financial advisor
3 weeks ago
- Education: College/CEGEP
- Experience: 7 months to less than 1 yearTasks
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Underwrite new issues of stocks and bonds
- Negotiate with corporations and government to determine the type and terms of new securities issue
- Prepare offering prospectus for new issues of stocks and bonds
- Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust fundsPersonal suitability
- Accurate
- Dependability
- Initiative
- Judgement
- Organized
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 35 hours per week
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Financial Advisor in Brampton
4 weeks ago
Brampton, Canada The Co-operators Full timeAs an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will...
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Associate Financial Advisor
2 weeks ago
Brampton, Canada The Co-operators Full time**Position Overview**: **Company**:CGIC **Number of Positions**: 1 **Language**: This role operates in English. **Work Model**:Office-Based **Alternate Title**: n/a **Additional Information**: **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...
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Jobs – Financial Advisor
4 days ago
Brampton, Ontario, Canada CIBC Full timeJob Description:You will be responsible for building and expanding your client base by providing excellent client service, financial support, and managing relationships with dedication. As a Financial Advisor at CIBC, you will embody the Imperial Service approach by being the primary point of contact for clients, assisting them in planning for their current...
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Financial Consultant Investments
4 weeks ago
Brampton, ON, Canada Sun Life Financial Full timeApply locations Brampton, Ontario time type Full time posted on Posted 17 Days Ago job requisition id JR00034534 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and...
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Brampton, Canada Canadian Imperial Bank of Commerce Full timeFinancial Services Specialist/Financial Advisor- MFDA page is loaded Financial Services Specialist/Financial Advisor- MFDA Apply locations Brampton, ON time type Full time posted on Posted Yesterday job requisition id 2408097 We’re building a relationship-oriented bank for the...
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Brampton, Canada Canadian Imperial Bank of Commerce Full timeFinancial Services Specialist/Financial Advisor- MFDA page is loaded Financial Services Specialist/Financial Advisor- MFDA Apply locations Brampton, ON time type Full time posted on Posted Yesterday job requisition id 2408097 We’re building a relationship-oriented bank for the...
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Brampton, Canada Canadian Imperial Bank of Commerce Full timeFinancial Services Specialist/Financial Advisor- MFDA page is loaded Financial Services Specialist/Financial Advisor- MFDA Apply locations Brampton, ON time type Full time posted on Posted Yesterday job requisition id 2408097 We’re building a relationship-oriented bank for the...
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Jobs – Financial Advisor
1 month ago
Brampton, Ontario, Canada CIBC Full timeJob Description:You'll build and grow your client portfolio through dedicated relationship management, financial services support, and exceptional client service. As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today's needs and tomorrow's goals. You'll...
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Financial Advisor/financial Services Specialist
1 month ago
Brampton, Canada CIBC Full timeWe’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...
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Financial Advisor/financial Services Specialist
1 month ago
Brampton, Canada CIBC Full timeWe’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...
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Brampton, ON, Canada Canadian Imperial Bank of Commerce Full timeFinancial Services Specialist/Financial Advisor- MFDA page is loaded Financial Services Specialist/Financial Advisor- MFDA Apply locations Brampton, ON time type Full time posted on Posted Yesterday job requisition id 2408097 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated...
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Financial Services Advisor Licensed
3 weeks ago
Brampton, ON, Canada Canadian Imperial Bank of Commerce Full timeFinancial Services Specialist/Financial Advisor- MFDA page is loaded Financial Services Specialist/Financial Advisor- MFDA Apply locations Brampton, ON time type Full time posted on Posted Yesterday job requisition id 2408097 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team,...
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CIBC Jobs
1 month ago
Brampton, Canada CIBC Full timeJob Description: You’ll build and grow your client portfolio through dedicated relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s...
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Financial Advisor
4 weeks ago
Brampton, Canada Facile Fintax Inc. Full timeEducation: 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...
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Financial Aid Officer
4 weeks ago
Brampton, Canada HEALTH CARE VOCATION Full timeMedix College & North American Traded Schools is seeking a full-time Financial Aid Officer to join our team! In this dynamic role, you will have an immediate impact on people and embody our Core Values daily by providing students with the guidance they need to take the next step in finding their career! **Position Summary**: The Financial Aid Officer is...
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Insurance Advisor
4 weeks ago
Brampton, Canada Western Financial Group Full timeHere is what a typical day looks like You will provide quotes and sell new policies to customers via phone, in-person and by email Everyday you will assist customers with the purchase of their home and auto policy You will manage and build customer relationships and meet insurance sales targets Follow up on all client accounts to resolve...
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Financial Services Associate
4 weeks ago
Brampton, Canada CIBC Full timeWe’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...
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Insurance Advisor
1 month ago
Brampton, Canada RBC Insurance Full timeAbout the jobWhat is the opportunity?We are looking for self-motivated, highly driven, and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to...
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Insurance Advisor
1 month ago
Brampton, Canada RBC Insurance Full timeAbout the job What is the opportunity? We are looking for self-motivated, highly driven, and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your...
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Insurance Advisor
1 month ago
Brampton, Canada RBC Insurance Full timeAbout the jobWhat is the opportunity?We are looking for self-motivated, highly driven, and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to...