Financial Advisor
6 months ago
**Compensation**:
$60,000 - $75,000+
**Responsibilities**:
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Serve as a collaborative team player willing to further development through continued training opportunities
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
**Qualifications**:
- Requires a Bachelor's degree in business administration, finance, or other related field
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Good relational and communication skills
- Motivated and dedicated work ethic
- Ability to work independently
- Must be a Permanent Resident or Canadian Citizen and live in Canada
- Must be 20+ years of age
- Six-figure income potential
**About Company**
At Zgheib Agency, our main focus is helping families through income protection and financial education. We believe the more you know the better you do.
We show families how to save money on insurance and financial products they already own but no one previously explained to them.
-
Financial Advisor New Career
7 months ago
Hamilton, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time**Financial Advisor New Career** Are you ready for a new career that offers limitless opportunities in the financial services industry? Do you dream of taking control of your success and financial independence? It’s time to seize the reins of your life, enjoy the work-life balance you deserve, and embark on a journey of exceptional growth and personal...
-
Financial Advisor
6 months ago
Hamilton, Canada Life Agency Full time**Compensation**: $60,000 -$70,000 **Responsibilities**: - Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals - Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs - Work directly with clients to...
-
Financial Advisor
6 months ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $60,000 - $75,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...
-
Financial Advisor
6 months ago
Hamilton, Canada Royal Bank of Canada Full time**Job Summary** - You are a One RBC Advisor with a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs - You leverage your own capabilities, and those of the right partner in our ecosystem, at the right time, meeting client’s...
-
Financial Services Advisor
2 weeks ago
Hamilton, Ontario, Canada Tangram Full timeAbout the RoleAs a Financial Services Advisor at Tangram, you will play a vital role in helping our clients achieve their financial goals. This includes preparing financial statements and management accounts, tax compliance, budgeting, forecasting, and providing business advisory services.About You:We are looking for an individual with a strong accounting...
-
Senior Financial Advisor
3 weeks ago
Hamilton, Ontario, Canada Scotiabank Full timeWe are seeking a Senior Financial Advisor to join our team at Scotiabank.About the RoleAs a Senior Financial Advisor, you will be responsible for building strong relationships with our customers and providing expert advice on their financial needs.Key Responsibilities:Taking a proactive approach to understanding customer needs and preferencesEducating...
-
Advisor- Administrative Assistant
8 months ago
Hamilton, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time**Part Time Administrative Assistant** You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Advisor. You are a detail-oriented, organized, and self-motivated individual who is competent in prioritizing tasks and working with little supervision. You will create meaningful relationships with...
-
Hamilton, Ontario, Canada Royal Bank of Canada Full timeUnlock your full potential as a Lead Financial Advisor at Royal Bank of Canada, where you can build a lucrative career helping clients achieve their financial goals. With an estimated salary range of $80,000 to over $150,000 per year, depending on performance and experience, you'll have the opportunity to earn unlimited commissions and fees.About the...
-
Financial Planning and Investment Advisor
7 days ago
Hamilton, Ontario, Canada Bank of Montreal Full timeOverviewBMO Financial Group is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.Estimated Salary Range$85,000 - $120,000 per year, depending on experience and location.Job...
-
Senior Financial Advisor
2 months ago
Hamilton, Canada Scotiabank Full timeRequisition ID: 210524Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be…Senior Financial AdvisorAt 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...
-
Financial Representative
6 months ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $50,000 - 60,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...
-
Financial Representative
6 months ago
Hamilton, Canada Life Agency Full time**Compensation**: $50,000 - $60,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...
-
Financial Consultant
7 months ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $75,000 **Responsibilities**: - Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor - Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other...
-
Administrative Assistant
6 months ago
Hamilton, Canada Royds Financial Full timeRoyds Financial, operating as a Manulife Securities Incorporated office, prides itself in offering tailored and sophisticated financial planning and investment advice to our clients, taking care of them as though they were family. This is only possible with both experienced, caring financial advisors and detail-oriented, well-trained, accurate, professional...
-
Financial Planning Consultant
3 months ago
Hamilton, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...
-
Financial Services Officer
3 months ago
Hamilton, Canada DUCA Financial Services Credit Union Ltd. Full time**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...
-
Outside Sales Advisor
6 months ago
Hamilton, Canada Right Time Heating and Air Conditioning Full timeHome Comfort Advisor (Outside Sales Advisor) **Requirements**: Self-motivated and driven to exceed goals and expectations Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish...
-
Outside Sales Advisor
6 months ago
Hamilton, Canada Right Time Heating and Air Conditioning Full timeHome Comfort Advisor (Outside Sales Advisor) **Requirements**: Self-motivated and driven to exceed goals and expectations Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish...
-
Financial Advisor
6 months ago
Hamilton, Canada Cowan Insurance Group Full timeCowan Insurance Group is looking for a highly motivated **Financial Advisor** to join our team! Reporting to the Director, Wealth Management, you will be an integral member of our wealth management team responsible for deepening and broadening new and existing client relationships from an assigned block of business, in collaboration with associates in wealth...
-
Strategic Financial Advisor
3 weeks ago
Hamilton, Ontario, Canada Bank of Montreal Full timeAbout the RoleWe are seeking a Strategic Financial Advisor - Investment Specialist to join our team. In this role, you will be responsible for providing financial and investment planning and advice to deliver solutions in the best interests of our customers.Responsibilities:Determine client needs and provide solutions through the sales of managed products...