Investment Advisor
2 days ago
We are seeking a highly motivated and experienced Investment Advisor to join our team at BMO. As an Investment Advisor, you will be responsible for providing sound investment advice to clients, building strong relationships, and helping them achieve their financial goals.
Key Responsibilities- Support clients in the inbound call queue, providing professional advice and guidance on investment matters
- Determine individual investment needs and develop tailored solutions to meet client objectives
- Build trust and strong relationships with clients, understanding their financial situations and educating them on wealth management strategies
- Support clients with various requests, including portfolio reviews, onboarding, account access, contributions, and withdrawals
- Fulfill sales and service activities for customers in accordance with approved procedures
- Minimum of 1 year of relevant professional experience in the financial services industry
- Completed Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) / IIROC licensed as an Investment Representative or Registered Representative
- Knowledge of ETFs and common wealth management strategies
- Familiarity with industry regulations and standards
- Excellent communication, organizational, time management, and listening skills
- Bilingualism in French and English (strong asset)
- Industry Accreditations or working towards preferred (CIM, CFA, CFP)
As a member of the BMO team, you will have the opportunity to work in a fast-paced environment, make a difference in the lives of our clients, and grow your career in the financial services industry. We offer a competitive salary, comprehensive benefits package, and opportunities for professional development and advancement.
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Financial Advisor
2 days ago
Elliot Lake, Canada BMO Full timeJob SummaryBMO is seeking a skilled Financial Advisor to join our team and serve our First Nations community. As a Financial Advisor, you will be responsible for providing financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients, including...
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Financial Advisor
2 days ago
Elliot Lake, Canada BMO Full timeJob SummaryBMO is seeking a skilled Financial Advisor to join our team and serve our First Nations community. As a Financial Advisor, you will be responsible for providing financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients, including...
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Personal Insurance Advisor
7 days ago
Elliot Lake, Canada BrokerLink Insurance Full timePersonal Insurance Advisor Join Our Team as a Personal Insurance Advisor At BrokerLink, we're looking for a talented and customer-focused individual to join our team as a Personal Insurance Advisor. As a key member of our team, you'll have the opportunity to make a real difference in the lives of our clients and help them achieve their goals. About...
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Banking Advisor
3 months ago
Elliot Lake, Canada Scotiabank Full timeRequisition ID: 201369 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...
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Financial Advisor
3 months ago
Elliot Lake, Canada Scotiabank Full timeRequisition ID: 196373 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...
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Personal Insurance Advisor
4 weeks ago
Elliot Lake, Canada BrokerLink Full timeBeing a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who...
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Personal Insurance Advisor
4 months ago
Elliot Lake, Canada BrokerLink Full timeBeing a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who...
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Personal Insurance Advisor
7 days ago
Elliot Lake, Canada BrokerLink Insurance Full timeBeing a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want...
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Financial Advisor
3 months ago
Lake Cowichan, Canada Island Savings, a division of First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...
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Financial Advisor
4 weeks ago
Lake Cowichan, Canada Island Savings, a division of First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our Lake Cowichan team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or...
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Associate Advisor
3 months ago
Sylvan Lake, Canada Lewis Financial Services Inc. Full timeAssociate Advisor Job Summary The primary focus of the Associate Advisor is to increase sales, expand the business, and enhance client services. This entails actively prospecting for new clients as well as meeting with existing clientele and leading them through the financial planning process. Skills/Requirements - CFP/QAFP/PFP, CIFC (Investment Funds) or...
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Financial Advisor
3 months ago
Sylvan Lake, Canada Servus Credit Union Full time**Compensation: $50,850 - $71,091 per annum** **Employment status: Full Time** Servus is growing! We are currently looking for a full-time **Financial Advisor **at our **Sylvan Lake** **Branch.** Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members,...
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Small Business Advisor
4 weeks ago
Slave Lake, Canada Scotiabank Full timeSmall Business Advisor - Slave Lake, ABRequisition ID: 205704Join 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...
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Assistant Branch Manager Advisor
2 weeks ago
LAKE COUNTRY, Canada Royal Bank of Canada Full timeAssistant Branch Manager Advisor About the Role This is an exciting opportunity to join our team as an Assistant Branch Manager Advisor, where you will play a key role in leading and coaching your team to deliver exceptional client experiences and maximize opportunities through sales enablement and coaching, digital education and usage, and collaboration...
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Assistant Branch Manager Advisor
7 days ago
LAKE COUNTRY, Canada Royal Bank of Canada Full timeAssistant Branch Manager AdvisorAbout the RoleThis is an exciting opportunity to join our team as an Assistant Branch Manager Advisor, where you will play a key role in leading and coaching your team to deliver exceptional client experiences and maximize opportunities through sales enablement and coaching, digital education and usage, and collaboration with...
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Billing Advisor
4 months ago
Cold Lake, Canada BrokerLink Full timeBeing a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who...
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Assistant Branch Manager/Advisor
3 days ago
Snow Lake, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Financial Services Leader to join our team at the Royal Bank of Canada. As an Assistant Branch Manager Advisor, you will play a key role in leading and coaching your team to deliver exceptional client experiences and drive business growth.Key ResponsibilitiesLeadership and CoachingEnsure high...
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Assistant Branch Manager/Advisor
3 days ago
Snow Lake, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Financial Services Leader to join our team at the Royal Bank of Canada. As an Assistant Branch Manager Advisor, you will play a key role in leading and coaching your team to deliver exceptional client experiences and drive business growth.Key ResponsibilitiesLeadership and CoachingEnsure high...
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Small Business Advisor
1 week ago
Slave Lake, Canada Scotiabank Full timeRequisition ID: 205704Join 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...
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Assistant Branch Manager/Advisor
3 days ago
Snow Lake, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our team as an Assistant Branch Manager Advisor. This is a unique opportunity to lead and coach a team of professionals, delivering exceptional client experiences and maximizing opportunities through sales enablement and coaching, digital education, and collaboration with RBC...