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...

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...

**Who we are** ClearView Financial Solutions offers tax and financial planning services based on the importance of building savings with tax strategies and providing comprehensive planning for all stages of life. We help clients create plans based on sound advice and help them discover the best strategies to meet their objectives, leading them to a...

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...

Job Description :Req#JR00034424 FC029BarrieSUN LIFE FINANCIAL ADVISORFinancial 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 recommendations in a purpose-driven career with opportunities for unlimited income...

SUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Barrie, Ontario time type Full time posted on Posted Yesterday job requisition id JR00034424 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 colleagues -...

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...

Insurance Advisor Life, Health & Wealth – RBC InsuranceJoin us as an accredited Life & Wealth Advisor (HLLQP/LLQP) to provide integrated life insurance planning and advice to our clients and referrals. You will leverage the full suite of RBC Insurance products, support client relationships, and work with internal partners to dig deeper...

Join to apply for the Wealth Associate role at National Bank of CanadaA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on...