Financial Advisor Specialist

**Role Overview:**We are seeking an experienced Financial Planning Expert Advisor to collaborate with our retail operations and business leadership in identifying, designing, implementing, and evaluating learning solutions that enhance sales performance and support the achievement of strategic goals.This role serves as a trusted advisor, forming strategic...

Raymond James Independent Financial Services is seeking a full-time Financial Advisor. Raymond James Ltd. is one of Canada's leading independent investment dealers offering high quality investment services to Canadians seeking customized solutions to their wealth management needs.This position demands a confident personality with a proven sales ability. The...

Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

Stacy Brooks is #hiring . If you or anyone you know maybe interested in having a confidential conversation #contactme : stacy.brooks@capital-markets-advisors.com. Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy &...

Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

Key ResponsibilitiesAs an Insurance Advisor, you will be responsible for:Managing a high-volume contact centre environmentProviding exceptional customer service through proactive communication and problem-solvingMeeting or exceeding sales targets while maintaining a focus on customer needsCollaborating with cross-functional teams to resolve complex customer...

Financial Planning and Sales Development Training Specialist (12 Month Term)The Financial Planning and Sales Development Training Specialist will collaborate as an expert advisor with our retail operations and business leadership to identify, design, implement and evaluate learning solutions that enhance sales performance and support the achievement of...

Financial Planning and Sales Development Training Specialist (12 Month Term)The Financial Planning and Sales Development Training Specialist will collaborate as an expert advisor with our retail operations and business leadership to identify, design, implement and evaluate learning solutions that enhance sales performance and support the achievement of...

Financial Planning and Sales Development Training Specialist (12 Month Term)The Financial Planning and Sales Development Training Specialist will collaborate as an expert advisor with our retail operations and business leadership to identify, design, implement and evaluate learning solutions that enhance sales performance and support the achievement of...

Job SummaryCIP is seeking an experienced Administrative Support Specialist to join our team. The ideal candidate will possess excellent communication and organizational skills, as well as the ability to work effectively in a fast-paced environment. As a key member of our team, you will provide administrative support to our advisors and assist with various...

Capital Markets Advisors is a boutique consultancy firm specializing in the Financial Services sector. Our client, a distinguished wealth management firm, is seeking a dynamic individual to join their team as a financial advisor.About the RoleThis is an opportunity for experienced financial advisors to take their career to the next level or transition into a...

About the RoleWe are seeking a highly skilled Financial Planning and Sales Development Training Specialist to collaborate with our retail operations and business leadership to identify, design, implement, and evaluate learning solutions that enhance sales performance and support the achievement of strategic goals.Key Responsibilities:Assess and identify...

About UsAt Raymond James Financial, we're committed to delivering exceptional service to our clients and their families. As a leading independent investment dealer in Canada, we offer a wide range of high-quality investment products and services tailored to meet the unique needs of Canadians seeking customized wealth management solutions.The RoleWe're...

- Office: 988 Broadway West- Other Possible Location(s): Calgary, Alberta- Job category: Direct Sales - Generalist / Multiple DisciplinesAre you passionate about nurturing relationships with Advisors and providing exceptional client experience? We are looking for a Regional Vice-President, Advisor Relationships who will be responsible for managing...

Job descriptionPosition: Lead Financial AdvisorWHO WE AREOcean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth.To join our close-knit, entrepreneurial team, attitude is everything. Tasks and duties of the role can be...

At Manulife, we deliver sophisticated financial solutions and strategies that amplify wealth. Our team of experts empowers advisors to deepen relationships, unlock potential, and redefine success for their clients. We're seeking visionaries who understand where banking is headed; those who can blend complex financial products with cutting-edge...

Job Category: Retail Branch (non SPP)Requisition Number: FINAN002849Posted: March 7, 2025Employment Type: Full-Time (12 Month Term)Schedule: Monday - FridayLocation: Hybrid (approximately two days a week in our corporate office in North Vancouver)Position OverviewThe Financial Planning and Sales Development Training Specialist will collaborate as an expert...

Job Description Job Description Salary: COMPANY OVERVIEWWere a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, known for our client-centred approach and entrepreneurial spirit. Ventum Financial Corp is a compelling option for investors seeking unbiased investment solutions, professional management, and...

The Financial Regulatory Advisor role at Iaawg is critical to ensuring that our representatives are compliant with regulatory requirements. As a key advisor, you will provide guidance and support to staff on regulatory matters.Main responsibilities include:Providing advice on regulatory requirements and company policiesConducting regular reviews and audits...

Société Financière Manuvie is a leader in the banking industry, committed to delivering exceptional service and support to our clients and advisors. As a key member of our team, you'll play a critical role in shaping the future of our organization.We're seeking a highly skilled and experienced banking professional to fill the role of Private Lending...