Junior Financial Advisor

7 days ago

Etobicoke, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time

**Junior Financial Advisor (HLLQP/ MFDA)**

At DFSIN Toronto west, we strive to be an inclusive and progressive financial centre, with advisors who are growing their own individual books of business.

One of our advisors is looking to partner with a junior advisor/ administrator who can help promote, and grow their business, while developing into a trusted member and future leader of their team.

**Job Title**

Junior Financial Advisor/ Administrator

**What is the opportunity?**

As an Junior Financial Advisor/ Administrator, you will provide support a top Insurance and Investment advisor within Desjardins Financial Securities Independent Network, with over $30M assets under management and over 250 Clients.

**Responsibilities**:

- Provide administrative support to Individual Investment and Insurance advisor
- Provide client meeting preparation material
- Correspond with clients as required
- Provide insight into upcoming client requirements
- Data entry and client financial transaction processing
- Client information update processing
- Business development - assist in strategies on increase potential sales and client growth programs
- Marketing - Manage online/ social media/ marketing campaigns to build new sales and client relations
- Special project work or administrative tasks as required
- Liaison with branch office, investment companies, insurance companies to ensure smooth client experience in regards to processing of sales and transactions
- Provide general administrative and clerical support

**Requirements**:

- Excellent communication skills (verbal and written)
- Outgoing and approachable interpersonal skills to converse with a variety of diverse clientele and support resources
- Experience of financial industry
- Professional experience in MS office including Outlook, word, excel, PowerPoint, etc
- Experience in social media for business purposes - Facebook, LinkedIn
- Organized, multi tasking, prioritization, professionalism
- Maintain advisor and client confidentiality
- Independently driven but able to take direction
- Extremely detail orientated and experience working in a highly regulated industry
- High level of professionalism and discretion
- CRM (Customer Relationship Management) software is an asset;
- Post-secondary diploma or degree required, preferably with experience in Finance or business administration.

**Special consideration will be given to the following experience**:

- Experience in Insurance, investment Industry
- Life license and MFDA licencing is required
- Experience in Marketing and business development

**What we provide**
- Able to work in a flexible and independent environment
- Work environment within GTA with potential ability to work remote
- Work with a high performance, growth orientated, collaborative advisor
- Challenging and ever-changing work to keep you engaged
- Variety of task from transaction processing, compliance, business development, marketing, communication, etc
- Potential to engage in increasing responsibilities

**Job Details**

**Address**:
TORONTO, Ontario, Canada

**Work hours/week**:
35

**Employment Type**:
Full time

**Compensation**:
Salary plus bonus

NOTE: this role is not directly for Desjardins Financial Security Independent Network, but for an Independent Advisor within the Desjardins Financial centre

  • Financial Advisor

    1 week ago

    Etobicoke, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time

    **BECOME A PART OF OUR SUCCESS STORY** At Desjardins, we are a Canadian leader in the life insurance and financial services industry and due to our exceptional growth; we are looking for highly motivated individuals to join our network at our Desjardins financial centre in Etobicoke as an Advisor/Broker for life insurance, living benefits, group insurance...

  • Financial Advisor

    6 days ago

    Etobicoke, Ontario, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time

    BECOME A PART OF OUR SUCCESS STORYAt Desjardins, we are a Canadian leader in the life insurance and financial services industry and due to our exceptional growth; we are looking for highly motivated individuals to join our network at our Desjardins financial centre in Etobicoke as an Advisor/Broker for life insurance, living benefits, group insurance and a...

  • Junior Service Advisor

    2 weeks ago

    Etobicoke, Canada Sherway Nissan Full time

    Sherway Nissan is looking to hire a Junior Service Advisor to join their team. **Responsibilities**: - Scheduling service appointments - Opening work orders and describing clearly and accurately the specific customer problems and needs - Recommending and explaining the nature of the required automotive maintenance and repairs to the customer - Securing...

  • Junior Service Advisor

    2 weeks ago

    Etobicoke, Canada Thorncrest Ford Full time

    **WANT TO WORK for one of Canada’s Best Managed Companies?** Dilawri Group is now actively searching for a** **Junior Service Advisor **to join the team at **Thorncrest Ford**. **Responsibilities**: - Provide front-line customer service and sales for the Service Department - Greeting customers on the phone or in the Dealership - Providing repair...

  • Junior Service Advisor

    2 weeks ago

    Etobicoke, Canada Sherway Nissan Full time

    Sherway Nissan is looking to hire a Junior Service Advisor to join their team. **Responsibilities**: - Scheduling service appointments - Opening work orders and describing clearly and accurately the specific customer problems and needs - Recommending and explaining the nature of the required automotive maintenance and repairs to the customer - Securing...

  • Junior Financial Analyst

    4 weeks ago

    Etobicoke, Canada 30430 Holdings Inc. Full time

    30430 Holdings Inc. is a holding company based in Toronto, Canada that is focused on building a diverse portfolio of investments and businesses. The company was founded in 2021 and has since grown with a wide range of holdings under management. One of the key strengths of 30430 Holdings is its diversity. We have a diverse portfolio of investments that...

  • Junior Financial Analyst

    4 weeks ago

    Etobicoke, Canada Venture Steel Inc. Full time

    **Overview** The Junior Financial Analyst position is designed to give those who are early in their career exposure to the Venture Steel organization by working with up to four different finance areas with each rotation lasting three to six months. Potential rotational areas include accounts payable, accounts receivable/credit, financial reporting and...

  • Financial Advisor

    2 months ago

    Etobicoke, Canada North America Insurance Depot Ltd Full time

    Insurance Depot LTD. is seeking driven individuals with a passion for business and finance to join our expanding Toronto team. As a **Financial Advisor**, you'll play a key role in driving revenue and fostering client relationships built on integrity and transparency. **Responsibilities include**: - Guiding clients on financial matters. - Generating new...

  • Financial Advisor

    2 months ago

    Etobicoke, Canada North America Insurance Depot Ltd Full time

    North America Insurance Depot LTD. is seeking driven individuals with a passion for business and finance to join our expanding Toronto team. As a **Financial Advisor**, you'll play a key role in driving revenue and fostering client relationships built on integrity and transparency. **Responsibilities include**: - Guiding clients on financial matters. -...

  • Financial Advisor

    2 months ago

    Etobicoke, Canada Insurance Depot Ltd Full time

    Insurance Depot LTD. is seeking driven individuals with a passion for business and finance to join our expanding Toronto team. As a **Financial Advisor**, you'll play a key role in driving revenue and fostering client relationships built on integrity and transparency. **Responsibilities include**: - Guiding clients on financial matters. - Generating new...

  • Junior Service Advisor

    6 days ago

    Etobicoke, Ontario, Canada Sherway Nissan Full time

    Sherway Nissan is looking to hire a Junior Service Advisor to join their team.Responsibilities: Scheduling service appointments Opening work orders and describing clearly and accurately the specific customer problems and needs Recommending and explaining the nature of the required automotive maintenance and repairs to the customer Securing agreement from...

  • Financial Advisor

    6 days ago

    Etobicoke, Ontario, Canada North America Insurance Depot Ltd Full time

    Insurance Depot LTD. is seeking driven individuals with a passion for business and finance to join our expanding Toronto team. As a Financial Advisor, you'll play a key role in driving revenue and fostering client relationships built on integrity and transparency.Responsibilities include: Guiding clients on financial matters. Generating new business, Staying...

  • Associate Financial Advisor

    2 weeks ago

    Etobicoke, Canada The Cooperators-Patzan Insurance Agency Full time

    Summary: The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and...

  • Financial Aid Advisor

    2 months ago

    Etobicoke, Canada Humber Full time

    **Financial Aid Advisor, Office of the Registrar (North), Appendix D** - (27868) **Find Your Spot at Humber** - At Humber, our career paths open up a world of infinite possibilities for you to explore. People are at the heart of the Humber experience. Here, every day we work shoulder to shoulder to deliver excellence, and in doing so, we redefine what it...

  • Financial Aid Advisor

    2 months ago

    Etobicoke, Canada Humber Full time

    **Financial Aid Advisor - Office of the Registrar - FT Support** - (24989) **Find Your Spot at Humber** - At Humber, our career paths open up a world of infinite possibilities for you to explore. People are at the heart of the Humber experience. Here, every day we work shoulder to shoulder to deliver excellence, and in doing so, we redefine what it means to...

  • Financial Aid Advisor

    2 weeks ago

    Etobicoke, Canada Humber Full time

    **Financial Aid Advisor, Office of the Registrar (Lakeshore), Full-Time Support** - (24896) **Find Your Spot at Humber** - At Humber, our career paths open up a world of infinite possibilities for you to explore. People are at the heart of the Humber experience. Here, every day we work shoulder to shoulder to deliver excellence, and in doing so, we redefine...

  • Life Insurance Advisor

    3 weeks ago

    Etobicoke, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time

    BECOME A PART OF OUR SUCCESS STORY Are you looking for a new career? Something that you can build up on your timeframe? Are you a stay at home parent who is looking to get back into the work force? Are you looking for a career that offers you the flexibility to work where you want and the hours you want? What if you could do all that while working for one...

  • Financial Services Specialist/financial Advisor

    2 months ago

    Etobicoke, Canada CIBC Full time

    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...

  • Financial Aid Advisor

    6 days ago

    Etobicoke, Ontario, Canada Humber Full time

    Financial Aid Advisor (Lakeshore) - Office of the Registrar-Appendix DFind Your Spot at Humber At Humber, our career paths open up a world of infinite possibilities for you to explore. People are at the heart of the Humber experience. Here, every day we work shoulder to shoulder to deliver excellence, and in doing so, we redefine what it means to be a leader...

  • Life Insurance Advisor

    4 weeks ago

    Etobicoke, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time

    BECOME A PART OF OUR SUCCESS STORYAre you looking for a new career? Something that you can build up on your timeframe? Are you a stay at home parent who is looking to get back into the work force? Are you looking for a career that offers you the flexibility to work where you want and the hours you want? What if you could do all that while working for one of...