Financial Advisor Opportunities
3 weeks ago
We are seeking a customer-centric Financial Advisor to join our Canadian Banking Branch network. As an essential member of our team, you will provide exceptional service throughout the customer's journey by:
- Taking a proactive approach to discovering customer needs and understanding their requirements
- Educating customers on relevant financial insights and providing expert advice
- Building comprehensive plans using a holistic approach to help customers achieve their goals
- Nurturing strong, long-standing relationships with customers
- Developing, retaining, and growing branch business by delivering against individual and team sales goals that support a positive customer experience
- The drive and appetite to build strong customer relationships and deliver excellent customer service
- A proven ability to meet and exceed sales targets in a fast-paced environment aligned to customer goals
- The ability to uncover and solve for customer needs
- A Mutual Funds licence and progress towards the CIFP Diploma
- An opportunity to work with a forward-thinking organization surrounded by a collaborative team of innovative thinkers
- A competitive compensation and benefits package
- An organization committed to making a difference in our communities
- Clear criteria for career progression and opportunities for advancement and internal training
- The flexibility to grow your expertise from the same chair, building deeper relationships with customers
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Financial Advisor Opportunities
6 days ago
Burlington, Ontario, Canada Scotiabank Full timeRequisition ID: 208315Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.What your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that...
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Financial Advisor Opportunities
3 weeks ago
Burlington, Ontario, Canada Scotiabank Full timeRequisition ID: 208315Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.What your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that...
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Financial Advisor
3 weeks ago
Burlington, Ontario, Canada Financière Sun Life Full timea Sun Life Financial advisor you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements Let's talk. This could be the start of something great What's in it for you? Be in charge of your own business and income opportunities Dedicated leadership support and head office...
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Banking Financial Advisor
3 days ago
Burlington, Ontario, Canada Bank of Montreal Full timeAbout the Job:We are seeking a highly motivated Banking Financial Advisor to join our team at the Bank of Montreal. As a key member of our team, you will be responsible for delivering exceptional service to our customers and identifying their financial needs.Key Responsibilities:- Identify customer needs and provide relevant financial solutions- Work...
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Financial Advisor
2 days ago
Burlington, Ontario, Canada Financière Sun Life Full timeAs a Sun Life Financial advisor you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Let's talk. This could be the start of something greatWhat's in it for you? Be in charge of your own business and income opportunities Dedicated leadership support and head...
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Financial Advisor
4 days ago
Burlington, Ontario, Canada Scotiabank Full timeRequisition ID: 218811Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...
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Senior Financial Advisor
1 day ago
Burlington, Ontario, Canada Scotiabank Full timeRequisition ID: 220306Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
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Financial Advisor Opportunities
16 hours ago
Burlington, Ontario, Canada Scotiabank Full timeCompany Overview:At Scotiabank, we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities.We value the unique skills and experiences each individual brings to the...
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Financial Planning Specialist
11 hours ago
Burlington, Ontario, Canada Financière Sun Life Full timeGrow Your Business with Financière Sun LifeWe are seeking highly driven and entrepreneurial individuals to join our team as Financial Advisors. As a Financial Advisor, you will have the opportunity to build a successful business and achieve financial independence through our comprehensive training program and industry-leading technology and business...
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Financial Business Developer
2 days ago
Burlington, Ontario, Canada Financière Sun Life Full timeCompany OverviewSun Life Financial offers a unique opportunity to build a successful business as a financial advisor. With exceptional training and support, you will be equipped to help your clients achieve their long-term investment and retirement goals. Our competitive compensation package and ongoing recognition for achievements make this an attractive...
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Financial Services Consultant
2 days ago
Burlington, Ontario, Canada Financière Sun Life Full timeA Career of OpportunityAt Financière Sun Life, we offer a unique opportunity for ambitious individuals to build a career as a Financial Advisor. As a Financial Advisor, you will be responsible for growing your business by prospecting within your network and in your community. You will meet with prospects and clients to review their goals and provide trusted...
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Sun Life Career Opportunities
2 days ago
Burlington, Ontario, Canada Financière Sun Life Full timeDeliver Exceptional ServiceAs a Sun Life Financial advisor, your role is to deliver exceptional service to your clients, helping them achieve their long-term investment and retirement goals. This involves providing trusted advice on insurance products, delivering personalized financial solutions, and building strong relationships with your clients. By doing...
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Investment Opportunity Manager
2 days ago
Burlington, Ontario, Canada Financière Sun Life Full timeUnlock Your PotentialAs a Financial Advisor with Financière Sun Life, you will have the opportunity to unlock your potential and build a thriving business. With our support, you will be able to grow your business through prospecting within your network and in your community. You will meet with prospects and clients to review their goals and provide trusted...
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Home Financing Advisor
2 days ago
Burlington, Ontario, Canada Scotiabank Full timeAbout UsScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families and their communities achieve success through a broad range of advice, products and services.The OpportunityWe are currently seeking a passionate and results-driven Home Financing Advisor (HFA) to join our team. As a Mortgage...
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Financial Solutions Specialist
6 days ago
Burlington, Ontario, Canada DLL - Financial Solutions Partner - Part of Rabobank Full timeAbout the RoleThis is an exciting opportunity to join our team as a Financial Solutions Specialist. As a key member of our finance team, you will be responsible for managing financial solutions, ensuring accurate completion of transactions, and providing excellent customer service.Key Responsibilities:Manage financial solutions, including third-party...
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Senior Financial Leadership Position
2 days ago
Burlington, Ontario, Canada ENGINEERINGUK Full time**MNP Overview**MNP is a proudly Canadian accounting, tax, and business advisory firm with a deep-rooted entrepreneurial culture. We support flexibility and empower professionals to excel in their careers.We are seeking an experienced Senior Financial Leadership Position to join our team of high-performing and engaged professionals. The ideal candidate will...
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Associate Insurance Advisor I
3 weeks ago
Burlington, Ontario, Canada Co-operators Full timeCompany: CGICDepartment: Agency Contact CentreEmployment Type: Regular Full-TimeWork Model: Office-BasedLanguage: 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...
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Financial Accountant Specialist
2 days ago
Burlington, Ontario, Canada Equiton Inc Full timeAbout Equiton Inc.At Equiton Inc., we are a recognized leader in private equity investments, with over 1 billion CAD in Assets Under Management (AUM). Our exponential growth is driven by our leadership team's deep understanding of the industry and their ability to create long-term wealth through real estate investing. We have discovered that finding the...
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Associate Insurance Advisor I
3 days ago
Burlington, Ontario, Canada Co-operators Full timeCompany: CGIC Department: Agency Contact Centre 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....
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Auto and Home Insurance Advisor
6 days ago
Burlington, Ontario, Canada Co-operators Full timeWe are a leading Canadian financial services co-operative dedicated to providing a seamless and personalized client experience. Our Distribution team aspires to be the leader in client engagement among Canadian Insurers.The Associate Insurance Advisor I is responsible for supporting and developing the agency operation primarily through the sales and service...