Financial Advisor

3 days ago

North Bay, Canada Rapport CU Full time

The **Financial Advisor** will attend to the investment needs of Rapport Credit Union (“Rapport”) members and potential members. By understanding the members’ financial objectives, the incumbent will provide counselling services in the area of financial planning and will develop complete financial plans. The incumbent will also be responsible for growing their assigned portfolio of business by attracting new business and retaining existing business.

**Key Responsibilities**:

- Provides financial planning services to current and future members; develops complete financial plans for members by identifying member financial objectives, gathering processing and analyzing relevant information, developing the financial plan, implementing and ensuring consistent follow-up.
- Accountable to grow their assigned investment portfolio based on the Financial Planning team’s yearly objectives; including retention of existing business and develops further business opportunities.
- Promotes, upholds and supports Rapport's mission, vision and Rapport’s strategic plan through development and execution of programs and initiatives to support the financial wellness of our members.
- Develops cash/investment portfolios for members relating to all registered products through sales of mutual funds based on member’s financial needs; reviews performance of portfolio annually with members.
- Actively seeks business with both new and existing members through the coordination and implementation of financial planning seminars. This includes the preparation and delivering of the financial planning seminars.
- Responsible for travelling to branches within assigned region to meet with members and provide convenience and value added services to members.

**Required Education, Experience, Training or Certification**:

- Post-secondary education in Business or related field
- Personal Financial Planning (PFP) or Certified Financial Planner (CFP) or Investment Industry Regulatory Organization of Canada (IIROC) designation(s)
- Minimum three (3) years’ experience working as a Financial Advisor/Financial Planner
- Minimum five (5) years of sales experience
- Proven networking, client acquisition and interpersonal skills.

**Required Knowledge, Skills & Abilities**:

- Demonstrated and up-to-date product knowledge of all Credit Union products, services, policies and procedures; specifically in Investments, Consumer and Mortgage Lending and Marketing.
- Excellent sales and service skills.
- Ability to think outside the box and devise creative workable solutions.

**Benefits**:

- Casual dress
- Company pension
- Dental care
- Employee assistance program
- Extended health care
- Flexible schedule
- On-site parking
- Vision care
- Wellness program
- Work from home

Schedule:

- Monday to Friday

  • Financial Advisor

    4 months ago

    North York, Canada Educators Financial Group Full time

    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...

  • Financial Advisor

    5 days ago

    Brentwood Bay, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join the Island Savings team, supporting the Brentwood community branch, in Brentwood Bay. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life...

  • Financial Advisor

    4 weeks ago

    North York, Canada Consolidated Credit Counseling Services of Canada Full time

    FINANCIAL ADVISORS - This is an in-office opportunityQUALIFIED AND PROVEN INBOUND CALLS PROVIDED - no out bound/cold callsCOLLECTIONS/CONSOLIDATION AND CREDIT CARD DEBT EXPERIENCE PREFERRED, NOT REQUIRED.Lead Type: 100% Inbound CallsCompensation: Paid Training + Top advisors make 100k plusBenefits offered: Full benefits package and RSP with 50% company...

  • Financial Advisor

    7 months ago

    North Bay, Canada Scotiabank Full time

    Requisition ID: 197266 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **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...

  • Financial Advisor

    3 months ago

    North Battleford, Canada Royal Bank of Canada Full time

    **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...

  • Financial Advisor

    3 months ago

    North Grenville, Canada Royal Bank of Canada Full time

    **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...

  • Sun Life Financial Career Opportunities

    3 days ago

    Ahuntsic North, Canada Sun Life Financial Full time

    Unlock Your Potential as a Sun Life Financial AdvisorSun Life Financial is seeking motivated and driven individuals to join our team of financial advisors. As a financial advisor, you will have the opportunity to build long-term relationships with clients, help them plan financially for various stages of life, and make a meaningful impact in your...

  • Financial Advisor

    6 months ago

    North York, Canada MCC Lending & Financial Solutions Full time

    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...

  • Financial Advisor

    2 months ago

    Thunder Bay, Canada Royal Bank of Canada Full time

    **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 your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Financial Advisor

    5 days ago

    Thunder Bay, Canada Royal Bank of Canada Full time

    **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 your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...

  • Financial Advisor

    2 months ago

    North York, Canada Primerica Financial Services Full time

    About The Job Primerica a leading financial services company in North America, is seeking ambitious individuals from all backgrounds to join our team of professionals. NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. The desired candidate should possess the following skills: You're a self-starter capable of thriving on a team Excellent...

  • Financial advisor

    2 months ago

    North York, Canada Primerica Financial Services Full time

    About The Job Primerica a leading financial services company in North America, is seeking ambitious individuals from all backgrounds to join our team of professionals. NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. The desired candidate should possess the following skills: You're a self-starter capable of thriving on a team Excellent...

  • Financial Services Assistant

    1 month ago

    North York, Canada KB Financial Solutions Full time

    KB Financial Solutions is a growing financial advisory firm specializing in personalized financial planning, mortgage solutions, and insurance services. We are dedicated to helping high-income professionals, business owners, and families achieve their financial goals through tailored solutions and expert guidance. We are seeking a Financial Services...

  • Financial Advisor Trainee

    7 months ago

    North Bay, Canada Scotiabank Full time

    Requisition ID: 201977 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **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...

  • Insurance Advisor

    4 days ago

    Mill Bay, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...

  • Financial Services Advisor

    7 months ago

    North Vancouver, Canada The Jim Pattison Auto Group Full time

    Join Jim Pattison Toyota 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...

  • Financial Insurance Advisor

    7 months ago

    North Vancouver, Canada Serenia Life Financial Full time

    Location: British Columbia Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life...

  • Financial Services Advisor

    7 months ago

    North York, Canada Handbond Financial Solutions Inc. Full time

    Education: Bachelor's degree - Experience: 3 years to less than 5 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...

  • Personal Banking Account Manager

    6 days ago

    North Bay, Canada Rapport Credit Union Full time

    **Job Title**: Hybrid Personal Account Manager/Financial Advisor **Reports To**: Director, Member Relations Wealth Management **Job Summary**: The Hybrid Personal Account Manager/ Financial Advisor will attend to the lending and investment needs of Rapport Credit Union (“Rapport”) members and potential members. By understanding the members’ financial...

  • Part-time Lead Generator for Financial Services

    3 months ago

    North York, Canada CL Financial Full time

    **Job Summary** As a Lead Generator, you will be at the forefront of our sales efforts to help the Filipino community achieve their financial goals. Your role will be to connect with potential clients, share the value of our services, and set up appointments for our financial advisors. You’ll be researching leads, making initial contact, and building...