Associate Advisor
2 weeks ago
**ASSOCIATE ADVISOR**:
**Desjardins Financial Security Independent Network**:
Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a long-term career in culture that embraces work life balance then this may be the place for you.
The Associate Advisor provides exceptional client service to our existing clients and supports the Principal Advisor by preparing for client meetings and executing recommendations to financial plans.
**Responsibilities**:
- Conduct research and analysis to develop financial plans for clients
- Client service and provide ongoing support
- Utilize customer relationship management (CRM) tools to track interactions and maintain client records.
- Assist with cash management, including bedgeting and forecasting
- Collaborate with Principal Advisor to develop and implement investment strategies
- Monitor and manage client portfolios
**Skills**:
- Strong analytical skills with the ability to research and analyze financial data
- Excellent communication and interpersonal skills for building relationships with clients
- Knowledge of investment management principles and strategies
- Understanding of financial planning and retirement
**Qualifications**:
- Mutual Funds licence
- Life Insurance licence
- Driver's licence and car
**Core Competencies**:
- Strong client services orientation
- Strong team player
**Compensation**
- Salary
- Employee benefits and RRSP matching program
We are committed to the highest level of customent service, community involvement and innovation in our industry. We operate with a team-based mentality and are invested in the wellbeing and growth of our employees.
Our vision is to be an industry leader and innovator in providing tailored solutions to protect the long-term wellbeing of clients and their families. It is our commitment to always act in the client's best interest; to ensure a fair, ethical, and caring practice, and lead the industry with the highest services standards, professionalism, and compliance.
-
Associate Insurance Advisor
6 days ago
London, Canada Jon Collings & Associates Inc Full time**Associate Financial Advisor Jon Collings& Associates Inc. (The Co-operators) -London, ON** **Job Description**: An advisor with The Co-operators in London, ON is seeking a career-oriented professional to join their team. As part of Jon Collings' team, you will build and develop customer relationships within the community to promote our products and...
-
Associate Investment Advisor- Financial Planning
Found in: Jooble CA O C2 - 2 weeks ago
London, ON, Canada Canadian Imperial Bank of Commerce Full timeAssociate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted 3 Days Ago job requisition id 2404609 We’re building a relationship-oriented bank for the modern world. As a member of CIBC Wood Gundy, you will be responsible for building and growing...
-
Associate Investment Advisor CIBC Wood Gundy
2 weeks ago
London, Canada Canadian Imperial Bank of Commerce Full timeAssociate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted 3 Days Ago job requisition id 2404609 We’re building a relationship-oriented bank for the...
-
Associate Investment Advisor CIBC Wood Gundy
2 weeks ago
London, Canada Canadian Imperial Bank of Commerce Full timeAssociate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted 3 Days Ago job requisition id 2404609 We’re building a relationship-oriented bank for the...
-
Associate Investment Advisor CIBC Wood Gundy
1 week ago
London, Canada Canadian Imperial Bank of Commerce Full timeAssociate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted 3 Days Ago job requisition id 2404609 We’re building a relationship-oriented bank for the...
-
Parts Advisor
6 days ago
London, Canada London Infiniti & South London Nissan Full time_South London Infiniti Nissan is looking for an enthusiastic, results-oriented Automotive Parts Associate with exceptional customer service skills to join our busy Service Team!_ **Position includes**; competitive pay plan, benefits, paid for training, updated facility, tools needed and a friendly, encouraging work environment. **Duties include;** meeting...
-
Temporary - Space Planning Advisor
3 days ago
London, Canada London Health Sciences Centre Full time**Posting Period**: Open: January 12, 2023 Deadline: January 26, 2023 Non-Union **Department Name**: Temporary - Space Planning Advisor - Facilities Management The Space Planning Advisor manages and triages space planning requests and their related implications on staffing, room planning, master planning and corporate priorities. Liaises with the Space...
-
Associate Investment Advisor CIBC Wood Gundy
Found in: Jooble CA O C2 - 2 weeks ago
London, ON, Canada Canadian Imperial Bank of Commerce Full timeAssociate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted 3 Days Ago job requisition id 2404609 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s...
-
Associate Risk Adviser
Found in: Jooble CA O C2 - 2 weeks ago
London, ON, Canada Fit4less Full timeFit4Less Associate & Labour Relations Advisor - Remote in Canada page is loaded Fit4Less Associate & Labour Relations Advisor - Remote in Canada Apply locations London, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR101360 FIT4LESS ASSOCIATE & LABOUR RELATIONS ADVISOR This role is responsible for providing...
-
Manager Advisor Support- Imperial Service
6 days ago
London, Canada CIBC Full timeWe’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...
-
Scotiamcleod Administrative Associate
7 days ago
London, Canada Scotiabank Full timeRequisition ID: 177497 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Client Associate CIBC Wood Gundy
2 weeks ago
London, Canada Canadian Imperial Bank of Commerce Full timeClient Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted Yesterday job requisition id 2405662 We’re building a relationship-oriented bank for the modern world. We need...
-
Client Associate CIBC Wood Gundy
2 weeks ago
London, Canada Canadian Imperial Bank of Commerce Full timeClient Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted Yesterday job requisition id 2405662 We’re building a relationship-oriented bank for the modern world. We need...
-
Client Associate CIBC Wood Gundy
1 week ago
London, Canada Canadian Imperial Bank of Commerce Full timeClient Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted Yesterday job requisition id 2405662 We’re building a relationship-oriented bank for the modern world. We need...
-
Research Associate
3 days ago
London, Canada J.D. Power Full timeBe where the voice of the consumer meets the value of the brand. At J.D. Power, you'll be at the heart of commerce, working for a worldwide leader whose intelligence and insights are shaping the way people sell, and the way people buy. **Title**:Research Associate - P1 **Location**: Toronto (remote) **Reports to**:Senior Research Manager, CX...
-
Business Product Solutions Team
3 days ago
London, Canada Canada Life Assurance Company Full time**Job Description**: As a Service Support Associate, you will provide in-house service and administrative support to our client service team. With a focus on customer service, well-developed communication skills and excellent Microsoft Office knowledge, you will also communicate verbally and in writing with plan administrators as well as advisors in the...
-
Project Development Associate
Found in: Jooble CA O C2 - 2 weeks ago
London, ON, Canada Alimentiv Inc Full timeThe Imaging Research and Development Associate will assist with providing the Clinical Project Management, Data Management and Medical Leadership teams with medical, scientific, and operational advice/support for Central Image Management Solution (CIMS) clinical trials. Act as a point of contact assisting in issues/matters related to central reading with...
-
Associate Manager, Client Service Centre
5 days ago
London, Canada Canada Life Assurance Company Full time**Job Description**: We are looking for an **Associate Manager, Client Service Centre** ***in our Customer Service and Operations. As a member of the Client Service leadership team, you will be responsible for providing leadership to the CSC team and supporting the development and execution of the Client Service Operations strategy to achieve business...
-
Financial Services Associate
4 days ago
London, Canada CIBC Full timeWe’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...
-
Associate Investment Advisor CIBC Wood Gundy
Found in: Talent CA C2 - 2 weeks ago
London, Canada CIBC Full timeNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...