Financial Advisor
1 day ago
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.Job OverviewWe are currently seeking a Financial Advisor to join our Employee Financial Services team. In this role, the financial advisor will develop and maintain the relationships for the Assante Financial Management Employee Accounts Program. Working in a team-oriented environment, you will use your organizational, investment knowledge and exceptional communications skills to provide advice and service existing or new clients with their portfolio of in-house products.ResponsibilitiesService existing clients in the Employee Account ProgramEnsure asset retention and service excellence primarily over the phone, via correspondence and in personProvide advice, information and execute trades for clientsEffectively promote benefits of mutual fund and other investment products to clientsAscertain and analyze client needs and objectives and advise accordinglyInvestigate and resolve client issues and initiate follow up on research effortsRespond to inquiries and complaints in a professional and proactive mannerQualificationsA minimum of two (2) year sales and client service experience within the investment industryStrong knowledge of financial markets with a thorough understanding of Mutual fundsStrong client service skills – required to build/maintain relationships with clients, employees and managementSales ability to handle outbound calls/meetings to/with existing clients.Post-secondary education, and IFIC or Canadian Securities Course a must.Insurance, CFP, CIM & other licensing an assetBilingual (French/English) an assetMust demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulationsExcellent communication skills: verbal, written and presentationDetail oriented, professional and analytical, positive attitude and genuine commitment to client serviceGood knowledge of Naviplan, Snap Projections and MorningstarCI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.What we offerTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid time off for VolunteeringWe are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. #J-18808-Ljbffr
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Financial Advisor
2 days ago
Toronto, Canada CI Financial Full time**ABOUT US** Founded in 1995, Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 830 professional advisors, located in communities throughout the country, have approximately $43 billion of Canadian's family wealth under their care. **POSITION**:Financial Advisor **LOCATION**: Toronto, ON (M5J...
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Financial Advisor
7 hours ago
Toronto, Canada Educators Financial Group Full time**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...
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Financial Advisor
2 days ago
Toronto, Canada CI Financial Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...
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Bilingual Financial Advisor
2 weeks ago
Toronto, Canada Educators Financial Group Full time**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...
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Independent Financial Advisors
3 weeks ago
Toronto, Canada Desjardins Financial Security Independent Network Full timeBe among the first 25 applicants Desjardins Financial Security Independent Network, along with SFL Wealth Management, forms a trusted financial products and services distribution network specializing in wealth management. With over 1,500 independent advisors, the network provides personalized support to help clients navigate different life stages and achieve...
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Independent Financial Advisors
2 weeks ago
Toronto, Ontario, Canada Desjardins Financial Security Independent Network Full timeCompany DescriptionDesjardins Financial Security Independent Network, along with SFL Wealth Management, forms a trusted financial products and services distribution network specializing in wealth management. With over 1,500 independent advisors, the network provides personalized support to help clients navigate different life stages and achieve financial...
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Financial Advisor Assistant
1 week ago
Toronto, Canada Raymond James Financial, Inc. Full time**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...
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SUN LIFE FINANCIAL ADVISOR
18 hours ago
Toronto, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Waterloo, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: JR00034528You 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 colleagues...
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SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Toronto, Canada Sun Life Financial Full timeYou 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 colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Associate Financial Advisor
2 weeks ago
Toronto, Canada Raymond James Financial, Inc. Full time2500623 Raymond James Independent Financial Services is seeking an Associate Financial Advisor to work in our Toronto Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The Bowes Wealth...
