Jobs: financial advisor

Kestra Financial Independent Advisor seeks a skilled Client Service Associate to provide exceptional client service and support our team of financial advisors. This role involves managing client relationships, processing account paperwork, and ensuring compliance with regulatory requirements.Responsibilities:Support financial advisors in preparing for client...

About This RoleWe're seeking a highly motivated and experienced Financial Planner to join our team. As a Senior Financial Advisor, you'll work closely with clients to understand their financial objectives and develop personalized plans to achieve them.ResponsibilitiesConduct client consultations to assess financial needs and goalsDevelop and implement...

We are seeking a highly skilled Financial Planner to join our team at Coast Capital. As a member-owned cooperative, we are dedicated to helping our members achieve their financial goals and build a better future for themselves and their families.About UsAt Coast Capital, we believe that everyone has the potential to achieve great things. We are committed to...

**Cornwall**: We are seeking a Financial Advisor to join our team in Cornwall Financial Advisors at O’Farrell Financial provide full financial planning services to our clients. Our advisors work closely with the client to build a comprehensive financial plan that aligns with the client’s current and future goals. Advisors provide recommendations on...

**Cornwall**: We are seeking a Financial Advisor to join our team in Cornwall Financial Advisors at O’Farrell Financial provide full financial planning services to our clients. Our advisors work closely with the client to build a comprehensive financial plan that aligns with the client’s current and future goals. Advisors provide recommendations on...

Kestra Financial Independent Advisor is seeking a highly motivated and detail-oriented Client Service Associate to support our team of financial advisors. In this role, you will be responsible for providing exceptional client service, managing client needs, and ensuring timely and accurate processing of account paperwork.Key Responsibilities:Assist in client...

**ABOUT US** Founded in 1995, CI Assante Wealth Management is a wholly owned subsidiary of CI Financial and one of Canada’s largest wealth management firms. Our 750 professional advisors, located in communities throughout the country, oversee approximately $39 billion in assets for more than 300,000 clients. CI Assante Wealth Management's services include...

We are currently seeking a Financial Advisor to join our Salt Spring team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or...

**Job Summary**: 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...

**Job Summary**: 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...

About the RoleWe are seeking a highly skilled Client Service Associate to support our Financial Advisors in providing exceptional service to clients. As a key member of our team, you will be responsible for assisting with client meetings, managing client needs, and maintaining accurate records.ResponsibilitiesSupport Financial Advisors with client meeting...

CAPCORP Financial Corporation is one of Canada’s leading independent financial services companies. We help business owners maximize the value of their greatest asset - their business. Employing leading experts in the fields of retirement planning, estate planning, succession planning, charitable bequests and insurance brokering, we provide our clients with...

Wealth Creation Specialist - Opportunities Abound at Coast CapitalAbout Coast CapitalCoast Capital is a dynamic, member-owned cooperative dedicated to helping Canadians achieve their financial goals. With a rich history spanning over 80 years, we have built a reputation for delivering exceptional service and innovative solutions to our members. Our team is...

Job SummaryEducators 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...

**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

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...

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

Career Opportunities: Senior Financial AdvisorWe are seeking a highly skilled and experienced senior financial advisor to lead our Private Company Advisory (PCA) practice.About IGM Private Company AdvisoryIGM Private Company Advisory (PCA) provides strategic financial advisory services to private businesses with transaction values typically ranging from $10...

**Financial Advisor/Associate Advisor** - 2204723 M.Y. Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high-net worth individuals and their families is seeking a full-time Financial Advisor to join our team. If you are looking for a change that offers flexibility in your advisory practice, M.Y. Private...

We are currently seeking a Senior Financial Advisor to join our Salt Spring team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial...