Financial Advisor Assistant

Are you a proactive, organized, and tech-savvy individual looking to join a young and energetic team? We're on the hunt for a *rockstar Administrative Assistant* to support our dynamic Financial Advisor. If you thrive in a fast-paced environment and love staying on top of details, this might just be the perfect fit for you! **What You’ll Be Doing**:* -...

**About Us**: Founded in 2020, Ai Financial’s core team brings over 20 years of experience from Stock market, Options, Investment banking, banking, mutual fund, insurance and segregate fund. We provide Canadian residents with professional investment advice and asset management services. Our mission is simple: to empower all Canadians to achieve a happy,...

_**Sales & Associate Advisor**_ We are seeking a dynamic and knowledgeable Associate Advisor to join a specialized advisor’s team at Sun Life in the Vancouver general area. This position will play a crucial role in providing comprehensive financial planning advice to clients helping them navigate the financial landscape and achieve their financial goals....

**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 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** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business....

BMO Financial is seeking a skilled Financial Planner to join their team. This role offers a unique opportunity to grow your career and make a lasting impact on the lives of our customers.The estimated salary for this position is $55,000 plus upward commission potential.Job Description:Deliver Exceptional Customer Experience: Provide financial and investment...

**Seeking Financial Assistant - Vast Education Training Inc.** Location: Richmond, Canada **About Us**: Vast Education Training Inc. is a leading institution dedicated to providing exceptional educational experiences to learners of all ages. Our commitment to excellence and innovation drives us to continually enhance our programs and services, ensuring...

At MD Financial Management, we're seeking a skilled Senior Consultant to join our team in Richmond Hill, Canada. In this exciting opportunity, you'll contribute to the success of our business strategies and objectives by providing comprehensive financial plans and investment strategies for our clients.As a Senior Consultant, your primary responsibility will...

**Administrative Asssistant** As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients...

**Administrative Assistant-Customer Relations** As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give...

As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their...

As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client's success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their...

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...

_**Sales Associate **_ We are seeking a dynamic and knowledgeable sales associate to join a specialized advisor’s team at Sun Life in the Vancouver general area. This position will play a crucial role in delivering sales leads for the team while providing exceptional service to newly found clients. The hiring advisor boasts extensive industry experience...

About Beem Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration. , Beem employees work to serve over , members who live and work across the province. The credit union offers personal and commercial banking and a...

Requisition ID: 179396 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: 195152 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...

About the OpportunityAs a Senior Financial Advisor at Scotiabank, you will have the opportunity to build long-lasting relationships with our clients and help them achieve their financial goals.Key ResponsibilitiesTaking a proactive approach to understanding customer needs and providing personalized financial adviceEducating customers on relevant financial...

Education: Bachelor's degree - Experience: 1 year to less than 2 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...

OverviewSun Life Financial is a leading provider of insurance and financial services. We offer a purpose-driven career that helps individuals, families, and communities achieve lifetime financial security and live healthier lives.CompensationThe estimated salary range for this role is $60,000 - $150,000 per year, depending on experience and performance.Job...