CFP Associate Advisor

A leading independent investment firm in Barrie seeks an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include providing financial planning support, preparing client reports, and monitoring client needs. Candidates must have a minimum of 3 years’ experience in financial services and CFP certification. This is a permanent...

A leading independent investment firm in Barrie seeks an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include providing financial planning support, preparing client reports, and monitoring client needs. Candidates must have a minimum of 3 years’ experience in financial services and CFP certification. This is a permanent...

We are a financial services team that help our clients discover the best strategies to meet their objectives. We work with people to understand their goals, prepare for the unexpected and take advantage of new opportunities - throughout their life. The primary focus of the Associate Advisor will eventually be to increase sales, expand the business, and...

We are a financial services team that help our clients discover the best strategies to meet their objectives. We work with people to understand their goals, prepare for the unexpected and take advantage of new opportunities - throughout their life. The primary focus of the Associate Advisor will eventually be to increase sales, expand the business, and...

Job Posting: Associate Advisor - Financial Services Location: Ontario Employment Type: Full-time Who We Are We are the Financial Design Team — an approachable, positive, close-knit group of financial professionals associated with Sun Life Financial and located in Barrie, Ontario. We guideprofessionals, business owners and their families across Simcoe...

Irons Financial Services Inc., a proud agency representing The Co-operators, is a dynamic and community-focused financial services team committed to helping individuals, families, and businesses achieve financial security through life, wealth, and general insurance solutions. Our office is known for its professionalism, warmth, and deep community engagement...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self.Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing...

A leading financial services firm in Barrie is seeking an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include client report preparation, financial planning support, and office duties. Candidates must have a minimum of 3 years in the Financial Services industry and great organizational skills. This role offers competitive...

Job Summary Raymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. You will...