Sun Life Financial Planner

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...

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...

Financial Advisor Role OverviewA Financial Advisor at Financière Sun Life plays a vital role in helping individuals, families, and business owners achieve lifetime financial security and live healthier lives.The ideal candidate will have a history of achievement, enjoy engaging with people, and possess excellent communication skills. They should be...

**Administrative Assistant - Great Work Environment, Excellent Pay, Full-time Work** Join the team with RMB Financial Solutions as our Administrative Assistant. Our business is growing and as a Financial Planner with Sun Life, we have lots to offer our employees. We are amazing at what we do because of our appreciation for our clients. We are driven to...

Manage the advisors’ agenda, book appointments and prepare for client meetings - Prepare Know-Your-Client (KYC) and account opening documents for clients - Proactively make calls to clients and schedule meetings and reviews with advisor. You will help with the administrative aspect of tracking client meetings and interactions through Salesforce - Follow up...

**Role Summary** The Executive Assistant, is responsible for the processing and administration of wealth/investment and insurance products for the Senior Advisor. The role is fast paced with multiple demands and requires a demonstrated regard for confidentiality, organization, accountability, and an ability to problem solve. **Key Accountabilities** -...

RMB Financial Solutions Inc. 1 Commissioners Road E, Unit 101 London ON N6C 5Z3 T: 519.680.2382. ext 2270. F: 519.680.2494 ADMINISTRATIVE ASSISTANT Role Summary The Administrative Assistant, is responsible for the processing and administration of investment and insurance products, as well as managing scheduling for the advisors. The role has a large...

At Educators Financial Group, we're on a mission to help educators achieve their financial goals. As a Certified Financial Planner professional, you'll play a key role in delivering exceptional client experiences within the education community in York Region.About the RoleThis salaried position comes with a strong benefits package and a competitive pension...

About RBC Brewin DolphinRBC Brewin Dolphin is a leading wealth management firm committed to providing trusted advice and exceptional service to our clients. As we continue to grow and evolve, we are seeking a highly skilled Paraplanner to join our team in London.Salary and BenefitsWe offer a competitive salary of $85,000 per annum, plus benefits that include...

Join a legacy of compassion and financial empowerment at Serenia Life Financial, where we've been enriching lives for nearly a century. Are you ready to embark on a career path where you can make a meaningful difference in people's lives while achieving your own professional and financial goals? Serenia Life Financial is seeking passionate individuals to...

**Job Description**: **We are Canada Life** Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success. You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the...

Permanent Full Time We are looking for a Financial Services Representative. The Financial Services Representative uses expertise to identify and meet the needs of clients, offering right-sized advice and product solutions to improve the financial, physical, and mental well-being of Canadians. They support special client-facing initiatives and are...

**Job Title: Insurance Advisor, Life, Health and Wealth** **What is the opportunity?** **What will you do?** - Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs - Promote a client-first mindset by meeting clients when and...

**Job Description**: **We are Canada Life** Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success. You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the...

**Serenia Life Financial**: **Financial Representative**: **Build your career around your life**: **Position Overview: LLQP REQUIRED** **If you are looking to**: - Work in SALES - Have a flexible schedule - Help Canadians achieve financial security **Responsibilities**: - Outbound prospecting, schedule appointments, identify customer needs, and market...

Company OverviewBDO Canada is a firm built on positive relationships with our people and clients. We provide exceptional service, helping clients with advice and insight they can trust.Job DescriptionWe are seeking a Senior Financial Planner to join our Wealth Management practice. The successful candidate will own the following responsibilities:Identify...

**What is the opportunity?** We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to...

**What is the opportunity?** We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to...

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...

**What is the opportunity?** We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to...