Financial Advisor
2 months ago
About the Role:
Sun Life Financial is seeking a motivated and goal-oriented individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build long-term relationships with clients and help them achieve their financial goals.
Key Responsibilities:
- Develop and implement financial plans for clients.
- Provide ongoing support and guidance to clients as their financial situation changes.
- Stay up-to-date with industry developments and maintain professional accreditations.
- Network and build relationships within the community to drive business growth.
What We Offer:
- Unlimited earning potential with compensation tied to achievements.
- Monthly bonuses to provide financial stability during training.
- A purpose-driven career helping individuals, families, and business owners achieve financial security.
- Independence and flexibility to build your work around important life events.
- Local support to help you develop the skills to launch, develop, and grow your business.
- A recognition program celebrating achievements through prizes and incentives.
- Leading-edge technology to conduct business easily anytime, anywhere.
- A culture that values excellence and inclusivity.
Requirements:
- History of achievement in a professional, academic, or athletic setting.
- Excellent communication and relationship-building skills.
- Discipline and self-motivation to drive business growth.
- Goal-oriented with a strong work ethic and continuous learning mindset.
Assets (optional):
- Demonstrated ability to motivate others to action.
- Business development skills.
- LLQP and/or Mutual Fund license or course/exam completion.
Become a Sun Life Financial Advisor to take control of your future in a purpose-driven career.
Learn more and apply at www.sunlife.ca/becomeanadvisor
Must be legally entitled to work in Canada.
-
Financial Services Advisor
4 weeks ago
Lévis, Quebec, Canada National Bank Full timeWe are seeking a highly skilled Financial Services Advisor to join our team at National Bank. This is a unique opportunity to build a successful career in the financial services industry.About the RoleThis is a permanent, full-time position with a competitive salary of approximately $55,000 - $70,000 per year, depending on experience and qualifications.As a...
-
Financial Security Advisor Opportunities
2 months ago
Lévis, Quebec, Canada Industrielle Alliance - Agence Québec Rive-Sud Full timeAbout UsWe are a dynamic organization dedicated to providing top-notch financial services to our clients. As a Financial Security Advisor, you will play a crucial role in helping individuals achieve their financial goals.Your MissionYour primary objective is to ensure that your clients feel confident and secure about their financial future. You will...
-
Advisor, Financial Performance and Budget
4 weeks ago
Lévis, Canada Desjardins Full timeTemporary position for 12 months As a financial performance and budget advisor, you help design, institute, update, analyze and monitor strategies and solutions related to income and expense accounting. You help structure and track financial results, produce budget forecasts, invest in pension plans and improve financial performance. You advise and assist...
-
Advisor, Financial Disclosure
1 month ago
Lévis, QC, Canada Desjardins Full timeAs a financial disclosure advisor, you help prepare, analyze, disclose and monitor financial statements for Desjardins’s financial, statutory, regulatory and strategic reporting. You advise and assist clients and partners as part of intervention and development initiatives. You propose solutions to improve or optimize standards, procedures, controls and...
-
Advisor, Financial Disclosure
2 months ago
Lévis, QC, Canada Desjardins Full timeTemporary position for 12 months As a financial disclosure advisor, you help prepare, analyze, disclose and monitor financial statements for Desjardins’s financial, statutory, regulatory and strategic reporting. You advise and assist clients and partners as part of intervention and development initiatives. You propose solutions to improve or optimize...
-
Personal Finance Advisor
2 months ago
Lévis, QC, Canada Desjardins Full timeAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...
-
Financial Services Agent, Clientele
2 weeks ago
Lévis, Canada Desjardins Full timeAs a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...
-
Personal Finance Advisor
4 weeks ago
Lévis, QC, Canada Desjardins Full timeAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...
-
Investment Analyst
1 month ago
Lévis, QC, Canada Desjardins Full timeInterested in sharing your investment experience with one of Canada's few international impact investment funds? As an investment advisor, you'll have a unique opportunity to work on private debt and equity investments with international financial services institutions in Latin America, Africa and Asia. In this key role, you’ll have the opportunity to...
