LifeWaterloo, Region of Waterloo, Canada
1 day ago
Job type
  • Full-time
Job description

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 [email protected].

    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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