- Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and investment preferences.
- Develop and present personalized financial plans that encompass investment management, retirement planning, tax strategies, and estate planning.
- Implement investment strategies in accordance with clients' objectives and monitor portfolio performance.
- Provide ongoing financial guidance and advice to clients, adapting strategies as their circumstances and goals evolve.
- Stay abreast of market trends, economic developments, and regulatory changes to inform investment decisions and client recommendations.
- Cultivate and maintain strong client relationships through regular communication and proactive engagement.
- Minimum of 2 years of experience as a Financial Advisor or similar role in the financial services industry.
- Proven track record of successfully managing client relationships and delivering financial planning services.
- Strong understanding of investment products, financial markets, and wealth management strategies.
- Excellent communication skills, with the ability to articulate complex financial concepts in a clear and concise manner.
- Proficiency in financial planning software and tools.
- Competitive commission package based on experience and base clientele
- Performance-based incentives and bonuses
- Professional development opportunities and support for continuing education including CFP and other industry recognised designations
- Collaborative and supportive work environment with opportunities for growth and advancement
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Ca Experienced Financial Advisor
1 week ago
Edward Jones Mississauga, Canada**The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds.** · While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more t ...
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Ca Experienced Financial Advisor
1 day ago
Edward Jones Mississauga, Canada**The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds.** · While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more t ...
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Financial Advisor
1 week ago
Trillium Health Partners Mississauga, Canada**Job Description**: · **Position**:Financial Advisor · **Dept**:Financial Planning & Analysis · **Posting ID**: · **Status**:Temporary Full Time (March 4, March 30, 2025) · **Role Level**: Professional Group PG10 $41.52 to $51.88 · **Hours of Work/Shift**:Monday to Friday, 37.5 ...
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Financial Advisor
21 hours ago
Raymond James Financial Mississauga, Canada**Financial Advisor** · The MoneyPower Group of Raymond James provides comprehensive integrated investment and wealth management services to successful families and individuals. Our clients often come to us for the first time when they are facing a major life change. Priorities c ...
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Financial Advisor
1 week ago
Trillium Health Partners Mississauga, Canada**Job Description**: · **Position: Financial Advisor** · **Dept: Financial Planning & Analysis** · **Posting ID: ** · **Status: Full Time (x1)** · **Role Level: PG10 ($38.67-$48.32)** · **Hours of Work/Shift: Monday to Friday, 37.5 hours per week** · **Posted: April 14, 2023** · ...
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Financial Advisor
3 days ago
Scotiabank Mississauga, CanadaRequisition ID: 181319 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...
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Financial Planning Advisor
1 week ago
Investment Planning Counsel Mississauga, ON, CanadaConseillère ou conseiller en gestion du patrimoine · Grâce à votre formation, à vos compétences et à votre expérience, vous menez une brillante carrière dans le secteur de la gestion du patrimoine. Un cabinet qui vous permet d'offrir à vos clients une planification exhaustive fo ...
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CIBC Mississauga, Canada Temps pleinNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...
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Financial Services Advisor
1 week ago
Meridian Credit Union Mississauga, Canada Full time**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 the overall well-being of Canadians. · At Meridian, we're committed to providing ...
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Financial Advisor Assistant
1 week ago
GP Wealth Management Mississauga, Canada**The Role** · GP Wealth Management is seeking a financial advisor assistant to join our team and help service and continue to grow our client base. As a financial advisor assistant, you will work side by side with the team to help clients achieve their financial goals. · **Respo ...
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Associate Financial Advisor
21 hours ago
Arous Insurance Agency Inc. (The Co-operators) Mississauga, CanadaThe Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Asso ...
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Financial Analysis Advisor
1 week ago
The Cigna Group Mississauga, CanadaThe Financial Analysis Advisor is the Finance Business Partner supporting both PMO & Product and is responsible for the budgeting, forecasting and analyzing of data to support the IS forecasting and budgeting process. Overall responsibilities include financial reporting, KPI repo ...
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Associate Financial Advisor
5 days ago
CIBC Mississauga, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
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CIBC Mississauga, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
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CIBC Mississauga, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
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CIBC Mississauga, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
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Financial Services Advisor
3 days ago
Sharma Wealth Mississauga, CanadaWork Term: Permanent · - Work Language: English · - Hours: 35 to 40 hours per week · - Education: Bachelor's degree · - Experience: 5 years or more · **Work setting**: · - Urban area · - Insurance company · - Private company, corporation or industry · - Financial services industr ...
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Academic and Financial Aid Advisor
1 week ago
University of Toronto Mississauga, Canada**Date Posted**:03/12/2024 · **Req ID**: 36512 · **Faculty/Division**: UofT Mississauga · **Department**: UTM: Ofc of the Registrar · **Campus**: University of Toronto Mississauga (UTM) · **Position Number**: · **Description**: · **About us**: · The university's second largest d ...
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Entry-level Financial Advisor
1 week ago
Desjardins Financial Security Independent Network - ON Central Mississauga, Canada**Entry-Level Financial Advisor**: · **COMPANY**: Desjardins Financial Security · **LOCATION**: Mississauga · **BECOME A PART OF OUR SUCCESS STORY** · Looking for a career as a Financial Advisor? · **ABOUT US**: · **Desjardins Financial Security Independent Network** is part of * ...
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Financial Advisor
21 hours ago
Desjardins Financial Security Independent Network - Rexdale #278 Etobicoke, Canada**BECOME A PART OF OUR SUCCESS STORY** · At Desjardins, we are a Canadian leader in the life insurance and financial services industry and due to our exceptional growth; we are looking for highly motivated individuals to join our network at our Desjardins financial centre in Etob ...
Experienced Financial Advisor - Mississauga, Canada - Desjardins Financial Security Independent Network - ON Central
Description
Experienced Financial AdvisorCOMPANY: Desjardins Financial Security
LOCATION: Mississauga
BECOME A PART OF OUR SUCCESS STORY
Looking for an opportunity to grow your practice in the Financial Services Industry?
ABOUT US:
Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to providing exceptional wealth management and financial advisory services to our clients. With a commitment to excellence and a focus on building long-term relationships, we pride ourselves on delivering personalized financial solutions tailored to meet each client's unique needs and goals.
JOB DESCRIPTION:
We are seeking an experienced Financial Advisor to join our dynamic team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate the complexities of wealth management, investment planning, retirement planning, and estate planning. You will leverage your expertise to provide comprehensive financial advice and develop customized strategies that align with our clients' financial objectives.
RESPONSIBILITIES:
QUALIFICATIONS:
BENEFITS:
If you are a seasoned Financial Advisor looking to join a dynamic team and make a meaningful impact on clients' financial well-being, we invite you to apply. Please submit your resume and cover letter detailing your qualifications and relevant experience. We look forward to hearing from you
Desjardins Financial Security Independent Network is an Equal Opportunity Employer.