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Added 16 mins ago
B
Facility Manager II
BGIS
Calgary, AB
- Full-time
…operating parameters of the Statement of Work and management in our client contract. This role will be visible on facility sites (as agreed upon with clients and managers) and will be the…
Added 16 mins ago
JH
Operations Manager
JMC HR Consulting
Saint John, NB
- Full-time
JMC is pleased to partner with Don-More Surveys & Engineering Ltd. (DMSE) to recruit an Operations Manager.
Added 16 mins ago
SA
Automation Project Manager
Shockwave Automation
Calgary, AB
- Full-time
We're hiring a Project Manager at our Calgary Branch. You will run our automation, DCS, and OT/IT projects from award to close-out, and be the client's main contact while our integrators,…
Added 16 mins ago
Retail Temporary Keyholder, Maje, Royalmount, Montreal
SMCP NORTH AMERICA (US, CANADA)
Montreal, QC
Lead and supervise the team in the absence of the Store Manager/Assistant Manager.
Added 31 mins ago
WC
Housing Services Coordinator (2026-410-HHS)
WoodGreen Community Services
Toronto, ON
- Full-time
This position is accountable to the Manager, Tenant Resolutions and Housing Operations for the daily management of the physical, administrative and operational components of the housing…
Added 47 mins ago
PC
Senior Occupational Health and Safety Project Manager
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- Full-time
Clear path for growth – this role is positioned as a step toward more senior leadership (e.g., Operations Manager / Director)
Added 47 mins ago
MD
Architectural Team Lead - Entitlements
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ON · Ontario, Canada
- Full-time
Leads and manages both the client and project teams through the overall project development process from project conception phase through the design phases (PD,SD,DD) and continues to…
Added 47 mins ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
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Toronto, ON
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 1 hour ago
GC
Senior Manager Media and Business Development
geekspeak Commerce
Whitby, ON
- Full-time
Your primary focus will be developing new business and growing client relationships. Alongside that, you'll provide day-to-day guidance to our media specialists, helping them develop…
Added 1 hour ago
K
Store Manager - Lime Ridge Mall (New Store Opening!)
Knix
Hamilton, ON
- Full-time
We’re opening the doors to our newest retail location and looking for a dynamic Store Manager to lead the charge. This is your opportunity to build and inspire a team from the ground up,…
Added 1 hour ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
We are looking to fill an opening for a Senior Product Manager to join Aviso's Product Management team and help shape the future of investing for Canadians through a best-in-class wealth…
Added 2 hours ago
K
Store Manager - Lime Ridge Mall (New Store Opening!)
Knix
Hamilton, ON
- Full-time
We’re opening the doors to our newest retail location and looking for a dynamic Store Manager to lead the charge. This is your opportunity to build and inspire a team from the ground up,…
Added 2 hours ago
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Assurance and Advisory Manager – Audit
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Dartmouth, NS
- Full-time
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Added 2 hours ago
AS
Software Developer
AgileGrid Solutions
Canada
- Full-time
At BMO, employees are valued, respected, and heard. We support professional growth with training, coaching, manager guidance, and opportunities to build connections and broaden skills. Team…
Added 2 hours ago
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Vancouver, BC
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Added 2 hours ago
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Case Manager (2026-398-CC)
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Toronto, ON
- Contract
Competition # 2026-398-CC Case Manager (2026-398-CC)
Added 2 hours ago
B
Facility Manager II
BGIS
Calgary, AB
- Full-time
…operating parameters of the Statement of Work and management in our client contract. This role will be visible on facility sites (as agreed upon with clients and managers) and will be the…
Added 2 hours ago
RC
Sales & Events Coordinator
River Cree Resort & Casino
Spruce Grove, AB
- Full-time
Act as support to Sales Manager and Sr. Sales Manager for client’s needs.
Added 3 hours ago
AI
Specialist, Marketing Technology (12-month contract)
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Toronto, ON
- Contract
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Added 4 hours ago
BS
Bilingual Technical Help Analyst
Bilingual Source
Toronto, ON · North York, ON
- $50,000 to $55,000 CAD / year
- Full-time
Are you someone who enjoys providing dependable technical support in a calm, structured environment? Our client is seeking a bilingual Technical Help Analyst fluent in Quebec French and…
Added 6 hours ago
T
Recruiter (Canada)
TopHire.co
Canada
- Full-time
Understand each search. Learn the client’s business, the role’s requirements, and what the hiring manager values. Distinguish essential requirements from preferences.
Added 6 hours ago
TH
Shift manager - fast food restaurant
Tim Hortons Québec
Milton, ON
- Full-time
Added 6 hours ago
H
Associate Project Manager/Estimator, Service
Houle
Burnaby, BC
- Full-time
We are recruiting for an Associate Project Manager/ Estimator to join our Service division in the Burnaby office. Here's how your role will strengthen our team.
Added 7 hours ago
M
Construction project manager
Mongrain
Mirabel, QC
- Full-time
We're looking for you for our project manager position.
Added 7 hours ago
RC
Sales & Events Coordinator
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Enoch, AB
- Full-time
Act as support to Sales Manager and Sr. Sales Manager for client’s needs.

FirstOntario Credit Union

Investment Advisor

Hamilton, ON, Canada

Salary Range: $69,931 to $96,155 annually. · Full-time

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Job details

Pay: Salary Range: $69,931 to $96,155 annually.
Job type: Full-time
Apply by: Nov 28, 2026
Posting language: English
Posted: Oct 29, 2026

Original job description

Why FirstOntario?

Competitive compensation packages
Top-tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account
Enhanced mental health benefits through SunLife and TELUS Health
Exclusive banking benefits
Up to $1000 per year towards professional development
Pension Plan
Flex-work environment
Company-wide Employee Volunteer program (Blue Wave Program)
Employee and Family Assistance Program

Job Overview

The Investment Advisor serves as a key point of contact for current and prospective member relationships, with the focus on growing, managing and maintaining their book of business. This role is responsible for delivering comprehensive wealth management services that meet member needs and increase share of wallet.

Role

Attract, retain, and grow your portfolio by proactively delivering holistic advice and solutions tailored to your members, including HNW individuals. Services may include comprehensive financial planning, retirement income planning, investment counseling, tax-efficient income strategies, risk analysis, and investment asset management.
Build strong relationships by actively seeking introductions and referrals from community partners, centres of influence, and other external contacts to expand your wealth business.
Develop, manage, and implement client presentations, relationship plans, and review processes.
Maintain regular contact with your portfolio to identify opportunities, conduct annual reviews, assess changing needs, and enhance member communication and experience.
Collaborate with external professionals such as attorneys, accountants, and subject matter experts to coordinate service delivery.
Evaluate member portfolios for appropriate channel alignment and facilitate introductions to suitable channel partners when necessary.
Prepare and lead effective member meetings, ensuring a holistic approach that addresses opportunities, challenges, and member needs.
Advocate for FirstOntario Investment products and services, clearly communicating their value to current and prospective members.
Demonstrate the impact of services provided by reviewing reports and metrics with members.
Maintain strong working relationships with internal business partners and make quality referrals that support organizational objectives and strategic goals.
Develop and execute strategies to retain existing investment business and consolidate members' wealth assets from other financial institutions.
Stay connected with members through various communication channels and offer flexible meeting options, whether in-branch or at a location of their choosing.
Actively participate in community groups and events to raise FirstOntario's visibility and grow your book of business.
Maintain accurate member records and documentation using Dataphile, the dealer record keeping system, planning software (Conquest), CRM (Maximizer), client proposal software (CapIntel), and other relevant tools.
Prioritize health and safety to ensure the well-being of yourself and others.
Perform other duties as required.

Required Skills

Possess strong business acumen, supported by a post-secondary diploma or degree in business, economics, finance, or an equivalent combination of education and experience.
Hold a valid license as a Registered Representative with a CIRO-member investment dealer, with a minimum of two (2) years' experience as a licensed advisor.
Hold a recognized designation such as Certified Financial Planner (CFP), Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) or be willing to pursue one within the first two years of starting in the role.
Hold a Responsible Investment Specialist (RIS) designation or be willing to pursue within the first year in the role
Be highly knowledgeable in investment planning, mutual funds, financial products and services, and customer service and enjoy sharing your expertise.
Demonstrate enthusiasm for sales and business development within the wealth management industry.
Be detail-oriented and maintain accurate records of transactions and client interactions.
Exhibit confidence in sales management, including setting and monitoring targets, plans, pipelines, and activities.
Anticipate member needs, assess requirements, develop plans, and take initiative to help members achieve their financial goals.
Be flexible and willing to travel or work irregular hours to accommodate member meetings, networking, and community involvement.
Work independently while supporting team members and organizational objectives.
Stay informed on financial trends and changes in the investment industry by following financial press and market commentary.
Demonstrate superior written, verbal, and public speaking skills.
Respond promptly to member service requests.
Embrace the challenge of an evolving role and take ownership of its development.
Consistently demonstrate integrity and trustworthiness.
Be aware of and mitigate enterprise risk factors, ensuring compliance with applicable regulations, legislation and FirstOntario policies and procedures.
Be proficient in Microsoft Office Suite (e.g., Word, Excel, Outlook, PowerPoint).

This role will be primarily located in Stoney Creek, ON and our Hamilton and Halton region branches. This posting is for an existing vacancy.

Salary Range: $69,931 to $96,155 annually.

Compensation for this role reflects a combination of skills, experience, and internal equity. Those whose experience more closely aligns the role's requirements may be placed higher within the salary range. You will learn more about FirstOntario Credit Union's total rewards package during the interview process.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

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More about this job

Responsibilities

Grow and manage a portfolio of member relationships by providing holistic wealth management advice, investment solutions, and ongoing portfolio reviews. Develop new business through referrals and community engagement, coordinate with internal and external partners, and maintain accurate records while meeting compliance requirements.

Requirements

Applicants need a post-secondary diploma or degree in business, economics, finance, or equivalent education and experience, plus a valid Registered Representative license and at least two years of licensed advisory experience. A recognized financial planning or investment designation and a Responsible Investment Specialist designation are required or must be pursued within the specified timeframes; strong investment knowledge, sales ability, communication skills, and regulatory awareness are also expected.

Skills

Wealth Management
Investment Planning
Financial Planning
Retirement Income Planning
Investment Counseling
Portfolio Management
Sales and Business Development
Referral Development
Client Presentations
Risk Analysis
Regulatory Compliance
Recordkeeping
Public Speaking
Microsoft Office

Benefits

Competitive Compensation
Health and Wellness Benefits
Health Spending Account
Personal Spending Account
Enhanced Mental Health Benefits
Exclusive Banking Benefits
Professional Development Funding
Pension Plan
Flexible Work Environment
Employee Volunteer Program
Employee and Family Assistance Program

Visa sponsorship

Not detected in the job text

Keywords

Registered Representative
CIRO
Certified Financial Planner
CFP
Chartered Investment Manager
CIM
Chartered Financial Analyst
CFA
Responsible Investment Specialist
RIS
Wealth Management
Investment Planning
Mutual Funds
Financial Planning
Retirement Income Planning
Investment Counseling
Portfolio Management
Dataphile
Conquest
Maximizer
CapIntel
CRM
Microsoft Office
Sales Management
Business Development
Risk Management
Regulatory Compliance

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