Current jobs related to Financial Solutions Advisor - Burlington, Ontario - Bank of America

  • Financial Solutions Advisor Registration Candidate

    1 day ago

    Burlington, Ontario, Canada Bank of America Full time US$29 - US$34

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This...

  • Advisor, Fraud Solutions Specialist

    3 days ago

    Burlington, Ontario, Canada TransUnion Full time US$110,000 - US$170,000 per year

    TransUnion's Job Applicant Privacy NoticeWhat We'll BringAt TransUnion, we are dedicated to finding ways information can be used to help people make better and smarter decisions. As a trusted provider of global information solutions, our mission is to help people around the world access the opportunities that lead to a higher quality of life, by helping...

  • Financial Services Officer

    3 days ago

    Burlington, Ontario, Canada Police Credit Union Full time $60,815 - $67,572 per year

    We are looking for a Financial Services Officer - an advisor specializing in personal loans and mortgages for our branch location in Burlington.The Police Credit Union is an exclusive financial institution for police personnel, their families and associated police groups within the Province of Ontario. We believe in "taking care of our own", we take into...

  • Developing Investment Advisor

    23 hours ago

    Burlington, Ontario, Canada TD Full time $50,000 - $100,000

    Work Location:Burlington, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$50,000 - $100,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

  • Sr. Advisor, Product Operations

    1 week ago

    Burlington, Ontario, Canada TransUnion Full time $120,000 - $150,000 per year

    TransUnion's Job Applicant Privacy NoticeWhat We'll BringAt TransUnion, we are dedicated to finding ways information can be used to help people make better and smarter decisions. As a trusted provider of global information solutions, our mission is to help people around the world access the opportunities that lead to a higher quality of life, by helping...

  • Sr. Advisor, Product Operations

    1 week ago

    Burlington, Ontario, Canada TransUnion Full time $100,000 - $140,000 per year

    TransUnion's Job Applicant Privacy NoticeWhat We'll Bring:At TransUnion, we are dedicated to finding ways information can be used to help people make better and smarter decisions. As a trusted provider of global information solutions, our mission is to help people around the world access the opportunities that lead to a higher quality of life, by helping...

  • Commercial Insurance Advisor

    3 days ago

    Burlington, Ontario, Canada Westland Insurance Group Ltd. Full time $60,000 - $120,000 per year

    We're searching for aCommercial Insurance Advisor - SBS.Are you searching for new possibilities?Westland Insurance Group Ltd. is growing and has a new opportunity for aCommercial Insurance Advisorat ourBurlington, ONorBrantford, ONoffice.  Do you love to talk about insurance and provide exceptional client service? If so, you will love working for...

  • Senior Insurance Advisor

    2 weeks ago

    Burlington, Ontario, Canada Talent Acquisition Team at Westland Insurance. Text reply only. Full time $90,000 - $120,000 per year

    We're searching for a Senior Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor for our Burlington, ON office.  Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland  We are looking...

  • Senior Insurance Advisor

    1 day ago

    Burlington, Ontario, Canada Talent Acquisition Team at Westland Insurance. Text reply only. Full time $60,000 - $120,000 per year

    We're searching for a Senior Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor for our Burlington, ON office on Plains Road. This is a hybrid opportunity. Do you love to talk about insurance and provide exceptional client service? If so, you will...

  • Mobile Mortgage Advisor

    3 days ago

    Burlington, Ontario, Canada CIBC Full time US$60,000 - US$120,000 per year

    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 and...

Financial Solutions Advisor

2 weeks ago

Burlington, Ontario, Canada Bank of America Full time US$70,000 - US$80,000

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
  • Recommends banking and investments strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
  • Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Schedule:


• Monday – Fridays and rotating Saturdays

Required Qualifications:

  • Currently holds Series 7 & & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
  • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

  • Strong computer skills with an ability to multitask in a demanding environment.
  • At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Obtained your insurance licenses.

Skills:

  • Advisory
  • Account Management
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Issue Management
  • Client Solutions Advisory
  • Pipeline Management
  • Active Listening
  • Attention to Detail
  • Risk Management
  • Policies, Procedures, and Guidelines
  • Client Management
  • Causation Analysis
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil ​liability.​  

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - MA - Burlington - 75 Middlesex Tpke - BURLINGTON MALL BC (MA6150)Pay and benefits informationPay range$70, $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.