Jobs: independent 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 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...

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...

Coast Capital Savings is a member-owned cooperative that has been helping its members achieve their real goals and real challenges for over 80 years. As a financial advisor, you will be part of a team that is committed to building a better future for everyone.Salary and BenefitsThe salary range for this position is $xx,xxx-$xx,xxx. We also offer...

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential Duties and Responsibilities- Assist in...

Are you looking for a way to supplement your current salary, where you can earn as much as $50,000-$100,000 annually as part-time (no need to resign from your current job) while managing your own time, and working either in the comfort of your home or at our office. Explore these options and see what we can offer. **PART-TIME / FULL-TIME FINANCIAL ADVISOR**...

Job SummaryThe Client Service Associate plays a critical role in supporting the Financial Advisor, ensuring timely and efficient service to clients. This position requires excellent customer service and problem-solving skills to provide information and education to clients in a professional manner.Key ResponsibilitiesAssist in client meeting preparation,...

We are seeking an experienced Client Service Associate to join our team at Kestra Financial Independent Advisor. As a key member of our staff, you will be responsible for providing top-notch client service, managing client relationships, and ensuring seamless account processing.About the Role:Collaborate with financial advisors to prepare for client...

Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence. Enjoy the work-life balance and quality lifestyle you deserve, all while being your own boss.Let's talk. It's an exciting time to join usAt Desjardins Financial Security Independent Network...

Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence. Enjoy the work-life balance and quality lifestyle you deserve, all while being your own boss.Let's talk. It's an exciting time to join usAt Desjardins Financial Security Independent Network...

**Financial Security Advisor Trainee**: **Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...

Desjardins Financial Security Independent Network South Western Ontario is a dynamic and growing organization that provides a wide range of financial services to individuals and businesses. As a Financial Advisor with our team, you will have the opportunity to work independently while being part of a supportive community of professionals.We are seeking...

**BECOME A PART OF OUR SUCCESS STORY** At Desjardins, we are a Canadian leader in the life insurance and financial services industry and due to our exceptional growth; we are looking for highly motivated individuals to join our network at our Desjardins financial centre in Etobicoke as an Advisor/Broker for life insurance, living benefits, group insurance...

**Junior Financial Advisor (HLLQP/ MFDA)** At DFSIN Toronto west, we strive to be an inclusive and progressive financial centre, with advisors who are growing their own individual books of business. One of our advisors is looking to partner with a junior advisor/ administrator who can help promote, and grow their business, while developing into a trusted...

Job Description Job Description Experienced Financial Advisor/Planner Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence. Enjoy the work-life balance and quality lifestyle you deserve, all while being your own boss.Let's talk. It's an exciting...

**Financial Security Advisor Trainee**: **Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from **becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...

Job Description Job Description Financial Advisor Team Member Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What's holding you back? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire....

**FINANCIAL ADVISOR**: **Desjardins Financial Security Independent Network**: **BECOME YOUR OWN BOSS** **Being an independent financial services professional means that you are your own boss Find out what this actually means.** **Independence** You decide how to manage your time and organize your work. In other words, **you are responsible for your own...

**Financial Advisor Team Member** **Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back**? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire.** **Let's talk....

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality...