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Project 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
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 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
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
Project Advisor, Print Jobs
By TPH At Toronto, Ontario, Canada
Assisting the Manager in immediately responding to inquiries
Ensure account and contact information is regularly verified and updated and the Manager is always kept informed of status.
Working with the manager to maintain customer relationships
Experience with CRM tools is an asset
Customer Service experience in a retail environment
Strong written and verbal skills
Financial Advisor- En Jobs
By Desjardins At Baie-Comeau, Quebec, Canada
Wealth Management Advisor (54 791$ minimum). Meet the needs of members by developing strategies and offering investment, financing and insurance products
Do you have exceptional customer service skills?
We don’t offer you a job. We offer you job satisfaction. #Difference
See What Desjardins Has To Offer
Do your talents for sales and negotiating set you apart from the crowd?
Are you proactive, curious and resourceful?
Financial Advisor- En Jobs
By Desjardins At Trois-Rivières, Quebec, Canada
Do you have exceptional customer service skills?
Do your talents for sales and negotiating set you apart from the crowd?
Are you proactive, curious and resourceful?
Having a clear objective: to be everyone’s #1 choice! 💚
Being part of a company that puts sustainable development at the heart of its concerns
Being part of a financial institution with the strongest presence in Quebec
Financial Advisor Jobs
By NorQuest College At Edmonton, Alberta, Canada
3+ years experience in student advising or in a student-centred role in a post-secondary setting.
Excellent communication skills – both oral and written.
Exceptional customer service and interpersonal skills.
Knowledge of PeopleSoft would be an asset.
We offer flexible work options.
Provide funding advice, information, and assistance, in person, over the phone and electronically, to applicants and current students.
Ca Financial Advisor - Sarnia, On
By Edward Jones At Sarnia, 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 - Manitoba Area
By IG Wealth Management At Winnipeg, Manitoba, 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
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 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