Financial Advisor

Financial Security Advisor OpportunityIndustrielle Alliance Groupe Financier is seeking a motivated and results-driven Financial Security Advisor to join our team. As a Financial Security Advisor, you will play a key role in helping clients achieve their financial goals by providing personalized advice and guidance on insurance and financial products.Key...

'''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 -...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

We're seeking a highly motivated and customer-focused individual to join our team as a Customer Financial Solutions Advisor. This exciting role offers a unique opportunity to work with clients, providing personalized financial solutions and helping them achieve their goals. As a Customer Financial Solutions Advisor, you'll be responsible for analyzing...

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 situation and help them choose appropriate solutions to meet their...

Role OverviewAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.Key Responsibilities* Proactively discover...

Requisition ID: 209998 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...

As a Financial Services Advisor at Desjardins, you will play a key role in developing and maintaining lasting relationships with members and clients. Your primary responsibility will be to listen to their needs and provide personalized advice on financial products and services that meet their goals and objectives.Key responsibilities include:Developing and...

   Requisition ID: 209998Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, your focus is to provide...

At Intact Financial Corporation, we're committed to helping our customers and communities prosper in good times and be resilient in bad times. As a member of our Service Delivery team, you'll play a critical role in delivering exceptional technical support to our end-users.About the RoleAs a Technical IT Advisor, you'll be responsible for providing...

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...

About the Role:We are seeking a skilled Senior Financial Advisor to join our team at National Bank. As a Financial Planning Expert, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business relationships.Key Responsibilities:Identify clients' investment and financing...

At Intact Financial Corporation, we're looking for a skilled IT Technical Advisor to join our team. As a key member of our IT department, you'll play a vital role in providing technical support and guidance to our employees, brokers, and other IT teams.Key Responsibilities:Provide technical support and guidance to employees, brokers, and other IT teams.Solve...

_**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...

Company OverviewWe are a leading financial services cooperative, committed to helping our members and clients achieve their financial goals. Our team is dedicated to providing exceptional service and expertise in the field of personal finance.SalaryThe successful candidate can expect a competitive salary of $80,000 - $110,000 per year, commensurate with...

**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...

About the RoleA senior financial planning position at National Bank offers a unique opportunity to advise clients and develop personalized financial plans to meet their life goals. As a trusted advisor, you will be responsible for identifying clients' investment and financing needs, drafting financial plans, and providing customized solutions based on market...

Client-Focused Career OpportunityAt National Bank, we are seeking a dynamic and client-centric Financial Services Professional to join our team as a Client Advisor. This role presents a unique chance to make a positive impact on the lives of our clients and colleagues alike.In this capacity, you will be responsible for providing personalized advice and...