Mutual Fund Support jobs
View similar jobs with this employerScotiabankHalifax, NS- Strong knowledge of mutual funds, including fund types, performance evaluation, risk assessment, and compliance with regulatory standards.
- IFDS GroupToronto, ON M5C 3G9
- $47,000–$59,000 a year
- Employee assistance program
- Knowledge of National Instruments 81-102 governing mutual funds.
- Knowledge of the mutual fund industry and the administrative back-office.
- IFDS GroupToronto, ON M5C 3G9
- $74,000–$93,000 a year
- Employee assistance program
- Knowledge of mutual funds and financial services industry.
- Consulting / business support to our direct and indirect client base.
- SOW/HLE Creation and Support.
- BMO Financial GroupToronto, ON
- $94,600–$176,000 a year
- Full-time
- Tuition reimbursement
- Life insurance
- Detailed knowledge of CIRO Dealer Rules, provincial securities legislation, and account supervision requirements applicable to mutual fund dealers and…
Life & Wealth Advisor and Home, Auto & Commercial Advisor (Two Opportunities Available)
Easily applyNewLeading Advisor Inc.Scarborough, ON- $45,000–$95,000 a year
- Full-time
- Dental care
- Extended health care
- Mutual fund licensing is an asset.
- Additional licensing and development support may be available for the right candidate.
- Home, Auto & Commercial Advisor*.
Paraplanner
Easily applyUrgently hiringKPWVancouver, BC- $60,000–$200,000 a year
- Full-time
Often responds in 1 day- Kuzyk Private Wealth is seeking a highly organized, client-focused Paraplanner to join our growing high-net-worth wealth management team.
Conveyancer
Easily applyUrgently hiringPEARLMAN LINDHOLMVictoria, BC V8V 5A6- $70,000–$85,000 a year
- Full-time
- Vision care
- Dental care
- Life insurance
- Employee assistance program
- Disability insurance
- RRSP match
- At Pearlman Lindholm, we believe strong teams are built through collaboration, continuous learning, and mutual support.
- What We're Looking For*.
- Servus Credit UnionStony Plain, AB T7Z 1L8
- Permanent
- Profit sharing
- Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs,…
- Servus Credit UnionStony Plain, AB T7Z 1L8
- Permanent
- Profit sharing
- Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs,…
- Canaccord Genuity Corp.Vancouver, BC
- $55,000–$60,000 a year
- Full-time
- Overtime
- Maintain an openness to cross-train and learn other areas of the Securities Services Department in order to provide support where necessary.
WEALTH MANAGEMENT ASSISTANT (LICENSED)
Easily applyNewSandra Ramos and Associates - IG Private Wealth...Barrie, ON- $50,000–$60,000 a year
- Full-time
- As a Wealth Management Assistant, you will be at the center of the practice, working directly with our Advisors and responsible for providing complete…
View similar jobs with this employerScotiabankBracebridge, ON P1L 1S5- Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.
- What’s in it for you?
View similar jobs with this employerFinancial Advisor - Entwistle
Easily applyServus Credit UnionEntwistle, AB- Permanent
- Profit sharing
- Adhere to all mutual fund's requirements.
- Provide advice around small business lending transactions and mutual funds advisor conversations.
- IFDS GroupToronto, ON M5C 3G9
- $92,000–$117,000 a year
- Employee assistance program
- Knowledge of financial mutual fund record keeping systems and Transfer Agency Operations.
- Inclusive Culture: Our inclusive work environment supports equity and…
View similar jobs with this employerRoyal Bank of CanadaRawdon, QC- Full-time
- Leaders who support your development through coaching and managing opportunities.
- We care about each other, reaching our potential, making a difference to our…
Financial Service Representative
Easily applyBjornson Insurance Group Inc. / Co-operatorsRed Deer County, AB- $60,000–$80,000 a year
- Full-time
- Paid time off
- Vision care
- Dental care
- Life insurance
- Employee assistance program
- Disability insurance
- Discover a better place to grow your career: a place that's caring, engaging and rewarding.
- Bjornson Insurance Group Inc., representing Co-operators, a leading…
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Virtual Financial Advisor - Halifax, Nova Scotia - job post
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Full job description
Requisition ID: 269978
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As Virtual Financial Advisor at Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here!
What you’ll be doing… In this role, you will be working on-site at our Halifax office to virtually guide clients through their financial journeys, providing expert advice and creating tailored strategies to help them achieve their financial goals. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:
- Conducting virtual consultations with clients to develop personalized financial plans
- Proactively identify new opportunities for clients to optimize their financial well-being
- Educating our customers by providing relevant insights and expert advice
- Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long-standing client relationships
- Developing, retaining and growing the business by delivering against individual and team sales goals that support a positive customer experience
What you need to succeed…
-
Mutual Funds License and progress toward the CIFP Diploma are considered assets but are not mandatory requirements for this role
- The appetite and drive to build strong customer relationships and deliver excellence customer service
- The proven ability to meet and exceed sales targets in a fast-paced environment
- In-depth understanding of retail banking products and services, including credit products, mortgages, and personal loans.
- Strong knowledge of mutual funds, including fund types, performance evaluation, risk assessment, and compliance with regulatory standards.
What we’re offering…
- The opportunity to join a forward-thinking organization where a collaborative team of innovative thinkers surrounds you.
- A competitive compensation and benefits package.
- An organization committed to making a difference in our communities– for you and our customers.
- Recognition and reward for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth
- You’ll receive clear, transparent criteria to progress in your career. #VFA
Location(s): Canada : Nova Scotia : Halifax
Scotiabank 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. 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.