Financial Services Advisor
4 weeks ago
AI Tutor – Finance Specialist Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Location: Remote or Palo Alto, CA Type: Full-time Compensation: $45–$100/hour Commitment: 40 hours/week Role Responsibilities Annotate, evaluate, and refine AI-generated outputs across complex financial topics using proprietary tools. Apply financial reasoning to critique and improve model performance in valuation, portfolio construction, taxation, and accounting. Collaborate with technical teams to optimize annotation workflows and data evaluation methods. Engage in structured data collection through text, audio, or video tasks as part of model training. Interpret and execute evolving task instructions with precision and independent judgment. Maintain consistently high-quality analytical and written outputs across all assignments. Qualifications Must-Have Master’s degree, PhD, or equivalent professional experience in Finance, Economics, Accounting, or a related discipline. Professional background as an investment analyst, portfolio or wealth manager, or financial consultant. Strong familiarity with major financial databases such as Bloomberg, Reuters, and SEC filings. Excellent written and verbal communication skills in English. Proven ability to analyze, interpret, and explain complex financial data clearly. Demonstrated interest in AI technology and innovation within finance. Preferred CFA Charterholder or CPA certification. Academic or publication record in finance or economics. Teaching, tutoring, or academic experience in finance-related subjects. Corporate accounting or risk management experience. Application Process Upload resume AI interview based on your resume Submit application form For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome For support, reach out to: support@mercor.com #J-18808-Ljbffr
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Remote Independent Financial Advisor: Life
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Bespoke Financial Services Full timeA financial services firm in Montreal is seeking a Financial Security Advisor to provide personalized wealth planning solutions and build lasting relationships. You will have an unlimited earning potential through high commissions, along with industry-leading training and mentorship. This role offers you the freedom to grow your business while being...
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Financial Insurance Advisor
4 weeks ago
Ottawa, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Serenia Life Financial Full timeFinancial Insurance AdvisorJoin to apply for the Financial Insurance Advisor role at Serenia Life Financial.Imagine building your career with a company that is both Human and Kind… At Serenia Life Financial, we’ve been helping Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple: understand our clients,...
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Financial Insurance Advisor
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Serenia Life Financial Full timeJoin to apply for the Financial Insurance Advisor role at Serenia Life Financial. We’ve been helping Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple: understand our clients, build meaningful relationships, and provide proactive financial solutions that create lasting peace of mind. We’re growing our...
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Head of Sales
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Super Advisor Full timeHead of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...
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Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Serenia Life Financial Full timeA financial services firm located in Toronto, Ontario is seeking a Financial Insurance Advisor to help clients achieve financial security through various solutions. The ideal candidate will have a passion for building relationships and a proven sales background. This role offers uncapped earning potential and the flexibility to work remotely, making it an...
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Remote Financial Insurance Advisor — Growth
1 week ago
Markham, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Serenia Life Financial Full timeA financial services firm in York Region is seeking an entry-level Financial Insurance Advisor. In this role, you’ll build meaningful client relationships and help clients achieve financial security through various solutions. The ideal candidate is a motivated self-starter with excellent communication skills and a passion for helping others. This...
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Financial Insurance Advisor
2 weeks ago
Burlington, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwester, Canada Serenia Life Financial Full timeFinancial Insurance Advisor at Serenia Life Financial — Join us to build your career with a company that is both Human and Kind. At Serenia Life Financial, we’ve helped Canadians protect the people they love for nearly a century, focusing on understanding clients, building meaningful relationships, and providing proactive financial solutions that create...
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Financial Insurance Advisor
4 weeks ago
Quinte West, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southweste, Canada Serenia Life Financial Full timeJoin the team as a Financial Insurance Advisor at Serenia Life Financial and help Canadians protect the people they love. Imagine building your career with a company that is both Human and Kind. At Serenia Life Financial, we’ve been helping Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple: understand...
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Financial Insurance Advisor — Remote
2 weeks ago
Burlington, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwester, Canada Serenia Life Financial Full timeA financial services company in Burlington is seeking a Financial Insurance Advisor to build client relationships and develop new business. You should have a strong sales background, exceptional communication skills, and a desire to help clients achieve financial security. This full-time position offers uncapped earning potential, a flexible schedule, and...
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Financial Security Advisor
2 weeks ago
Quebec, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Co-operators Full timeCompany: CGIC Department: Retail Sales Employment Type: Full-Time Work Model: Remote Language: Bilingualism in English and French is required. Additional Information : This / these role(s) is / are currently vacant The Opportunity We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society...