Associate Advisor
6 days ago
ASSOCIATE ADVISOR Desjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a long-term career in culture that embraces work life balance then this may be the place for you. The Associate Advisor provides exceptional client service to our existing clients and supports the Principal Advisor by preparing for client meetings and executing recommendations to financial plans. This position requires a high level of professionalism, attention to detail, and the ability to work independently. A strong background in finance or a related field is preferred. Please note that this job description is not exhaustive and may be subject to change based on the needs of the organization. Responsibilities: Conduct research and analysis to develop financial plans for clients Client service and provide ongoing support Utilize customer relationship management (CRM) tools to track interactions and maintain client records. Assist with cash management, including bedgeting and forecasting Collaborate with Principal Advisor to develop and implement investment strategies Monitor and manage client portfolios Skills: Strong analytical skills with the ability to research and analyze financial data Excellent communication and interpersonal skills for building relationships with clients Knowledge of investment management principles and strategies Understanding of financial planning and retirement Qualifications: Mutual Funds licence Life Insurance licence Strong preference will be given to candidates who have the CFP designation or are actively working towards obtaining it Driver's licence and car Core Competencies: Strong client services orientation Strong team player Compensation Salary Employee benefits and RRSP matching program We are committed to the highest level of customent service, community involvement and innovation in our industry. We operate with a team-based mentality and are invested in the wellbeing and growth of our employees. Our vision is to be an industry leader and innovator in providing tailored solutions to protect the long-term wellbeing of clients and their families. It is our commitment to always act in the client's best interest; to ensure a fair, ethical, and caring practice, and lead the industry with the highest services standards, professionalism, and compliance.
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Associate Advisor
2 weeks ago
London, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeJob Description Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a long-term career in culture that embraces work life...
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Associate Insurance Advisor
2 weeks ago
London, Canada Cooperators Full timeThe Associate Insurance/Financial Advisor plays a key role in supporting and developing agency operations through client contact and service/sales activities. This role may have an opportunity to specialize in one or more product areas such as life, business, home, auto and wealth. The Associate Insurance/Financial Advisor will determine/assess needs of a...
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Advisor Support Associate
4 days ago
London, Canada Canada Life Assurance Company Full timeAdvisor Support Associate **Description: - Permanent Full Time- We are looking for an **Advisor Support Associate** to join our Financial Solutions Centre!- Reporting to the Sales Support Manager, Financial Solutions Centre the Advisor Support Associate will contribute to our Financial Service Representatives success by providing value-added sales and...
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Associate Advisor
1 week ago
London, Canada RBC Full timeOpportunity RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to...
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Associate Financial Advisor
7 days ago
London, Canada Assante Wealth Management - The Andrews Group Full time**Position**: Associate Financial Advisor **Company**: Assante Wealth Management/The Andrews Group **Location**: London, Ontario We are hiring for one of our wonderful clients in the wealth management industry. Assante Wealth Management/The Andrews Group is a well-established firm providing exceptional and trusted wealth planning advice to discerning...
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Associate Financial
2 weeks ago
London, Canada Cooperators Full timeThe Associate Insurance/Financial Advisor plays a key role in supporting and developing agency operations through client contact and service/sales activities. This role may have an opportunity to specialize in one or more product areas such as life, business, home, auto and wealth. The Associate Insurance/Financial Advisor will determine/assess needs of a...
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Associate Financial
4 days ago
London, Canada Cooperators Full timeThe Associate Insurance/Financial Advisor plays a key role in supporting and developing agency operations through client contact and service/sales activities. This role may have an opportunity to specialize in one or more product areas such as life, business, home, auto and wealth. The Associate Insurance/Financial Advisor will determine/assess needs of a...
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Associate Advisor
1 week ago
London, Canada RBC Dominion Securities Full timeAbout the Opportunity RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter...
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Associate Advisor
2 weeks ago
London, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the...
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Associate Advisor
2 weeks ago
LONDON, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve...
