Investment advisor Jobs in Burlington, ON

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Investment advisor • burlington on

Last updated: 16 hours ago

Promoted

Financial Services Representative - Wealth Advisor

Royal City RecruitmentHamilton, ON, Canada

Full-time

Financial Services Representative- Wealth Advisor.As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financi...Show moreLast updated: 28 days ago

Promoted

Wealth Offering Manager (On-Site)

NATIONAL BANK OF CANADABurlington, Ontario (ON), Canada

Full-time +2

Attendance On-Site Job number 24925 Category Senior Professional.Permanent Type of Contract Permanent.Full-Time Full Time / Part Time? Full-Time Posting date 20-Feb-2025. Victoria, British Columbia ...Show moreLast updated: 1 day ago

Promoted

Wealth Advisor Assistant

Raymond James Ltd.K0A, ON, Canada

Full-time

Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.How does the ...Show moreLast updated: 1 day ago

New!

Benefits Advisor

CB CanadaHamilton, Ontario, Canada

Permanent

We are a publicly traded company and have been in business for over 70 years.With record growth comes an increased demand for our services and products. While other companies are laying off and down...Show moreLast updated: 16 hours ago

Investment Advisor

RBC - Royal BankHamilton, ON

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

Promoted

Manager, Investment Finance

Vaco by HighspringBurlington, ON, CA

Permanent

Our client is a financial services provider.They are looking for a Manager, Investment Finance who will be responsible for supporting Management in overseeing the launch and reporting funds, as we...Show moreLast updated: 9 days ago

Marketing Advisor

Cuso InternationalHamilton, Ontario

Permanent

This Volunteer Placement is Located in : .Please submit a Spanish Resume and Statement of Interest.Eligibility : Open to Canadian Citizens and Permanent Residents of Canada only.If you are interested ...Show moreLast updated: 30+ days ago

Investment Advisor

Royal Bank of Canada>HAMILTON, Canada

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: 19 days ago

Investment Advisor

0000050599 RBC Dominion Securities Inc.HAMILTON, Ontario, Canada

Full-time

Investment Administrator

StafflinkHamilton, ON

Full-time

The Investment Administrator plays a vital role in delivering exceptional customer service, managing various savings and investment accounts, including GICs, RSPs, and RRIFs, and ensuring the smoot...Show moreLast updated: 30+ days ago

Investment Associate, Private Wealth

BMOBurlington, Ontario, Canada

Part-time

We are a dynamic financial services practice within BMO Nesbitt Burns dedicated to providing top-notch investment management and estate planning services to our High Net Worth clients.In this role ...Show moreLast updated: 21 days ago

Promoted

Service Advisor

American Iron and MetalHamilton, ON, Canada

Full-time +1

American Iron & Metal (AIM) is a family-owned company and recognized global leader in the metal recycling industry with more than 125 sites and 4000 employees worldwide.We have continued to pro...Show moreLast updated: 28 days ago

Merrill Financial Solutions Advisor - Orange County Inland Empire Market

Bank of AmericaOntario

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

Promoted

Advisor, Transition Specialist

Aligned Capital Partners Inc.Burlington, ON, Canada

Full-time

ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially.Our corporate culture encourages teamwork, service excellence, creativity, and initiative....Show moreLast updated: 1 day ago

Financial Advisor

Financière Sun LifeBurlington, ON, Canada

Full-time

As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.This could be th...Show moreLast updated: 21 days ago

Financial Services Representative - Wealth Advisor

Royal City RecruitmentHamilton, ON, Canada

28 days ago

Job type

Full-time

Job description

Job Description

Financial Services Representative- Wealth Advisor

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a heavy focus on our Wealth & Life products. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments through outbound prospecting and new client acquisitions.

Compensation : 60,000 - $70,000+ commissions.
Vacation
Benefits

What you’re responsible for :

Contributing to the development and sustainable growth of investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions for multiple agencies.

Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.

Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.

Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.

Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

To be successful :

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.

You successfully build plans focused on expanding market penetration and apply an innovative

mindset to improve operational efficiencies, with a client centric lens.

You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.

To join our team :

You have a min of two years of experience in the financial services industry, including experience in investment and life product sales.

You have a post-secondary education in a related discipline.

You hold a Life License and Mutual Funds License.

You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).

What to expect :

You are required to have your own vehicle, valid driver’s license, and insurance.

You will travel regularly between multiple offices.

Extended work hours, including evenings and weekends will be required.

Strict confidentiality with respect to client’s medical history, financial status and other personal

information.

You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.