Register
Recruit Create CV

Financial Advisor Jobs

Financial Advisor - Toronto Gta
By IG Wealth Management At Brampton, Ontario, Canada
Offer exceptional income potential, where your earnings are reflective of your efforts.
Provide industry-leading training, support, and ongoing development throughout your career
Support you through a team of advanced financial planning experts and a network of wealth planning, mortgage, and insurance planning specialists
Encourage independence and work-life synergy as you plan your schedule
Senior Financial Advisor - Corporate Accounting
By Hydro One At Toronto, Ontario, Canada
Coordinate and manage the completion of Statistics Canada Surveys, ensuring that tools are effectively utilized to streamline the process.
Ensure requirements are effectively communicated to business until and monitor compliance.
8 – 10 years relevant experience in financial reporting at an intermediate level.
Experience in fixed asset accounting & reporting is highly desirable.
Experience in a rate-regulated environment is highly desirable.
Maintain appropriate internal control policies and develop procedures as required.
Financial Security Advisor Jobs
By iA Financial Group (Industrial Alliance) At Québec, Quebec, Canada
Take charge of your career?
Play an important role in people’s lives?
Be recognized for your consulting services?
Professional guidance that also encourages personal development
Financial support from the start of your career
Are you up to the challenge?
Financial Advisor - Southwestern Ontario
By IG Wealth Management At Ancaster, Ontario, Canada
Offer exceptional income potential, where your earnings are reflective of your efforts.
Provide industry-leading training, support, and ongoing development throughout your career
Support you through a team of advanced financial planning experts and a network of wealth planning, mortgage, and insurance planning specialists
Encourage independence and work-life synergy as you plan your schedule
Financial Advisor Jobs
By Servus Credit Union At Rimbey, Alberta, Canada
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Post-secondary education in Finance (or related studies)
Demonstrating excellent communication skills and engaging members in conversations to finding out their immediate needs
Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
Financial Insurance Advisor Jobs
By Serenia Life Financial At Brockville, Ontario, Canada
Creating a hollistic approach with Digital Wealth Management: Insurance, Investments, and Mortgages
Lifelong Learning: Enriching the skills and knowledge of our team is our anthem
Interpersonal skills that set you apart
LLQP (Life License Qualification Program) or eagerness to attain
Home Haven: Embrace remote work for the ideal work-life synergy
Exploring the world of SALES with boundless opportunity
Financial Planner/Wealth Advisor
By Raymond James Ltd. At Waterloo, Ontario, Canada
Experience with a client relationship management software such as Maximizer
Assist us in responding to incoming client calls and inquiries regarding financial planning, wealth management, tax, insurance and investment options
Work closely with Portfolio Manager and team members to provide seamless financial planning & investment management
High level of knowledge and experience using financial planning software such as investcloud (NaviPlan), RazorPlan and / or Snap
Manage action requests to and from clients and document in CRM software
Experience in cross-border (Canada / USA) a great asset
Senior Financial Advisor (Ottawa Main) [Scotiabank]
By CareerBeacon At Ottawa, Ontario, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
Financial Advisor Associate Jobs
By Servus Credit Union At Athabasca, Alberta, Canada
Post-secondary education in Finance (or related studies)
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness
Opening and reviewing new accounts, following up with members as per member service guidelines
Preparing and entering loan application information
Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members
Financial Advisor I/Ii
By Servus Credit Union At Barrhead, Alberta, Canada
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Post-secondary education in Finance (or related studies)
Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
Financial Advisor Associate Jobs
By Servus Credit Union At Barrhead, Alberta, Canada
Post-secondary education in Finance (or related studies)
1 year of retail banking or sales experience in addition to your high school diploma.
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
Opening and reviewing new accounts, following up with members as per member service guidelines.
Preparing and entering loan application information.
Financial Management Advisor Jobs
By PSD Citywide At Victoria, British Columbia, Canada
Knowledge of best practices in financial management, policy and strategy development for clients.
Knowledge of public sector financial legislation, municipal financial management (budgeting, reporting, and accounting) and the relevant financial software and systems.
Strong Project Management, Stakeholder engagement, communication, and organizational skills required.
Project Management certification or working toward project management certification would be considered an asset.
Address client challenges leveraging your strong technical skills, enabling competencies, and accounting experience.
Support PSD’s Asset Management team with financial analysis.
Financial Assistance Advisor Jobs
By Mohawk College At Hamilton, Ontario, Canada
Project management experience is preferable.
Working in a role with diverse responsibilities and knowledge base.
Administering the Bursary for Students with Disabilities (BSWD) and the Tuition Set Aside funds for students with disabilities.
Operating within budget allocation for both Institutional and OSAP related bursary programs and advising Manager/Director when additional funding requests are needed.
Coordinating and delivering detailed sessions for Manager/Director and staff in Student Services outlining Ministry changes to policies and procedures.
Minimum 3 years of experience in a related role.
Financial Advisor (Canada) [Scotiabank]
By CareerBeacon At Mississauga, Ontario, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships and deliver excellence customer service
Senior Financial Advisor- Strawberry Hill, Surrey, British Columbia [Scotiabank]
By CareerBeacon At Surrey, British Columbia, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
Financial Advisor Jobs
By S.L Gestion Groupe / S.L Management Group At Montreal, Quebec, Canada
Excellent communication, interpersonal, and analytical skills
Experience with financial planning software and tools
Ability to work independently and in a team environment
Strong understanding of the markets, financial products, and investment strategies
Demonstrated strong ethics, integrity, and professionalism
Bilingual in French and English is a must for a
Sun Life Financial Advisor
By Sun Life At Windsor, Ontario, Canada
Great peer-to-peer networking, educational and training opportunities
Access to group savings, stock ownership program and benefits plans
Business development and prospecting skills
Be in charge of your own business and income opportunities
Dedicated leadership support and head office specialists
Industry leading technology and business services
Independent Financial Advisor Jobs
By Greatway Financial Inc. At Ottawa, Ontario, Canada
Offer different types of Insurance Products and Investment Products/ Segregated Funds
Mortgage, Insurance, Real Estate, Investment, Corporate Training, Financial Education, Financial Planning, and Personal Development
Solve financial problem through assessing and designing a plan for individuals and families that best suit their needs
Can be done online or in-person
100% Business & Agency Ownership - You will keep your clients or sell your client list in the future
ssessing and designing a plan for individuals and families that best suit their needs
Senior Financial Advisor Jobs
By New Outlook Wealth Inc. At Edmonton, Alberta, Canada
Sales grids that favour only the top producers
Income stabilization support OR incentives for books over $30M AUA
Full ownership of client relationships
Guaranteed, contractual book valuation at retirement
Equity in firm for practices over $50M AUA
sales grids that favour only the top producers
Sun Life Financial Advisor
By Sun Life At St John’s, Newfoundland and Labrador, Canada
Great peer-to-peer networking, educational and training opportunities
Access to group savings, stock ownership program and benefits plans
Business development and prospecting skills
Be in charge of your own business and income opportunities
Dedicated leadership support and head office specialists
Industry leading technology and business services

Are you looking for an exciting career in financial advising? Join our team and help our clients make smart financial decisions! With our competitive compensation and benefits package, you'll have the opportunity to make a real difference in people's lives.

A Financial Advisor is a professional who provides financial advice and guidance to individuals, businesses, and other organizations. Financial Advisors help their clients make informed decisions about their finances, investments, and other financial matters.

What is Financial Advisor Job Skills Required?

• Knowledge of financial markets and products
• Analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize effectively
• Understanding of financial regulations and compliance

What is Financial Advisor Job Qualifications?

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

What is Financial Advisor Job Knowledge?

• Knowledge of financial markets and products
• Knowledge of financial regulations and compliance
• Knowledge of investment strategies and portfolio management
• Knowledge of tax laws and regulations
• Knowledge of retirement planning and estate planning

What is Financial Advisor Job Experience?

• Experience in financial services
• Experience in financial planning and analysis
• Experience in portfolio management
• Experience in customer service

What is Financial Advisor Job Responsibilities?

•