Markham On Financial planner Jobs – 43 Openings This Week

Portfolio Manager
The Successful Investor —North York, ON
- Full-time
- Hybrid work
- Computer literacy
- Business development
- Bachelor's
- Dental care
Quick apply
Tangerine Advisor, Growth
Tangerine Bank —Toronto, ON
- English
- Business development
- Financial services
Financial Advisor, Investment & Retirement Planning - BLOOR & YONGE
Scotiabank —Toronto, ON
- Sales
- Financial services
Financial Advisor, Investment & Retirement Planning - Spadina & Lonsdale (Toronto)
Scotiabank —Toronto, ON
- Sales
- Financial services
Financial Planner
BMO Financial Group —Markham, ON
- $45,500–$84,500 a year
- Full-time
- Data analysis skills
- Business development
- Analysis skills
- Tuition reimbursement
- Life insurance
5d
Market Leader Financial Planning
BMO Financial Group —Toronto, ON
- $85,500–$185,000 a year
- Full-time
- Customer service
- Business development
- Analysis skills
- Tuition reimbursement
- Life insurance
3h
Financial Planner II (CIRO-ID)
CIBC —Unionville, ON
- Full-time
- Sales
- Business development
- Marketing
Commercial Field Adjuster, Property Large Loss (North GTA)
Intact —Ajax, ON
- $118,700–$145,100 a year
- Full-time
- Hybrid work
- Customer service
- Bachelor's
- Travel
- Wellness program
9h
Financial Advisor
Elite Private Wealth Ltd. —Richmond Hill, ON
- $85,000–$95,000 a year
- Full-time
- Hybrid work
- Financial services
- In-person
- Wellness program
Quick apply
Financial Planner, Scotia Financial Planning - North York, Vaughan, Richmond Hill & Markham
Scotiabank —North York, ON
- Business development
- Travel
- Financial services
Financial Planner
TD Bank —Maple, ON
- $60,000–$70,000 a year
- Full-time
- Spanish
- Sales
- Business development
- Paid time off
Financial Planner
Richardson Wealth Ltd —Toronto, ON
- $60,000–$90,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Analysis skills
Quick apply
Financial Advisor, Investment & Retirement Planning - Markham Town Square, Markham, Ontario
Scotiabank —Markham, ON
- Sales
- Financial services
Snr. Financial Advisor/Snr. Financial Services Specialist (IIROC)
CIBC —Toronto, ON
- Full-time
- Sales
- Business development
- Financial services
Sr. Financial Advisor CIRO-ID (Urban)
CIBC —Toronto, ON
- Full-time
- Sales
- Business development
- Marketing
Financial Planner, Scotia Financial Planning - Downtown Toronto
Scotiabank —Toronto, ON
- Business development
- Travel
- Financial services
Investment Advisor
Royal Bank of Canada —Richmond Hill, ON
- Full-time
- Business development
- Financial services
- Business
Claims Consultant, Specialty - Property and Builder’s Risk
Intact —Ajax, ON
- $118,700–$145,100 a year
- Full-time
- Hybrid work
- Bachelor's
- Travel
- Mentoring
- Employee stock purchase plan
Financial Advisor, Investment & Retirement Planning - Major Mackenzie & 404, Markham
Scotiabank —Markham, ON
- Sales
- Financial services
Mobile Mortgage Specialist - Metro East
TD Bank —Toronto, ON
- Full-time
- Customer service
- Business development
- Paid time off

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Portfolio Manager

The Successful Investor
North York, ON

Quick apply

Job details

Full-time

Qualifications

Investment
Branding
Customer relationship building
Customer retention
Computer literacy
Upselling
Complaint handling
Client relationship development
Cross-selling
Business development
CFP
Bachelor's
Team management
Client services
Customer relationship management
Customer service orientation
Computer skills
Client consultation
Chartered Financial Analyst
Communication skills
Client interaction

Full job description

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.

We are an established wealth management firm with 20+ years’ experience in independent portfolio management with assets under management of $1 billion and growing. Successful Investor Wealth Management (‘SIWM’) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.

We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.

With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWM’s investment process and philosophy. Conducting a thorough assessment of each client’s goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.

To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWM’s private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.

KEY RESPONSIBILITIES

Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
Manage, maintain, and enhance SIWM’s relationships with its clients.
Thoroughly assess each client’s unique circumstances, goals, objectives, risk tolerances and constraint.
Effectively communicate SIWM’s investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
Responsible for Know Your Client and suitability issues.
Conduct all activities within a best-in-class culture of compliance and service.
Seek opportunities to cross-sell or upsell to existing clients.
Grow the business by identifying new sales and business development opportunities.
Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
Provide excellent service to maintain a positive reputation for the business.
Resolve any client complaints promptly and professionally.
Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
Participate in and contribute to SIWM’s overall growth and strategic vision as well as building the firm brand.
Accomplish department objectives.
Planning and evaluating department activities.
Manage daily operations of a small customer service team.

REQUIREMENTS (Qualifications, Experience & Skills)

University Degree.
Must be currently registered, or eligible for registration with the Ontario Securities Commissions as a Portfolio Manager (“Advising Representative”); CFA preferred.
Experience with suitability determinations for clients and “know-your-product” analysis.
5 years’ experience with at least 3 years in a client-facing role.
The Certified Financial Planner designation or similar credentials would be an asset.
Ability to build, foster and maintain positive professional relationships.
Devotion to high-quality customer service.
A team player with excellent communication skills, computer proficiency and high level of professionalism.
Be able to meet targets and handle a high-pressure environment.
Strong relationship management skills.
Excellent influencing skills.

This role is hybrid—one day remote and four days required in our office located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a fast-paced work environment to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Additional Information

Benefits

After the standard three-month waiting period, successful new hires are eligible to join the Company’s Group Benefits Plan, which provides a range of life, health, and dental benefits, with premiums fully paid by the Company. After this same waiting period, transit commuters will also be eligible to participate in a generous reimbursement program to help subsidize public transportation costs to-and-from the office.

To help foster our culture of appreciation, employees have an opportunity to participate in our company wide program to give and receive rewards and recognition for high performance and service.

Other

This posting is for an existing job vacancy.

Successful Investor Wealth Management does not use artificial intelligence (AI) or automated decision-making systems to screen, assess, or select applicants for employment. All hiring decisions are made through human review of application materials, interviews, and assessments conducted by our recruitment team.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Quick apply

Refine Your Search

financial planner jobs in markham on

Portfolio Manager

Tangerine Advisor, Growth

Financial Advisor, Investment & Retirement Planning - BLOOR & YONGE

Financial Advisor, Investment & Retirement Planning - Spadina & Lonsdale (Toronto)

Financial Planner

Market Leader Financial Planning

Financial Planner II (CIRO-ID)

Commercial Field Adjuster, Property Large Loss (North GTA)

Financial Advisor

Financial Planner, Scotia Financial Planning - North York, Vaughan, Richmond Hill & Markham

Financial Planner

Financial Planner

Financial Advisor, Investment & Retirement Planning - Markham Town Square, Markham, Ontario

Snr. Financial Advisor/Snr. Financial Services Specialist (IIROC)

Sr. Financial Advisor CIRO-ID (Urban)

Financial Planner, Scotia Financial Planning - Downtown Toronto

Investment Advisor

Claims Consultant, Specialty - Property and Builder’s Risk

Financial Advisor, Investment & Retirement Planning - Major Mackenzie & 404, Markham

Mobile Mortgage Specialist - Metro East

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