Financial Services Advisor

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...

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

Insurance Coverage AdvisorAt WH Financial Services LTD., we are seeking an Insurance Coverage Advisor to join our team. As an Insurance Coverage Advisor, you will be responsible for assessing potential client markets, establishing client insurance coverage, and ensuring that all necessary policy requirements are met.Key Responsibilities:Assess potential...

p>Financial Services AssociateApply locations: Full timePosted on: Posted YesterdayTime left to apply: End Date: November 21, 2024 (6 days left to apply)Job requisition id: 2424660We’re building a relationship-oriented bank for the modern world. comWhat you'll be doingAs a member of the Personal and Business Banking Team, you’ll partner with Financial...

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...

We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to...

Job SummaryAs a Financial Advisor at Royal Bank of Canada, you will play a key role in building and maintaining relationships with high-value clients, providing them with proactive and professional advice to help them achieve their financial goals. You will work closely with clients to understand their needs and develop tailored solutions to meet their...

h3>Financial Services AssociateApply locations Vancouver, BCTime type: Full timePosted on: Posted 3 Days AgoTime left to apply: End Date: November 6, 2024 (4 days left to apply)Job requisition id: 2423553We’re building a relationship-oriented bank for the modern world. comWhat you'll be doingAs a member of the Personal and Business Banking Team, you’ll...

**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...

Job DescriptionAt Envision Financial, we are seeking a highly skilled Member Advisor to provide exceptional service to our members. The successful candidate will be responsible for delivering personalized financial solutions and building strong relationships with our customers.Key Responsibilities:Provide front-line member service to triage and manage member...

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...

**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...

The Jim Pattison Toyota Downtown has a new opportunity for a Financial Services Advisor to join our team! **Overview**: Reporting to the General Manager, you will be passionate about providing an exceptional customer experience for our clients. As aFinancial Services Advisoryou must be self-motivated, high energy, dynamic and results-oriented with a proven...

You are as unique as your background, experience and point of view. Here, you\u2019ll be encouraged, empowered and challenged to be your best self. You\u2019ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every...

**Manager, Financial Services (MFS)** If you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager Financial Services (MFS) position. In partnership with the the Assistant General Manager, the MFS will oversee branch operations to ensure growth, profitability,...

**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...

About G&F Financial GroupG&F Financial Group, founded by Gulf & Fraser and Interior Savings, is a leading credit union in BC with over $ billion in total assets under administration. With a strong presence across the province, our employees work to serve over , members who live and work across BC.We strive to create a future where everyone in our communities...

**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Vancouver, BC** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing...

About G&F Financial GroupG&F Financial Group, founded by Gulf & Fraser and Interior Savings, is a leading credit union in BC with approximately $ billion in total assets under administration. We have over , members who live and work across the province. Our credit union offers personal and commercial banking, insurance, and wealth management services from...

**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Vancouver, BC** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...