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Investment manager Jobs in Welland, ON

Last updated: 2 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: 9 days ago
Product Controller (Investment Bank – Senior AVP / Junior VP – Fixed Income / Rates)

Product Controller (Investment Bank – Senior AVP / Junior VP – Fixed Income / Rates)

The Edge PartnershipAny Location
Full-time
Review P&Ls produced by offshore team, including source data, ledger reconciliation, attribution, and commentaries.Identify and resolve all breaks and issues. Produce and review month-end close proc...Show moreLast updated: 23 days ago
  • Promoted
General Manager

General Manager

Service Inspired Restaurants (SIR Corp.)Golden Horseshoe, ON, Canada
At Service Inspired Restaurants we take great pride in our diverse portfolio of restaurants and believe a brave, bold and results-driven culture inspires and creates new opportunities for everyone....Show moreLast updated: 10 days ago
  • Promoted
General Manager

General Manager

Lock Search GroupOntario, Canada
Our client is a leading global manufacturer of electrical products and systems for use within the Power Generation Industry. For more than 50 years the company has successfully designed and delivere...Show moreLast updated: 29 days ago
  • Promoted
Business analyst - computer systems

Business analyst - computer systems

Business Analyst Computer SystemsOntario, Canada
Permanent
Overview Languages : English Education : Bachelor's degree Experience : 1 year to less than 2 years On site Work must be completed at the physical location. There is no option to work remotely.Responsi...Show moreLast updated: 30+ days ago
Vice President, Business Development (Dynamic Funds), Golden Horseshoe

Vice President, Business Development (Dynamic Funds), Golden Horseshoe

ScotiabankNiagara Falls, ON, CA
Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto.Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing ...Show moreLast updated: 30+ days ago
Banking Advisor

Banking Advisor

RBC - Royal BankNiagara Falls, ON
CA$17.00 hourly
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, ...Show moreLast updated: 30+ days ago
(Remote) Product Manager

(Remote) Product Manager

N. Harris Computer Corporation - CADOntario, Canada
CA$60,000.00 yearly
Remote
Full-time
Join our Harris' dynamic Cognera team as a Software Product Manager and lead the development of innovative software solutions across three distinguished brands in the utilities sector.Your role wil...Show moreLast updated: 30+ days ago
Accounting Manager

Accounting Manager

Elby Professional Recruitment IncON, CA
CA$90,000.00–CA$105,000.00 yearly
Quick Apply
Our client, a well-established and dynamic distribution company, is adding an Accounting Manager to their team! This is a newly created role and will be the right hand to the Controller, and ...Show moreLast updated: 28 days ago
  • Promoted
Manager engineering

Manager engineering

Société Financière ManuvieWaterloo, Region of Waterloo, Canada
Does change excite you? Do you want to be part of the team that redefines how we get work done? We are changing the way we develop, and we want you to be part of it! We are growing our Individual I...Show moreLast updated: 11 days ago
  • Promoted
Business Intelligence and Analytics Consultant

Business Intelligence and Analytics Consultant

IFG International Financial Group LtdON, Canada
Our client, a large financial institution, is seeking a skilled Business Intelligence & Analytics Consultant to support their ongoing data migration and reporting enhancement initiatives.This role ...Show moreLast updated: 25 days ago
  • Promoted
Private Client Advisor

Private Client Advisor

Staffing In MotionNiagara Falls, Ontario, Canada
CA$500,000.00 yearly
Full-time
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 client.Fee based...Show moreLast updated: 30+ days ago
Assistant Resident Manager

Assistant Resident Manager

The Skyline Group of CompaniesNiagara Falls, ON, CA
Quick Apply
We’re growing! And looking to welcome a detailed-oriented and enthusiastic individual to join our team as an Assistant Resident Manager in Niagara Falls, ON! This Full time , live-in po...Show moreLast updated: 15 days ago
Financial Analyst

Financial Analyst

VOLKSWAGEN GroupOntario, Canada
CA$60,000.00–CA$80,000.00 yearly
The Financial Analyst – ABS role supports VCI’s asset-backed securitization (ABS) programs, debt financing, investment accounting and derivatives portfolios in a team-oriented environment with emph...Show moreLast updated: 30+ days ago
  • Promoted
District Manager

District Manager

Sym-Tech Dealer ServicesOntario, Canada
Full-time
Celebrating 50 years of growth, Sym-Tech is a leading finance and insurance provider to the retail automotive industry.At-Sym-Tech we are looking for Associates who share our passion for innovation...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
Market Leader Financial Planning

Market Leader Financial Planning

BMONiagara Falls, ON
CA$79,800.00–CA$148,200.00 yearly
Part-time
Retail Banking Sales & Service.Come Boldly Grow the Good in Business and Life.Market Leader Financial Planning with BMO in Ontario! Leading a team of Financial Planners, who support our clients in ...Show moreLast updated: 30+ days ago
  • Promoted
ML Compiler Engineer, Staff

ML Compiler Engineer, Staff

d-MatrixGolden Horseshoe, ON, Canada
Full-time
The Institutional Client Service Advisor (“CSA”) role is an important relationship management and servicing role within Neuberger Berman’s NA institutional business. Each Institutional Client Servic...Show moreLast updated: 2 days ago
  • Promoted
Product Manager, Group Retirement Savings

Product Manager, Group Retirement Savings

Empire LifeOntario, Canada, Canada
Full-time
Product Manager, Group Retirement Savings.Empire life is looking to hire a Product Manager to join our Group Product & Marketing team!. The GRS Product Manager will support the Group Retirement Savi...Show moreLast updated: 29 days ago
JPC -1453 - Business Systems Manager

JPC -1453 - Business Systems Manager

ITS GlobalOntario
CA$65.86 hourly
Full-time
Our client is looking for a Business Systems Manager to join their dynamic team.Collaborates with business owners and provides input on developing a strategic roadmap of business systems.Develop st...Show moreLast updated: 30+ days ago
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>NORFOLK COUNTY, Canada
9 days ago
Job description

Job Summary

Job Description

What is the opportunity?

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 supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions

Acquire and consolidate existing and new-to-RBC clients and assets

Connect clients with the right RBC team members to help continuously meet their needs

Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

Financial Planning Designation (PFP® or CFP®)

Mutual Funds License (IFIC or CSC)

Minimum 2 years’ experience in financial planning

Proven networking and client acquisition skills

Ability to cultivate strong partner relationships

Digital Savviness, ability to effectively utilize mobile applications

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options

World-class training programs and career development opportunities

The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded

A flexible work schedule based on client preferences and your own work / life balance

Innovative mobile technology to ensure your success

LI-RZ1

RBCFP

Job Skills

Additional Job Details

Address :

55 NORFOLK ST S : NORFOLK COUNTY

City : NORFOLK COUNTY

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform :

PERSONAL & COMMERCIAL BANKING

Job Type : Regular

Pay Type : Commission

Posted Date : 2024-12-09

Application Deadline :

2025-03-06

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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