Financial Advisor

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...

**Administrative Assistant** - 2303943 Vijay Wealth Advisory of Raymond James Ltd. is looking for an Administrative Assistant to work with our team of financial professionals in our North York office. Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

At ICBC, it’s our job to make sure the car insurance system works for all British Columbians, today and in the future. If you want to make the most of your skills and expertise while growing your career, we want you. A career at ICBC is an opportunity to be part of a talented, diverse and inclusive team that is driven to serve its customers and...

Job SummaryWhat 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 your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...

REQUIRED CREDENTIALS - Life Licence Qualification Program (LLQP) We’re on a mission to build a relationship-focused team and we’re looking for passionate collaborators, innovators, advisors, and leaders. Our distinct culture is built on a shared commitment to do what’s right for our clients, our people, and our communities, and we strive for...

Educators Financial Group is seeking a proactive and passionate **Client Services Representative** to provide administrative support to Educators’ Client Advisory Services Team (CAST). In this role, you will embody our brand and dedicate yourself to putting our clients first. Our clients primarily consist of members of the Ontario Secondary School Teachers...

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...

Effective April 1, 2024 the salary range for this position is $82,217 to $121,155 per year in compliance with AMAPCEO collective agreement provisions. The new rates, effective retroactive to April 1, 2024, were recently confirmed and dates for implementation of the new salary rates are still to be determined.Are you passionate about leveraging data to drive...

Job SummaryWhat 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 your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...

**Position Overview**: **Company**:CGIC **Number of Positions**: 1 **Language**: This role operates in English. **Work Model**:Office-Based **Alternate Title**: n/a **Additional Information**: **The Opportunity**: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team...

Are you passionate about driving excellence in information management and data standards within the learning health system? Are you a natural leader with the ability to provide expert guidance and support to health service providers? If so, we have an exciting opportunity for you! **Health Data Branch** oversees the central management of the strategic...

**Competition Number** - S181031P**Position Title** - Financial Planning & Analysis Advisor**Position Number** - E99944**Employee Group** - Exempt (non-union support staff)**Position Status** - Regular Full-Time**Start Date** **End Date (if applicable)** **Department** - Financial Services**Additional Notes** **Location** - North Vancouver**Working with...

**Competition Number** - S181132P**Position Title** - Financial Planning & Analysis Advisor**Position Number** - E99935**Employee Group** - Exempt (non-union support staff)**Position Status** - Regular Full-Time**Start Date** **End Date (if applicable)** **Department** - Financial Services**Additional Notes** **Location** - North Vancouver**Working with...

**About you**: As a dedicated corporate training and events specialist, you’re passionate about using your stellar organizational and relationship-building skills to support the successful delivery of events. You are a positive, solutions-oriented professional who is able to ensure all company training and events run without a hitch. Working with the...

We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in North Vancouver, BC at our Edgemont office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor in North Vancouver, BC at our Edgemont office location. **Please note the location is in North Vancouver and this is a on-site position** Do you love to provide exceptional...

We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our North Battleford, SK office. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded...

We’re searching for an Insurance Advisor, Auto. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor, Auto in our North Battleford, SK office. Discover what’s possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for...

**Job Summary** Banking Advisor Intern **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that...