Licensed Advisor

2 weeks ago


Canada Embark Student Corp. Full time

to change lives by propelling more students to, and through, Post-Secondary Education successfully. You will be dedicated to business development activities that build our Assets under Management, establishing new quality customer relationships and providing positive onboarding experiences by anticipating the needs of the Students & Champions alike.
Grow existing client balances to maximize the client’s opportunity to collect grants – helping them achieve their savings goals through expert advice and guidance
Act as a subject matter expert for Embark’s digital assets (web/mobile) and increase our customers usage of these digital assets.
Convert leads to sales and achieve key performance metrics
Maintain and expand a database of prospects, teaming with partners to build the pipeline, close deals and onboard Customers
Engage with clients using a variety of different mediums (telephone, teleconference)
Contribute to the overall growth of the firm by growing both our client base and assets under management.
Respond to the client’s evolving needs which may include (but not limited to), introducing the use of digital tools, opening new plans, increasing a clients savings goals
Follows up and closes inbound inquires from the Embark’s website, marketing campaigns, channel partners & direct call-ins
Actively participate in the performance management process in support of own personal and professional development objectives, including coaching sessions
Participate in team meetings, employee surveys and action planning sessions
Contribute to the success of the team by willingly assisting others in the performance and completion of assigned duties
#Strong phone presence and experience with inbound and outbound calling
Proficient with corporate productivity and web presentation tools
Experience working with a CRM
Ability to become Licensed through your local provincial authority and recognized by the RESP Dealers Association of Canada.
Bilingualism (French/Mandarin/Cantonese) is an asset
A lifelong learner that is performance driven.
IFIC or CSC would be considered an asset
This will provide them with guidance and support in all aspects of planning and saving for post secondary education - giving them a future-ready advantage and help them thrive well past their educational journey.
To help drive our transformation and growth, we are guided by the following strategic pillars:
· Elevate our Expertise in Education Savings & Planning
· We are a diverse and passionate community of experts that firmly believes in the benefits of education, priding ourselves on helping to shape their future and empowering them to reach their full potential.
We have adopted a hybrid model, leveraging the best of remote and in-person work. We are dedicated to building a culture that reflects the diversity of our customers and communities in which we live and serve.



  • Canada Sun Life Financial Full time

    Advisor Trainee, Advisor Development Program page is loaded Advisor Trainee, Advisor Development Program Apply locations Bedford, Nova Scotia Edmonton, Alberta Montreal, Quebec Kelowna, British Columbia Winnipeg, Manitoba time type Full time posted on Posted 30+ Days Ago job requisition id JR00095294 You are as unique as your background, experience and...


  • Canada Cochranetoyota Full time

    Cochrane Toyota is looking for a bright, friendly individual who wants to start their career in the automotive industry. Our team will provide you with comprehensive training on the ins and outs of all roles related to the Service department. You will gain administrative experience answering phone and online inquiries, booking appointments and hands-on...


  • Canada Aviva plc Full time

    Senior Accident Benefits Advisor page is loaded Senior Accident Benefits Advisor Individually these are just words, but together they are our Values – Care, Commitment, Community, and Confidence. We’re looking for Intermediate Healthcare Service Advisors to join our Healthcare Services team to ensure timely and equitable resolution of sophisticated...


  • Canada Steve Marshall Group Full time

    COURTENAY NISSAN is looking for an Apprentice Technician to join our team in our busy dealership. As part of our team, you will learn, grow and thrive as we support your career development. Responsibilities: Tire changes Oil changes Mounting and Balancing Tires Review all repairs with Service Advisor or Senior Mechanic Follow all health and...


  • Canada, CA Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider.Contract: 6 - 12 months contractLocation: Oakville ON / Montreal QCJob Type: Hybrid (3 days from office)Payrate: $32/hr. on T4Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business...


  • Canada Cochranetoyota Full time

    Cochrane Toyota is looking for a bright, friendly individual who wants to start their career in the automotive industry. Our team will provide you with comprehensive training on the ins and outs of all roles related to the Service department. You will gain administrative experience answering phone and online inquiries, booking appointments and hands-on...


  • Canada VinFast Full time

    Friday, April 5, 2024 About VinFast VinFast is Vietnam’s leading manufacturer of premium automobiles and has achieved its initial goal of being #1 in all competing segments of domestic car retail in less than 2 years. Now, in 2024 we embark on our next mission - global expansion with the launch of our all-Electric smart SUV model line-up starting in...


  • Canada TD Bank Full time

    **Bilingual Insurance Advisor**: - 433182BR **Job Category - Primary** - Call Center **Work Location** - 2990 Avenue Pierre-Peladeau **Employment Type** - Regular **City** - Bois-des-Filion, Laval, Montreal, Montreal-Nord, Saint-Eustache **Time Type** - Full Time **Province/State** - Quebec **Hours** - Monday to Friday from 8am-8pm Saturday...


  • Canada HUB International Full time

    Personal Insurance Advisor page is loaded Personal Insurance Advisor Solicitar remote type Hybrid Working locations Hinton, AB Edson, AB time type Full time posted on Publicado hace 10 días job requisition id R0023646 Ignite your potential. Impact what matters. Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our...


  • Canada First West Credit Union Full time

    We are currently seeking a Senior Financial Advisor to join our team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or...

  • Banking Advisor

    1 week ago


    Canada National Bank of Canada Full time

    **Primary Locations**:Lévis, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and provide high-quality advice as...

  • Full Time Advisors

    3 days ago


    Canada BCAA Full time €75,000 - €85,000

    Senior Advisor, Health and Safety page is loaded Senior Advisor, Health and Safety Apply locations *Head Office time type Full time posted on Posted 2 Days Ago job requisition id REQ-4787 Why BCAA? Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose – delivering peace of mind to one in three BC...


  • Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 30+ Days Ago job requisition id 2400964 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. ...


  • Canada Urgel Bourgie Ltd. Full time

    Analyze, identify the needs of families and propose prior arrangements or cemetery products corresponding to their needs; Sell cemetery sites (land, niche, crypt, etc.); Perform the necessary follow-ups with grieving families; Develop and establish contacts with potential clients, groups or individuals; Carry out administrative follow-ups related to sales;...


  • Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor- IFC or CSC (Cantonese/Mandarin languages) page is loaded Financial Advisor- IFC or CSC (Cantonese/Mandarin languages) Apply locations Edmonton, AB Calgary, AB time type Full time posted on Posted 2 Days Ago job requisition id 2401897 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...


  • Canada Brokerlink Inc. Full time

    Personal and Commercial Insurance These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism. Your success is our success and our purpose of “we’re here...


  • Canada Aviva plc Full time

    Senior Accident Benefits Advisor page is loaded Senior Accident Benefits Advisor Apply locations Markham Oakville posted on Posted 30+ Days Ago job requisition id R-138361 Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values – Care, Commitment, Community, and Confidence. We’re...

  • HR Advisor

    6 days ago


    Canada Anglo American plc Full time

    Company Description Help us look after our people. Collaborative and innovative, you enjoy being part of a diverse team helping improve people’s working lives, creating a safe, supportive work environment where wellbeing comes first. We want our people to make a positive difference to their lives, their teams and their communities. That means investing...

  • Insurance Advisor

    1 week ago


    Canada Brokerlink Inc. Full time

    Personal and Commercial Insurance Full-Time These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism. Your success is our success and our purpose...


  • Canada Cochraneontario Full time

    Position: Health, Safety and Environmental (HSE) Advisor Job Type: Seasonal / Full-Time / Camp Takwata Builders LP (TKBT) is a wholly owned Taykwa Tagamou Nation (TTN) business specializing in civil earthworks project TKBT was developed to serve mines and large-scale construction projects within their traditional territory. Takwata Builders owns and...