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Canada Browse · Toronto · Financial Advisor

Financial Advisor in Toronto

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Financial Advisor Ciro- Mfd
CIBC
Toronto, Ontario, Canada
Full time
Competitive salary; incentive pyy available; benef...
+3y experience
Client engagement and personalized financial advice
Business development and sales plan creation
Community involvement and brand awareness
The role involves building a dedicated client portfolio through relationship management and providing tailored financial advice
New arrival·2 days ago
Financial Advisor Ciro-mfd [mandarin / Cantonese]
CIBC
Richmond Hill, Ontario, Canada
Full time
Competitive salary; incentive pyy available; defin...
+3y experience
1-3 years financial advice experience
Ciro-mfd certification required
Client engagement and relationship building
The role involves acting as a single point of contact to help clients plan for today's needs and tomorrow's goals through tailored financial advice
New arrival·2 days ago
Financial Advisor Ciro- Mfd
CIBC Capital Markets
Toronto, Ontario, Canada
Full time
Competitive salary; incentive pyy available; benef...
+3y experience
Client engagement and personalized financial advice
Business development and sales plan execution
Community involvement and brand awareness
The role involves acting as a single point of contact to help clients plan for today's needs and tomorrow's goals through tailored financial advice
New arrival·2 days ago
Financial Advisor Ciro-mfd [mandarin / Cantonese]
CIBC Capital Markets
Richmond Hill, Ontario, Canada
Full time
Competitive salary; incentive pyy available; benef...
+3y experience
Client engagement and relationship building
Tailored financial advice delivery
Business development and sales plans
The role involves building a dedicated client portfolio through relationship management and exceptional service as part of the Imperial Service Team
New arrival·2 days ago
Financial Planning Associate – Bilingual
RBC
Mississauga, Ontario, Canada
Full time
Competitive compensation; bonuses available; flexi...
Not specified (assumed on-site given location)
Mutual funds accreditation required
Proactive client contact routines
Cross-selling banking and investment solutions
This role provides proactive sales support and responsive value-based client contact to help a team of Financial Planners achieve their objectives
4 days ago
Banking Advisor - Etobicoke (bilingual: English And Russian/ukrainian/spanish/mandarin/cantonese)
RBC
Toronto, Ontario, Canada
Full time
Base: not specified; bonus/equity: competitive com...
Mutual funds accreditation required
English and russian/ukrainian/spanish/mandarin/cantonese bilingualism
Target-driven sales environment experience
This unique position calls on your client-focused sales expertise to maximize each client interaction regarding everyday banking, credit, and investment needs
4 days ago
Investment Associate, Private Wealth
Bank of Montreal
Toronto, Ontario, Canada
Full time
Base: $42,500 - $78,900; bonus: eligible for month...
+5y experience
5 years relevant experience
Ciro registered representative licensing
Investment research and analysis
This role supports high-net-worth clients through personalized investment advice and long-term relationship building within the Nesbitt Burns platform
5 days ago
Senior Personal Banker - Investing Future Opportunities For Brampton And Mississauga
TD
Mississauga, Ontario, Canada
Full time
Base: $59,500 - $84,000 cad; bonus/equity: variabl...
Senior
Deep knowledge of investment products
Proactive customer outreach skills
Understanding of real estate secured lending
The role focuses on creating exceptional customer experiences by providing specialized investment advice and financial planning solutions
9 days ago
Insurance And Wealth Associate, Prospr By Sun Life
Sun Life
Toronto, ON, Canada
Full time
Base: $51,000 - $80,200; bonus/equity: annual ince...
Hybrid
Strong verbal and written communication skills
Experience in blended or outbound call centre
Knowledge within the financial services industry
This role supports new and existing clients by fulfilling service needs and encouraging consultations with licensed Prospr Advisors for holistic Life, Health, and Wealth solutions
9 days ago
Senior Personal Banker - Investing Future Opportunities For Brampton And Mississauga
TD Ameritrade
Mississauga, Ontario, Canada
Full time
Base: $59,500 - $84,000 cad; bonus/equity: variabl...
Senior
Deep knowledge of investment products
Proactive customer outreach capabilities
Understanding of real estate secured lending
The role focuses on creating exceptional customer experiences by providing sound financial planning advice and promoting investment returns
9 days ago
Financial Advisor - North York & Scarborough - Bilingual (mandarin, Cantonese, Or Farsi)
RBC
Toronto, Ontario, Canada
Full time
Competitive salary; annual bonus; recognition prog...
+2y experience
Fluent in mandarin cantonese or farsi
Valid mutual funds accreditation required
Completed dfsa designation mandatory
You will attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive professional advice
10 days ago
Banking Advisor - Brampton
RBC
Brampton, Ontario, Canada
Full time
Not specified; salaried pyy type; full-time employ...
Mutual funds accreditation or willingness to obtain it
Digital literacy across devices
Flexibility for extended branch hours
As an RBC Banking Advisor, you will attract, nurture, and grow relationships with existing and new clients while providing expert advice on everyday banking, credit, and investments
10 days ago
Investment Advisor (phone)
TD Ameritrade
Toronto, Ontario, Canada
Full time
Base: $59,500 - $84,000 cad; bonus/equity: not spe...
+5y experience
Telephone relationship management skills
Trade execution and account maintenance
Client goal identification and investment planning
The role focuses on the mass affluent customer segment to retain and increase market share through consolidation and acquisition of investment assets
12 days ago
Banking Advisor - Etobicoke/north York - Bilingual (mandarin, Cantonese, Arabic, Turkish, Spanish Or Italian)
RBC
Toronto, Ontario, Canada
Full time
Not specified; competitive compensation mentioned;...
Fluent in mandarin, cantonese, arabic, turkish, spanish or italian
Mutual funds accreditation or willingness to obtain it
Availability for extended retail branch hours
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction
15 days ago
Banking Advisor - Richmond Hill (bilingual - Mandarin, Cantonese, Or Russian)
RBC
Richmond Hill, Ontario, Canada
Full time
Not specified; competitive compensation; bonuses +...
Fluent in mandarin, cantonese, or russian
Mutual funds accreditation or willingness to obtain
Availability for extended retail branch hours
This role requires a bilingual candidate fluent in Mandarin, Cantonese, or Russian to serve diverse clients in the Greater Toronto Area
15 days ago
Senior Investment Strategist
RBC
Toronto, Ontario, Canada
Full time
Competitive compensation; bonuses + commissions av...
Senior
10+ years investment strategy experience
Multi-asset analysis expertise
Ultra-high-net-worth client advisory
The Senior Investment Strategist leverages RBC's breadth of investment capabilities to provide strategic insights to Ultra High Net Worth clients
15 days ago
Banking Advisor - Markham, North York, Scarborough- Bilingual (mandarin/cantonese/filipino)
RBC
Toronto, Ontario, Canada
Full time
Not specified; competitive compensation mentioned;...
Fluent in english and mandarin/cantonese/filipino
Mutual funds accreditation or willingness to obtain
Availability for extended retail branch hours
This role requires proactively engaging clients to uncover banking needs and provide advice on credit and investment solutions
15 days ago
Financial Advisor, Kennedy & Denison Branch
RBC
Markham, Ontario, Canada
Full time
Competitive salary; annual bonus; recognition prog...
+3y experience
Valid mutual funds accreditation
Dfsa designation required
2-3 years sales experience
This role involves attracting, nurturing, and growing relationships with high-value personal and small business clients through proactive advice
15 days ago
Financial Advisor - Vaughan
RBC
Vaughan, Ontario, Canada
Full time
Competitive salary; annual bonus; recognition prog...
+2y experience
Valid mutual funds accreditation required
Completed dfsa designation mandatory
1-2 years financial services sales experience
You will attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive advice
15 days ago
Financial Advisor, Don Mills & Finch Branch
RBC
Toronto, Ontario, Canada
Full time
Competitive salary; annual bonus + recognition pro...
+3y experience
Valid mutual funds accreditation
Dfsa designation required
2-3 years sales experience
As an RBC Financial Advisor, you attract, nurture, and grow relationships with high-value personal and small business clients
15 days ago
Client Solutions Specialist
RBC Dominion Securities
Toronto, Canada
Full time
Base: $55,000.00 - $90,000.00; bonus/equity: discr...
Active ciro registration as rr or ir
Exceptional english communication skills
Time management in fast-paced environment
The role focuses on conducting discovery discussions to seamlessly transition clients to the most suitable RBC platform
15 days ago
Senior Associate - Rbc Dominion Securities
RBC Dominion Securities
Toronto, Ontario, Canada
Full time
Base: $67,000.00 - $110,000.00; bonus/equity: disc...
Senior
4-6 years branch brokerage experience
Ciro ir registration required
Rbc ds products and services knowledge
This role supports the day-to-day administrative operations and service for Ultra High Net Worth clients within RBC Dominion Securities
15 days ago
Banking Advisor - Vaughan
RBC
Vaughan, Ontario, Canada
Full time
Base: not specified; bonus/equity: competitive com...
Mutual funds accreditation or willingness to obtain
Full availability for extended branch hours
Digital literacy across smartphones and tablets
This role requires proactively engaging with clients to uncover banking needs and identify sales opportunities across all branch areas
15 days ago
Banking Advisor - North York (bilingual - Mandarin, Cantonese, Filipino, Korean)
RBC
Toronto, Ontario, Canada
Full time
Not specified; competitive compensation mentioned;...
Fluent in mandarin, cantonese, filipino, or korean
Mutual funds accreditation or willingness to obtain
Availability for extended branch hours including weekends
This role requires proactively engaging with clients to uncover banking needs and identify sales opportunities across all branch areas
15 days ago
Home Advisor, Rbc Advice Centre
RBC
Mississauga, Canada
Full time
Competitive compensation; commissions + bonuses av...
Fully remote
+3y experience
2-3 years financial services experience
Ability to provide complex credit advice
Flexibility for evening and weekend shifts
This role involves nurturing relationships with potential home buyers by providing tailored guidance throughout their home buying journey
15 days ago

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Financial Advisor in Toronto

Financial Advisor Ciro- Mfd

Financial Advisor Ciro-mfd [mandarin / Cantonese]

Financial Advisor Ciro- Mfd

Financial Advisor Ciro-mfd [mandarin / Cantonese]

Financial Planning Associate – Bilingual

Banking Advisor - Etobicoke (bilingual: English And Russian/ukrainian/spanish/mandarin/cantonese)

Investment Associate, Private Wealth

Senior Personal Banker - Investing Future Opportunities For Brampton And Mississauga

Insurance And Wealth Associate, Prospr By Sun Life

Senior Personal Banker - Investing Future Opportunities For Brampton And Mississauga

Financial Advisor - North York & Scarborough - Bilingual (mandarin, Cantonese, Or Farsi)

Banking Advisor - Brampton

Investment Advisor (phone)

Banking Advisor - Etobicoke/north York - Bilingual (mandarin, Cantonese, Arabic, Turkish, Spanish Or Italian)

Banking Advisor - Richmond Hill (bilingual - Mandarin, Cantonese, Or Russian)

Senior Investment Strategist

Banking Advisor - Markham, North York, Scarborough- Bilingual (mandarin/cantonese/filipino)

Financial Advisor, Kennedy & Denison Branch

Financial Advisor - Vaughan

Financial Advisor, Don Mills & Finch Branch

Client Solutions Specialist

Senior Associate - Rbc Dominion Securities

Banking Advisor - Vaughan

Banking Advisor - North York (bilingual - Mandarin, Cantonese, Filipino, Korean)

Home Advisor, Rbc Advice Centre