Financial Advisor
4 weeks ago
Company Description LifePlan Investments provides customized financial solutions, tailored to meet clients' goals in areas such as insurance, investments, and tax and estate planning. With a team of specialized experts, we prioritize client financial well-being through holistic planning and transparent advice. Offering products from over 24 companies, we utilize cutting‑edge proprietary software powered by machine learning AI to ensure efficient and secure financial planning. Role Description This is a full‑time hybrid role for a Financial Advisor located in Markham, ON, with some work‑from‑home flexibility. The Financial Advisor will be responsible for developing comprehensive financial plans, advising clients on long‑term financial strategies, and guiding clients through retirement planning and investment decisions. They will need to analyze financial data, recommend appropriate solutions, and maintain lasting relationships with clients while ensuring compliance and transparency in all transactions. Qualifications Experience in Financial Planning and providing tailored financial solutions Strong knowledge of Investments and Retirement Planning Expertise in Financial Advisory and general finance‑related skills Excellent interpersonal skills to build and sustain client relationships Proficiency in using financial planning software; experience with AI‑driven tools is an asset Ability to operate effectively in a hybrid work environment A bachelor's degree in Finance, Economics, or related field; relevant certifications (e.g., CFP, CFA) are highly desirable Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales #J-18808-Ljbffr
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Financial Advisor
2 weeks ago
Markham, Canada Daumier Financial Services Inc. Full timeAre you seeking an opportunity to join a dynamic company, where your success is not only valued but actively nurtured? At Daumier Financial Services, we're on an exciting trajectory, and we're inviting you to be a part of this journey as an advisor. With our comprehensive support and resources, you'll have the tools you need to thrive in your role and...
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SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Markham, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded **SUN LIFE FINANCIAL ADVISOR**locationsMarkham, Ontario time typeFull time posted onPosted 8 Days Ago job requisition idJR00034512 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. You'll work with dynamic...
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SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Markham, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded **SUN LIFE FINANCIAL ADVISOR**locationsMarkham, Ontario time typeFull time posted onPosted 8 Days Ago job requisition idJR00034512 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. You'll work with dynamic...
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SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Markham, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded **SUN LIFE FINANCIAL ADVISOR**locationsMarkham, Ontario time typeFull time posted onPosted 8 Days Ago job requisition idJR00034512 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. You'll work with dynamic...
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Financial Insurance Advisor
1 week ago
Markham, Canada Serenia Life Financial Full timeJoin 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, build meaningful...
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Financial Advisor
4 weeks ago
Markham, Canada LifePlan Investments Full timeCompany Description LifePlan Investments provides customized financial solutions, tailored to meet clients' goals in areas such as insurance, investments, and tax and estate planning. With a team of specialized experts, we prioritize client financial well-being through holistic planning and transparent advice. Offering products from over 24 companies, we...
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Financial Advisor
2 days ago
Markham, Ontario, Canada RBC Full time $50,000 - $80,000 per yearJob Description Financial Advisor- Markham Community ** As we have many branch locations across this market, we are hiring multiple candidates for this position. You will be required to be fully available to work during RBC's retail branch hours of operation, including extended hours Monday through Saturday until 8:00 PM and Sunday as applicable. Please note...
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SUN LIFE FINANCIAL ADVISOR
1 week ago
Markham, Canada Sun Life Full timeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeGet AI-powered advice on this job and more exclusive features.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. You'll work with...
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Associate Financial Advisor
2 days ago
Markham, Ontario, Canada York Mills Insurance Agency Inc. Full time $50,000 - $60,000 per yearJob SummaryWe are seeking a knowledgeable and motivated Financial Advisor to join our team. In this role, you will provide expert financial guidance to clients, helping them make informed decisions regarding investments, savings, and overall financial planning. The ideal candidate will possess strong analytical skills and a solid understanding of financial...
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Financial Advisor
3 days ago
Markham, Canada Royal Bank of Canada> Full timeJob DescriptionFinancial Advisor- Markham Community** As we have many branch locations across this market, we are hiring multiple candidates for this position. You will be required to be fully available to work during RBC's retail branch hours of operation, including extended hours Monday through Saturday until 8:00 PM and Sunday as applicable. Please note...
