Senior Financial Advisor Jobs

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.

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

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

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

Strong interpersonal and relationship management skills, including ability to interact effectively with various teams and cross-department work groups

Effective organizational and time management skills to prioritize and complete work within timelines while ensuring strong attention to detail and accuracy

Equivalencies of education and experience may be considered.

In addition to providing a dynamic work environment, we offer a competitive salary and benefits package.

Prepare and manage the update of annual levy report for Council and the public

Manage and complete the tracking, reporting and accounting of over-expenditures

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

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

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

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

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

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

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

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

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

Advise on a suite of product offerings such as investments, retirement planning, cash flow management, tax planning and estate planning.

Achieve business sales results through sales and market management, the implementation of strategic priorities and the development of business plans.

7 years of direct investment sales experience

Excellent problem solving, interpersonal and communication skills; organized with time and solid presentation skills

Group health benefits from 1st day of employment (all premiums paid by the company except LTD premium)

Develop internal and external networks to capitalize on business opportunities and referrals.

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 customers' 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

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

The Sr. Advisor will excel in navigating the internal environment, relationship management, managing and navigating culture, members, events, operations within HHS.

Specialized Skills – 5+ years of experience in each of the following:

Soft Skill Experience – 5+ years of experience in each of the following:

Education – at least one of the following:

Applicable post-graduate degree (i.e. MBA, Masters of Finance) – enrolment or completion of

OR the equivalent to the above (i.e. work experience)