Top Financial Advisor Role

Unlock Your Potential as a Top Financial Planning AdvisorAre you looking for a challenging and rewarding career in financial planning? As a top financial planning advisor at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients. With our unparalleled array of investment and portfolio...

Why DUCA Financial Services Credit Union Ltd?We're a dynamic, innovative financial institution that lives our 'profits with a purpose' philosophy in every transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000...

At OTT Financial Inc., we are seeking a highly skilled Strategic Financial Advisor to join our team. This role is responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.ResponsibilitiesCollaborate with clients to understand their financial needs and...

At CI Financial, we believe that our work environment should be a safe and inclusive space where everyone has the opportunity to contribute their unique perspective and ideas. We are driven by a commitment to providing individuals and institutions with high-quality investments and advice.Job OverviewWe are currently seeking a Financial Compliance Specialist...

Job OverviewWe are seeking a highly skilled and client-focused individual to join our team as a Financial Services Professional in the role of Client Advisor.

About Neo FinancialWe're building a more rewarding financial experience for Canadians. Our team is made up of high-performing individuals who are passionate about creating a better financial future.As one of the fastest-growing fintechs in Canada, we've achieved incredible traction since our founding in 2019. We're proud to be:LinkedIn's Top Startup in...

We are seeking a skilled Strategic Financial Advisor to join our team at Royal Bank of Canada. This is a senior role that requires a deep understanding of financial analysis, credit, and client acquisition relationships.About the OpportunityThis position offers a unique blend of professional relationship management and delivering top-tier financial advice in...

Job Summary We are seeking a skilled Senior Financial Advisor to join our team at Royal Bank of Canada. As a key member of our Commercial Banking department, you will be responsible for providing top-tier financial advice and delivering exceptional client experiences. Key Responsibilities Prospect and lead generation for new and existing clients Portfolio...

Role Summary:The Strategic Marketing Advisor will play a vital role in campaign planning, lead production, and deployment coordination for Intact Financial Corporation's growth initiatives across multiple channels. This position encompasses a variety of tasks, including managing relationships with internal and external partners, representing the marketing...

About the RoleWe are seeking a skilled Senior Financial Advisor to join our team in Canada. As a key member of our Canadian Banking Branch network, you will provide exceptional service to our customers and help them achieve their financial goals.Key ResponsibilitiesDevelop personalized financial strategies for clients, including day-to-day banking,...

At CI Financial, we seek a seasoned leader to spearhead our National Accounts team.Key Responsibilities:Lead a team of financial advisors and servicing advisors to deliver exceptional client service and drive revenue growth.Develop and execute strategies to increase revenue from existing and new national accounts, leveraging Assante's product suite.Foster a...

About CI FinancialCI Financial is a global wealth management and asset management advisory services company. We have consistently anticipated and responded to the changing needs of investors since 1965.Compensation and BenefitsWe offer a competitive salary range of $80,000 - $110,000 per year, based on location and experience. Additionally, we provide a...

Care Insurance & Financial LTD. is seeking a skilled Strategic Investment Advisor to join our team.The ideal candidate will possess a strong analytical mindset and excellent communication skills, with the ability to provide expert advice on investment opportunities and risk management strategies.This role offers a competitive salary of $120,000 - $180,000...

About the RoleAs a seasoned financial advisor, you will play a pivotal role in driving business growth and success by meeting or exceeding negotiated deposit and investment sales targets. Your primary focus will be to establish and deepen relationships with customers, leveraging your expertise in financial planning, wealth accumulation, and estate...

At CI Financial, we're seeking a highly skilled Senior Client Experience Manager to join our Client Experience Team. As a key member of our team, you will play a pivotal role in ensuring advisor satisfaction by overseeing all aspects of servicing a dedicated group of Assante advisors.Job OverviewLead and manage an assigned client service team to ensure...

Unlock Your Earning Potential as a Life Insurance Advisor at DesjardinsAre you driven by success and looking for a career that offers flexibility and unlimited earning potential? If so, we invite you to explore the opportunity of becoming a Life Insurance Advisor with Desjardins Financial Security Independent Network - Rexdale #278.As a Life Insurance...

Life Insurance Sales Advisor OpportunityWe are currently seeking a highly skilled and driven Full-Time Life Insurance Sales Advisor to join our growing Canadian team. As a key member of our team, you will play a pivotal role in helping individuals and families make informed decisions about their financial security.About the Role:You will leverage our product...

Unlock Your Potential as a Financial Advisor with Desjardins Financial Security Independent Network - ON CentralWe are seeking highly motivated individuals to join our team of financial advisors in Toronto. As a financial advisor, you will have the opportunity to build a successful business practice with the help of a multi-billion dollar organization.About...

CI Financial is a global wealth management and asset management advisory services company, consistently anticipating and responding to the changing needs of investors since 1965.We are seeking a Data Analyst to support the Sales team by delivering insights that optimize sales performance and advisor engagement in a B2B environment. This role involves...

At CI Financial, we strive to create an inclusive environment where talented individuals can thrive. As a leading global wealth management and asset management advisory firm, we offer a dynamic work setting that encourages innovation, collaboration, and professional growth.About the RoleWe are seeking a skilled Financial Research Expert to join our team at...