Financial Advisor

Job Summary: Seed Pacific Financial Group committed to providing exceptional financial planning services to our clients. With a dedication to integrity, professionalism, and personalized solutions, we strive to help our clients achieve their financial goals and secure their futures. **Position**: Financial Advisor Assistant **Duties**: - Oversee and...

Are you a proactive, organized, and tech-savvy individual looking to join a young and energetic team? We're on the hunt for a *rockstar Administrative Assistant* to support our dynamic Financial Advisor. If you thrive in a fast-paced environment and love staying on top of details, this might just be the perfect fit for you! **What You’ll Be Doing**:* -...

_**Sales & Associate Advisor**_ We are seeking a dynamic and knowledgeable Associate Advisor to join a specialized advisor’s team at Sun Life in the Vancouver general area. This position will play a crucial role in providing comprehensive financial planning advice to clients helping them navigate the financial landscape and achieve their financial goals....

**About Us**: Founded in 2020, Ai Financial’s core team brings over 20 years of experience from Stock market, Options, Investment banking, banking, mutual fund, insurance and segregate fund. We provide Canadian residents with professional investment advice and asset management services. Our mission is simple: to empower all Canadians to achieve a happy,...

**We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business....

About Beem Credit UnionBeem Credit Union is a dynamic financial institution that serves over members across British Columbia. As a leading provider of personal and commercial banking services, we strive to create a future where everyone in our communities can achieve financial wellness.Job SummaryWe are seeking a highly skilled Money Advisor to join our...

National Bank of Canada is offering a unique opportunity for a dynamic individual to join our team as a Lead Financial Advisor. This role offers the chance to live your ambitions and have a positive impact on the lives of clients and colleagues alike.As a Lead Financial Advisor, you will adopt a friendly approach and utilize your analytical skills to provide...

About the RoleAs a Strategic Financial Advisor with Scotiabank, you will play a key role in helping our clients achieve their financial goals. Your primary focus will be on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial planning...

Job Summary:We are seeking a Strategic Financial Advisor to join our team in Richmond, Canada. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.About the Role:This is an exciting opportunity for a motivated and...

p>Financial Services Associate Time Type: Full time We’re building a relationship-oriented bank for the modern world. p>What you'll be doing:As a member of the Imperial Service Team, you’ll partner with Financial Advisors to help high-value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service...

Job DescriptionThis is an exciting opportunity to join Royal Bank of Canada's team as a Client Advisor Intern in the Financial Services group.About the RoleWe are seeking a highly motivated and detail-oriented individual to support our client-facing teams in the Richmond location. As a Client Advisor Intern, you will have the chance to develop your skills in...

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 Elite Wealth Mgmt, we are committed to providing exceptional financial services and guidance to our clients. As a key member of our team, the Administrative Assistant-Customer Relations will play a vital role in supporting our financial planning practice.The ideal candidate will possess excellent communication skills, both written and verbal, as well as...

About Beem Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration. , Beem employees work to serve over , members who live and work across the province. The credit union offers personal and commercial banking and a...

Requisition ID: 195152 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...

About the OpportunityAs a Senior Financial Advisor at Scotiabank, you will have the opportunity to build long-lasting relationships with our clients and help them achieve their financial goals.Key ResponsibilitiesTaking a proactive approach to understanding customer needs and providing personalized financial adviceEducating customers on relevant financial...

Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning - Arrange for sale of...

OverviewSun Life Financial is a leading provider of insurance and financial services. We offer a purpose-driven career that helps individuals, families, and communities achieve lifetime financial security and live healthier lives.CompensationThe estimated salary range for this role is $60,000 - $150,000 per year, depending on experience and performance.Job...

About the RoleRole OverviewWe are looking for a skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a critical role in helping our customers achieve their financial goals.Key ResponsibilitiesCustomer Relationship BuildingFinancial Planning and AdviceSales and Business DevelopmentCustomer Retention and...

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...