Financial Advisor

About the RoleWe are seeking a highly skilled Small Business Financial Advisor to join our team in Parry Sound, Ontario.As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our small business clients, building strong relationships, and driving business growth.Key ResponsibilitiesManage a...

About the RoleWe are seeking a highly skilled Small Business Financial Advisor to join our team in Parry Sound, Ontario.As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our small business clients, building strong relationships, and driving business growth.Key ResponsibilitiesManage a...

As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievementsLet’s talk. This could be the start of something great!What’s in it for you? Be in charge of your own business and income opportunities Dedicated leadership support and...

About the RoleWe are seeking a Senior Financial Advisor to join our team at Scotiabank. As a key member of our team, you will be responsible for building strong relationships with our customers and providing expert financial advice to help them achieve their goals.Key ResponsibilitiesTake a proactive approach to understanding customer needs and providing...

Company DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning....

Mnp Llp is seeking a skilled Manager, Assurance to join our team. As a trusted advisor, you will provide comprehensive financial information to clients, enabling them to make informed decisions with confidence.This role involves leading client-facing engagement teams to complete audits, compliance tax engagements, budgeting, internal controls, and...

Title: Senior Financial Advisor - Bayfield North, Barrie, Ontario - 18 months contractRequisition ID: 200925Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank, we help employees build their futures – where they can be themselves...

Job Title: Benefits AssociateAt Selectpath Benefits & Financial Inc., we are seeking a highly motivated Benefits Associate to join our team.Key Responsibilities:Deliver exceptional customer service and ensure client satisfaction with every effort to exceed expectations.Plan, organize, and facilitate the preparation and completion of client renewals,...

Job SummaryThe Benefits Associate plays a vital role in providing exceptional client support and services. This position involves collaborating with advisors to build strong relationships with clients, while ensuring their needs are met through comprehensive client care.Key ResponsibilitiesCustomer ServiceDeliver outstanding customer service, exceeding...

Title: Small Business Advisor - Parry Sound, ONRequisition ID: 205495Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat you’ll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network,...

Title: Senior Financial Advisor - Bayfield North, Barrie, Ontario - 18 months contractRequisition ID: 200925Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank, we help employees build their futures – where they can be themselves...

About the RoleKey ResponsibilitiesDevelop and implement comprehensive financial plans to meet customer needs and goals.Provide expert advice and guidance on financial products and services.Build and maintain strong relationships with customers to deliver exceptional customer service.Meet and exceed sales targets to drive business growth and...

About the RoleKey ResponsibilitiesDevelop and implement comprehensive financial plans to meet customer needs and goals.Provide expert advice and guidance on financial products and services.Build and maintain strong relationships with customers to deliver exceptional customer service.Meet and exceed sales targets to drive business growth and...

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join Equitable...

Bilingual Training Manager (English/Mandarin) **Description: - Permanent Full Time- We are looking for a Bilingual English + Mandarin remote Training Manager to play an integral role within our Distribution, Learning and Development Team.**What you will do** - Deliver virtual training on Canada Life tools and planning, market development, product knowledge,...

POSITION OVERVIEW:The Benefits Associate will assist Advisors in building and sustaining strong client relationships. This role involves providing direct client support and education, advocating for clients, and ensuring their needs are met. With a primary objective of providing comprehensive client care, the Benefits Associate will also work in...

POSITION OVERVIEW:The Benefits Associate will assist Advisors in building and sustaining strong client relationships. This role involves providing direct client support and education, advocating for clients, and ensuring their needs are met. With a primary objective of providing comprehensive client care, the Benefits Associate will also work in...

Requisition ID: 205495Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...

Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat you’ll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...