20 meilleures offres (registered dental, hamilton, on) (à pourvoir)

Registered Representative - Associate Advisor
Joe D’Aurizio - Investment Advisor —Burlington, ON
- De 80 000 $ à 115 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
il y a 2 jours
Manager of Clinical Services
Lynwood Charlton Centre —Hamilton, ON
- 90 000 $ par an
- Temps plein
- Maîtrise
- Esprit d'analyse
- Expérience en supervision
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
il y a 10 jours
Respiratory Therapist - Relocation to Kirkland Lake, ON Required
Blanche River Health —Ontario
- De 38,35 $ à 53,28 $ de l’heure
- Temps plein
- Bilingue
- Déplacements à prévoir
- En présentiel
- Indemnité de déménagement
- Assurance Dentaire
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il y a 5 jours
Certified Dental Lab Technician
Confidential —Brantford, ON
- De 30 $ à 45 $ de l’heure
- Temps partiel
- CAD
- Expérience en laboratoire
- En présentiel
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HVAC Lead Installer
Spurr Heating And Air Conditioning Inc. —Hamilton, ON
- De 40 $ à 47 $ de l’heure
- Temps plein
- Assemblage
- Baccalauréat
- Système CVC
- Assurance Dentaire
- Congés payés
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il y a 2 jours
Dental Hygienist
Passion Dental Group —Hamilton, ON
- De 45 $ à 55 $ de l’heure
- Temps partiel
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Assurance Dentaire
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Nurse Practitioner - Indigenous Health Promotion and Disease Prevention, Moosonee, ON
Weeneebayko Area Health Authority —Ontario
- De 81,84 $ à 85,07 $ de l’heure
- Temps plein
- Soins Immédiats en Réanimation
- Déplacements à prévoir
- Assurance Dentaire
- Programme d'Aide aux Employés
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RVT/Veterinary Technician
Aldershot Animal Hospital —Burlington, ON
- De 24 $ à 30 $ de l’heure
- Temps plein
- Expérience en gestion
- Expérience en laboratoire
- Anglais
- Assurance Dentaire
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Auto Body Technician (Dundas)
Assured Automotive —Dundas, ON
- De 90 000 $ à 140 000 $ par an
- Temps plein
- Diplôme d'études secondaires
- Soudage
- Assurance Dentaire
- Congés payés
Postuler rapidement
Occupational Therapist
FunctionAbility Rehabilitation Services —Ontario
- De 45 $ à 70 $ de l’heure
- Temps plein
- Maîtrise
- Baccalauréat
- Soins médicaux
- Programmes de Bien-être
- Assurance Invalidité
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Occupational Therapist (OT)
FunctionAbility Rehabilitation Services —Burlington, ON
- De 65 000 $ à 120 000 $ par an
- Temps plein
- Maîtrise
- Baccalauréat
- Soins médicaux
- Programmes de Bien-être
- Assurance Invalidité
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Comfort Advisor – HVAC Sales
Spurr Heating And Air Conditioning Inc. —Hamilton, ON
- À partir de 150 000 $ par an
- Temps plein
- Vente
- Capacités de présentation
- Système CVC
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 2 jours
Occupational Therapist (OT)
FunctionAbility Rehabilitation Services —Ontario
- De 45 $ à 70 $ de l’heure
- Temps plein
- Maîtrise
- Baccalauréat
- Soins médicaux
- Programmes de Bien-être
- Assurance Invalidité
Postuler rapidement
Nurse Practitioner, Attawapiskat, ON
Weeneebayko Area Health Authority —Ontario
- De 81,84 $ à 85,07 $ de l’heure
- Temps plein
- Soins infirmiers
- Administration de médicaments
- Expérience auprès des enfants
- Assurance Dentaire
- Congés payés
Postuler rapidement
Occupational Therapist (OT)
FunctionAbility Rehabilitation Services —Hamilton, ON
- De 65 000 $ à 120 000 $ par an
- Temps plein
- Maîtrise
- Baccalauréat
- Soins médicaux
- Programmes de Bien-être
- Assurance Invalidité
Postuler rapidement
Clinical Manager, Attawapiskat, ON
Weeneebayko Area Health Authority —Ontario
- À partir de 51,98 $ de l’heure
- Temps plein
- Soins infirmiers
- Soins Immédiats en Réanimation
- Maîtrise
- Assurance Dentaire
- Programme d'Aide aux Employés
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Auto Body Technician (Burlington)
Assured Automotive —Burlington, ON
- De 90 000 $ à 140 000 $ par an
- Temps plein
- Diplôme d'études secondaires
- Soudage
- Assurance Dentaire
- Congés payés
Postuler rapidement
Registered Veterinary Technician
Nelson Animal Hospital —Burlington, ON
- De 28 $ à 33 $ de l’heure
- Temps partiel
- En présentiel
- Intelligence artificielle
- Compétences en communication
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Soon-to-be Registered Massage Therapists
Massage Addict Burlington —Burlington, ON
- De 50 $ à 60 $ de l’heure
- Temporaire
- Expérience en gestion
- Service à la clientèle
- Anglais
- Réductions Tarifaires
- Assurance Invalidité
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16 h
Physiotherapist - Moose Factory, ON
Weeneebayko Area Health Authority —Ontario
- De 47,85 $ à 70,82 $ de l’heure
- Temps plein
- Maîtrise
- Esprit d'analyse
- En présentiel
- Indemnité de déménagement
- Assurance Dentaire
Postuler rapidement

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : registered dental (hamilton, on)

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Registered Representative - Associate Advisor

Joe D’Aurizio - Investment Advisor
Burlington, ON

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Détails du poste

Permanent | Temps plein
De 80 000 $ à 115 000 $ par an
Il y a 2 jours

Profil recherché

Microsoft Word
Investissement
Microsoft Excel
Microsoft Outlook
Microsoft Office
CFP
Baccalauréat
Service à la clientèle
Programme de qualification en assurance de personnes (PQAP)
Morningstar
Services financiers
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Compétences en communication
Acquisition de clients
Gestion du temps

Description complète du poste

Who We Are
Joe D’Aurizio and team are based in downtown Burlington, Ontario, and have been helping clients build, preserve, and transfer wealth for over 30 years through personalized, objective advice. Our iA Private Wealth practice integrates investment management, financial planning, and tax-efficient strategies to support long-term financial goals. As an independent practice backed by a national firm, we combine flexibility with strong resources and offer a collaborative, supportive, and welcoming team culture.

Who You Are
We’re looking for an Associate Advisor to join our growing team. This is a great opportunity for someone who’s motivated, people-oriented, and eager to grow in private wealth management. In this role, you will manage and grow an established portfolio of existing clients, with a primary focus on delivering exceptional advice and identifying opportunities within current relationships rather than emphasizing new client acquisition.

Your Qualifications and Skills

Hold the CSC-based IIROC registration and are eligible for CIRO registration transfer or reactivation, or are early in your career and committed to completing the CIRO licensing pathway (including the CIRE), within 3 months
3 to 5 years of experience providing financial advice and client service within a wealth management environment
LLQP Life License is an asset
PFP, QAFP, or CFP designation is an asset (the successful candidate will be expected to work toward obtaining the CFP designation)
Proven ability to build client relationships and recommend investment solutions that help clients achieve their financial goals
Friendly, professional, and personable, with the ability to build trust-based relationships and adapt to clients' evolving needs
Entrepreneurial, self-motivated, and proactive, with the initiative to remain productive and identify opportunities during both busy and quieter periods
Excellent communication skills, both verbal and written
Strong organizational, time management, and multi-tasking abilities
Strong attention to detail and accuracy in handling information
Proficient with technology including expertise in Microsoft Office 365 (Teams, OneDrive, Excel, Word, Outlook)

Critical Accountabilities

Client Servicing

Participate in joint client meetings with the Principal Advisor and progressively transition into the lead advisor role for appropriate client relationships
Build, manage, and strengthen long-term client relationships through proactive, high-quality service
Conduct ongoing reviews of client portfolios to identify changing needs and ensure recommendations remain aligned with clients' objectives
Implement portfolio changes, including fund switches, portfolio rebalancing and other investment transactions.

Wealth Management & Financial Planning

Construct and analyze investment portfolios using Morningstar and other research tools
Analyze investment funds and managers to support ongoing portfolio recommendations and due diligence
Recommend appropriate insurance solutions, including life, critical illness, disability, and segregated funds (for candidates holding the LLQP licence)
Conduct financial reviews, retirement projections, and cash flow analysis
Identify client goals, financial risks, and planning opportunities
Gather, input, and analyze client information using financial planning software
Prepare and present personalized financial plans and wealth management recommendations

CRM Management

Maintain accurate client records including notes, documents, and follow-ups
Record client interactions consistently
Implement onboarding and welcome processes
Implement client contact strategies and service standards
Maintain and strengthen relationships with your existing centres of influence

Compliance

Ensure all client records, KYC information, CRM3 requirements, and regulatory documentation remain accurate, current, and compliant with CIRO and firm standards.

What success looks like

Clients feel confident and cared for because they receive proactive, personalized advice.
Existing client relationships deepen through regular reviews and thoughtful recommendations.
Financial plans and investment recommendations are delivered accurately, professionally, and on time.
Client retention remains high while assets under administration grow within the existing client base.

Base Salary

$80,000–$115,000 depending on experience, licensing, and qualifications. As your responsibilities, client relationships, and professional designations grow, there is a clear path to increased compensation and long-term career development.

Why join us

We are a well-established, professional, client-focused wealth management team where precision, integrity, and exceptional client service are at the heart of everything we do. While we have proven processes and a strong foundation, we also welcome fresh ideas, new perspectives, and opportunities to continuously improve.

You'll be part of a supportive team that values collaboration, shares knowledge freely, and steps in to help one another whenever needed

How to Apply
If you’re someone who finds meaning in helping others feel more confident and clearer about their financial future, we’d love to hear from you. Qualified applicants are invited to submit a resume to [email protected]. All applications will be held in strict confidence.

Job Types: Full-time, Permanent

Pay: $80,000.00-$115,000.00 per year

Benefits:

Casual dress
Dental care
Disability insurance
Extended health care
Life insurance
On-site parking
Vision care

Application question(s):

Can you reliably commute to our offices in downtown Burlington, Ontario from Monday to Friday?
Do you now or will you in the future require sponsorship to work in Canada?
Are you now a Registered Representative in the investment industry?

Education:

Bachelor's Degree (preferred)

Experience:

client-facing, relationship building: 3 years (preferred)
providing investment advice: 3 years (preferred)

Work Location: In person

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Affinez votre recherche

registered dental emplois - hamilton, on

Registered Representative - Associate Advisor

Manager of Clinical Services

Respiratory Therapist - Relocation to Kirkland Lake, ON Required

Certified Dental Lab Technician

HVAC Lead Installer

Dental Hygienist

Nurse Practitioner - Indigenous Health Promotion and Disease Prevention, Moosonee, ON

RVT/Veterinary Technician

Auto Body Technician (Dundas)

Occupational Therapist

Occupational Therapist (OT)

Comfort Advisor – HVAC Sales

Occupational Therapist (OT)

Nurse Practitioner, Attawapiskat, ON

Occupational Therapist (OT)

Clinical Manager, Attawapiskat, ON

Auto Body Technician (Burlington)

Registered Veterinary Technician

Soon-to-be Registered Massage Therapists

Physiotherapist - Moose Factory, ON

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : registered dental (hamilton, on)

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