Associate Financial 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...

**PPI company overview**: **PPI (an independent subsidiary of iA Financial)** is an Insurance Marketing Organization that sits between independent Advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with...

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 Services Associate 3** Partnering with a full team of professionals in our Parkgate Financial Spa, this role provides comprehensive and balanced financial solutions that support the financial wellness of our clients. This position is perfect for someone wanting to develop their banking career towards a Financial Planning/Advisory pathway. Your...

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...

**About the job** Edgewater Wealth Management is led by a team of dedicated professionals who have spent over three decades identifying goals and providing the financial stewardship necessary to meet the needs of families and businesses of means. Our principals have been protecting wealth, identifying opportunity and patiently growing capital using a...

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...

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...

New Client Onboarding ExperienceComplete online insurance applications with new clientsComplete and submit new DocuSign investment applicationsEnsure all documents are fully compliant including KYC, Fund Facts, Reason Why, etcComplete and submit all IFA loan applications and collect required financials as neededManage and update Equisoft CRM with updated...

Requisition ID: 200530 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...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

Education: Bachelor's degree - Experience: 5 years or more **Work setting**: - Finance **Budgetary responsibility**: - $100,001 - $500,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions -...

**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...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Are you passionate about leveraging data to drive strategic decisions in the healthcare sector? Do you thrive on providing expert guidance in developing and supporting health data reporting standards for the Ontario healthcare system? If so, we have an exciting opportunity for you! As a Business Advisor within our Health Data Branch, you will play a pivotal...

Are you passionate about leveraging data to drive strategic decisions in the healthcare sector? Do you thrive on providing expert guidance in developing and supporting health data reporting standards for the Ontario healthcare system? If so, we have an exciting opportunity for you! As a Business Advisor within our Health Data Branch, you will play a pivotal...

**Financial Services Associate 1 (FSA 1)** This is the position where most banking professionals start their career. This front-line service and sales role will build the foundation for a long career in banking. Traditionally called a "teller", this role has evolved to include an elevated level of knowledge than previously required. Times have changed and...

Requisition ID: 200530 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...

Requisition ID: 200530 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...