financial advisor

Financial Advisor Career OverviewSun Life Financial offers a unique opportunity for motivated and skilled individuals to excel in their careers as financial advisors. With a focus on building long-term relationships with clients and providing expert advice, this role is perfect for those who enjoy helping others achieve their financial goals.

**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

**We are one of Canada’s Top Employers, Join Us Today** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Commercial Insurance Advisor** As a Commercial Insurance Advisor, you are a key player in supporting our Commercial lines clients....

Senior Financial Advisor RoleWe're seeking a results-driven Senior Financial Advisor to join our team in Brampton, Ontario. In this role, you'll help our customers achieve their financial goals through personalized advice and guidance.About the Job:You'll take a proactive approach to understanding our customers' needs and develop strategic plans to meet...

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 embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Employment Type: Regular Full-Time  Work Model: Office Based  Language: This role operates in English  The Opportunity:  We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people,...

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 embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Job OverviewWe are seeking a skilled Financial Planning Advisor to join our team at the Royal Bank of Canada. As a key member of our Field Sales team, you will play a crucial role in providing integrated life insurance planning and advice to clients.

About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families and communities achieve success through a range of advice, products and services.We value unique skills and experiences each individual brings to the Bank, and are committed to creating an inclusive and accessible...

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 embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

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 embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

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 embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

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 embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

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 embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

**Overview** **Responsibilities** - Greet customers promptly and professionally upon arrival at the service department. - Assess customer needs and recommend appropriate services based on mechanical knowledge and experience. - Provide detailed explanations of services and repairs needed, ensuring customers understand their options. - Handle cash...

Education: Bachelor's degree - Experience: 7 months to less than 1 year - **Tasks**: - Advise on trust account investments - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and...

Education: Bachelor's degree - Experience: 1 year to less than 2 years - or equivalent experience - ** Tasks**: - Advise on trust account investments - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment...

Education: Bachelor's degreeExperience: 7 months to less than 1 yearTasksAdvise on trust account investmentsIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for...

Education: Expérience: EducationBachelor's degreeTasksAdvise on trust account investmentsIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of financial...

Education: College/CEGEP - Experience: 1 year to less than 2 years **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning - Arrange for sale of financial products and investments - Underwrite...