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Client Advisor Jobs in Ontario

Client Advisor (Ca) - Commercial Division
By Insurance Talent Group At Markham, Ontario, Canada
Minimum of 4 years of experience in commercial insurance account management, preferably in a brokerage or agency environment.
All correspondence to be attached and documented in Broker Management System.
Bachelor's degree in Risk Management, Insurance, or a related field an asset but not mandatory.
Proficiency in insurance agency management systems, Microsoft Office Suite, and other relevant software applications.
Responsible to facilitate the entire renewal 90-60 days in advance and manage process with CSA and TSA.
In-depth knowledge of insurance policies, coverage forms, endorsements, and related industry regulations.
Client Advisor Jobs
By RBC At Quinte West, Ontario, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Client Advisor/Banking Advisor
By RBC At Guelph/Eramosa, Ontario, Canada
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Respond to client-initiated contact, assisting them with a full range of financial transactions
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving and preventing client banking problems
Client Service Advisor Jobs
By House of Commons of Canada Chambre des communes du Canada At Ottawa, Ontario, Canada
Experience in applying accounting or finance principles and practices, including public sector financial policies and best practices.
Minimum of two (2) years of experience working in a call or contact centre;
Experience in providing services to high-profile clients;
Experience receiving and responding to requests from clients;
Experience using an Integrated Financial System.
Work-life balance / 35-hour workweek
Private Client Advisor Jobs
By Staffing In Motion At Hamilton, Ontario, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Jobs
By Staffing In Motion At Oshawa, Ontario, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Client Advisor Jobs
By RBC At South Huron, Ontario, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team

Are you looking for a job that offers a great work-life balance and the opportunity to help people? We are looking for a Client Advisor to join our team! As a Client Advisor, you will be responsible for providing excellent customer service and helping our clients make informed decisions. You will also have the opportunity to build relationships with our clients and help them achieve their financial goals. If you are looking for a rewarding career with a great company, this is the job for you!

A Client Advisor is a professional who provides advice and guidance to clients on financial matters. They help clients make informed decisions about their investments, retirement planning, taxes, and other financial matters.

What is Client Advisor Skills Required?

• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• Knowledge of financial products and services
• Ability to explain complex financial concepts in a simple manner
• Proficiency in using financial software and other technology

What is Client Advisor Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Professional certification, such as a CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Relevant work experience in the financial services industry

What is Client Advisor Knowledge?

• Knowledge of financial markets and products
• Understanding of investment strategies and portfolio management
• Knowledge of tax laws and regulations
• Understanding of financial planning concepts
• Knowledge of risk management and insurance

What is Client Advisor Experience?

• Previous experience in a financial advisory role
• Experience in customer service or sales
• Knowledge of financial software and other technology

What is Client Advisor Responsibilities?

• Developing financial plans for clients
• Analyzing