Client-Focused Financial Advisor

The Opportunity Build your own business, where your success is driven by the relationships you build, the people you support, and the impact you make in your community. Co-operators is expanding its financial services presence across Canada, and we are looking for driven, relationship-centric professionals who are eager to build an independent business and...

The Opportunity Build your own business, where your success is driven by the relationships you build, the people you support, and the impact you make in your community. Co-operators is expanding its financial services presence across Canada, and we are looking for driven, relationship-centric professionals who are eager to build an independent business and...

OVERVIEWLANGUAGESEnglishEDUCATIONBachelor's degreeEXPERIENCE1 year to less than 2 yearsON SITEWork must be completed at the physical location. There is no option to work remotely.RESPONSIBILITIESTASKSIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash...

Our client is a reputable and established financial planning firm offering tailored advice to a professional demographic that they share a strong mutual relationship with. The firm's Financial Advisors consult on a range of investment products, TFSA's, RRSP's, RESP's, tax planning and more. The organization operates all across Ontario and maintains loyal...

Join Alberta's Child Care initiatives as a Client-Focused Advisor, helping families navigate the Child Care Subsidy Program. This role emphasizes strong client support and procedural compliance.As a Child Care Advisor, you'll diligently review and process applications while ensuring family and provider queries are effectively addressed. Your analytical and...

Toptal is a global network of top talent in business, design, and technology that enables companies to scale their teams, on-demand. With $200+ million in annual revenue and team members based around the globe, Toptal is the world's largest fully remote workforce.We take the best elements of virtual teams and combine them with a support structure that...

Join Alberta's Child Care initiatives as a Client-Focused Advisor, helping families navigate the Child Care Subsidy Program. This role emphasizes strong client support and procedural compliance. As a Child Care Advisor, you'll diligently review and process applications while ensuring family and provider queries are effectively addressed. Your analytical...

Join Fujitsu as a Client Executive to lead sales efforts aimed at sustainability transformations in the Public Sector. This remote position emphasizes building relationships and delivering solutions. Fujitsu is looking for a dynamic Client Executive for our Public Sector strategy. With a focus on driving sustainable business growth and deep familiarity with...

Toptal is a global network of top talent in business, design, and technology that enables companies to scale their teams, on-demand. With $200+ million in annual revenue and team members based around the globe, Toptal is the world's largest fully remote workforce. We take the best elements of virtual teams and combine them with a support structure that...