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Investment associate Jobs in Windsor, ON

Last updated: 8 hours ago
Investment and Retirement Specialist

Investment and Retirement Specialist

NBCWindsor, Ontario
CA$60,000.00 yearly
As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network o...Show moreLast updated: 30+ days ago
  • Promoted
Warehouse Associate

Warehouse Associate

Adecco CanadaWindsor, Ontario, Canada
CA$23.00 hourly
Full-time +2
Quick Apply
As a Warehouse Associate, you will play a vital role in ensuring the efficient operation of the warehouse, including truck loading, and unloading, stock organization, and more.If you have electrica...Show moreLast updated: 1 day ago
  • Promoted
Associate Dentist

Associate Dentist

Heaps & DoyleOntario, Canada
POTENTIAL FOR FUTURE PARTNERSHIP • •.Our client has 2 dental practices that are family owned and operated in beautiful Sarnia, Ontario. Divide your time between these 2 locations where they treat pati...Show moreLast updated: 30+ days ago
  • Promoted
Actuarial Associate

Actuarial Associate

Empire LifeOntario, Canada
Full-time
Location : Hybrid - Kingston or Toronto, Ontario.Empire life is looking to hire an Actuarial Associate to join our Finance Actuarial team!. Diversity, equity, and inclusion.Segregated Fund modeling, ...Show moreLast updated: 1 day ago
  • Promoted
  • New!
Senior HCM Reporting & Analytics Consultant - Workday Success Plans

Senior HCM Reporting & Analytics Consultant - Workday Success Plans

Workday, Inc.ON, Canada
Full-time
UEI College is a leader in post-secondary career education.Working at our employee-owned company is more than just a great career - it’s an investment in yourself. Our mission is to drive personal a...Show moreLast updated: 8 hours ago
  • Promoted
President & Chief Executive Officer Waterloo EDC

President & Chief Executive Officer Waterloo EDC

BoydenON, Canada
CA$150,000.00–CA$200,000.00 yearly
Full-time
Harris Computer Systems is seeking a Finance Assistant to work closely with both finance and the operational team, in providing financial support for the division. As a Finance Assistant, you will b...Show moreLast updated: 6 days ago
  • Promoted
  • New!
Associate Director, Admissions

Associate Director, Admissions

InsideHigherEdAll Cities, Ontario
CA$104,818.00–CA$174,698.00 yearly
Full-time
Associate Director, Admissions.University of Toronto Mississauga (UTM).Under the general direction of the Associate Registrar & Director, Student Recruitment & Admissions, the incumbent is responsi...Show moreLast updated: 19 hours ago
Investment Advisor

Investment Advisor

Royal Bank of Canada>WINDSOR, 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
  • Promoted
Associate Lawyer

Associate Lawyer

Lyons Law Firm Professional CorporationON, Canada
Full-time
In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service and support. You will leverage your skills in customer relationship management to en...Show moreLast updated: 2 days ago
  • Promoted
Marketing Associate

Marketing Associate

Kaizen Sales AgencyGolden Horseshoe, ON, Canada
Are you someone who thrives on real human connection and the excitement of in-person interactions? Do you see challenges as opportunities and enjoy working in a role that takes you out of the offic...Show moreLast updated: 30+ days ago
Associate

Associate

IG Wealth ManagementLieuWaterloo Regional Municipality, Ontario, Canada
CA$60,000.00 yearly
As an Associate with the Shari Foster & Associates Wealth Management practice at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment and participate in a...Show moreLast updated: 30+ days ago
  • Promoted
Commercial Litigation Associate

Commercial Litigation Associate

Impact Recruitment LtdGolden Horseshoe, ON, Canada
One of our clients is a leading boutique firm in the North York Area who are currently seeking a talented senior Commercial Litigation Associate to join their team. They have a solid file load for t...Show moreLast updated: 30+ days ago
  • Promoted
Associate Customer Support

Associate Customer Support

Tech MahindraOntario, Canada, Canada
Full-time
Job role : Associate - Customer Support and Retention.On this project you will be providing frontline customer service and support for internet customers. You will be answering questions and resolvin...Show moreLast updated: 1 day ago
Investment Advisor

Investment Advisor

0000050599 RBC Dominion Securities Inc.WINDSOR, 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
  • Promoted
Associate Lawyer - Tax

Associate Lawyer - Tax

Impact RecruitmentON, Canada
Join a top employer and advance your career.Impact Recruitment has partnered with an Ontario-based company to hire an Associate Lawyer. Our client is a business law firm specializing in guiding clie...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

RBC - Royal BankWindsor, 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
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

0000050007 Royal Bank of CanadaWINDSOR, Ontario, Canada
CA$34.50 hourly
Full-time
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the WINDSOR MARKET (please be advised, specific location is to be...Show moreLast updated: 30+ days ago
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: 1 day ago
Investment and Retirement Specialist

Investment and Retirement Specialist

NBCWindsor, Ontario
30+ days ago
Salary
CA$60,000.00 yearly
Job description

Area of Interest : Wealth management

As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success.

Your job

Increase savings in your sector by offering integrated financial solutions aligned with the profiles of existing and new clients.

Carry out prospecting to develop your client base.

Draw up retirement plans and personalized strategies for your clients.

Work closely with financial advisors in branches as a specialist on investment and retirement.

Coach the financial advisors on topics such as pension plans, retirement, the tax consequences of a divorce or death, complex retirement products such as LIRAs, LRSPs, RRIFs, and LIFs, as well as annuities, retirement benefits and severance pay.

Lead various client conferences on investment and retirement planning issues.

Monitor market developments and stay informed on new trends.

Your team

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid work model (remote and in the office), work schedule arrangements to help you achieve work / life balance, and flexible leave that you can take when it's important to you. The Investment and Retirement Specialist is responsible for the Windsor territory.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content  to support your ongoing learning. You’ll have access to colleagues with a wide range of expertise, experiences and backgrounds to enrich your development.

Prerequisites

College diploma, university certificate, bachelor’s or master’s degree in a related field

Mutual fund representative (MFR) licence

Business development experience

Excellent knowledge of investment products

Skills

Accountability Client-focused Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Resiliency Teamwork

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first :

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!