Current jobs related to Financial Advisor - british columbia canada ca - Navacord

  • Financial Advisor

    3 weeks ago

    british columbia, canada | ca Capital Markets Advisors LLC Full time

    Stacy Brooks is #hiring. If you or anyone you know maybe interested in having a confidential conversation #contactme: Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial...

  • Financial Advisor

    3 weeks ago

    british columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

  • Financial Advisor

    4 weeks ago

    British Columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is #hiring . If you or anyone you know maybe interested in having a confidential conversation #contactme : Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial...

  • Financial Advisor

    4 weeks ago

    british columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

  • Financial Advisor

    4 weeks ago

    British Columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is #hiring . If you or anyone you know maybe interested in having a confidential conversation #contactme : stacy.brooks@capital-markets-advisors.com. Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy &...

  • Financial Advisor

    2 weeks ago

    British Columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is #hiring. If you or anyone you know maybe interested in having a confidential conversation #contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy &...

  • Lead Financial Advisor

    4 weeks ago

    Vancouver, British Columbia, B6B, British Columbia, Canada Ocean 6 Wealth Advisory Full time

    Job descriptionPosition: Lead Financial AdvisorWHO WE AREOcean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth®.To join our close-knit, entrepreneurial team, attitude is everything. Tasks and duties of the role can be...

  • Lead Financial Advisor

    4 weeks ago

    Vancouver, British Columbia, B6B, British Columbia, Canada Ocean 6 Wealth Advisory Full time

    Job descriptionPosition: Lead FInancial AdvisorWHO WE AREOcean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth®.To join our close-knit, entrepreneurial team, attitude is everything. Tasks and duties of the role can be...

  • Senior Financial Advisor

    4 weeks ago

    Canada Huxton Black Full time

    Company Description we suggest you enter details here Role Description This is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely...

  • Senior Financial Advisor

    3 weeks ago

    Canada Huxton Black Full time

    Company Descriptionwe suggest you enter details here Role DescriptionThis is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely with...

  • Senior Financial Advisor

    2 weeks ago

    Canada Huxton Black Full time

    Company Descriptionwe suggest you enter details here Role DescriptionThis is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely with...

  • Senior Financial Advisor

    4 weeks ago

    Canada Huxton Black Full time

    Company Description we suggest you enter details here Role Description This is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely...

  • Financial Advisor

    3 weeks ago

    canada Self-employed Full time

    Are you passionate about learning how money works in Canada and helping others take control of their financial futures? Do you want the flexibility of working part-time while earning $2,000-$3,000 per month? If so, this could be the perfect opportunity for you!What You'll Do:-Learn the fundamentals of personal finance, investing, and money management in...

  • Financial Advisor

    4 weeks ago

    Canada Synchronized Agency Inc. Full time

    We’re excited to grow our team and are seeking passionate, driven individuals eager to make a difference in the marketplace. Our mission is to deliver exceptional value and expand our reach to positively impact as many people as possible. As a Financial Advisor, you’ll play a key role in helping clients achieve their financial goals while building your...

  • Financial Advisor

    4 weeks ago

    Canada Synchronized Agency Inc. Full time

    We’re excited to grow our team and are seeking passionate, driven individuals eager to make a difference in the marketplace. Our mission is to deliver exceptional value and expand our reach to positively impact as many people as possible. As a Financial Advisor, you’ll play a key role in helping clients achieve their financial goals while building your...

  • Financial Planner

    4 weeks ago

    canada, canada | ca Well Built Wealth Full time

    We are a totally independent, new-school, fast-growing, people-centric, financial planning firm looking for another CFP (or a talented QAFP or CPA) to join our awesome team as we build out and up. We are based out of BC but work with clients all across Canada and are, therefore, entirely cool with remote work. And no investment licenses are needed (or...

  • Financial Planner

    4 weeks ago

    canada, canada | ca Well Built Wealth Full time

    We are a totally independent, new-school, fast-growing, people-centric, financial planning firm looking for another CFP (or a talented QAFP or CPA) to join our awesome team as we build out and up. We are based out of BC but work with clients all across Canada and are, therefore, entirely cool with remote work. And no investment licenses are needed (or...

  • Financial Planning Consultant

    4 weeks ago

    Canada Huxton Black Full time

    This is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely with clients to understand their financial goals and help them make informed...

  • Senior Financial Planner

    7 days ago

    Canada Huxton Black Full time

    About Huxton BlackWe are a leading financial services company seeking an experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial guidance and investment recommendations to clients.Key Responsibilities:Analyze financial data to develop personalized financial plans for...

  • Financial Advisor

    2 weeks ago

    Canada Gestion Finance Conseil Full time

    Education: Other trades certificate or diploma - Experience: Experience an asset **Work setting**: - Urban area - Private sector **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning -...

Financial Advisor

4 weeks ago

british columbia canada ca Navacord Full time

This role is being posted by Navacord on behalf of Waypoint Benefits & Financial Services.

Locations: Vancouver, North Vancouver, West Vancouver, Nanaimo, or Comox Valley.


POSITION OVERVIEW


Waypoint Benefits and Financial Services is on the hunt for an energetic and motivated Financial Advisor to join our dynamic and thriving team In this pivotal role, you will leverage your expertise in a diverse range of products, including Manulife's product offerings — segregated funds, life insurance, and investments — to guide clients toward securing their financial futures. If you are someone who thrives on building meaningful relationships, has a genuine passion for service, and is actively engaged in your local community, this is your chance to make a lasting impact while advancing in a truly fulfilling career


RESPONSIBILITES


  • Take on a full-client load of diverse clientele from small business owners, corporations, retirees etc.
  • Assist clients will implementing, planning, and maintaining life insurance, investments, funds, estates, succession planning, and wealth management
  • Retain and source clients through personal connections and leads using excellent interpersonal skills
  • Prepare and present presentations to existing and potential clients on the services and value of the products
  • Refer and advise clients of services with Waypoint Insurance on auto, home, and commercial insurance
  • Represent and market WBFS to potential clients at industry events and socials
  • Other duties as required to perform the role


REQUIREMENTS


  • Must be CFP and Life Insurance licensed
  • 3+ years of experience in a similar role and/or relevant industry experience
  • Must be detail oriented and have good verbal and written communication skills
  • Planning experience in the industry is an asset
  • A salesperson with a holistic mindset to service our clients as a professional, knowledgeable, and solution-oriented advisor
  • Strong prioritization skills and ability to manage conflicting demands from all areas of the business
  • Individual must be self-starter, goal oriented, a quick learner, and have a growth mindset


ABOUT US


At Waypoint Benefits & Financial Services (WBFS), we believe that successful and meaningful partnerships are built on understanding. Before offering our expertise, we take the time to listen - to truly understand your needs, goals, and challenges. This approach ensures our teams deliver best-in-class service and solutions uniquely crafted for each client.


We offer a complete portfolio of industry-leading services in group benefits and retirement consulting, third-party administration (TPA), wealth management, personal and corporate insurance, and financial and estate planning. For over four decades, our commitment has remained the same: to provide thoughtful, integrated solutions that help our clients thrive.


WBFS is the result of the partnership of two of Navacord’s leading partners in Western Canada, Dehoney Financial Group and Arbutus Financial Services. With offices in Vancouver, West Vancouver, Victoria, Nanaimo, Smithers, Courtenay, and Calgary, we have a strong local presence, backed by the depth and resources of a national network.


Waypoint Benefits and Financial Services Inc. is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.