Financial Advisor in St.Catherines, ON

'''Duties:''' - Provide financial advice and guidance to clients based on their financial goals and objectives - Assess clients' financial situations by gathering information about their income, assets, debts, and expenses - Develop personalized financial plans for clients, taking into account their risk tolerance, time horizon, and investment preferences -...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

Requisition ID: 208396 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Senior 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...

_**Must be interested in working within the financial servicing/advisory industry **_ - _**If hired you must be able to complete the Canadian Securities Course. (Paid for)**_ - **Account Opening**: - Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner. - Collaborate with the...

Do you want to:Become a successful entrepreneur?Be in business?Play a decisive role in people's lives?Be recognized for your advisory service?Move forward, take charge of your professional future!By becoming a Financial Security Advisor, you must first have an entrepreneurial spirit, great agility of mind and be ready to commit 100% to this new career. Your...

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...

**Account Opening**: - Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner. - Collaborate with the Senior Advisor to gather client information and understand their financial goals. - **Analysis**: - Conduct comprehensive financial analyses to assess clients' current financial...

**Job Profile: Regional Director, Business Development** You are driven, with a high sense of urgency and an ability to get things done. Focused on driving results, you know what it takes to generate new business through existing advisor relationships, while successfully recruiting and developing new advisor relationships; you’re not afraid of asking for...

**Requirements**: - Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with...

Part Time Financial Services Advisor RoleRBC is seeking a highly motivated and client-focused individual to join our team as a part-time Financial Services Advisor. As an integral member of our team, you will have the opportunity to develop your skills and knowledge in financial services while delivering exceptional customer service to our clients.About the...

**Requirements**: - Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with...

As a Professional Financial Services Advisor at National Bank, you will have the opportunity to live your ambitions and make a positive impact on people's lives. With a varied role that allows for growth and development, you will be able to adopt a friendly approach and use your analytical skills to offer a people-centric experience for clients.The salary...

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...

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 Ministry of Transportation is seeking a Controllership and Risk Advisor to provide expert advice on controllership and risk assessment, as well as lead the implementation of an internal control framework for the ministry. If you are results-oriented with the rare ability to think strategically without losing sight of the details, this is the role for...

**Company Overview**: Manulife Wealth is dedicated to providing comprehensive wealth management services. We are seeking an Associate Advisor to join our team, focused on supporting our clients and enhancing their financial well-being through precise and dedicated service. As an Associate Advisor, you will support a Senior Investment Advisor in managing...

Posting Closes: December 5, 2024Employment Status: Temporary-6 months, Full-time (37.5 hours per week)Compensation: $52,121 to $65,152 per annum base salary (based on experience)Additional Information: This branch is open Monday - FridayServus is growing! We are currently looking for an experienced Financial Advisor at our St Paul branch!Servus Credit Union...

**About the Role**: Reporting to the Manager, International Student Supports, the International Student Advisor, Immigration is responsible for providing comprehensive immigration advice on a range of issues including study permits and visas, work authorization, post-graduate work permit, permanent residency, and compliance with immigration regulations to...

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...

If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! We are looking for Outside Sales Advisors who are true selling professionals that understand the key to succeeding in sales is based on building relationships and finding...