Investment Advisor - Halifax

We see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, ...

We see a great place to work as one that is a safe place for everyone to have a voice where people are empowered to take ownership over meaningful work. · ...

As an Investment Advisor at CI Financial, you will assist in developing and implementing financial plans and strategies for clients. You will analyze financial data to determine the best investment approaches and maintain regular contact with clients to understand their financial ...

We are seeking an Investment Advisor to join our team. The successful candidate will assist in the development and implementation of financial plans and strategies, analyze financial data, and maintain regular contact with clients to understand their financial needs and goals. · ...

Le but du PIA Client Service Associate consiste à fournir un service éxceptionnel aux clients en leur proposant diverses solutions financi es adapt aes à leurs besoins. · En tant que candidat, · nous vous encourageons à poser des questions sur la r · eum ation et être avoir une ...

L'offre de poste est pour un Service à la clientèle, associé au Private Wealth Management de TD. Le candidat devra fournir des services administratifs spécialisés aux conseillers en placements et communiquer avec les clients et d'autres membres du personnel. L'expérience antérieu ...

L'objectif principal du rôle est de fournir un service clients aux investisseurs par l'aide dans diverses tâches. · ...

Permanent Full Time · We're looking for top talent who aspire to be in sales, are willing to work hard and have a will to win to play a key role in driving advisor business forward. · As an inside wholesaler (Business Development Manager), you'll work closely with the outside who ...

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. · Provide dedicated specialized administrative support to an Investment Advisor or tea ...

Requisition ID: 252449 · 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 professional investment advice to retail investors. Since ...

Requisition ID: 250246 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Purpose · Contributes to the overall success of the Total Wealth Planning, Global Wealth Solutions / Canadian Wealth Management in Canada ensuring spe ...

The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high-net-worth clients and act as the in-field subject matter expert and champion. · ...

Join a purpose driven winning team in an inclusive and high-performing culture as Bilingual Virtual Business Advisor for Business Banking Virtual Advice in Halifax. · ...

Permanent Full Time · We're looking for top talent who aspire to be in sales, are willing to work hard and have a will to win to play a key role in driving advisor business forward. · As an inside wholesaler (Business Development Manager), you'll work closely with the outside who ...

Requisition ID: · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Virtual Business Advisor, Business Banking Virtual Advice - Halifax, NS · Location: Please note this position is located in Halifax Nova Scotia, 5251 Duke S ...

Join a purpose driven winning team, committed to results in an inclusive and high-performing culture. · Manage an assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank's Service ...

Provides wealth planning, advanced financial planning guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. · ResponsibilitiesWorks collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed weal ...

Wealth Planning Consultant, · Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments.Leads/facilitates goals-based discovery process directly with clients, · Develops detailed and ...

Temporary Full Time · As one of Canada's leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business ...

If you're looking for a challenging and rewarding career, the Registered Branch Associate role at Edward Jones may be the right opportunity for you. Registered Branch Associates are Registered Representatives, a category of approved persons through the Canadian Investment Regulat ...