Senior Financial Advisor
4 weeks ago
What is a Financial Advisor?A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make informed decisions to best utilize their money and achieve their financial goals. They analyze clients’ overall financial picture, assess their needs, and develop customized financial plans to guide their financial journey.What does a Financial Advisor do?A Financial Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. They also network, generate leads, and sell financial model based portfolio management services to meet sales targets.Financial Advisor responsibilities include:· Providing strategic advice across a variety of financial products and services· Assessing client’s overall financial picture, understand their needs and develop a solid financial plan· Guiding clients towards a profitable and secure financial decisionJob briefWe are looking for an experienced Financial Advisor to join our team and serve as a valuable intermediary between our company and clients.Your role will involve providing comprehensive financial guidance and offering tailored recommendations to help clients maximize their financial potential. You will be responsible for conducting thorough market research, understanding clients’ individual needs, and suggesting effective financial strategies.Additionally, you will play a key role in closing sales and building long-term relationships with clients. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of financial products and services.Join us and help clients make informed financial decisions for a secure future. Responsibilities· Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)· Assess client’s overall financial picture, understand their needs and develop a solid financial plan· Guide clients towards a profitable and secure financial decision· Cultivate client base and build win-win relationships· Network, generate leads and grab opportunities to sell ETF based model portfolio management strategies to meet sales quotas· Keep abreast of new industry’s trends and research market to back up financial consulting· Oversee the course of the financial plan and update it, if necessary, to ensure profits· Comply with all industry rules and regulations· Liaise with providers, solicitors, valuers and other professionalsRequirements and skills· Proven working experience as a Financial Advisor, Controller, Planner, Specialist or relevant experience· Track record of successful financial guidance· Ability to analyze market’s financial data and to provide appropriate data-based advice· Strong communication, negotiation and presentation skills· Accuracy, attention to detail and the ability to explain complex information clearly and simply· Excellent PC knowledge and ability to operate database systems· Current certificate of qualifications (CFA, CIM or working towards)· Undergraduate degree in Business, Finance, Economics or related field
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Senior Financial Advisor
1 week ago
Canada Huxton Black Full timeWhat is a Financial Advisor?A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make informed decisions to best utilize their money and achieve their financial goals. They analyze clients’ overall financial picture, assess their needs, and develop customized financial plans to guide their...
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Senior Financial Advisor
3 weeks ago
Canada Huxton Black Full timeWhat is a Financial Advisor?A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make informed decisions to best utilize their money and achieve their financial goals. They analyze clients’ overall financial picture, assess their needs, and develop customized financial plans to guide their...
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Senior Financial Advisor
4 weeks ago
Canada Huxton Black Full timeWhat is a Financial Advisor? A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make informed decisions to best utilize their money and achieve their financial goals. They analyze clients’ overall financial picture, assess their needs, and develop customized financial plans to guide...
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Senior Financial Advisor
2 months ago
Canada Huxton Black Full timeWhat is a Financial Advisor?A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make informed decisions to best utilize their money and achieve their financial goals. They analyze clients’ overall financial picture, assess their needs, and develop customized financial plans to guide their...
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Senior Financial Advisor
2 months ago
Canada, CA Huxton Black Full timeWhat is a Financial Advisor?A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make informed decisions to best utilize their money and achieve their financial goals. They analyze clients’ overall financial picture, assess their needs, and develop customized financial plans to guide their...
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Senior Financial Advisor
2 months ago
Canada Huxton Black Full timeWhat is a Financial Advisor? A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make informed decisions to best utilize their money and achieve their financial goals. They analyze clients’ overall financial picture, assess their needs, and develop customized financial plans to guide...
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Senior Financial Advisor
2 months ago
Canada Huxton Black Full timeWhat is a Financial Advisor?A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make informed decisions to best utilize their money and achieve their financial goals. They analyze clients’ overall financial picture, assess their needs, and develop customized financial plans to guide their...
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Senior Financial Advisor
4 weeks ago
Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor / Senior Financial Services Specialist - MFDA page is loaded Senior Financial Advisor / Senior Financial Services Specialist - MFDA Apply locations Peterborough, ON time type Full time posted on Posted Yesterday job requisition id 2411585 We’re building a relationship-oriented bank for the modern world. We need talented,...
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Senior Financial Advisor
2 months ago
Canada First West Credit Union Full timeWe 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...
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Senior Financial Advisor
2 months ago
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 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. ...
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Everyday Banking Advisor 1
4 weeks ago
Canada ATB Financial Full timeClient Service Representative - Spirit River (7629) On-site Spirit River, Alberta, Canada Rycroft, Alberta, Canada On-site Spirit River, Alberta, Canada Rycroft, Alberta, Canada Everyday Financial Services Full time Sales & Service Posted 1 day ago Client Service Representative - Strathcona (7621) On-site Edmonton, Alberta, Canada Everyday...
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Advisor principal, Financial disclosure
4 weeks ago
Canada Desjardins Group Full timeAdvisor principal, Financial disclosure page is loaded Advisor principal, Financial disclosure Apply remote type The work arrangement for the position is hybrid work locations Montréal Lévis time type Full time posted on Posted 2 Days Ago job requisition id R2405281 Temporary position for 24 months As a senior financial disclosure advisor, you help...
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Financial Advisor
4 weeks ago
Canada 360 DEGREE FINANCIAL Full timeROLE/ DESCRIPTION360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered...
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Financial Advisor
1 month ago
Canada 360 DEGREE FINANCIAL Full timeROLE/ DESCRIPTION360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered...
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Senior Advisor, Operational risks
4 weeks ago
Canada Desjardins Group Full timeSenior Advisor, Operational risks page is loaded Senior Advisor, Operational risks Apply remote type The work arrangement for the position is hybrid work locations Montréal Lévis time type Full time posted on Posted Today job requisition id R2404910 As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious...
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Senior Advisor, Business strategies
4 weeks ago
Canada Desjardins Group Full timeSenior Advisor, Business strategies page is loaded Senior Advisor, Business strategies Apply remote type The work arrangement for the position is hybrid work locations Montréal Lévis time type Full time posted on Posted 2 Days Ago job requisition id R2404614 As a senior business strategy advisor, you help develop plans and business intelligence;...
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Financial Advisor
16 hours ago
Canada, CA 360 DEGREE FINANCIAL Part timeA Career/ Business Ownership Opportunity with Experior Financial Group. My name is Joy Phoebe Onwuka, a licensed financial broker and Executive/ Legacy owner with Experior Financial Group. I am grateful to be here and that you are also that you are reading my message right now.I want to work with you and help you reach your next high level of goals and...
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Financial Advisor
21 hours ago
Canada 360 DEGREE FINANCIAL Full timeA Career/ Business Ownership Opportunity with Experior Financial Group. My name is Joy Phoebe Onwuka, a licensed financial broker and Executive/ Legacy owner with Experior Financial Group. I am grateful to be here and that you are also that you are reading my message right now.I want to work with you and help you reach your next high level of goals and...
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Senior Advisor, Credit risk
4 weeks ago
Canada Desjardins Group Full timeSenior Advisor, Credit risk page is loaded Senior Advisor, Credit risk Apply remote type The work arrangement for the position is hybrid work locations Lévis Montréal time type Full time posted on Posted Yesterday job requisition id R2405515 As a senior credit risk advisor, you assist with credit authorization, research, analysis and development to...
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Advisor Trainee, Advisor Development Program
1 month ago
Canada Sun Life Financial Full timeAdvisor 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...
