NewInvestment & Retirement Specialist, Bilingual Cantonese/Mandarin The Canada Life Assurance CoInvestment & Retirement Specialist, Bilingual Cantonese/MandarinLondonCA$59,800–CA$99,700 / yearDevelop and maintain strong relationships with customers through various means (phone, email, in-person and virtual appointments), managing a multitude of warm leads daily in a timely and effective manner to address inquiries about investments or retirement plans. Proactively and reactively engage with clients who are considering withdrawing their assets, asking probing questions to understand their concern and provide personalized financial solutions to address their needs.
Developing Investment Advisor - London TD BankDeveloping Investment Advisor - LondonLondon, ONCA$50,000–CA$100,000 / yearThis is a highly specialized program where participants gain the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio serving our high-net-worth clients. The program includes enhanced coaching and training and offers in-branch training on systems, product and service orientation, strategic business development, and dedicated practice management support to help you develop and grow your practice.
Associate Investment Advisor CIBC Wood Gundy Canadian Imperial Bank of CommerceAssociate Investment Advisor CIBC Wood GundyLondonWe work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program , defined benefit pension plan , an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. You will make decisions on moderately complex issues that contribute to the client experience in achieving their goals, deploying assets into suitable financial products based on the client's risk and reward tolerances and demographic profile.
NewBD Manager, Investment Funds Linklaters LLPBD Manager, Investment FundsCity of London, LondonWorking closely with partners, lawyers and the wider Business Development and Marketing (BDM) function, you will identify opportunities through market intelligence and client insights, strengthen key client and stakeholder relationships, and lead initiatives that support profitable revenue growth. Sound knowledge of fund formation, fund structures across a range of asset classes, relevant regulatory frameworks, and broader market trends affecting the funds sector.
Investment Advisor Royal Bank of CanadaInvestment AdvisorSARNIAMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. How you'll succeed in this role: Lean on RBC Dominion Securities' strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Developing Investment Advisor - London The Toronto-Dominion BankDeveloping Investment Advisor - LondonLondonCA$50,000–CA$100,000 / yearThis is a highly specialized program where participants gain the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio serving our high-net-worth clients. Action a business plan focused on building your client base and market share through prospecting, marketing and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources.
Insurance & Investment Specialist Desjardins Financial Security Independent Network - Southwestern OntarioInsurance & Investment SpecialistLondon, ONIn addition, this position plays an important role in supporting the day-to-day operations of the office, including front desk coordination and administrative functions, helping to create a professional and welcoming experience for clients and visitors. 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.
Senior Personal Banker - Investing - ( Future Opportunities ) The Toronto-Dominion BankSenior Personal Banker - Investing - ( Future Opportunities )LondonCA$59,500–CA$84,000 / yearMore than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. The base pay actually offered may vary based upon the candidates skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.