Financial Advisor

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...

'''Duties:''' - Provide financial advice and guidance to clients based on their financial goals and objectives - Assess clients' financial situations by gathering information about their income, assets, debts, and expenses - Develop personalized financial plans for clients, taking into account their risk tolerance, time horizon, and investment preferences -...

Company: CGIC/Co-operators Department: Retail Sales  Employment Type: Regular Full-Time  Work Model: Office Based  Language: This role operates in English  Job Grade: 0-Not Applicable  For More Info Contact: Erin Medeiros, As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving...

_**Must be interested in working within the financial servicing/advisory industry **_ - _**If hired you must be able to complete the Canadian Securities Course. (Paid for)**_ - **Account Opening**: - Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner. - Collaborate with the...

Do you want to:Become a successful entrepreneur?Be in business?Play a decisive role in people's lives?Be recognized for your advisory service?Move forward, take charge of your professional future!By becoming a Financial Security Advisor, you must first have an entrepreneurial spirit, great agility of mind and be ready to commit 100% to this new career. Your...

**Account Opening**: - Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner. - Collaborate with the Senior Advisor to gather client information and understand their financial goals. - **Analysis**: - Conduct comprehensive financial analyses to assess clients' current financial...

**Job Profile: Regional Director, Business Development** You are driven, with a high sense of urgency and an ability to get things done. Focused on driving results, you know what it takes to generate new business through existing advisor relationships, while successfully recruiting and developing new advisor relationships; you’re not afraid of asking for...

Part Time Financial Services Advisor RoleRBC is seeking a highly motivated and client-focused individual to join our team as a part-time Financial Services Advisor. As an integral member of our team, you will have the opportunity to develop your skills and knowledge in financial services while delivering exceptional customer service to our clients.About the...

As a Professional Financial Services Advisor at National Bank, you will have the opportunity to live your ambitions and make a positive impact on people's lives. With a varied role that allows for growth and development, you will be able to adopt a friendly approach and use your analytical skills to offer a people-centric experience for clients.The salary...

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...

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...

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

It is to play a key role in ensuring the smooth running of your branch by acting as a coach to employees. It is to be a mobilizing leader and passionate about business development and the achievement of objectives. It's working in synergy with your partners and collaborators! **Your job** - Provide personalized "coaching" to Advisors, the Customer Service...

Support Investment AdvisorsA key role for a Wealth Associate at National Bank involves providing exceptional customer service. By working closely with clients and colleagues, you can showcase your abilities and contribute to the success of our investment advisors.Key ResponsibilitiesSuperior Customer Service - Offer a high level of support to clients,...

**Company Overview**: Manulife Wealth is dedicated to providing comprehensive wealth management services. We are seeking an Associate Advisor to join our team, focused on supporting our clients and enhancing their financial well-being through precise and dedicated service. As an Associate Advisor, you will support a Senior Investment Advisor in managing...

Posting Closes: December 5, 2024Employment Status: Temporary-6 months, Full-time (37.5 hours per week)Compensation: $52,121 to $65,152 per annum base salary (based on experience)Additional Information: This branch is open Monday - FridayServus is growing! We are currently looking for an experienced Financial Advisor at our St Paul branch!Servus Credit Union...

We are seeking a talented individual to join our team as a Banking Advisor. In this role, you will have the opportunity to work with clients to understand their financial needs and provide personalized solutions.As a Banking Advisor, you will be responsible for adopting a friendly approach and using your analytical skills to offer a people-centric experience...

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...

About the RoleAs a Professional Banking Advisor at National Bank, you will play a key role in delivering exceptional client experiences and driving business growth. Your primary responsibility will be to provide expert financial guidance and advice to clients, helping them achieve their financial goals.Key Responsibilities:Provide personalized banking...

The work mode arrangement for the position is full-time on site. As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial...