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Investment officer Jobs in Burlington, ON

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Investment officer • burlington on

Last updated: 5 days ago

Insurance & Investment Specialist

Desjardins Financial Security Independent Network - Southwestern OntarioHamilton, Ontario, Canada
Full-time

Investments & Insurance Specialist .We are seeking a detail-oriented and proactive.Insurance & Investment Specialist.In this role, you will work closely with internal team members and ... Show more

Officer, Electronic Registration

Randstad CanadaBurlington, Ontario, CA
Full-time +1
Quick Apply

Our client is an industry-leading provider of title insurance, default solutions, and real estate-related platforms across Canada.They offer an environment built on collaboration, high energy, and ... Show more

Pre-Board Screening Officer

GardaWorldHamilton, Ontario, CA
CA$21.79 hourly
Permanent

Pre-Board Screening Officer – John C.Munro Hamilton International Airport (YHM).GardaWorld is currently hiring Pre-Board Screening Officers for the John C.Munro Hamilton International Airport in Ha... Show more

Financial Advisor

0000050007 Royal Bank of CanadaHAMILTON, Ontario, Canada
Full-time

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 more

Senior Accountant - Cross-Portfolio Finance

Better TalentHamilton, Ontario, Canada
CA$100,000.00 yearly
Full-time

TBROS Group is a founder-led holding company operating three growing businesses with distinct focuses:.AI-powered revenue optimization platform for short-term rental operators.While each business o... Show more

Associate Director, Strategic Initiatives, McMaster University

Odgers BerndtsonHamilton, ON
Full-time

Ranked among the top 100 universities globally, through its cutting-edge research and world-class teaching and learning, McMaster University is focused on advancing human and societal health and we... Show more

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 more

Direct Investing Senior Relationship Manager

0000050488 RBC Direct Investing Inc.HAMILTON, Ontario, Canada
Full-time

At RBC Direct Investing, our Senior Relationship Managers play a critical part of our team by providing expert support to new and existing High Net Worth/Ultra High Net Worth (HNW/UHNW) clients wit... Show more

Buyer- Manufacturing (Hamilton)

Concepts (GTA) Inc.Hamilton, Ontario, Canada
CA$70,000.00 yearly
Full-time

The Buyer is responsible for purchasing the materials, supplies and services required to support manufacturing operations.Working closely with Production, Customer Service, Quality and Accounting, ... Show more

Benefits Producer

GallagherFruitland, Canada
Full-time

The Benefits Producer is responsible for driving revenue growth by building and maintaining valuable relationships with prospects and clients.This is delivered by consulting with clients in the are... Show more

Manager, Investment Structure Management X2

Vaco by HighspringBurlington, ON, CA
CA$145,000.00 yearly
Permanent

Our client is an investment company.They are looking for a Manager, Investment Structure Management to join their team!.Accelerated exposure and responsibility with career development opportunities... Show more

 • Promoted

Developing Investment Advisor - Metro West

The Toronto-Dominion Bank (Canada)Burlington, Ontario
Full-time

TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.TD Wealth Private Investment Advi... Show more

Administrative Assistant, Finance Department

Evertz Microsystems LimitedBurlington, ON, CA
Full-time
Quick Apply

We are seeking a highly organized and proactive Administrative Assistant to support our Chief Financial Officer (CFO) and our Finance Team.This role requires exceptional attention to detail, strong... Show more

Senior Insurance Representative | Property & Casualty Insurance Advisor

Wayne Nichols Insurance & Financial ServicesHamilton, Ontario, Canada
CA$80,000.00 yearly
Full-time

Senior Insurance Representative | Property & Casualty Insurance Advisor (Full-Time).Wayne Nichols Insurance & Financial Services Ltd.With over 30 years of experience as a leading insurance ... Show more

Income Officer - Automotive Finance - casual - Hamilton, Ontario or Anjou, Quebec

ScotiabankHamilton, ON, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Contributes to the overall success of the Income department of the Dealer Centre of Excellence ... Show more

Store Production Team Member

Savers / Value VillageBurlington, ON, CA
CA$17.60 hourly
Full-time +1

Job Title: Store Production Team Member .Applications are accepted on an ongoing basis to fill new positions and openings as they become available.As one of the largest for-profit thrift operators ... Show more

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Insurance & Investment Specialist

Insurance & Investment Specialist

Desjardins Financial Security Independent Network - Southwestern OntarioHamilton, Ontario, Canada
25 days ago
Job type
  • Full-time
Job description

Investments & Insurance Specialist

Position Summary

We are seeking a detail-oriented and proactive Insurance & Investment Specialist to join our team. In this role, you will work closely with internal team members and advisors to ensure the timely and accurate processing of investment and insurance activities.

You will play a key role in coaching and supporting advisors, helping foster a culture of accountability, collaboration, and high performance. The ideal candidate is organized, solutions-focused, and possesses strong communication skills.

Key Responsibilities

  • Provide day-to-day support to advisors
  • Monitor service requests, prioritize tasks, and manage workflow efficiently
  • Ensure all activities are completed accurately, on time, and in accordance with quality standards
  • Resolve escalated service and support issues related to investments, insurance, and procedures
  • Maintain the security of transactions & operations in line with company policies and regulatory standards
  • Build and maintain strong relationships with Head Office, Branch Managers/Directors, advisors, and internal teams
  • Identify and recommend improvements to internal processes to better support advisors
  • Foster a collaborative team environment that supports knowledge sharing and high performance
  • Perform additional duties and special projects as required

Qualifications & Experience

  • Experience in customer service and/or the financial services industry is required
  • Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines
  • Ability to work both independently and collaboratively within a team environment
  • An equivalent combination of education and experience will be considered
  • LLQP and/or MTF license considered a strong asset

Core Competencies

  • Self-motivated with the ability to multi-task in a fast-paced environment
  • Strong research, analytical, and problem-solving skills
  • High level of accuracy and attention to detail
  • Ability to adapt to changing processes and work effectively under pressure
  • Ability to provide coaching using a collaborative approach
  • Strong work ethic and initiative
  • Excellent written and verbal communication skills
  • Strong oral and written communication skills, complimented by strong interpersonal skills.
  • Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)

This is a full time, in person role located in our Hamilton office

Working hours are Monday to Friday 9:00am to 5:00pm (EST)

We are a growing, dynamic network of 1500 independent advisors where our focus is wealth management.

Backed by the strength and reputation of Desjardins, North America’s leading financial cooperative, DFSIN opens the door to exciting opportunities to help unleash your potential.

Join our Team at DFSIN South Western Ontario today.

We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.