Wealth Management Advisor
3 weeks ago
Are you passionate about helping individuals achieve their financial goals? As a Financial Planning Specialist at RBC Windsor, you will work closely with high-net-worth clients to create customized investment portfolios and wealth plans that meet their unique needs. With our comprehensive resources and guidance, you will have the autonomy to build and run your own business within the RBC brand.
We are seeking an experienced professional with excellent communication skills, strong analytical abilities, and a keen interest in portfolio management. If you have a passion for financial planning and a proven track record of success in high-value sales and business development, we encourage you to apply.
About the Role:
- Build trusted relationships with high-net-worth clients and provide personalized financial advice
- Create customized investment portfolios and wealth plans to meet client needs
- Leverage RBC's extensive resources and guidance to drive business growth
- Foster collaboration with internal partners to ensure seamless delivery of services
What We Offer:
- A competitive base salary of $80,000 - $120,000 per year, plus unlimited earning potential through commission and fees
- A comprehensive Total Rewards package that prioritizes your overall well-being
- Flexible work arrangements and leaders who support your needs both personal and professional
Requirements:
- Bachelor's degree in a related field (e.g., finance, economics)
- Minimum 2 years of experience in financial services or a related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to build and maintain strong relationships with clients and internal partners
-
Financial Wealth Manager
2 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Scotiabank Full timeWe are looking for a highly motivated and results-driven Financial Wealth Manager to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing customized financial solutions to meet our clients' needs.In this role, you will work closely with our clients to...
-
Wealth Management Professional
3 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Scotiabank Full timeAbout the Role">We are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for building strong relationships with customers, understanding their needs and providing expert advice to help them achieve their financial goals.Key Responsibilities">">Building...
-
Financial Planning Specialist
4 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom RBC Windsor Full timeAbout RBC WindsorRBC Windsor is a leading wealth management company seeking an experienced Investment Advisor to join our team. As an Investment Advisor at RBC, you will have the opportunity to help your clients achieve their financial goals while enjoying a fulfilling career.Compensation and BenefitsWe offer a competitive base salary of $85,000 per year,...
-
Wealth Advisory Consultant
4 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Royal Bank of Canada Full timeRoyal Bank of Canada is seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you'll play a key role in delivering tailored investment solutions that meet the unique needs of high-net-worth individuals, families, and business owners.The estimated annual salary for this position is $180,000-$250,000, depending on experience...
-
Financial Planning Specialist
2 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Royal Bank of Canada Full time**Company Overview:** At Royal Bank of Canada, we empower our Investment Advisors to excel in a dynamic and supportive environment. Our comprehensive training programs equip you with the skills and knowledge to deliver exceptional client experiences.**Salary:** An attractive base salary ranging from $120,000 to $200,000 per year, plus unlimited earning...
-
Investment Portfolio Manager
1 month ago
Windsor, Windsor and Maidenhead, United Kingdom Royal Bank of Canada Full timeYour Key ResponsibilitiesBuild and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their complex financial needs.Leverage RBC's investment and wealth management resources to create customized portfolios and wealth plans that meet the unique needs of each client.Foster trusted, long-term relationships...
-
Financial Services Specialist
2 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Royal Bank of Canada Full timeJob DescriptionThe successful candidate will provide integrated life insurance planning and advice to existing clients and new referrals. As an accredited Life & Wealth Advisor, you will have the ability to understand and address the full spectrum of client needs, providing valuable solutions through RBC's suite of life insurance products. You will be...
-
Careers Advisor
2 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Women's Enterprise Skills Training of Windsor Inc. Full timeJob SummaryWe are seeking a highly skilled Careers Advisor to join our team at Women's Enterprise Skills Training of Windsor Inc.About the RoleThis is an exciting opportunity for a motivated individual to work with students, employers, and community partners to provide guidance and support in achieving their career goals.The ideal candidate will have...
-
Tax Planning and Wealth Management Attorney
3 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom G2 Legal Limited Full timeWe are looking for a highly motivated and ambitious Private Client Solicitor to join our dynamic team at G2 Legal Limited in the London West end. The successful candidate will have a strong background in private client law and excellent communication skills.Key responsibilities include:Managing a portfolio of clients and providing tailored legal...
-
Financial Planning Specialist
3 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom RBC Windsor Full timeWe are seeking an experienced Investment Portfolio Manager to join our team at RBC Windsor. As a key member of our wealth management team, you will be responsible for creating customized investment portfolios and wealth plans for high-net-worth clients. With our comprehensive resources and guidance, you will have the autonomy to build and run your own...
-
Private Equity Partner in UK
2 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Circle Square Full timeJob OverviewCircle Square, a leading private equity firm in London, seeks a highly experienced Private Equity Partner to join our team. As a senior professional in the industry, you will be responsible for driving capital raise for the firm's activities with a focus on private wealth investors.This is a challenging role that requires a strong understanding...
-
Group Tax Manager Role
3 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Full timeAbout UsAt Neilson Financial Services, we believe in offering our customers straightforward life insurance and helping families put financial protection in place for their loved ones. We have evolved from our origins in the UK to become an international operation with offices worldwide.This role requires a hands-on individual with a desire to understand...
-
Manager of Corporate Reputation
3 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Centrica Full timeCentrica is committed to making a positive impact on society through its operations and partnerships. As a Senior Stakeholder Engagement Specialist, you will play a vital role in shaping public perception and advancing our mission.Key duties include:Monitoring political developments and briefing senior teams on relevant issues.Fostering relationships with...
-
Tax Manager Lead
3 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Full timeCompany OverviewNeilson Financial Services is a leading global provider of life insurance, with operations in the USA, Canada, Ireland, the UK, and Australia.Job Title: Group Tax ManagerEstimated Salary: $120,000 - $180,000 per annum, depending on experience.Key Responsibilities:Tax Compliance and Reporting:Ensure timely and accurate filing of all tax...
-
Financial Planning Specialist
1 month ago
Windsor, Windsor and Maidenhead, United Kingdom Royal Bank of Canada Full timeAbout the RoleAs an Investment Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals while leveraging our extensive resources and expertise. If you have a passion for financial planning and portfolio management, this role may be an excellent fit for you.
-
Senior Government Relations Manager
4 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Centrica Full timeGovernment Relations SpecialistThis is a fantastic opportunity to become a Senior Public Affairs Manager at Centrica, a leading energy supplier. As part of our Public Affairs Team, you will play a vital role in supporting the team in establishing Centrica's reputation as a trusted market leader.Your responsibilities will include devising and delivering...
-
Corporate Accounting Manager
4 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom SERVICE MOLD + AEROSPACE INC. Full timeAbout the Job:We are seeking an experienced Senior Accountant - Financial Reporting to join our team at SERVICE MOLD + AEROSPACE INC. This is a full-time position that requires a Bachelor's degree in accounting or finance and at least 5 years of experience in accounting.Key Responsibilities:Prepare and analyze various reports related to payroll, cash flow,...
-
Banking Advisor
4 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom BMO Bank of Montreal - Windsor Full timeJob DescriptionWe are seeking a highly skilled Commercial Banking Relationship Manager to join our team at BMO Bank of Montreal - Windsor. As a key member of our team, you will be responsible for providing exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on various financial...
-
Diabetes Specialist Care Coordinator
2 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom MCG Healthcare Full timeJob DescriptionAs a skilled Diabetes Specialist Care Coordinator with MCG Healthcare, you will play a vital role in delivering high-quality patient care remotely. This full-time position (part-time considered) offers the opportunity to make a real difference in diabetes management and patient outcomes.We are seeking an experienced nurse advisor or specialist...
-
Hospitality Safety Consultant
3 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Ecolab Co. Full timeEcolab Co. is committed to delivering exceptional food safety and quality assurance solutions to our clients. We are seeking an experienced Brand Protection Advisor to join our team in the EcoSure division and contribute to our mission.About the Role:The successful candidate will be responsible for conducting on-site evaluations, training, and consulting...