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Financial Advisor Trainee Jobs

Insurance Advisor Trainee (Equest)
By BCJobs At Delta, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Insurance Advisor Trainee Jobs
By Westland Insurance Group Ltd. At Delta, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
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
Trainee - Insurance Advisor
By Westland Insurance Group Ltd. At Abbotsford, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
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
Trainee - Insurance Advisor (Equest)
By BCJobs At Lake Cowichan, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor (Equest)
By BCJobs At Richmond, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor
By Westland Insurance Group Ltd. At Lake Cowichan, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor.
By Westland Insurance Group Ltd. At North Vancouver, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor
By Westland Insurance Group Ltd. At Richmond, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
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
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

Are you looking for an exciting career in financial advising? Join our team as a Financial Advisor Trainee and get the chance to learn from experienced professionals and develop your skills in the financial industry. With our comprehensive training program, you'll gain the knowledge and expertise to help clients make informed decisions and achieve their financial goals. Take the first step towards a rewarding career today!

Overview Financial Advisor Trainees are entry-level professionals who work under the supervision of a senior financial advisor. They provide support to the senior advisor in the areas of client service, financial planning, and investment management. They are responsible for helping clients make informed decisions about their financial future. Detailed Job Description Financial Advisor Trainees are responsible for providing support to the senior financial advisor in the areas of client service, financial planning, and investment management. They must be able to understand and explain complex financial concepts to clients. They must also be able to develop and maintain relationships with clients. Financial Advisor Trainees must be able to analyze financial data and make recommendations to clients. They must be able to develop and implement financial plans for clients. They must also be able to monitor and review client portfolios. Financial Advisor Trainees must be able to communicate effectively with clients and other professionals. They must be able to explain complex financial concepts in a clear and concise manner. They must also be able to provide timely and accurate information to clients. Job Skills Required
• Knowledge of financial planning and investment management
• Ability to analyze financial data and make recommendations
• Ability to develop and implement financial plans
• Ability to communicate effectively with clients and other professionals
• Ability to explain complex financial concepts in a clear and concise manner
• Ability to provide timely and accurate information to clients
Job Qualifications
• Bachelor’s degree in finance, accounting, economics, or a related field
• Previous experience in a financial services role
• Knowledge of financial planning and investment management
• Ability to analyze financial data and make recommendations
• Ability to develop and implement financial plans
• Ability to communicate effectively with clients and other professionals
• Ability to explain complex financial concepts in a clear and concise manner
• Ability to provide timely and accurate information to clients
Job Knowledge
• Knowledge of financial planning and investment management
• Knowledge of financial markets and products
• Knowledge of financial regulations and compliance
• Knowledge of financial analysis and modeling
• Knowledge of financial software and technology
Job Experience
• Previous experience in a financial services role
• Previous experience in client service
• Previous experience in financial planning and investment management
Job Responsibilities
• Provide support to the senior financial advisor in the areas of client service, financial planning, and investment management
• Analyze financial data and make recommendations to clients
• Develop and implement financial plans for clients