Talent.com

Investment advisor Jobs in Welland, ON

Last updated: 9 hours ago
  • Promoted
Director, Dealer Product Shelf

Director, Dealer Product Shelf

Sun LifeWaterloo, Region of Waterloo, Canada
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: 7 days ago
  • Promoted
Benefits Advisor Remote

Benefits Advisor Remote

HMG CareersNiagara Falls, ON, Canada
Remote
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: 20 days ago
  • Promoted
Corporate Secretarial Advisor

Corporate Secretarial Advisor

Desjardins GroupON, Canada
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: 7 days ago
Gender Advisor - Talent Pool

Gender Advisor - Talent Pool

Cuso InternationalAccepting applications from across Canada, ON, CA
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
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: 12 days ago
Advisor, Risk Management

Advisor, Risk Management

Western Coast Insurance ServicesOther, Ontario, Canada
CA$68,000.00–CA$92,000.00 yearly
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
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
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: 12 days ago
  • Promoted
General Manager

General Manager

Drake InternationalON, Canada
CA$68,000.00–CA$92,000.00 yearly
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: 3 days ago
  • Promoted
Director, Investment Finance

Director, Investment Finance

AccoravillageWaterloo, Region of Waterloo, Canada
Full-time +1
At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and colla...Show moreLast updated: 1 day ago
  • Promoted
Director, Relationship Management

Director, Relationship Management

ADPON, Canada
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: 5 days ago
  • Promoted
Career Advisor

Career Advisor

University of Niagara Falls CanadaNiagara Falls, ON, Canada
Full-time +1
Position Job Title : Career Advisor.Associate Director, Student Experience.Under the direction of Associate Director, Student Experience, the Career Advisor plays a pivotal role in supporting the ov...Show moreLast updated: 25 days ago
  • Promoted
  • New!
Senior Commercial Advisor

Senior Commercial Advisor

Matchtech North AmericaOntario, Canada
Full-time
Matchtech are working with a key client to support to recruitment of a Senior Commercial Advisor to work on high profile project in Toronto. We are seeking an experienced and strategic Director to s...Show moreLast updated: 10 hours 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: 22 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
Private Client Advisor

Private Client Advisor

Staffing In MotionNiagara Falls Central, ON, ca
CA$300,000.00–CA$500,000.00 yearly
Quick Apply
Firm : Large global portfolio management firm with over 200 billion in assets under management.Each client would have a separately managed portfolio that is custom tailored for that&n...Show moreLast updated: 28 days ago
  • New!
Senior Associate, Investment Operations - Contract

Senior Associate, Investment Operations - Contract

BMOOntario, Ontario, Canada
CA$37,500.00–CA$69,500.00 yearly
Part-time
VIRTUAL59 - REMOTE / TELETRAVAIL - ON - BMO.Please note this is a 12 month contract.Provides support and service for the Investment Operations function of BMO's business stakeholders and customers.Ex...Show moreLast updated: 9 hours 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
Financial Advisor

Financial Advisor

RBC - Royal BankPelham, ON
CA$49,000.00–CA$66,900.00 yearly
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them.You provide your...Show moreLast updated: 30+ days ago
Sales Advisor

Sales Advisor

Reliance Home ComfortNiagara Falls, ON, Canada
CA$100,000.00–CA$130,000.00 yearly
Burlington, ON, Canada • Niagara Falls, ON, Canada Req #4384 August 30, 2024.LEARN, DEVELOP AND GROW – WITH RELIANCE.By joining Reliance as a Home Comfort Advisor you become part of an organization...Show moreLast updated: 30+ days ago
Director, Dealer Product Shelf

Director, Dealer Product Shelf

Sun LifeWaterloo, Region of Waterloo, Canada
7 days ago
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

    J-18808-Ljbffr