Advisor Financial Services

Company OverviewWe are a financial-advisor company that provides collaborative money management platforms to small businesses. Our mission is to increase the success rate of these businesses by revolutionizing traditional banking practices.

We are seeking a seasoned Chief Financial Officer to spearhead our financial strategy and drive the overall success of the organization. The ideal candidate will possess exceptional leadership skills, a deep understanding of financial regulations, and the ability to foster a culture of excellence within the finance team.The successful CFO will be responsible...

Job DescriptionWe are seeking a highly skilled Financial Services Lawyer to join our team as a Strategic Advisor. In this role, you will provide timely, accurate, and cost-effective legal support, advice, and services to our organization.Key ResponsibilitiesProvide legal research, identify legal issues and risks, formulate and recommend legal strategies and...

**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...

**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...

Job description Advisor Assistant: Seeking an organized and motivated individual, with the ability to problem solve, research, and react in a professional manner to serve as the key support person for a busy financial advisor. Key Skills and Qualifications: - Verbal and Written Communication - Listening and Problem Solving - Client Focused -...

**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...

p>We’re building a relationship-oriented bank for the modern world. p>What You'll Be DoingAs a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and build their businesses. As a Financial Services Associate in the Imperial Service Team, you will provide administrative...

Financial Security Advisor Trainee    Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...

**Financial Advisor Assistant** - 2400963 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

At OTT Financial Inc., we are seeking a highly skilled Strategic Financial Advisor to join our team. This role is responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.ResponsibilitiesCollaborate with clients to understand their financial needs and...

**Join Serenia Life Financial as a Financial Insurance Advisor** **Enjoy Top of the Industry Compensation, Work-Life Balance, and Elite Support** At **Serenia Life Financial**, we are a **Human. Kind.** company that has been helping Canadians **protect what matters most and live generously for over 100 years**. Rooted in compassion and driven by purpose,...

We are seeking a Chief Financial Officer to serve as a key member of our executive team, playing a crucial role in shaping the financial strategy and overall success of Personal Choice Financial Advisors.Responsibilities:Financial Planning and Analysis: Prepare long-term financial forecasts and budgets, monitoring performance against financial...

Job Opportunity: Banking Advisor RoleAbout the JobWe are seeking an experienced Banking Advisor to join our team at Royal Bank of Canada. As a Banking Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProvide personalized banking solutions to clients, including...

Life Insurance Sales Advisor OpportunityWe are currently seeking a highly skilled and driven Full-Time Life Insurance Sales Advisor to join our growing Canadian team. As a key member of our team, you will play a pivotal role in helping individuals and families make informed decisions about their financial security.About the Role:You will leverage our product...

At CI Financial, we seek a seasoned leader to spearhead our National Accounts team.Key Responsibilities:Lead a team of financial advisors and servicing advisors to deliver exceptional client service and drive revenue growth.Develop and execute strategies to increase revenue from existing and new national accounts, leveraging Assante's product suite.Foster a...

Discover a challenging and rewarding career opportunity as a Senior Financial Advisor with Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key Responsibilities:Take a proactive approach to understanding customer needs and...

h3>Financial Advisor/Financial Services Specialist (MFDA) We’re building a relationship-oriented bank for the modern world. p>What you'll be doing As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a...

Join our team of Digital Advisors! At Enable Financial, we empower Canadian businesses to thrive by helping them secure government grants & benefits. Our expertise in navigating complex government programs like grants and loans unlocks valuable support for Canadian companies. Every day, our team helps business owners access the financial resources they...

Why DUCA Financial Services Credit Union Ltd?We're a dynamic, innovative financial institution that lives our 'profits with a purpose' philosophy in every transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000...