Associate Financial Advisor
3 weeks ago
Associate Financial AdvisorHalifax, NS (Hybrid/Flexible)Are you a real go-getter looking for an opportunity to join a progressive team with a fantastic culture and opportunities?Our client is looking for an Associate Financial Advisor to join their team. This advisor will support the development of the organization through business development and portfolio management of life, group, and wealth management customers. The Associate Financial Advisor will prospect and sell across all lines of business, making informed product recommendations, while managing existing accounts for growth opportunities and to address customer questions or concerns. They will contribute to the development of annual marketing plans, outlining strategies and activities for individual and organizational success.To be successful in this position, you should have your mutual fund license and life license, as well as having a financial planning designation or you are working towards it. Proven experience in a sales or marketing position, along with knowledge of wealth management and insurance products are required. Strong communication, organization, time management, decision making, and interpersonal skills will be essential to success in this role. Strong computer skills, a valid driver’s license, and the ability to work collaboratively are also required.A generous compensation package, which includes base plus commission, will be determined based on the candidates’ qualifications and experience.For additional details, please contact Scott Smith at Summit Search Group directly: scott@summitsearchgroup.com.Please note that only those candidates who fulfill the requirements will receive a response.Summit Search Group is a fair and equitable search firm. We welcome and encourage applications from all candidates regardless of ethnicity, race, religious beliefs, disability, age, gender identity, or sexual orientation. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.
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Associate Financial Advisor
3 months ago
Halifax, NS, Canada Summit Search Group Full timeAssociate Financial AdvisorHalifax, NS (Hybrid/Flexible)Are you a real go-getter looking for an opportunity to join a progressive team with a fantastic culture and opportunities?Our client is looking for an Associate Financial Advisor to join their team. This advisor will support the development of the organization through business development and portfolio...
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Associate Financial Advisor
2 weeks ago
Halifax, Canada Summit Search Group Full timeAssociate Financial AdvisorHalifax, NS (Hybrid/Flexible)Are you a real go-getter looking for an opportunity to join a progressive team with a fantastic culture and opportunities?Our client is looking for an Associate Financial Advisor to join their team. This advisor will support the development of the organization through business development and portfolio...
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Associate Financial Adviser
3 weeks ago
Halifax, NS, Canada Summit Search Group Full timeAssociate Financial AdvisorHalifax, NS (Hybrid/Flexible)Are you a real go-getter looking for an opportunity to join a progressive team with a fantastic culture and opportunities?The Associate Financial Advisor will prospect and sell across all lines of business, making informed product recommendations, while managing existing accounts for growth...
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Associate Financial Advisor
3 months ago
Greater Halifax Metropolitan Area, Canada Summit Search Group Full timeAssociate Financial AdvisorHalifax, NS (Hybrid/Flexible)Are you a real go-getter looking for an opportunity to join a progressive team with a fantastic culture and opportunities?Our client is looking for an Associate Financial Advisor to join their team. This advisor will support the development of the organization through business development and portfolio...
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Associate Financial Advisor
3 months ago
Greater Halifax Metropolitan Area, Canada Summit Search Group Full timeAssociate Financial AdvisorHalifax, NS (Hybrid/Flexible)Are you a real go-getter looking for an opportunity to join a progressive team with a fantastic culture and opportunities?Our client is looking for an Associate Financial Advisor to join their team. This advisor will support the development of the organization through business development and portfolio...
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Associate Financial Advisor
3 months ago
Greater Halifax Metropolitan Area, Canada Summit Search Group Full timeAssociate Financial Advisor Halifax, NS (Hybrid/Flexible) Are you a real go-getter looking for an opportunity to join a progressive team with a fantastic culture and opportunities? Our client is looking for an Associate Financial Advisor to join their team. This advisor will support the development of the organization through business development and...
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Associate Financial Advisor
4 months ago
Halifax, 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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Associate Financial Advisor
3 months ago
Halifax, 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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Associate Financial Advisor
3 months ago
Halifax, 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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Advisor Support Associate
4 months ago
Halifax, Canada Canada Life Assurance Company Full time**Job Description**: Reporting to the Regional Sales Support Manager, the Advisor Support Associate (ASA) provides sales support and service to advisors and foster relationships between aligned advisors and their customers. By moving each sale through processes and leading to a successful close, the ASA frees up the advisor’s time to focus on sales. An...
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Investment Funds Advisor
1 week ago
Greenwood, NS, Canada People Exchange Inc on behalf of SiSiP Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Funds Advisor - Associate to join our team at People Exchange Inc. on behalf of SISIP Financial. As a key member of our team, you will be responsible for supporting clients in implementing investment strategies to achieve their financial goals.Key ResponsibilitiesSupport clients in...
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Investment Funds Advisor
1 week ago
Greenwood, NS, Canada People Exchange Inc on behalf of SiSiP Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Funds Advisor - Associate to join our team at People Exchange Inc. on behalf of SISIP Financial. As a key member of our team, you will be responsible for supporting clients in implementing investment strategies to achieve their financial goals.Key ResponsibilitiesSupport clients in...
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Financial Security Advisor
3 months ago
Halifax, Canada Industrielle Alliance - Agence Québec Rive-Sud Full timeA career as an advisor in life and health insurance and financial services allows you to combine professional goals and personal development. The role of a representative is to help people acquire financial security through an analysis of their needs and sound advice.Do you thrive on challenges?Do you want:-Become a successful entrepreneur?-Being in...
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Financial Security Advisor
4 months ago
Halifax, Canada Industrielle Alliance - Agence Québec Rive-Sud Full timeA career as an advisor in life and health insurance and financial services allows you to combine professional goals and personal development. The role of a representative is to help people acquire financial security through an analysis of their needs and sound advice.Do you thrive on challenges?Do you want:-Become a successful entrepreneur?-Being in...
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Associate Investment Funds Advisor
7 days ago
Greenwood, NS, Canada People Exchange Inc on behalf of SiSiP Full timePeople Exchange Inc. is supporting SISIP Financial in Greenwood Nova Scotia in the recruitment effort for an Associate Investment Funds Advisor. SISIP Financial has been serving the military community for over 50 years. Canadian Armed Forces (CAF) community members trust SISIP Financial for expert advice and solutions across investing, insurance, financial...
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Senior Financial Advisor
2 days ago
Halifax, Nova Scotia, Canada Build Nova Scotia Full timeJob Title: Senior Financial AdvisorAt Build Nova Scotia, we are seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our P3 project management team, you will provide expert advice on P3 financing arrangements and contract management matters.Key Responsibilities:Provide strategic financial advice to project team members and...
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Senior Financial Advisor
2 days ago
Halifax, Nova Scotia, Canada Build Nova Scotia Full timeJob Title: Senior Financial AdvisorAt Build Nova Scotia, we are seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our P3 project management team, you will provide expert advice on P3 financing arrangements and contract management matters.Key Responsibilities:Provide strategic financial advice to project team members and...
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Senior Financial Advisor
2 days ago
Halifax, Nova Scotia, Canada Build Nova Scotia Full timeJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Build Nova Scotia. As a key member of our P3 project team, you will provide expert financial advice and guidance to project stakeholders.Key ResponsibilitiesDevelop and implement financial management strategies to ensure successful project deliveryProvide expert advice on...
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Senior Financial Advisor
2 days ago
Halifax, Nova Scotia, Canada Build Nova Scotia Full timeJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Build Nova Scotia. As a key member of our P3 project team, you will provide expert financial advice and guidance to project stakeholders.Key ResponsibilitiesDevelop and implement financial management strategies to ensure successful project deliveryProvide expert advice on...
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Senior Financial Advisor
2 days ago
Halifax, Nova Scotia, Canada Build Nova Scotia Full timeJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Build Nova Scotia. As a key member of our P3 project team, you will provide expert financial advice and guidance to project stakeholders.Key ResponsibilitiesDevelop and implement financial management strategies to ensure successful project deliveryProvide expert advice on...