Financial Advisor

Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families. As a...

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

Education: Master's degree - Experience: 2 years to less than 3 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...

About the RoleWe are seeking a highly skilled Financial Advisor with expertise in high net worth strategic planning. As a key member of our wealth management team, you will work closely with clients to understand their unique needs and develop personalized financial plans.In this role, you will provide expert guidance on advanced financial planning concepts,...

Requisition ID: 169068 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **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 performance-oriented culture that...

At Sun Life Financial, we're committed to empowering our employees to excel in their roles and make a meaningful impact on our clients' lives. As an Advanced Case Manager, you'll play a critical part in driving our individual life and health sales goals by providing expert support to our advisors.">Your key responsibilities will include:Partnering with SLFD...

2500033 As an Associate Wealth Advisor, you’ll play a key role in supporting our Lead Advisors to ensure every client and prospective client gets exceptional service. Our book is growing quickly, and we need someone who can step in and help us deliver. You’ll take the lead on: - Delivering unbiased advice to create outstanding client experiences.] -...

**Posting End Date**: December 08, 2024 **Employee Type**: Regular-Full time **Union/Non**: This is a non-union position At Enbridge, we embrace new ideas and offer an environment where employees are recognized and respected for their input and opinions. We view our employees as our future leaders and strive to provide an environment that encourages...

**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

We are currently seeking a highly skilled and experienced Senior Private Wealth Advisor to join our team at BMO Financial Group. As a trusted advisor, you will provide expert guidance and support to clients seeking to grow their wealth through our private banking services.Your primary responsibilities will include:Conducting thorough client needs assessments...

**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

Education: - Expérience: - **Education**: - Bachelor's degree - or equivalent experience - ** Certificates, licences, memberships, and courses**: - Canadian Securities Course (CSC) - ** Computer and technology knowledge**: - MS Office - ** Area of specialization**: - Financial planning - Financial examination - Financial investigation - Investment...

At Société Financière Manuvie, we are seeking a highly skilled Financial Services Advisor to join our team. As an Inside Sales Consultant, you will play a crucial role in delivering financial and investment solutions to clients across the wealth spectrum.">The successful candidate will have excellent communication skills and be able to articulate the...

About UsSun Life Financial is a leading provider of insurance and financial services. Our purpose is to help our clients achieve lifetime financial security and live healthier lives.Job DescriptionWe are seeking motivated individuals who are passionate about helping others achieve their financial goals. As a Sun Life Financial Advisor, you will work with...

Main ResponsibilitiesUnderstand the client's business needs and build strong client relationships through effective and proactive service along with efficient and accurate handling of reactive requests.Participate as a supporting member of the pre-sale process for Pension products and services.Participate in the installation process by working closely with...

Company OverviewSun Life Financial is a leading provider of insurance and financial services, dedicated to helping individuals, families, and business owners achieve lifetime financial security and live healthier lives. Our purpose-driven career opportunities are designed to empower you to make a meaningful impact in the lives of our clients.Job...

Role DescriptionThe Advanced Financial Planner will be responsible for working closely with clients to develop and deliver tailored financial plans that meet their unique needs. This includes leading the discovery process, developing detailed financial plans, and implementing strategies to increase the scope of services offered.In addition, the Advanced...

Join the Jim Pattison Lexus Northshore as a Financial Services Advisor! If you are an ambitious, results-oriented, and personable individual committed to delivering exceptional financial solutions and building lasting customer relationships, this role is perfect for you! Why Join us - Competitive commissions and bonus structures. - Premium financial products...

Join the Jim Pattison Lexus Northshore as a Financial Services Advisor! If you are an ambitious, results-oriented, and personable individual committed to delivering exceptional financial solutions and building lasting customer relationships, this role is perfect for you! Why Join us - Competitive commissions and bonus structures. - Premium financial products...