-
Ca Experienced Financial Advisor
6 days 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 ...
-
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 ...
-
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** · ...
-
Financial Advisor
1 day 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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
Associate Financial Advisor
3 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 ...
-
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 ...
-
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 ...
-
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 ...
-
Financial Services Advisor
1 day 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 ...
-
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 * ...
-
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 ...
-
Financial Advisor
5 days ago
Insurance Depot Ltd Etobicoke, CanadaInsurance Depot LTD. is seeking driven individuals with a passion for business and finance to join our expanding Toronto team. As a **Financial Advisor**, you'll play a key role in driving revenue and fostering client relationships built on integrity and transparency. · **Respons ...
-
Financial Advisor
4 days ago
CIBC Toronto, 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 ...
-
Financial Advisor Master Plan
4 days ago
Trillium Health Partners Mississauga, Canada**Job Description**: · _____________________________________________________________________ · **Position**:Financial Analyst · **File#**: · **Status**:Permanent Full-Time · **Role Level**:Professional Group (PG10 $41.52-$51.88) · **Dept/Health System**:Master Planning · **Site: ...
-
Scotiabank Mississauga, CanadaRequisition ID: 191519 · 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 ...
Financial Advisor - Mississauga, ON, Canada - People Corporation
Description
We are seeking a Individual Financial Services Consultant (IFS) to join our BPA team in Mississauga.Individual Financial Services Consultant (IFS) will offer guidance to customers regarding various insurance offerings such as life, living benefits, travel insurance, and registered products like RESP, RRSP, and TFSA.
Maintain and nurture a designated portfolio of individual insurance plans, overseeing tasks such as continuous evaluation of client needs, handling renewals, addressing inquiries or issues, and ensuring efficient service provision.
The Individual Financial Services Consultant (IFS) will:Manage and retain an assigned block of business in relation to individual insurance plans, including ongoing needs assessment, renewals, reporting, client questions/concerns and service deliveries.
Conduct in-person and remote meetings with new and existing clients.Develop communications required for plan sponsors and their employees in partnership with marketing support teams.
to promote services and keep up to date with industry trends and activities.
Maintain deep administration knowledge, including in-house and carrier best practices and liaise with implementation stakeholders as needed.
To be successful as a Individual Financial Services Consultant (IFS) with BPA, you will need :
The incumbent must hold a life insurance license (LLQP) and an Ontario mutual fund license is considered an asset.
Five years of experience in the individual financial services industry.Post-secondary degree or diploma in financial planning or a business-related field.
The candidate must be able to communicate effectively, both orally and in writing, with strong presentation skills.
The ability to communicate in both official languages (French and English), both oral and written, is an asset.
Successful completion of financial planning and life insurance designations such as CFP, CLU, and CHS designations.
Valid driver's license.
Extended health care and dental benefits
A retirement savings plan with company contributions
Mental Health programs and support for you and your family
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. BPA is a division of People Corporation and has served members and beneficiaries in their local communities since 1958.
BPA is dedicated to providing a superior benefits experience to our members, businesses, and trusts in the local communities in which they live and operate.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to.
We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employeehas the opportunity toreach their potential.