Financial Services Professional

4 weeks ago

Mississauga, Ontario, Canada Longevity Achieved Full time
About the Role

We are seeking a highly motivated and results-driven Financial Services Professional to join our team at Longevity Achieved. As a key member of our organization, you will be responsible for building and maintaining relationships with clients, understanding their financial goals, and providing tailored recommendations to meet their needs.

Key Responsibilities
  • Develop and implement effective sales strategies to meet and exceed sales targets
  • Analyze financial information and market trends to provide accurate and timely advice to clients
  • Stay updated on industry regulations and products to provide clients with up-to-date information and compliance
  • Maintain accurate records of client interactions and transactions for compliance purposes
  • Generate leads through networking, referrals, and cold calling to expand client base
Requirements
  • Strong sales skills with a proven track record of meeting and exceeding sales targets
  • In-depth knowledge of financial products, investment options, and market trends
  • Excellent communication and interpersonal skills to build and maintain client relationships
  • Ability to analyze financial information and provide accurate advice to clients
  • Proactive and self-motivated with the ability to generate leads and expand client base
What We Offer
  • Performance-based compensation, untapped earning potential
  • Residual income
  • Customized personal business planning
  • Full marketing support, prospecting, and technical assistance
  • Robust technology stack, including customizable CRM software
  • Customized mentorship program with established advisors and managers
  • Ongoing resources and support, with autonomy to run your own practice
Longevity Values
  • DYNAMISM: Fuelling action, speed, and continual excellence
  • UNITY: Harmonising wealth and well-being
  • HONOUR: Upholding trust, duty, and ethical conduct
  • BOLDNESS: Pioneering courage, innovation, and decisive action
  • EMPOWERMENT: Enabling choice, strength, and personal growth

  • Financial Services Professional

    4 weeks ago

    Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full time

    Job Title: Financial Services RepresentativeWe are seeking a highly skilled and motivated Financial Services Representative to join our team at ADI & ADI Financial Inc.Job Summary:The Financial Services Representative will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and promoting the sale of...

  • Financial Services Professional

    3 weeks ago

    Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full time

    Job SummaryWe are seeking a highly skilled Financial Services Professional to join our team at ADI & ADI FINANCIAL INC. The ideal candidate will have experience in financial services, with a strong focus on loan and investment management.Key ResponsibilitiesApprove or reject loan applications, or recommend applications for approval or rejectionAssist clients...

  • Senior Financial Services Professional

    1 month ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Centr Full time

    Grow Your Practice in the Financial Services IndustryAre you looking for a challenging opportunity to advance your career in the Financial Services Industry?Desjardins Financial Security Independent Network is a leading organization in the industry, and we are seeking an experienced Financial Services Professional to join our team.About Us:Desjardins...

  • Senior Financial Services Professional

    1 month ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Centr Full time

    Grow Your Practice in the Financial Services IndustryAre you looking for a challenging opportunity to advance your career in the Financial Services Industry?Desjardins Financial Security Independent Network is a leading organization in the industry, and we are seeking an experienced Financial Services Professional to join our team.About Us:Desjardins...

  • Senior Financial Services Professional

    4 weeks ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Centr Full time

    Grow Your Practice in the Financial Services IndustryAre you looking for a challenging opportunity to advance your career in the Financial Services Industry?Desjardins Financial Security Independent Network is a leading organization in the industry, and we are seeking an experienced Financial Services Professional to join our team.About Us:Desjardins...

  • Senior Financial Services Professional

    4 weeks ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Centr Full time

    Grow Your Practice in the Financial Services IndustryAre you looking for a challenging opportunity to advance your career in the Financial Services Industry?Desjardins Financial Security Independent Network is a leading organization in the industry, and we are seeking an experienced Financial Services Professional to join our team.About Us:Desjardins...

  • Experienced Financial Services Professional

    1 month ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Job Description:We are seeking an experienced Financial Advisor to join our dynamic team at Desjardins Financial Security Independent Network - ON Central.Job Summary:We are looking for a seasoned Financial Advisor to help our clients navigate the complexities of wealth management, investment planning, retirement planning, and estate planning.Key...

  • Experienced Financial Services Professional

    1 month ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Job Description:We are seeking an experienced Financial Advisor to join our dynamic team at Desjardins Financial Security Independent Network - ON Central.Job Summary:We are looking for a seasoned Financial Advisor to help our clients navigate the complexities of wealth management, investment planning, retirement planning, and estate planning.Key...

  • Experienced Financial Services Professional

    2 months ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Job Description:We are seeking an experienced Financial Advisor to join our dynamic team at Desjardins Financial Security Independent Network - ON Central.Job Summary:We are looking for a seasoned Financial Advisor to help our clients navigate the complexities of wealth management, investment planning, retirement planning, and estate planning.Key...

  • Experienced Financial Services Professional

    2 months ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Job Description:We are seeking an experienced Financial Advisor to join our dynamic team at Desjardins Financial Security Independent Network - ON Central.Job Summary:We are looking for a seasoned Financial Advisor to help our clients navigate the complexities of wealth management, investment planning, retirement planning, and estate planning.Key...

  • Financial Planning Professional

    3 weeks ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Financial Planning ProfessionalWe are seeking a motivated and ambitious individual to join our team as a Financial Planning Professional. This entry-level position offers a unique opportunity to receive comprehensive training and mentorship in financial planning and wealth management.Key Responsibilities:Develop a deep understanding of various financial...

  • Financial Planning Professional

    3 weeks ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Financial Planning ProfessionalAt Desjardins Financial Security Independent Network - ON Central, we are seeking a motivated and detail-oriented Financial Planning Professional to join our team. As an Entry-Level Financial Advisor, you will have the opportunity to develop a successful career in financial planning and wealth management.Key...

  • Senior Financial Services Professional

    2 weeks ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Centr Full time

    About Us: Desjardins Financial Security Independent Network is a leading provider of financial services in the industry.Our Opportunity: We are seeking an experienced financial advisor to join our team and contribute to our success story.Key Responsibilities: As a financial advisor, you will be responsible for growing your practice in the financial services...

  • Financial Accountant

    2 weeks ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    At FIRSTCARE FINANCIAL SERVICES LTD., we are seeking a skilled Financial Accountant to join our team. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record Keeping:...

  • Financial Bookkeeper

    2 weeks ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    Job SummaryAt FIRSTCARE FINANCIAL SERVICES LTD., we are seeking a detail-oriented Financial Bookkeeper to join our team. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and performing various accounting tasks.Key Responsibilities• Calculate and prepare cheques for...

  • Financial Accountant

    3 weeks ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    Job SummaryWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with all relevant accounting standards.Key...

  • Financial Planning Professional

    2 weeks ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Financial Advisor Career OpportunityDesjardins Financial Security Independent Network - ON Central is seeking a motivated individual to join our team as a Financial Advisor. This entry-level position offers a unique opportunity to receive hands-on training, mentorship, and support while earning a competitive salary plus commission.Key...

  • Financial Services Professional

    4 days ago

    Mississauga, Ontario, Canada People Corporation Full time

    Job Title: Financial Services ProfessionalWe are seeking a Financial Services Professional to join our team at People Corporation. As a Financial Services Professional, you will work closely with our clients to provide guidance on various insurance offerings, including life, living benefits, travel insurance, and registered products.The Key...

  • Financial Services Representative

    4 weeks ago

    Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full time

    Job Title: Financial Services RepresentativeWe are seeking a highly skilled Financial Services Representative to join our team at ADI & ADI FINANCIAL INC. The successful candidate will be responsible for providing exceptional customer service, processing loan applications, and promoting our financial services to clients.Key Responsibilities:Process loan...

  • Financial Services Specialist

    2 months ago

    Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full time

    Job Title: Financial Services RepresentativeWe are seeking a highly skilled Financial Services Representative to join our team at ADI & ADI FINANCIAL INC. The successful candidate will be responsible for providing exceptional customer service, processing loan applications, and promoting financial services to clients.Key Responsibilities:Process loan...