Current jobs related to Sun Life Financial Advisor - Oakville, Ontario - Sun Life
-
Sun Life Financial Advisor
4 weeks ago
Oakville, Ontario, 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.Key benefits include:Be in charge of...
-
Sun Life Financial Advisor
4 weeks ago
Oakville, Ontario, 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.Key responsibilities...
-
Financial Freedom Advisor
5 days ago
Oakville, Ontario, Canada Sun Life Full timeUnlock Your Potential with a Rewarding CareerAs a Sun Life Financial Advisor, you'll have the opportunity to build a successful business and help clients achieve their financial goals.Salary: $80,000 - $120,000 per year, depending on performance and experience.Job Description:You will be responsible for growing your business by prospecting within your...
-
Business Development Specialist
1 week ago
Oakville, Ontario, Canada Sun Life Full timeTake control of your life and pursue financial independence with a career as a Sun Life advisor. This role offers exceptional training and support to help you build your business, competitive compensation, and ongoing recognition for your achievements.
-
Senior Financial Accounting Specialist
1 month ago
Oakville, Ontario, Canada financial-advisor Full timeFinancial Reporting and Analysis ExpertWe are seeking a highly skilled Financial Reporting and Analysis Expert to join our team at a publicly traded real estate company. As a key member of our financial team, you will be responsible for analyzing financial data, preparing financial reports, and providing insights to support business decisions.About the...
-
Financial Insurance Specialist
4 weeks ago
Oakville, Ontario, Canada Serenia Life Financial Full timeUnlock Your Potential as a Financial Insurance SpecialistSerenia Life Financial is seeking an experienced Financial Insurance Specialist to join our team. As a Financial Insurance Specialist, you will be responsible for identifying new client opportunities, understanding their financial needs, and recommending tailored solutions.Key Responsibilities:Business...
-
Financial Services Advisor
4 weeks ago
Oakville, Ontario, Canada Paul Gupta & Associates Full timeJob Summary: We are seeking a highly skilled Financial Services Advisor to join our team at Paul Gupta & Associates. As a Financial Services Advisor, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and promoting the sale of credit and loan services.Key Responsibilities:Approve or reject loan...
-
Wealth and Retirement Advisor
4 weeks ago
Oakville, Ontario, Canada Company 1 - The Manufacturers Life Insurance Company Full timeAbout the RoleAs a Wealth and Retirement Advisor at Manulife, you will be a senior member of a team delivering wealth and retirement advice to clients across the wealth spectrum. You will lead relationship management and financial planning for your clients, helping them create financial plans based on their wealth and retirement goals and set up solutions to...
-
Top Financial Advisor
1 week ago
Oakville, Ontario, Canada BMO Full timeAbout the RoleWe are seeking a highly skilled and experienced Top Financial Advisor to join our team at BMO. As a Senior Banker, you will be responsible for delivering exceptional service to customers and prospects, identifying their needs, and providing advice and guidance on financial solutions.
-
Financial Services Advisor
2 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionRoyal Bank of Canada is seeking a highly motivated individual to join our team as a Financial Services Advisor.We are looking for a candidate who is passionate about delivering exceptional customer service and has a strong desire to build long-term relationships with our clients.As a Financial Services Advisor, you will be...
-
Senior Financial Advisor
4 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeSenior Financial Advisor**About the Role**As a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance to individuals and families, helping them to make informed decisions about their financial futures.**Key Responsibilities***...
-
Senior Financial Advisor
4 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeRequisition ID: 208885At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert financial guidance to our clients, helping them navigate the complexities of personal and commercial banking, wealth management, and private banking.About the RoleKey...
-
Senior Financial Advisor
4 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeRequisition ID: 208885At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them make informed decisions about their financial futures.About the RoleKey Responsibilities:Develop and implement comprehensive...
-
Senior Financial Planning Associate
2 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeRole Overview:The Senior Financial Planning Associate at ScotiaMcLeod is responsible for providing comprehensive financial planning services to clients while working closely with Wealth Advisors. This role entails developing and executing financial plans, identifying growth opportunities, and contributing to the Advisor's business development.Key...
-
ScotiaMcLeod Senior Financial Planning Associate
3 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeRole Summary:The ScotiaMcLeod Senior Financial Planning Associate is responsible for providing financial planning services that are closely integrated with wealth management. The role supports the Wealth Advisor team in creating and developing comprehensive wealth strategies for clients, including the preparation and delivery of personal financial plans....
-
Senior Financial Advisor
5 days ago
Oakville, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers, helping them achieve their financial goals through proactive discovery of their needs and expert advice....
-
Senior Financial Planning Associate
4 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeAt ScotiaMcLeod, we're seeking a highly skilled Senior Financial Planning Associate to join our team. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing...
-
Financial Portfolio Manager Lead
5 days ago
Oakville, Ontario, Canada National Bank Full timeSenior Wealth Associate Job DescriptionAt National Bank, we are seeking a Financial Portfolio Manager Lead to join our team in Oakville, Ontario. As a key member of our Wealth Management department, you will be responsible for leading the development and implementation of financial portfolio strategies.**Job Overview**We offer a competitive salary range of...
-
Financial Services Specialist
4 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeFinancial AdvisorAbout the RoleAs a Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on personal finance and banking matters, as well as developing and implementing comprehensive financial plans for our clients.Key...
-
Senior Financial Planning Associate
4 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeAt ScotiaMcLeod, we're seeking a skilled Senior Financial Planning Associate to join our team. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their...
Sun Life Financial Advisor
4 weeks ago
Unlock your potential as a Sun Life advisor and build a successful business that aligns with your goals and values.
As a Sun Life advisor, you will receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.
With Sun Life, you will have the opportunity to:
- Be in charge of your own business and income opportunities
- Dedicated leadership support and head office specialists
- Great peer-to-peer networking, educational and training opportunities
- Industry leading technology and business services
- National advertising and personalized marketing collateral
- An innovative 'level commission' structure that can provide you with an ongoing stream of income, right from day one
- Access to group savings, stock ownership program and benefits plans
Key responsibilities include:
- Grow your business by prospecting within your network and in your community
- Meet with prospects and clients to review their goals
- Provide trusted advice about the right life and health insurance products to protect against risk
- Deliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goals
- Build and grow your business through referrals
We are looking for:
- Self-motivated, highly driven and entrepreneurial individuals
- Goal-oriented with a strong work ethic
- Continuous learners with a deep interest in client needs
- Ability to develop and maintain relationships
- Excellent communication skills
- Persuasive, able to motivate others to action
- Business development and prospecting skills
- Strong sales orientation and a passion for putting clients first
Please note that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.