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Investment manager Jobs in Welland, ON

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Investment manager • welland on

Last updated: 6 hours 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: 30+ days ago
  • New!
Bilingual Investment Specialist, BMO Investorline (French and English)

Bilingual Investment Specialist, BMO Investorline (French and English)

BMOOntario, Ontario, Canada
CA$37,500.00–CA$69,500.00 yearly
Part-time
VIRTUAL61 - REMOTE / TELETRAVAIL - QC - BMO.Language Requirements for role : Strong verbal and written language skills in both French and English. Availability to work between 8 : 00AM and 6 : 00PM EST Mon...Show moreLast updated: 6 hours ago
Clinical Manager

Clinical Manager

The Pod GroupPeel Region, ON, CA
Full-time
Quick Apply
COMPASSIONATE • CLIENT-CENTRED • STRATEGIC • COLLABORATIVE • RESOURCEFUL.A growing, community-based organization that provides residential and outreach support for homeless individuals in Peel Regi...Show moreLast updated: 6 days ago
Operations Manager

Operations Manager

AurumOntario, ON, CAN
CA$65,000.00–CA$70,000.00 yearly
Full-time
Quick Apply
We are seeking an experienced Operations Manager to oversee the day-to-day operations of Aurum's projects.This role reports directly to the Director of Operations and involves managing all aspects ...Show moreLast updated: 30+ days ago
BA with Wealth and CM @ Toronto, ON

BA with Wealth and CM @ Toronto, ON

Kaizen Technologies IncON, Canada
Full-time +3
Quick Apply
Extensive experience in Wealth Domain and Investment (Must have).Ability to write high level and detailed technical requirements (Must have). Conduct data mapping (Must have).Ability to write comple...Show moreLast updated: 6 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
Private Client Advisor

Private Client Advisor

Staffing In MotionNiagara Falls Southeast, ON, ca
CA$300,000.00–CA$500,000.00 yearly
Full-time
Quick Apply
Firm : Large global portfolio management firm with over $250 billion in assets under management.Each client would have a separately managed portfolio that is custom tailored for that&...Show moreLast updated: 9 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: 30+ 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
Product Manager

Product Manager

BridgitON, CA
Remote
Full-time
Quick Apply
Mallorie Brodie and Lauren Lake lead a SaaS company that has completely disrupted a traditionally male-dominated industry. The construction industry is facing a.The industry is at an inflection poin...Show moreLast updated: 30+ days ago
  • Promoted
Engineering Manager

Engineering Manager

Motion RecruitmentON, Canada
Full-time
Our team has partnered with a prominent payment gateways and integrations company.They're Canadian-based but have global partnerships with brands like DraftKings, theScore, and Western Union.Our Cl...Show moreLast updated: 2 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
JPC -1453 - Business Systems Manager

JPC -1453 - Business Systems Manager

ITS GlobalOntario
CA$65.86 hourly
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
30+ days ago
Job type
  • Full-time
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 :

2025-04-03

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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