Financial Services Advisor

KB Financial Solutions is a growing financial advisory firm specializing in personalized financial planning, mortgage solutions, and insurance services. We are dedicated to helping high-income professionals, business owners, and families achieve their financial goals through tailored solutions and expert guidance. We are seeking a Financial Services...

**Overview** **Responsibilities** - Greet and assist visitors in a friendly and professional manner at the front desk. - Manage advisor(s) phone line, direct calls and take messages as needed. - Perform data entry tasks accurately and efficiently, maintaining up-to-date records. - Handle filing and organization of documents to ensure easy retrieval. -...

**Job Summary** **Launch Your Career as a Financial Advisor** Are you ready to build a meaningful career in financial services while making a real difference in people’s lives? We’re looking for a motivated, forward-thinking individual to join us as an **entry-level Financial Advisor**. This is more than just a job—it’s a long-term career path with...

Education: Bachelor's degree - Experience: 2 years to less than 3 years **Tasks**: - Plan and control budget and expenditures - Hire, train, direct and motivate staff - Establish and implement policies and procedures for accounting and financial control - Establish and implement policies and procedures for buying and selling of financial products - Oversee...

Requisition ID: 134821 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

The **Financial Advisor** will attend to the investment needs of Rapport Credit Union (“Rapport”) members and potential members. By understanding the members’ financial objectives, the incumbent will provide counselling services in the area of financial planning and will develop complete financial plans. The incumbent will also be responsible for...

_**Nella Toronto is looking for an enthusiastic and motivated Service Advisor to join the Parts and Service Department.**_ - **As the Service Advisor, you will be responsible for all aspects of Service related to parts with the support of the Service Manager, Service Administrator and office team. Make sure that all aspects of the service department are...

About Primerica: At Primerica Financial Services, we are committed to helping families and individuals achieve financial independence. We provide education, tools, and financial products that empower our clients to build secure futures. We believe in offering personalized service and expert guidance in every step of their financial journey. Primerica is a...

About Primerica: At Primerica Financial Services, we are committed to helping families and individuals achieve financial independence. We provide education, tools, and financial products that empower our clients to build secure futures. We believe in offering personalized service and expert guidance in every step of their financial journey. Primerica is a...