Financial Planner, Investment Retirement Planning – Toronto West – Royal Bank of Canada – Toronto, ON

Company: Royal Bank of Canada

Location: Toronto, ON

Expected salary:

Job date: Wed, 28 May 2025 03:07:51 GMT

Job description: Job SummaryJob Description*This requisition is for Toronto West Area not specifically for the location listed on the posting*What is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.What will you do?

  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new-to-RBC clients and assets
  • Connect clients with the right RBC team members to help continuously meet their needs
  • Develop external business referral sources through networking, marketing, and your centers of influence

What do you need to succeed?Must-have

  • Financial Planning Designation (QAFP, PFP® or CFP®)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years’ experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships
  • Digital Savviness, ability to effectively utilize mobile applications

What’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
  • World-class training programs and career development opportunities
  • The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
  • A flexible work schedule based on client preferences and your own work/life balance
  • Innovative mobile technology to ensure your success

Job Skills Adaptability, Business Development, Client Centricity, CuriosityAdditional Job DetailsAddress: 1233 THE QUEENSWAY:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularPay Type: CommissionPosted Date: 2025-01-15Application Deadline: 2025-06-30Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining 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. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Job Summary

Position: Investment and Retirement Planner
Location: Toronto West Area

As an RBC Investment and Retirement Planner, you will create tailored investment solutions for new and existing clients, supported by internal referrals. Your focus will be on providing high-quality financial advice to help clients meet their long-term financial goals.

Key Responsibilities:

  • Offer customized financial planning and investment solutions.
  • Acquire and manage existing and new client relationships.
  • Connect clients with appropriate RBC team members based on their needs.
  • Build external referral networks through marketing and networking.

Requirements:

Must-haves:

  • Financial Planning Designation (QAFP, PFP® or CFP®).
  • Mutual Funds License (IFIC or CSC).
  • Minimum of 2 years in financial planning.
  • Strong networking and client acquisition skills.
  • Digital proficiency for using mobile applications.

Benefits:

  • Flexible benefits and competitive commission structure.
  • Comprehensive training and career development opportunities.
  • Supportive team environment recognizing initiative and hard work.
  • Flexible work schedule to maintain work/life balance.
  • Access to innovative technology to enhance your success.

Additional Information:

  • Address: 1233 The Queensway, Toronto, Canada
  • Employment Type: Full-time, 37.5 hours/week
  • Pay Type: Commission
  • Application Deadline: June 30, 2025

Inclusion and Equal Opportunity:

RBC emphasizes diversity and inclusion in the workplace, aiming to support employee growth and collaboration.

If interested, consider joining RBC’s Talent Community for updates on job opportunities and career advice.

Scotiabank – GBM – Investment Banking Analyst – Fall 2025 (Vancouver) – Toronto, ON

Company: Scotiabank

Location: Toronto, ON

Expected salary:

Job date: Wed, 21 May 2025 22:58:43 GMT

Job description: Requisition ID: 226049Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Position: Investment Banking AnalystStart Date: August 2025Location: Vancouver, BCApplication Deadline: 05/30/2025Who we are:Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange, and precious metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.Analysts in Investment Banking enjoy a stimulating and challenging work environment in which they execute a broad range of transactions. A high degree of responsibility is afforded to those demonstrating initiative and the desire to take on such responsibility.At the early stages of their career, Analysts focus on client presentations, financial modeling, and research. As the individual’s career progresses, Analysts take on increased responsibilities on live transactions under the guidance of senior group members. Scotiabank brings new Analysts in contact with senior team members and clients at the earliest possible stage, allowing them to gain experience in managing and cultivating relationships.A significant amount of effort, diligence and initiative is required to properly execute assignments. The complexity of clients’ financial requirements coupled with the intense competitiveness of the investment banking industry necessitates a full commitment to the task at hand. Standards are very high as most work is presented to senior executives at client firms and supervision is provided only to the extent that it is required.With a limited hierarchy of professionals and a small team approach, Analysts have ample opportunity for career growth and development. On any given project, Analysts will interact with other departments of the firm such as Corporate Banking, Equity Capital Markets, Global Fixed Income and Global Equity Derivatives gaining knowledge and understanding of both investment banking and the capital markets.New Analysts may participate in the Capital Ideas Program, an intensive training program developed by the Firm. The program is designed to orient participants to our culture, people, products and services and to provide the soft and technical skills, and contacts critical for success. Team projects, individual study and social activities supplement classroom discussions.Is this role right for you? In this role, you will:

  • Evaluate and analyze the financial needs of corporate clients, including the development of financial models
  • Create marketing materials and presentations
  • Support transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time
  • Identify and develop business opportunities with clients
  • Perform comprehensive financial statement analysis and create and maintain models
  • Collect, consolidate, and interpret company and industry data
  • Financial and written analysis of companies and industries
  • Prepare client presentations, including compiling data and assembling presentation materials
  • Support drafting of prospectuses, related documentation, and marketing materials for transactions
  • Apply product and capital markets knowledge to help clients achieve their financial objectives

Do you have the skills and requirements that will enable you to succeed in this role? – We’d love to work with you if:

  • Undergraduate degree to be completed by Spring 2025
  • Work experience in Investment Banking, M&A or private equity preferred; equity research, corporate finance in an accounting firm, or management consulting experience may also be considered
  • Proven record of outstanding achievement in academic and extracurricular activities
  • A clearly defined interest in Investment Banking and M&A
  • Strong quantitative skills focused on financial analysis, accounting and financial theory
  • Strong written and verbal communication skills
  • A high level of attention to detail
  • The ability to manage multiple projects simultaneously while maintaining a high standard of work
  • The ability to excel under pressure amid demanding deadlines
  • The ability to perform effectively in a team environment
  • High professional standards including a strong sense of personal integrity and teamwork
  • Demonstrated ability to quickly adapt to new situations
  • A high level of energy and a keen desire to learn new concepts
  • Independent thinker and proven ability to make decisions
  • Related industry experience is an asset

How do I apply?For students applying to our internship/co-op or new graduate programs, we do not require resumes! We believe in evaluating you through relationships over resumes and are focused on learning about who you are and what you’re interested in to uncover your true potential. Instead, we ask that as part of your application you complete the below:Complete your PLUM Profile and save as a screenshot.Complete a short one-way video interview .Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile and your most recent academic transcript.*To be considered for student opportunities at Scotiabank, Tangerine, and MD Financial you must complete all steps above.Location(s): Canada : British Columbia : VancouverScotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.Location(s): Canada : Ontario : TorontoScotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Director of Community Investment – Canadian Race Relations Foundation – Toronto, ON

Company: Canadian Race Relations Foundation

Location: Toronto, ON

Expected salary: $110000 – 130000 per year

Job date: Sun, 18 May 2025 00:04:50 GMT

Job description: The Canadian Race Relations FoundationThe Canadian Race Relations Foundation (CRRF) was created in 1996 to reaffirm the principles of justice and equality for all in Canada. The CRRF’s mandate is to facilitate throughout Canada the development, sharing, and application of knowledge and expertise to eliminate racism and all forms of racial discrimination in Canadian society.The Director of Community Investment is responsible for overseeing all aspects of the organization’s grant management process and leading community investment initiatives including the National Anti-Racism Fund (NARF), Media Fellowships, sponsorships, and others. This position plays a crucial role in identifying funding opportunities, managing grant application review and recommendations processes, and ensuring effective implementation and monitoring of funded programs. The Director will also develop and maintain relationships with community partners and stakeholders to maximize impact and drive positive change.Position Summary
Job title Director of Community Investment
Job classification Non-Unionized
Employment Status Fulltime salaried permanent
Hours 37.5 hours per week
Ability to travel and attend weekend, early morning and evening meetings as required.
Work location This is a hybrid role, preferably based out of the Toronto head office. The position requires attendance at in-person events and meetings.
Salary $110,000 – $130,000 per annum.CRRF offers a comprehensive benefits package, which includes three weeks of vacation, two Personal Floating Days, sick days and 4% of annual income towards RRSP plan, and life, disability, medical and dental care insurance.
Probationary Period 6 months.Responsibilities:

  • Grant and Sponsorship Management:
  • Develop, implement and oversee and evaluate through surveys and key performance indicators all granting programs, including the National Anti-Racism Fund, Media Fellowships Program, community sponsorships, etc.
  • Research, evaluate, and prioritize grant and sponsorship opportunities that align with the organization’s mission and strategic plan.
  • Oversee grant application processes, including coordination with program managers and finance department.
  • Monitor grant performance and compliance, including reporting requirements and deadlines in collaboration with the ADCI.
  • Manage and maintain grant-tracking system and provide regular updates to CEO, Board and stakeholders as required.
  • Ensure that programs and services adhere to funding requirements and approved budgets.
  • Build and manage the department budget.
  • Work with the communications department to create specific communications and marketing tools/products for community investment opportunities.
  • Community Investments:
  • Collaborate with community stakeholders, nonprofits, and government agencies to identify investment opportunities that align with the organization’s strategic objectives.
  • Conduct needs assessments and research to identify community needs, gaps, and emerging trends.
  • Lead impact reporting, including the evaluation and monitoring of community investment initiatives, measuring impact and outcomes.
  • Foster and maintain relationships with key stakeholders, including community leaders, organizations, and donors.
  • Team Leadership:
  • Provide leadership and guidance to the grants and community investment team, fostering a collaborative and high-performing work environment.
  • Manage and provide guidance to staff members within a matrix reporting structure.
  • Set performance objectives, conduct performance reviews, and provide ongoing coaching and professional development opportunities.
  • Promote a culture of excellence, innovation, and continuous improvement within the department.
  • Develop and present project related materials and recommendations to various audiences, including CEO, external stakeholders, and the Board.
  • Work closely with Finance, Communications, Policy and Programs Teams to manage various aspects of the granting program.
  • Support internal and external relationships management, navigating different priorities and points of view.
  • Manage and achieve workplan deliverables and goals alongside staff.
  • Other Accountabilities:
  • Respond to corporate administration and oversight related inquiries and initiatives impacting the organization i.e. Annual Report, Parliamentary Reports, Human Resource and Staffing Strategic Planning, Annual Business and Work planning, Departmental Budgeting Processes and other Corporate Processes required.
  • Key abreast of relevant issues.
  • Develop and maintain professional networks and relationships in this sector.
  • Project management and evaluation.
  • Ability to manage multiple priorities simultaneously.
  • Perform other job-related duties as assigned.

Qualifications:
Education and Experience:

  • A degree or diploma (or equivalent experience) in a relevant field such as social sciences, public administration, nonprofit management, or a related discipline is preferred. A master’s degree is an asset
  • Preferred 5+ years of experience in grant management, application process, and compliance.
  • At least 5 years of experience in managing teams and experience as a part of a Senior Leadership Team.
  • Proven experience in community investment, grant-making, philanthropy, or related fields, ideally with a focus on addressing racial equity and social justice issues.
  • Demonstrated knowledge of anti-racism frameworks, diversity, equity, and inclusion principles, and understanding of systemic racism and its impact on communities.
  • Proficiency with Microsoft Office (Outlook, PowerPoint, Word, Excel), grant management systems, and other digital tools and applications. Comfortable using Zoom and other platforms as required for hosting online meetings and events.

Grant-Making Expertise:

  • Proven ability to develop and implement a strategic vision for community investment programs, aligning them with the anti-racism foundation’s mission and goals.
  • Experience in setting grant-making strategies and priorities, identifying target communities, and allocating resources effectively.
  • Ability to collaborate with other foundation leaders, board members, community stakeholders, and nonprofit organizations to drive collective impact.

Equity and Social Justice Lens:

  • Demonstrated commitment to advancing racial equity and dismantling systemic racism.
  • Knowledge of anti-racist practices, theories, and frameworks, and the ability to integrate them into grant-making strategies.
  • Understanding of community development, social determinants of health, and the intersections of race, class, gender, and other identities in creating equitable outcomes.

Relationship Building and Communication:

  • Proven experience in conducting executive briefings (oral and written).
  • Excellent interpersonal and communication skills to engage with diverse stakeholders, including community leaders, nonprofits, government agencies, and donors.
  • Ability to build and maintain relationships with grantees, provide support, and foster collaboration among grant recipients.
  • Strong written and verbal communication skills to effectively articulate the foundation’s mission, goals, and impact to various audiences.

Analytical and Evaluation Skills:

  • Proficiency in data analysis and evaluation methodologies to assess the effectiveness and impact of grant programs.
  • Ability to track and measure outcomes and indicators of success, ensuring accountability and continuous improvement.
  • Familiarity with performance measurement frameworks and tools, such as logic models and impact assessment techniques.

Ethical and Professional Conduct:

  • Strong integrity and ethical standards, ensuring transparency, fairness, and impartiality in the grant-making process.
  • Ability to handle sensitive and confidential information with discretion and maintain the highest level of professionalism.
  • Commitment to ongoing learning and staying updated on emerging trends, research, and practices related to community investment, racial equity, and social justice.

Leadership and Team Management:

  • Previous experience in effectively managing and supervising a team in a matrix environment, including setting performance goals, providing feedback, and fostering professional development.
  • Ability to mentor and support staff members, promoting a collaborative and inclusive work environment.
  • Strong leadership skills to inspire and motivate team members towards achieving the foundation’s mission and goals.
  • Experience in managing workload distribution, delegating tasks, and ensuring the team’s productivity and efficiency
  • Demonstrated commitment to valuing diversity and contributing to an inclusive working and learning environment.

To Apply:
Please send cover letter and résumé by May 30, 2025.Some essential and other qualifications will be assessed through your application process.Proof of eligibility to work in Canada, education, and three professional references will be requested if you are considered for the position.Interviews will be held via Zoom. While all applications are appreciated and will be handled in the strictest confidence, only those candidates short-listed for an interview will be contacted. CRRF may cancel, postpone, or revise employment opportunities at any time.CRRF values diversity and is committed to fostering an environment of inclusion and cross-cultural sensitivity. We encourage applications from Indigenous people, racialized people, people with disabilities, people from gender and sexually diverse communities and/or people with intersectional identities.
We accommodate people with disabilities throughout the recruitment and selection process. Please indicate your need for accommodation in your application.Powered by JazzHR

The Canadian Race Relations Foundation (CRRF), established in 1996, aims to promote justice and equality by combatting racism and racial discrimination in Canada. The role of Director of Community Investment involves managing grant processes and community initiatives, including the National Anti-Racism Fund and Media Fellowships. Responsibilities include developing and evaluating grant programs, collaborating with community stakeholders, and leading a team to achieve organizational goals.

The position is full-time and hybrid, based in Toronto, with a salary range of CAD 110,000 to 130,000. Applicants should have relevant educational qualifications and at least five years of experience in grant management and community investment, particularly in racial equity and social justice. Strong communication, leadership, and analytical skills are essential. The CRRF encourages applications from diverse candidates and accommodates individuals with disabilities during the hiring process. Applications, including a cover letter and resume, are due by May 30, 2025.

Into City Prep – Investment Analyst Internship (Equities) – Toronto – Toronto, ON

Company: Into City Prep

Location: Toronto, ON

Expected salary:

Job date: Sat, 17 May 2025 01:41:48 GMT

Job description: Investment Analyst InternWe are seeking a motivated undergraduate, recent graduate, or career changer with a strong passion for investing in equities, fixed income, commodities, and bonds. This role offers hands-on experience in conducting research to support investment strategies and evaluating potential opportunities.This internship is ideal for individuals looking to break into finance, whether they are students, recent graduates, or professionals transitioning from other industries. A keen interest in financial markets is essential.Responsibilities:

  • Develop, review, and update financial models.
  • Analyze valuation discrepancies between theoretical and market prices to determine Buy, Sell, or Hold ratings.
  • Conduct financial modeling and draft research reports.
  • Work with sophisticated financial instruments.
  • Research macroeconomic trends and their impact on investments.
  • Create data visualizations and dashboards for investment insights.
  • Assess ESG factors and their influence on portfolio performance.

Qualifications:

  • Open to undergraduates, graduates, and professionals looking to transition into finance.
  • Cross-cultural work experience is a plus.
  • Proficiency in Excel, PowerPoint, and Word.
  • Strong analytical and problem-solving skills.
  • Excellent communication and presentation abilities.

Benefits:

  • Receive mentorship from experienced professionals to guide your career development.
  • Gain early exposure to investment analysis and develop strong financial modeling skills.
  • Paid opportunities with the right experience.

Salary:Up to £7,000 / €8,000 / $8,200 depending on experience and role type.Powered by JazzHR

State Street – Senior Consultant – Front-Office Investment Trading Development – Java, SQL, C#, KAFKA – Toronto, ON

Company: State Street

Location: Toronto, ON

Expected salary:

Job date: Wed, 30 Apr 2025 05:44:32 GMT

Job description: Candidates must possess experiencing supporting / software engineering/coding in Investment Trading space.What we are looking forAs a Senior Consultant will be an integral player of the Charles River implementation team. Senior Consultants brings technical expertise and direction to implementation teams, ensuring proper implementation of Charles River’s IMS suite at our clients. Technical implementations include all aspects of a consulting project, from installation of n-tier software and integration with third party systems to DR/HA design to documenting and performing technical training for the client. This role is a highly technical role and spans XML messaging, Charles River web services API, ETL tool usage, Java and/or C# programming, and database administration tasks.Why this job is important to usThe team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front-to-back platform – State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.What you will be responsible for

  • Java and C# programming
  • Lead and manage multiple technical initiatives, potentially on multiple projects simultaneously.
  • Develop with a result-driven approach while maintaining implementation schedules.
  • Participate in functional and technical requirements gathering and review
  • Create, test, and correct inbound and outbound interfaces based on
  • Collaborate with team members including business analysts, project managers, and customer staff
  • Serve as a technical expert in implementation projects
  • Contribute to the technical documentation

What we value

  • Java and C# programming
  • Windows and Unix (Linux)
  • Knowledge of ETL tools such as Kettle and Talend
  • Familiar with at least one SCM (Perforce would be a plus)
  • XML and XSLT
  • Understanding of ERDs
  • Tomcat configuration and optimization
  • N-tier application architecture
  • SOAP/XML and messaging software like MQ Series, MSMQ, Sonic MQ, Open JMS, Kafka
  • In-depth knowledge of one of the following RDBMS: Oracle or MS SQL Server
  • Perl
  • Crystal Reports or Sql Server Reporting Services
  • Self-motivated and Self-driven
  • BS/MS in Computer Science or equivalent field.
  • Ability to work in a dynamic, fast-paced, team environment.
  • Experience in methodology-based solution delivery and managing customers’ expectations.
  • Problem solving skills and ability to recognize long term solutions across multiple projects.
  • Must be detail-oriented and have the ability to multi-task.
  • Self-starter, able to work both independently and as part of a team.
  • Excellent communication skills (verbal and written); good interpersonal skills; ability to gather and understand requirements in the financial sector; solid client interaction skills..

Strong preference

  • Financial services industry experience
  • Previous consulting background
  • Previous OMS implementation experience
  • System integration using ETL tools
  • Experience with Azure and Snowflake

Education & Preferred Qualifications:

  • A BA/BS degree in a business or technical field including Finance, Economics, Engineering or Computer Science.
  • A minimum of 5 + years of progressively responsible experience in the Financial / Software Services industry (Financial market information systems background preferred)
  • The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients. Travel of 35%-50% is typical and but may exceed that in any given year.

About State StreetWhat we do: State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients.Work, Live and Grow: We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity, and Social Responsibility: We truly believe our employees’ diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Discover more atkeywords: fx, trading, mbs, fixed income, equities, derivatives, market data, security master, reference data, swaps, forwards, bonds,

Financial Planner, Investment and Retirement Planning Assistant – Royal Bank of Canada – Vancouver, BC

Company: Royal Bank of Canada

Location: Vancouver, BC

Expected salary:

Job date: Sat, 10 May 2025 00:10:49 GMT

Job description: required for presentations, meetings, marketing initiatives, etc. This work arrangement is based out of the branch. Open to Full-Time or Part… and Marketing Central Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset…

J.P. Morgan Wealth Management – Private Client Investment Associate – Orlando,FL – JPMorgan Chase – Orlando, FL

Company: JPMorgan Chase

Location: Orlando, FL

Expected salary:

Job date: Fri, 09 May 2025 22:14:04 GMT

Job description:

Job Description: Investment Product and Marketing Support Specialist

Position Overview:
Join our innovative team at the intersection of investment products and digital technology! In this dynamic role, you will provide operational marketing and administrative support to Private Client Advisors within our Wealth Management division. You will play a crucial part in enhancing our broad investment product and thought leadership platform, ensuring that our clients receive the best possible service and insights.

Key Responsibilities:

  • Collaborate with Private Client Advisors to develop and implement marketing strategies that promote investment products and services.
  • Provide operational support by managing product documentation, compliance materials, and client communications.
  • Assist in the preparation of presentations, reports, and client-facing materials that highlight product offerings and market insights.
  • Utilize cutting-edge digital technology to streamline processes and improve client engagement.
  • Conduct market research to identify trends and opportunities that align with our investment strategy and goals.
  • Maintain up-to-date knowledge of investment products, market conditions, and competitive landscape.
  • Coordinate with cross-functional teams to ensure smooth execution of marketing campaigns and initiatives.
  • Support training sessions and workshops for Private Client Advisors, enhancing their product knowledge and marketing skills.

Qualifications:

  • Bachelor’s degree in Finance, Marketing, Business Administration, or a related field.
  • Strong organizational skills with the ability to manage multiple tasks simultaneously.
  • Excellent written and verbal communication skills.
  • Familiarity with digital marketing tools and investment products.
  • Proficiency in Microsoft Office Suite and other relevant software.

Why Join Us?
Become a part of a forward-thinking team that values innovation and excellence. We offer a collaborative work environment, opportunities for professional growth, and the chance to make a significant impact in Wealth Management. If you are passionate about investment products and digital solutions, we would love to hear from you!

Financial Planner, Investment and Retirement Planning – Royal Bank of Canada – Vancouver, BC

Company: Royal Bank of Canada

Location: Vancouver, BC

Expected salary:

Job date: Thu, 08 May 2025 05:22:41 GMT

Job description: external business referral sources through networking, marketing, and your centres of influence What do you need to succeed… Ability to cultivate strong partner relationships Digital Savviness, ability to effectively utilize mobile applications…

Investment Associate – Royal Bank of Canada – Toronto, ON

Company: Royal Bank of Canada

Location: Toronto, ON

Expected salary:

Job date: Tue, 06 May 2025 06:31:58 GMT

Job description: Job SummaryJob DescriptionWhat is the opportunity?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 have the opportunity to help shape the future of digital investment advice in Canada.As an Associate, you will be intimately involved with many aspects of the business from operations to investment management, marketing, and client service. The associate works with clients to provide personal assistance opening and managing their RBC InvestEase accounts. Additionally, you will support the Portfolio Advisor team and perform investment related activities, including research, contribution to the investment committee, trading & investment recommendation reviews. Associates are also actively involved in the daily operation of the business, from trouble shooting, to ensuring reporting is done on a timely and accurate basis. The role provides an opportunity for candidates who are passionate about investing, and willing to work in multiple streams of a growing segment of Canada’s investment advisory business.What will you do?

  • Interact with clients to explain the features, fees and benefits of RBC InvestEase
  • Assist and follow up on KYC reviews
  • Manage the administrative client onboarding process (e.g., scheduling client appointments, and client follow-ups)
  • Manage tasks and/or activities delegated by the Portfolio Advisors (e.g., salesforce updates, transactional inquiries regarding trades or withdrawals, or operational account follow up)
  • Monitor the RBC InvestEase General Inquiries mailbox on a daily basis and respond to clients as necessary
  • Participate in Investment Committee meetings by contributing to topics that are related to the RBC InvestEase investment process or portfolios, anticipating client questions regarding recent economic events, macroeconomic trends or financial markets
  • Collaborate with the broader RBC InvestEase team (including operations, strategy and product development) to provide client feedback and insights that will help improve the overall client experience
  • Handle client concerns and/or complaints and escalate in compliance with internal policies and procedures
  • Identify, manage, and if necessary, escalate any risks and/or control deficiencies

What do you need to succeed?Must-have

  • 2+ years investment industry experience
  • Canadian Securities Course (or commitment to complete within 6 months of onboarding)
  • Strong client focus and proven experience in customer service role
  • Creative problem resolution
  • Ability to manage and prioritize daily workload

Nice-to-have

  • Enrollment in or completion of Chartered Investment Manager (CIM) designation or Chartered Financial Analyst (CFA) program
  • Enrollment in or completion of Canadian Securities Course (CSC)
  • Fluent in English and French (verbal and written communication)
  • Strong MS Excel (VBA), python & programming skills

What’s in it for you?

  • An environment where you will be challenged and supported to be our best, working together to deliver trusted investment advice and help our clients thrive and communities prosper.
  • Leaders who support your development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Acquiring qualifying experience towards Advising Representative registration

Job SkillsAdditional Job DetailsAddress: RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-05-04Application Deadline: 2025-05-16Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining 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. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Job Summary

Position: Associate at RBC InvestEase

Opportunity: Join a growing investment management service that offers professionally managed ETF portfolios and quality client advice, helping to shape digital investment advice in Canada.

Key Responsibilities:

  • Assist clients with onboarding and manage RBC InvestEase accounts.
  • Support Portfolio Advisors in investment research, trading, and investment recommendations.
  • Participate in Investment Committee meetings and provide input on investment processes.
  • Monitor client inquiries and manage administrative tasks.
  • Collaborate with internal teams to enhance client experiences.

Qualifications:

  • Must-Have:
    • 2+ years in the investment industry.
    • Completion of the Canadian Securities Course (or willingness to complete).
    • Strong client service skills and problem-solving abilities.
  • Nice-to-Have:
    • Enrollment in or completion of CIM/CFA.
    • Bilingual in English and French.
    • Proficiency in MS Excel, VBA, Python, and programming.

Benefits:

  • Supportive work environment and development opportunities.
  • Experience towards Advising Representative registration.
  • Collaboration within a high-performing team.

Location: RBC WaterPark Place, Toronto, Canada

Employment Type: Full-time, regular position (37.5 hours/week).

Application Deadline: May 16, 2025.

Commitment to Diversity: RBC emphasizes an inclusive workplace fostering diverse perspectives and opportunities for all employees.

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