Iiroc Jobs in Canada

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Iiroc • Canada

Last updated: 16 hours ago

Financial Planner - IIROC

Coast CapitalVictoria, British Columbia, CA

Full-time

Background Screening Requirement:.Enhanced Criminal Record Check.As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with ...Show more

Assistant Manager, Regulatory Trade Reporting (18-Month Contract)

ScotiabankToronto, ON, CA

Temporary

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Assistant Manager is responsible for helping to drive an efficient and effective Regulatory...Show more

Associate

Royal Bank of Canada>AURORA, Canada

Full-time

The RBC Dominion Securities branch located in Newmarket/Aurora is seeking an Associate to provide administrative support to our Investment Advisors.You will provide quality client service and help ...Show more

Senior Product Manager - Brokerage Clearing and Settlement System

moomooNorth York, ON, CA

Full-time

Quick Apply

About Moomoo Canada Financial Inc.MFC) is a subsidiary of FUTU Holdings Inc.NASDAQ: FUTU), a global leader in online brokerage and wealth management solutions.Moomoo is one of the most trusted and ...Show more

*Investment Advisor Services Specialist (Investments)

Recrute ActionLaval, Qc

Full-time +1

Investment Advisor Services Specialist (Investments).A key role in financial services focused on supporting partners, resolving requests, and optimizing processes in a dynamic hybrid environment in...Show more

Bilingual Portfolio Advisor

0000055767 RBC Investease Inc.MONTRÉAL, Quebec, Canada

Full-time

RBC InvestEase is a discretionary investment management service that provides professionally managed ETF portfolios and access to high quality advice for clients.Join a fast-growing business and ha...Show more

Direct Investing Associate, Royal Distinction

0000050488 RBC Direct Investing Inc.VANCOUVER, British Columbia, Canada

Full-time

RBC Direct Investing (RBCDI) is currently looking for an Associate for the Royal Distinction program in Vancouver.RBCDI is a ”do-it-yourself” online brokerage that provides clients with access to t...Show more

Senior Compliance Officer

Harbourfront Wealth ManagementVancouver, British Columbia, Canada

Full-time

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management.We are a fast-growing wealth management firm with over $14 billion in assets under administ...Show more

Team Manager, Wealth Solutions

VancityVancouver, BC, CA

Full-time +1

We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice.Since 1946, our relentless commitment to these values has helped us challenge the status quo and b...Show more

Estates Administrator

Aviso WealthVancouver, BC, CA

Full-time

Quick Apply

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians.As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibi...Show more

Inside Sales Associate (Hybrid)

National BankToronto, Ontario

Full-time +2

Advisory services, Personal banking .As a Regional Associate (Inside Sales) you will proactively identify and qualify Investment Advisors and Financial Planners throughout the IIROC and MFDA channe...Show more

Professional Wealth Branch Manager

The Toronto-Dominion Bank (Canada)Kingston, Ontario

Full-time

Effective People Leadership – Lead decisively and influence high performing teams by motivating, coaching and developing talent.Operational Excellence – Strive to improve operating performance and ...Show more

Financial Advisor- IIROC/MFDA

CIBCEdmonton, AB

Full-time

En tant que membre de l’équipe Services bancaires personnels et PME, vous bâtirez et ferez croître votre portefeuille de clients en offrant une gestion relationnelle attitrée, du soutien aux servic...Show more

Chief Compliance Officer (CCO)

Staffing In MotionToronto, ON, ca

Full-time

Quick Apply

Chief Compliance Officer (CCO).Location: Toronto, ON (Hybrid).Compensation: $170,000 – $195,000 Base Salary + Bonus.A growing independent wealth management and capital markets firm is seeking a Chi...Show more

Associate

0000050599 RBC Dominion Securities Inc.AURORA, Ontario, Canada

Full-time

Associée, Expansion des affaires (Bilingue) / Corporate Development Associate (Bilingual)

Wellington-AltusMontréal, QC, CA

Full-time

Associée, Expansion des affaires (Bilingue).Cette offre concerne un poste vacant au bureau de Wellington-Altus à Montréal.Fondée en 2017, la Financière Wellington-Altus inc.Wellington-Altus), socié...Show more

Financial Planner - IIROC

Coast CapitalVictoria, British Columbia, CA

30+ days ago

Job type

Full-time

Job description

Location(s): Victoria, Admin - Douglas St

Job Type: Full Time Regular

myWork Program: Office

Starting Salary Range: $60,000.00 - $70,000.00 plus commission

Background Screening Requirement:

Enhanced Criminal Record Check
Credit Check
Identity Verification
Employment Verification
References

What’s the job?

As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members. You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.

What you’ll get to do:

Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives;
Leverage financial planning tools to prepare customized and effective presentations; acquire new business from both existing members and prospects;
Lead with advice, counselling members on investment strategies and other financial decisions;
Review and communicate portfolio performance to members and provide education and consultation related to their investment and financial needs;
Serve as a resource for members and staff with needs surrounding financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc.;
Consistently identify opportunities for personal banking, small business and general insurance opportunities and refers accordingly to support business objectives across business lines;

Who are we looking for?

Self-motivated and a keen listener, you enjoy building and developing close client relationships; you are adept at using multiple forms of communication to great effect - knowing when and how to use each for the best outcome.

Key skills required:

3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience;
CFP designation required or similar industry Planning designation.
Eligible to be registered with the BC Securities commission on the IIROC platform
CIM, TEP and/or CPA designation are desirable but not essential.
Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH) beneficial but not essential.
Familiarity with financial planning software, Morningstar & Salesforce programs;
Demonstrated sales skills with an ability to self-source business as well as referral business;
Advanced knowledge of a variety of investment products;
Solid knowledge with life insurance products and administration.

Why join Coast Capital Savings?

Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.

Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.

A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.

Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.

Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.

Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.

Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.

Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.

An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.

We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.

Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.