Financial Advisor Associate

We are currently seeking a Financial Advisor to join our Salt Spring team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or...

We are currently seeking a Senior Financial Advisor to join our Salt Spring team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial...

About This Opportunity:We're looking for a skilled Financial Services Advisor to join our team. As a key member of our staff, you'll be responsible for providing expert advice and guidance to our clients, helping them navigate the complexities of financial services. Your primary goal will be to build long-term relationships with clients, understand their...

SUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Edmonton, Alberta time type Full time posted on Posted 24 Days Ago job requisition id JR00034436You 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 -...

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...

**The Opportunity:**Join our Scotia Wealth Management team as an Associate Total Wealth Planner and take advantage of this exciting opportunity to work with a purpose-driven team. You will have the chance to develop your skills and expertise in financial planning, while making a meaningful contribution to our clients' financial well-being.Key...

As a Wealth Associate, you will play a crucial role in helping wealth advisors deliver exceptional customer service and meet client needs.You will be responsible for supporting investment advisors in providing superior customer service, carrying out routine financial transactions, and ensuring adherence to compliance and risk management rules.Company...

**About the Role:**We are looking for an experienced Associate Total Wealth Planner to join our Scotia Wealth Management team. In this role, you will have the opportunity to work closely with Senior Total Wealth Planners, provide plan input support, and deliver full planning engagements to existing clients.Key Accountabilities:Support the planning needs of...

About UsAt ATB Financial, we strive to deliver exceptional client experiences while making a positive impact in the lives of our clients and communities. Our company culture is built on three key commitments that guide our actions and decisions:- Impact in Action: Empowering team members to make a difference in the lives of our clients and communities.-...

About Sun Life Financial">Sun Life Financial is a leading global insurance and financial services company. We are committed to helping our clients achieve their financial goals and live healthier lives. Our purpose-driven career offers a supportive, flexible, and inclusive work environment where you can thrive.">Career as a Financial Advisor">As a Financial...

We are seeking a Financial Services Advisor to join our team at Allied Irish Banks. As a Financial Services Advisor, you'll play a key role in providing expert advice on a wide range of financial products and services, including Protection, Investment, Savings, and Pensions.The ideal candidate will have:A Fully Qualified Financial Advisor (QFA)...

At National Bank, we're committed to helping our clients achieve their financial goals. As a Financial Services Associate, you'll play a critical role in supporting our wealth management team.Your key responsibilities will include:Effective Communication: Ensure seamless communication between clients, advisors, and various stakeholders.Superior Customer...

At Servus Credit Union Ltd., we're looking for a highly skilled Financial Services Associate to join our team. As a key member of our wealth management team, you will support our Senior Wealth Advisor in providing exceptional service to high-net-worth members and business owners.The ideal candidate will have at least 4 years of experience in the financial...

Job Summary Job DescriptionFinancial AdvisorWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and...

Job Title: Senior Financial AdvisorAs a Senior Financial Advisor, you will play a key role in delivering exceptional service to our customers by providing personalized financial solutions. This involves taking a proactive approach to understanding customer needs, educating them on relevant products and services, and building strong relationships.About the...

Servus Credit Union Ltd. is a unique and dynamic organization that offers a wide range of benefits and opportunities to its employees. As a member-owned credit union, we're committed to building strong, resilient communities and delivering exceptional customer service to our members.We're seeking a motivated and enthusiastic individual to fill the role of...

Company Overview:ATB Financial is a leader in the Canadian banking industry, committed to delivering exceptional client experiences through its values of Impact in Action, Thrive Together, and Ready for Tomorrow. Our team members are empowered to make a positive impact in the lives of our clients and communities.About the Role:We are seeking a skilled...

At Servus Credit Union Ltd., we're committed to building strong, resilient communities by helping our members feel good about their money. As a leading member-owned credit union in Alberta, we offer a wide range of financial services and products that cater to the diverse needs of our members.We're currently looking for a Senior Wealth Advisor Associate to...

Posting closes: April 21, 4:00 pm/mstPlease note: Full Time, interested candidates must have the willingness to work in person at a location to be determined in the City of Edmonton.Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of...

Posting closes: April 21, 4:00 pm/mstPlease note: Full Time, interested candidates must have the willingness to work in person at a location to be determined in the City of Edmonton.Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of...