Financial Advisor

Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families. As a...

Education: Master's degree - Experience: 2 years to less than 3 years **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning - Arrange for sale of...

About The Job Primerica a leading financial services company in North America, is seeking ambitious individuals from all backgrounds to join our team of professionals. NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. The desired candidate should possess the following skills: You're a self-starter capable of thriving on a team Excellent...

Education: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning - Arrange for sale of...

**Job Summary** As a Lead Generator, you will be at the forefront of our sales efforts to help the Filipino community achieve their financial goals. Your role will be to connect with potential clients, share the value of our services, and set up appointments for our financial advisors. You’ll be researching leads, making initial contact, and building...

Job SummaryAs a Financial Advisor at Royal Bank of Canada, you will play a key role in building and maintaining relationships with high-value clients, providing them with proactive and professional advice to help them achieve their financial goals. You will work closely with clients to understand their needs and develop tailored solutions to meet their...

**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

Education: - Expérience: **Education**: - Bachelor's degree - or equivalent experience **Certificates, licences, memberships, and courses**: - Canadian Securities Course (CSC) **Computer and technology knowledge**: - MS Office **Area of specialization**: - Financial planning - Financial examination - Financial investigation - Investment underwriting -...

Requisition ID: 200530 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role 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...

**Administrative Assistant** - 2303943 Vijay Wealth Advisory of Raymond James Ltd. is looking for an Administrative Assistant to work with our team of financial professionals in our North York office. Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

**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...

**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...

**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...

**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...

**About you**: You’re a committed operational expert who understands the role of compliance to protect a financial security advisor and their practice. While you may not have a resume full of compliance experience, you do have operational insurance industry experience and you’re committed to learning and growing. You bring your best every day and are...

**About you**: You’re a committed operational expert who understands the role of compliance to protect a financial security advisor and their practice. While you may not have a resume full of compliance experience, you do have operational insurance industry experience and you’re committed to learning and growing. You bring your best every day and are...

**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 administration, to help Advisors elevate and grow their business with a socially...

**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 administration, to help Advisors elevate and grow their business with a socially...

**Team Associate - Life Insurance & Segregated Fund Inside Sales** **New Agent (0-3 Years Experience)** **Location**: 23 Lesmill Rd., Suite 304, North York, Ontario | **Start Date**: January 2025 Are you a newly licensed life insurance advisor hungry to learn, grow, and build a successful career? Do you want to work alongside top producers that will help...