Financial Advisor

**Financial Advisor - Burnaby Branch** Delivering senior advisory services in our Financial Spa in Burnaby, this position is responsible for fostering valued relationships with an established book of assigned clients by promoting financial wellness across all credit, investment, insurance and banking products. The Financial Advisor will collaborate with...

**Financial Advisor** Do you want to expand your insurance business? Do you want to make investment for your clients? Do you enjoy building relationships? Are you are seeking a new career opportunity or change to a different industry? Are you currently working in the financial services industry and are seeking a change and opportunity to positively impact...

**Financial Advisor** Do you want to expand your insurance business? Do you want to make investment for your clients? Do you enjoy building relationships? Are you are seeking a new career opportunity or change to a different industry? Are you currently working in the financial services industry and are seeking a change and opportunity to positively impact...

**Financial Advisor Assistant, Licensed/Unlicensed** We are wanting to grow our office and are seeking an assistant to work closely with our Financial Advisors as part of our administrative team. We are looking for a client‐focused administrative professional with experience working in a financial advisory office and is familiar with financial...

Job OverviewWe are seeking a highly skilled Contract/Policy Specialist to join our team at TruStone Financial Inc.This role provides optimal support to advisors with all their day-to-day contracting needs, working to build and maintain quality support for our advisors.

About TruStone Financial Inc.We are a Managing General Agent (MGA), an intermediary contracted by insurers to facilitate sales and support of life and health insurance and investment products by independent, contracted, and licensed insurance advisors. Our emphasis on training, marketing, and technology enables us to provide exceptional service and develop...

Position Overview or Description of the Position This position comes with the expectation of growth in skills, responsibilities and advancement and is the start of a career path into the financial planning sector. You will be working with a growing practice with an opportunity to learn and grow with the team. **Responsibilities**: - Developing various...

Position Overview or Description of the Position This position comes with the expectation of growth in skills, responsibilities and advancement and is the start of a career path into the financial planning sector. You will be working with a growing practice with an opportunity to learn and grow with the team. **Responsibilities**: - Developing various...

Position Overview or Description of the Position This position comes with the expectation of growth in skills, responsibilities and advancement and is the start of a career path into the financial planning sector. You will be working with a growing practice with an opportunity to learn and grow with the team. **Responsibilities**: - Developing various...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

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 wealth management needs.Senior Financial Advisor AssociateThe Muir Investment Team at...

It’s not a job, and yet it's a areer*. It’s a *business opportunity As an I - rance Advisor, - e work you do can - ve a positive nfluence - families and the - decision-making. E joy independence in man - ng how an - hen you approa ustomers an - unning your own business you like it. We believe life is about aiming high, chieving success, and making...

About the RoleWe are seeking a skilled Senior Client Advisor to join our team in Burnaby, Canada. In this role, you will be responsible for providing exceptional client service and guidance on various financial solutions.Key Responsibilities:Proactively engage with clients to understand their financial needs and provide tailored advice and guidance.Develop...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

**Essential Duties and Responsibilities**: - Validate agent licensing and appointment for business submitted - Follow up on account transfer requests - Record account updates in agency management system - Process various policy service requests - Provide timely and effective customer service; - Provide instruction to financial advisors/agents on completing...

Raymond James Financial is a leading financial services company seeking a Life Insurance Associate to join our team. This role plays a vital part in facilitating the underwriting process for life insurance applications submitted by financial advisors/agents.Key Responsibilities:Initial review of submitted life insurance applicationsValidation of agent...

We are seeking a highly motivated New Business Life Insurance Associate to join our team at Raymond James Financial. This is an exciting opportunity for individuals who are passionate about life insurance and want to contribute to the success of our organization.Job OverviewThe New Business Life Insurance Associate will play a crucial role in facilitating...

Requisition ID: 189384 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for Burnaby, BC at our Edmonds office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

Job OverviewWe are seeking a Contracting Specialist to provide optimal support to our advisors with their day-to-day contracting needs. Reporting to the Contracting Manager, this role will work to build and maintain quality support for our advisors.About UsTruStone Financial Inc. is redefining an industry by providing independent financial advisors...