Business Development Advisor, Financial Services
17 hours ago
We are seeking a highly skilled Virtual Business Advisor to join our team. As a key member of our organization, you will play a crucial role in helping clients achieve their business goals.
Key Responsibilities:- Provide expert guidance and support to clients to understand their financial needs and identify opportunities for growth.
- Assess and recommend suitable financial products and services to meet client needs.
- Build strong relationships with clients, employees, and partners to drive business success.
- Resolve client issues efficiently and escalate matters to leadership as needed.
- Bilingual French and English proficiency (written and verbal).
- Minimum 2-3 years of experience in a similar role.
- Strong knowledge of business accounts, credit cards, overdrafts, loans, lines of credit, and other financial products.
- Well-developed sales and communication skills, with experience handling client calls and delivering excellent client experiences.
- Ability to read and interpret financial statements, credit bureaus, and other financial documents.
- Strong influencing and negotiating skills to respond to objections and offer solutions.
- A competitive salary range of $64,000 - $72,000 per year.
- A well-established and reputable company with a strong reputation in the industry.
- Ongoing training and development opportunities to enhance your skills and career growth.
- A dynamic and supportive work environment with a focus on teamwork and collaboration.
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Sun Life Financial Advisor
2 weeks ago
Moncton, New Brunswick, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Advisor and build a successful business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.With our innovative 'level commission'...
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Sun Life Financial Advisor
1 month ago
Moncton, New Brunswick, Canada Sun Life Full timeUnlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with...
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Financial Advisor Associate
3 weeks ago
Moncton, New Brunswick, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities, a leading investment and wealth management firm, is seeking a talented and self-directed Associate Advisor to join our team in Moncton. As a key member of our Investment Advisor team, you will play a crucial role in providing proactive advice and support to our clients, helping to...
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Sun Life Financial Advisor Career
3 weeks ago
Moncton, New Brunswick, Canada Sun Life Full timeUnlock Your Potential as a Sun Life Financial Advisor Are you ready to take control of your life and determine your own success? Do you want to enjoy financial independence and work-life balance? As a Sun Life advisor, you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your...
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Financial Services Representative
4 weeks ago
Moncton, New Brunswick, Canada Industrielle Alliance - Agence Québec Rive-Sud Full timeUnlock Your Potential as a Financial Security AdvisorA career as a financial security advisor with iA Financial Group offers the perfect blend of professional growth and personal fulfillment. As a representative, you will play a vital role in helping individuals achieve financial security through a thorough analysis of their needs and expert advice.Are You...
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Investment Advisor
4 weeks ago
Moncton, New Brunswick, Canada RBC Dominion Securities Inc. Full timeGrow Your Business with RBC Dominion SecuritiesAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert financial advice and guidance to individuals, families, and...
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Investment Advisor
3 weeks ago
Moncton, New Brunswick, Canada Royal Bank of Canada Full timeJob SummaryAs a highly skilled Investment Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert financial planning and investment advice to high-net-worth individuals, families,...
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Investment Advisor
4 weeks ago
Moncton, New Brunswick, Canada Royal Bank of Canada> Full timeGrow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert financial advice and guidance to individuals, families, and businesses.Key...
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Investment Advisor
4 weeks ago
Moncton, New Brunswick, Canada Royal Bank of Canada> Full timeGrow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert financial advice and guidance to individuals, families, and businesses.Key...
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Investment Advisor
1 month ago
Moncton, New Brunswick, Canada RBC Dominion Securities Inc. Full timeGrow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert financial advice and guidance to individuals, families, and businesses.What You'll...
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Client Advisor Intern
3 weeks ago
Moncton, New Brunswick, Canada Royal Bank of Canada Full timeJob SummaryAs a Client Advisor Intern at Royal Bank of Canada, you will play a key role in delivering exceptional client service and driving business growth. This exciting opportunity will challenge you to develop your skills and knowledge in financial services, while working in a dynamic and collaborative team environment.Key ResponsibilitiesProactively...
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Investment Advisor
1 month ago
Moncton, New Brunswick, Canada RBC Dominion Securities Inc. Full timeGrow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert financial advice and guidance to individuals, families, and businesses.What You'll...
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Investment Advisor
1 month ago
Moncton, New Brunswick, Canada RBC Dominion Securities Inc. Full timeGrow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert financial advice and guidance to individuals, families, and businesses.What You'll...
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Investment Advisor
2 weeks ago
Moncton, New Brunswick, Canada RBC Dominion Securities Inc. Full timeJob OpportunityAt RBC Dominion Securities Inc., we are seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will play a key role in helping clients achieve their financial goals while building a successful business within our organization.Key Responsibilities:Build and maintain strong relationships with clients to understand...
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Investment Advisor
1 month ago
Moncton, New Brunswick, Canada RBC Dominion Securities Inc. Full timeGrow Your Business with RBC Dominion SecuritiesAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our company.Key Responsibilities:Build and maintain strong relationships with high-net-worth...
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Investment Advisor
1 month ago
Moncton, New Brunswick, Canada RBC Dominion Securities Inc. Full timeGrow Your Business with RBC Dominion SecuritiesAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our company.Key Responsibilities:Build and maintain strong relationships with high-net-worth...
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Investment Advisor
4 weeks ago
Moncton, New Brunswick, Canada RBC Dominion Securities Inc. Full timeGrow Your Business with RBC Dominion SecuritiesAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our company.Key Responsibilities:Build and maintain strong relationships with high-net-worth...
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Investment Advisor
4 weeks ago
Moncton, New Brunswick, Canada RBC Dominion Securities Inc. Full timeGrow Your Business with RBC Dominion SecuritiesAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our company.Key Responsibilities:Build and maintain strong relationships with high-net-worth...
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Financial Services Professional
3 weeks ago
Moncton, New Brunswick, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a talented and self-directed individual to join our team as an Associate Advisor. This role involves working with an Investment Advisor team to provide proactive advice and support to clients, helping to deepen existing relationships and welcome new clients to the firm.Key ResponsibilitiesProvide personalized advice...
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Financial Services Associate
3 weeks ago
Moncton, New Brunswick, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking a skilled and detail-oriented individual to join our team as a Financial Services Associate. As a key member of our wealth management team, you will play a vital role in providing exceptional client service and support to our advisors and clients.Key Responsibilities:Maintain accurate and up-to-date...