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...

**PPI company overview**: **PPI (an independent subsidiary of iA Financial)** is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with...

**Employer**: PPI Management Inc. - **Office**: 2235 Sheppard Avenue E - **Location**: North York, Ontario - **Other Possible Location(s)**: Calgary, Alberta; Edmonton, Alberta - **Job category**: Not Evaluated (Job Family) - **Job ID**: JR10023077 - **Job type**: Permanent Job **Description**: **PPI company overview**: **PPI (an independent subsidiary of...

Golden Mile Chrysler is looking for a Service Advisor to join our team! Service Advisors are the first point of contact for customers coming in to our Service department, and build lasting relationships with their customers, advising them on the best practices for keeping their vehicles safe and properly maintained. Service Advisors work with our sales...

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...

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...