Associate Financial Advisor
3 weeks ago
•Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
•Serve as a collaborative team player willing to further development through continued training opportunities Qualifications •Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
•Requires a Bachelor's degree in business administration, finance, or other related field
•Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
•Up-to-date FINRA Series 7 & 63/66 documents are a bonus
•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed #J-18808-Ljbffr
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Associate Financial Adviser
3 weeks ago
Melville, SK, Canada NYL - Melville Office Full timeDescription We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills...
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Financial Associate Wealth Advisor
3 weeks ago
Régina, SK, Canada Aviso Wealth Inc Full timeAffinity Financial Strategies/GP Financial Services Licensed Sales Assistant or Associate Wealth Advisor Affinity Financial Strategies (“AFS”), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning,...
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Financial Associate Wealth Advisor
3 weeks ago
Régina, SK, Canada Aviso Wealth Inc Full timeAffinity Financial Strategies/GP Financial Services Licensed Sales Assistant or Associate Wealth Advisor Affinity Financial Strategies (“AFS”), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning,...
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Stage de fin d'études
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Melville, SK, Canada Bank of America Full timeMerrill Financial Solutions Advisor - Long Island East Market page is loaded Merrill Financial Solutions Advisor - Long Island East Market Apply locations Melville Riverhead Jericho time type Full time posted on Posted 3 Days Ago job requisition id 23017184 Job Description: At Bank of America, we’re guided by a common purpose to help make financial...
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Senior Financial Advisor
3 weeks ago
Régina, SK, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 3 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. At...
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Client Advisor
4 weeks ago
Melville, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
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Financial Advisor
3 weeks ago
Régina, SK, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Regina, SK time type Full time posted on Posted Yesterday job requisition id 2322027 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...
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Financial Advisor-MFDA/AMF
3 weeks ago
Moose Jaw, SK, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor-MFDA/AMF page is loaded Financial Advisor-MFDA/AMF Apply locations Moose Jaw, SK time type Full time posted on Posted Yesterday job requisition id 2406424 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. At CIBC, we...
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Community Associate
3 weeks ago
Régina, SK, Canada Canadian Imperial Bank of Commerce Full timeClient Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations Regina, SK time type Full time posted on Posted 4 Days Ago job requisition id 2318463 We’re building a relationship-oriented bank for the modern world. As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client...
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Banking advisor
2 weeks ago
Melville, SK, Canada RBC Full timeStarting date : 1 position to fill as soon as possible Job SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in...
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Financial Advisor- Northern Saskatchewan
3 weeks ago
Prince Albert, SK, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor- Northern Saskatchewan (IFC/CSC) page is loaded Financial Advisor- Northern Saskatchewan (IFC/CSC) Apply locations Lloydminster, SK Prince Albert, SK Flin Flon, MB Wilkie, SK Humboldt, SK time type Full time posted on Posted 18 Days Ago job requisition id 2320977 We’re building a relationship-oriented bank for the modern world. We need...
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Financial Advisor, Intake- Northern Saskatchewan
3 weeks ago
La Ronge, SK, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor, Intake- Northern Saskatchewan (IFC/CSC) page is loaded Financial Advisor, Intake- Northern Saskatchewan (IFC/CSC) Apply locations Laronge-Reserve SooneyawiKumik Prince Albert, SK Flin Flon, MB Wilkie, SK Humboldt, SK time type Full time posted on Posted 3 Days Ago job requisition id 2320977 We’re building a relationship-oriented bank...
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Financial Planner
3 weeks ago
Saskatoon, SK, Canada Harbourfrontwealth Full timeLocation: Saskatoon Competitive Salary: $100,000+ Annually (Negotiable Based on Experience) Are you an experienced Financial Planner with a CFP, QAFP, or PFP designation and extensive knowledge of financial planning in Canada, including pensions, tax strategies, and corporate financial planning? Precedence Capital – Harbourfront Wealth Management is...
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Financial Services Representative- Full Time
3 weeks ago
Régina, SK, Canada Canadian Imperial Bank of Commerce Full timeApply locations Regina, SK time type Full time posted on Posted Yesterday job requisition id 2322027 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional...
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Investment advisor
3 weeks ago
Régina, SK, Canada RBC Full timeStarting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a...
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Client Associate CIBC Wood Gundy
3 weeks ago
Régina, SK, Canada Canadian Imperial Bank of Commerce Full timeClient Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations Regina, SK time type Full time posted on Posted 4 Days Ago job requisition id 2318463 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. At...
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Banking Advisor
2 weeks ago
MELVILLE, Canada Royal Bank of Canada Full timeJob SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...
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Banking Advisor
2 weeks ago
Melville, Canada Royal Bank of Canada> Full timeJob SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...
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Banking Advisor
2 weeks ago
Melville, Canada RBC - Royal Bank Full timeJob SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...
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Investment Advisor
3 weeks ago
Régina, SK, Canada Royal Bank of Canada Full timeJob Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...