- Ensuring the suitability of client recommendations, and that they are in line with the clients' financial goals, objectives and risk levels
- Maintaining a good understanding of client profiles and that the Advisor's investment strategy being used to implement client objectives
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Associate, Investment Advisor
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Financial Advisor, Investment
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Scotiabank montréal, CanadaRequisition ID: 195584Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's ...
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Senior Investment Advisor
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Financial Advisor, Investment
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Financial Advisor, Investment
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Financial Advisor, Investment
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Scotiabank montréal, CanadaRequisition ID: 198320Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for con ...
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Financial Advisor, Investment
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Scotiabank Montreal, CanadaIs this role right for you? · In this role, you will: Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers · Be results-driven by taking a proactive approach to discover ...
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Investment Advisor
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0000050599 RBC Dominion Securities Inc. Brossard, Canada Full timeJob Description · Do you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is looking for individuals who are interested in making their clien ...
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Investment Advisor
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Investment Advisor
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Associate Investment Advisor
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Associate, Investment Advisor
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Manulife Wealth Dorval, QC, CanadaCompany DescriptionFor over 20 years, Manulife Wealth advisors have been providing personalized financial advice to Canadians. As a client of Manulife Wealth, you have access to the expertise and resources of Manulife, a global company that serves one in four Canadians and manage ...
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Associate Investment Advisor
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Manulife Wealth Dorval, CanadaCompany Description For over 20 years, Manulife Wealth advisors have been providing personalized financial advice to Canadians. As a client of Manulife Wealth, you have access to the expertise and resources of Manulife, a global company that serves one in four Canadians and manag ...
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Connor, Clark & Lunn Financial Group Montréal, Canada**Conseiller en gestion de patrimoine** · **Gestion privée Connor, Clark & Lunn Ltée.** · **Montréal, QC** · Le Groupe financier Connor, Clark & Lunn (« Groupe financier CC&L ») offre des services de gestion de placements aux particuliers, aux conseillers, aux caisses de retraite ...
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Connor, Clark & Lunn Financial Group Montréal, Canada**Conseiller en gestion de patrimoine** · **Gestion privée Connor, Clark & Lunn Ltée.** · **Montréal, QC** · Le Groupe financier Connor, Clark & Lunn (« Groupe financier CC&L ») offre des services de gestion de placements aux particuliers, aux conseillers, aux caisses de retraite ...
Associate, Investment Advisor - Montréal, QC, Canada - Scotiabank
Description
Join the Global Community of Scotiabankers to help customers become financially better off.Scotiabank is a premier financial institution and Canada's most international bank recognized as a Best Workplace, in Canada, Mexico, El Salvador, Costa Rica, Puerto Rico, Dominican Republic, Panama, Peru, Chile and Latin America by the Great Place to Work Institute.
Scotiabank is Canada's international bank and a leading financial services provider in North America, Latin America, the Caribbean and Central America, and parts of Asia.
We are dedicated to helping our 21 million customers become better off through a broad range of advice, products and services, including personal and commercial banking, wealth management, corporate and investment banking.
Corporate Social ResponsibilityScotiabank helps to build bright futures worldwide through ethical banking practices, environmental awareness and a commitment to communities.
ScotiaMcLeod offers full-service advice and a full spectrum of investment products and services through 750 advisors to over 150,000 households across Canada.
ScotiaMcLeod has earned a reputation for integrity based on our standards of excellence, quality service and a commitment to doing what's right for our clients.
At ScotiaMcLeod, we pride ourselves on the strong team we have developed to support the Wealth Advisors.In addition to traditional administrative support, we also have a number of licensed roles to assist the advisors with their clients, with their individual marketing, and with the growth and development of their businesses.
ScotiaMcLeod provides both internal training as well as financial assistance for external courses to support and encourage career path progression for our employees.
As part of Scotiabank, you will see the many benefits of working for an employer of choice – one that reflects the community and one that attracts and retains talent from diverse backgrounds.
We encourage open communication, recognize and reward performance, and provide opportunity for growth. ScotiaMcLeod is currently seeking an Investment Associate.The Investment Associate is licensed as a Registered Representative. Identifying new business opportunities to gather additional assets and/or increase revenue
* complete all relevant licensing as required by the Advisor's business eg. maintain license by complying with all regulatory requirements