Financial Insurance Advisor

**Join Our Team as a Financial Insurance Advisor and Make a Difference!**: **Imagine working for a company that is both Human and Kind...** At Serenia Life Financial, we've been helping people protect the ones they love and live generously for nearly a century. We believe in understanding our clients' financial needs and proactively providing solutions. As...

Shaw Investment & Insurance Solutions Inc Hiring a Financial Advisor Prerequisites to apply: - Dual licensed mutual funds (or CSC) and life insurance license - Minimum 2 years of industry experience in either banking or insurance - Dual licence - Industry experience - The following traits - Personable - Presentable - Have attention to detail - Have the...

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...

About the RoleWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Key ResponsibilitiesDevelop and maintain productive relationships with client management...

We are seeking a highly skilled Assurance Manager to join our Financial Services team in a leadership role. This is an excellent opportunity for a professional with 5-7 years of experience in accounting and a strong background in financial services.In this position, you will be responsible for developing and maintaining productive relationships with client...

Job SummaryThe Director, Tax and Insurance Planning is a key role within Sun Life Financial, responsible for providing complex tax and insurance planning support to the company's clients. This position requires a deep understanding of tax and insurance regulations, as well as excellent communication and analytical skills.Key ResponsibilitiesConsult with...

The Senior Associate, Underwriting and Vendor Support role at Sun Life Financial is a key position that requires a detail-oriented and organized individual to handle the end-to-end processing of life, LTC, and critical illness insurance applications. The successful candidate will be responsible for ensuring the prompt, accurate, and complete processing of...

Director, Tax and Insurance PlanningAs a key member of our team, you will be responsible for providing complex tax and insurance planning support to our clients. This role requires a strong understanding of insurance taxation, including the impact on products, policyholders, and our company.Key Responsibilities:Consult with advisors and distribution partners...

Waterloo, OntarioType: Full-TimePosted On: Published YesterdayApplication Deadline: November 29, 2024 (8 days left to apply)Job Requisition ID: JR24110357Within Canada Retirement, we are seeking a highly motivated Product Owner for the Sponsor & Advisor Experience Pillar who will work closely with the technical lead and scrum master to deliver market-leading...

Company OverviewSun Life is a leading financial services company that offers innovative solutions to help individuals and families achieve their financial goals. As a Business Development Financial Advisor, you will play a key role in helping clients build their financial futures.Estimated Salary$46,000 - $60,000 per year, depending on experience and...

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from...

Delivering Financial Solutions and AdviceAs a senior member of the Manulife Investment Management (MIM) Advisor Group, you will play a key role in delivering financial and investment solutions and advice to clients across the wealth spectrum. Your expertise in wealth and retirement planning will enable you to provide tailored solutions to meet the unique...

OverviewCompany 1 - The Manufacturers Life Insurance Company is a leading international financial services group that helps people make their decisions easier and lives better. We operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States.We are seeking a Chief Financial Officer of Group Insurance...

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from...

Job Summary:The Director of Tax and Insurance Planning is responsible for providing complex tax and insurance planning support in the areas of insurance, retirement, estate, and business succession planning. This role works closely with Estate Financial Planning Service (EFPS) representatives, Directors of Advance Planning (DAPs), Regional wholesalers, and...

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

Education: No degree, certificate or diploma - Experience: 2 years to less than 3 years **Work setting**: - Urban area **Tasks**: - Provide underwriting advice - Answer inquiries from clients and other company personnel - Prepare underwriting reports **Certificates, licences, memberships, and courses**: - Chartered Insurance Professional (CIP) **Insurance...

Unlock your potential as a Sun Life Financial Advisor and build a successful business that brings you financial independence and work-life balance.With exceptional training and support, you'll have the tools to succeed and achieve your goals.As a Sun Life advisor, you'll enjoy competitive compensation, ongoing recognition for your achievements, and access to...

At GHD, we strive for excellence in our financial services.The Project Financial Advisor is responsible for ensuring the accuracy and integrity of project financial data in our Accounting System. This position analyzes projects and their financial performance, providing support to Project Managers, Directors, and others to promote the financial success of...

At GHD, we strive for excellence in project financial management.The Project Financial Advisor is responsible for ensuring the accuracy and integrity of project financial data in our Accounting System. This position analyzes projects and their financial performance, providing support to Project Managers, Directors, and others to promote the financial success...