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Independent Financial Advisor Jobs in Morris, Manitoba

Financial Services Advisor Jobs
By Meridian Credit Union At Toronto, Ontario, Canada
Effective organizational time management, and problem-solving skills
Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills
Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences
Step in as a leader, while the Branch Manager is away, and continuously act as a role model on the team
Strong business and financial industry knowledge, with a desire for career growth within the financial services industry
Strong negotiation, interpersonal, written, and oral communications skills, including coaching and leadership skills
Associate Financial Advisor Jobs
By The Cooperators - Irene Sham At Toronto, Ontario, Canada
• Strong skills in communication (verbal and written), organization, time management, client service,
• Service and support the life, group and wealth management portfolio of the agency while adhering to
compliance rules and regulations for the sale of life insurance and wealth management products.
• Proactively complete client reviews focusing on life and wealth management products.
• Meet all provincial-licensing requirements in accordance with continuing education to obtain and
• Knowledge of insurance products and strong underwriting skills is an asset.
Financial Service Specialist/Financial Advisor Iiroc
By CIBC At Toronto, Ontario, Canada
You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Ca Financial Advisor - Toronto, On
By Edward Jones At Toronto, Ontario, Canada
Minimum 3 years of Sales, Business Development or Client Acquisition experience.
Prior Financial Advisory or Investment sales experience is a plus.
Ambition, self-motivation and commitment to establishing long-term client relationships.
Completion of licensing courses is a plus.
Firm-Provided Branch and Office Administrator:
Senior Financial Advisor Jobs
By CIBC At Toronto, Ontario, Canada
You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Advisor Jobs
By MatchaTalent At Toronto, Ontario, Canada
Provide professional expertise on financial risk-reward analysis as well as risk-based decisions and proposals for management advice.
Provide transparency on Treasury related risks through developing or enhancing Group-level dashboards and reports to senior management for monitoring and update.
Develop procedures for the above-mentioned responsibilities, as applicable.
7+ years' experience in Corporate Treasury risk functions; Credit and Market.
Experience with developing risk metrics including VaR, stress testing, and scenario analysis as well as familiarity with risk appetite framework.
Strong analytical and problem-solving skills.
Financial Advisor - Toronto Gta
By IG Wealth Management At Toronto, 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 - Midtown Toronto, On
By Scotiabank At North York, 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 [Scotiabank] Jobs
By CareerBeacon At Cornwall, 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 RBC At Russell, Ontario, Canada
1-2 years of proven sales experience in the financial services industry, handling credit and investments
Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients
Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
Make good use of technology to connect with clients both virtually and face to face
Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
Financial Advisor - Eastern Ontario
By IG Wealth Management At Peterborough, 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
Sun Life Financial Advisor
By Sun Life At North York, 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
Ca Financial Advisor - Grimsby, On
By Edward Jones At Grimsby, Ontario, Canada
Minimum 3 years of Sales, Business Development or Client Acquisition experience.
Prior Financial Advisory or Investment sales experience is a plus.
Ambition, self-motivation and commitment to establishing long-term client relationships.
Completion of licensing courses is a plus.
Firm-Provided Branch and Office Administrator:
Financial Advisor - Grimsby, On
By Edward Jones At Grimsby, Ontario, Canada
Skilled in long-term relationship building
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Comfortable in your ability to think critically
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Sun Life Financial Advisor
By Sun Life At Winnipeg, Manitoba, 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
Admissions Advisor (Independent Schools)
By KEY Education At Vancouver, British Columbia, Canada
Work closely with the Admissions Advisor, Writing Coordinator, and Client Service Manager, to ensure that all the deliverables are met.
Demonstrate knowledge of the Canadian (and International) Independent Schools admissions process.
Previous student and/or work experience in a local private/independent school is considered an asset.
A quick learner with strong problem-solving skills and self-motivation.
An effective communicator that possesses strong writing and verbal communication skills.
Liaise between the KEY Admissions team and Client Services team to ensure that the Company’s admissions processes are followed.
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
Independent Insurance Advisor Jobs
By Greatway Financial Inc. At Canada
Annuities from an insurance company
Canadian Citizen/Permanent Resident/Open Work Permit holder
HHLQP / LLQP Licensed. If not, we will mentor you in getting your license
Coachable and willing to learn
100% Assistance. You will never have to do it yourself
One on one Mentorship with a Certified Field Trainer
Independent Financial Advisor Jobs
By Saroar Hossen - Licensed Insurance Advisor At Saskatoon, Saskatchewan, Canada

Do you want to to build a solid financial career? Do you have a heart which always seeks to help people? Are you eager to learn and willing to train others as well? If yes, we might have a place for ...

Financial Services Advisor - Full Time
By Meridian Credit Union At Brampton, Ontario, Canada

Who we are: Meridian’s dedication to helping Canadians goes beyond banking, it’s about achieving a better life! Thriving communities are essential to the individual well-being of our Members and ...

Sun Life Financial Advisor
By Sun Life Québec At Chicoutimi, Quebec, 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
Financial Advisor - Edmonton, Alberta
By IG Wealth Management At Edmonton, Alberta, 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 - Montreal And Surrounding Areas
By IG Wealth Management At Dorval, Quebec, 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 - Montreal And Surrounding Areas
By IG Wealth Management At Pointe-Claire, Quebec, 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 Experior Financial Group At Brampton, Ontario, Canada
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
You maintain a clean and professional appearance.
Need to have an LLQP license.
This is a licensed role, but unlicensed candidates are welcome- Training and discounts towards licensing available.
Financial Advisor Jobs
By Desjardins Financial Security Investments Inc. At Saskatoon, Saskatchewan, Canada
5+ years' of Financial Advisor experience
Excellent interpersonal and sales skills with a belief of putting clients first
Bachelor's degree in Finance or related field is an asset
Provide investment, insurance & financial planning and estate support to clients
Cultivate client relationships while providing excellent customer service
Maintain an active calendar through your book of business
Financial Services Advisor Jobs
By Synergy Credit Union At Saskatoon, Saskatchewan, Canada
Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities,
Strong experience in consumer lending is required.
Relationship and business development skills.
Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired.
Benefits and Pension (from day 1)
The Synergy Experience – what is it exactly?
Financial Advisor Jobs
By HighLifeWorth™ Wealth Management/ iA Private Wealth At Greater Ottawa Metropolitan Area, Canada

Investment Planning, Financial Planning, Insurance & Estate Planning.