Associate Financial Advisor
5 months ago
Associate Financial Advisor
**OVERVIEW**
Whitehead Beckett Financial Services Inc. specializes in financial planning, wealth management, and insurance solutions for families, individuals, and businesses. The Associate Financial Advisor role is responsible for proactively meeting and servicing an existing segment of clients as well as actively prospecting and selling to new ideal clients. An Associate Financial Advisor will be required to work both independently and as part of the team.
**DUTIES & RESPONSIBILITIES**
- Manage an existing block of clients, provide regular reviews and touch points, create and adjust financial plans, and maintain existing insurance and wealth portfolios.
- Pursue new sales opportunities to existing and new ideal clients.
- Prepare required information and reports for client meetings.
- Complete required administrative work.
- Tracking client matters and interactions in Salesforce CRM.
- Coordinate ongoing marketing strategies and initiatives, create lists and reports.
- Maintain a high-level standard of knowledge and training.
- Conduct oneself in a professional manner that accurately reflects our brand and values.
- All other duties as assigned.
**EDUCATION AND/OR EXPERIENCE**
- Post-Secondary education.
- Experience in the financial services and/or insurance industry.
- Mutual Fund License
- Life Insurance License, or willingness to acquire within 12 months of hire.
- Competency with financial planning software and concepts. A willingness to pursue a financial designation (CFP) is an asset.
- Training provided.
**KNOWLEDGE, SKILLS AND ABILITIES**
- Strong written and verbal communication
- Strong attention to details, time management, and organization.
- Computer skills, including proficiency in Microsoft Word, Excel, and Outlook.
- Ability to handle confidential information in an ethical manner.
- Able to multi-task and be a problem solver.
**WORKING CONDITIONS**
- Hanover & Owen Sound Office locations.
- Professional office environment, appropriate business casual dress code.
- Regular business hours. Evening appointments as required.
- In person and virtual meetings.
**COMPENSATION & ADDITIONAL DETAILS**
- Competitive salary based on skills and experience, plus bonus.
- Benefit & Retirement Savings package.
- Computer and office supplies provided.
**CONTACT/SEND RESUMES TO**:
Whitehead Beckett Financial Services Inc.
262 10th St Hanover, ON N4N1N9
**Job Types**: Full-time, Permanent
**Salary**: $60,000.00-$100,000.00 per year
**Benefits**:
- Disability insurance
- Life insurance
- Paid time off
- RRSP match
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Work Location: In person
-
Administrative Assistant/receptionist
5 months ago
Hanover, Canada Chris Ringenberg, Financial Advisor Full time**ROLE SUMMARY** The Administrative Assistant is a key member of our team as we seek to help our clients achieve lifetime financial security. As the Administrative Assistant, you will have three critical areas of focus on our team: - delivering an exceptional client experience for current and potential clients who call or come into our office - ensuring a...
-
Small Business Financial Advisor
3 weeks ago
Hanover, Canada Scotiabank Full timeRequisition ID: 209659At Scotiabank, we're seeking a skilled Small Business Advisor to join our Canadian Banking Branch network. As an essential member of our team, you'll provide exceptional service to our customers, building strong relationships and delivering tailored advice to help them achieve success.About the RoleKey Responsibilities:Manage a...
-
Financial Advisor with Investment Expertise
2 days ago
Hanover, Canada Royal Bank of Canada Full timeCompany OverviewRoyal Bank of Canada is a leading financial institution dedicated to helping clients achieve their long-term financial goals. We offer a comprehensive range of investment solutions, including best-in-class proprietary and select third-party mutual fund solutions.SalaryThe estimated annual salary for this role is between $80,000 and $120,000,...
-
Small Business Advisor
5 months ago
Hanover, Canada Scotiabank Full timeRequisition ID: 194719 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout...
-
Small Business Advisor
3 weeks ago
Hanover, Canada Scotiabank Full timeRequisition ID: 209659 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...
-
Small Business Advisor
1 week ago
Hanover, Canada Scotiabank Full timeRequisition ID: 209659Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...
-
Small Business Advisor
2 weeks ago
Hanover, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat you’ll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...
-
Small Business Advisor
3 weeks ago
Hanover, Canada Scotiabank Full timeRequisition ID: 209659Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat you’ll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...
-
Lumber Yard Associate
5 months ago
Hanover, Canada Moffatt & Powell Rona Full timeYard Associate **Reports to**: Yard Supervisor Position Summary At Moffatt & Powell Rona, our dedication to exceptional customer service and continuous improvement is reflected in our core values of Caring, Commitment, Community, and Continuous Learning. As a Senior Yard Associate, you will play a pivotal role in providing first-class customer service and...
-
Customer Experience Associate
2 months ago
Hanover, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and customer-focused Customer Experience Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for delivering exceptional customer experiences and providing expert advice on our products and services.Key ResponsibilitiesCustomer Service: Provide...
-
Customer Experience Associate
2 months ago
Hanover, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and customer-focused Customer Experience Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for delivering exceptional customer experiences and providing expert advice on our products and services.Key ResponsibilitiesCustomer Service: Provide...
-
Customer Experience Associate
2 months ago
Hanover, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Experience Associate. In this role, you will be responsible for delivering exceptional customer service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide personalized customer service and support to...
-
Customer Experience Associate
2 months ago
Hanover, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Experience Associate. In this role, you will be responsible for delivering exceptional customer service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide personalized customer service and support to...
-
Senior Investment Advisor
3 weeks ago
Hanover, Canada Royal Bank of Canada Full timeOpportunity OverviewAs a key member of our team, you will create custom investment solutions for prospective and existing clients within the Royal Bank of Canada. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice...
-
Customer Experience Associate
5 months ago
Hanover, Canada TD Bank Full time**Customer Experience Associate**: - 417766BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 297 10th Street **Employment Type** - Temporary **City** - Hanover **Time Type** - Part Time **Province/State** - Ontario **Hours** - 15 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD Canada...
-
Overnight Assistant Manager
5 months ago
Hanover, Canada Walmart Canada Full time**Position Summary... **:To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable store sales. **What you'll do...**: 1. As a member of the Store Management Team drives profitable sales through achievement of sales and profit goals, budget management...
-
Loss Prevention Investigator
5 months ago
Hanover, Canada Walmart Canada Full time**Position Summary... **:To conduct internal (associate) and external (customer) investigations related to financial & Physical loss and support the greater Loss Prevention team and its strategy. **What you'll do...**: 1. Conducts internal investigations involving Associates (i.e.: malicious behavior, policy violations, etc.) under the direction of the...
-
General Manager, Sales
5 months ago
Hanover, Canada Chuck's Roadhouse Bar and Grill Full timeEducation: - Expérience: **Education**: - Bachelor's degree - or equivalent experience **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Co-ordinate the work of regions, divisions or...
-
Accounting Office
2 months ago
Hanover, Canada Walmart Canada Full time**Position Summary... **:Manages all store funds through accurate cash handling and record keeping to ensure financial integrity and security. **What you'll do...**: 1. Confirms appropriate amount of currency in Accounting Office upon opening, after final deposit and prior to closing the office daily and calibrates the teller mate machine weekly or as...
-
Customer Service Representative
5 months ago
Hanover, Canada Scotiabank Full timeRequisition ID: 197401 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...