- Providing strategic advice across a variety of financial products and services
- Assessing client's overall financial picture, understand their needs and develop a solid financial plan
- Guiding clients towards a profitable and secure financial decision
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client's overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell ETF based model portfolio management strategies to meet sales quotas
- Keep abreast of new industry's trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
- Proven working experience as a Financial Advisor, Controller, Planner, Specialist or relevant experience
- Track record of successful financial guidance
- Ability to analyze market's financial data and to provide appropriate data-based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- Current certificate of qualifications (CFA, CIM or working towards)
- Undergraduate degree in Business, Finance, Economics or related field
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Financial Advisor
2 weeks ago
Scotiabank Kanata, CanadaRequisition ID: 199547 · 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/ Terry Fox & Campeau/ Permanent/ Full-time 37.5h · At Scotiabank we help employee ...
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Financial Advisor
3 weeks ago
Scotiabank Kanata, CanadaRequisition ID: 163860 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **What your role will be** · Financial Advisor - Kanata (Hazeldean/Bridlewood/March Rd/Terry Fox/Carp), ON · At Scotiabank we help employees build the ...
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Financial Advisor
2 weeks ago
Scotiabank Kanata, CanadaRequisition ID: 181672 · 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/ Terry Fox & Campeau/ Permanent/ Full-time · At Scotiabank we help employees buil ...
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Financial Advisor
3 weeks ago
Gestion Finance Conseil CanadaEducation: Other trades certificate or diploma · - Experience: Experience an asset · **Work setting**: · - Urban area · - Private sector · **Tasks**: · - Identify clients' financial goals and objectives · - Analyze clients' financial records · - Make recommendations concerning ca ...
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Financial Advisor
4 days ago
Scotiabank Kanata, CanadaRequisition ID: 169314 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **What your role will be** · Financial Advisor · Permanent full-time (37.5 hours) · Location: Kanata (Hazeldean/Bridlewood/March Rd/Terry Fox/Carp), O ...
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Advisor principal, Financial disclosure
1 week ago
Desjardins Group CanadaConseiller principal ou conseillère principale, Divulgation financière page is loaded · Conseiller principal ou conseillère principale, Divulgation financière · Postuler remote type Le mode de travail s'appliquant au poste est hybride locations Montréal Lévis time type Temps pl ...
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CIBC Kanata, 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 Advisor/portfolio Manager
1 week ago
Raymond James Financial, Inc. Kanata, Canada**Financial Advisor/Portfolio Manager** · Meliambro Wealth Management, an independent agency of Raymond James Ltd that provides wealth management services to high net worth individuals and their families is seeking a full-time Financial Advisor for our 600 Terry Fox Drive Kanata, ...
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Desjardins CanadaAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we ha ...
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Financial Advisor
1 week ago
First West Credit Union Canada $48,640 - $62,300We are currently seeking a Financial Advisor to join our team at our Cherrylane branch in Penticton, BC. · The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. T ...
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Financial Advisor
1 week ago
First West Credit Union Canada $48,640 - $62,300We are currently seeking a Financial Advisor to join our team. · The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member lif ...
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Financial Advisor
1 week ago
Thrivent Financial CanadaFinancial Advisor - Lake Country and surrounding area page is loaded · Financial Advisor - Lake Country and surrounding area · Apply locations WI - Oconomowoc time type Full time posted on Posted 30+ Days Ago job requisition id REQ-12509 Be in Business for Yourself, not By You ...
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Financial Advisor
1 week ago
Scotiabank CanadaRequisition ID: # 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/ Terry Fox & Campeau/ Permanent/ Full-time 37.5h At Scotiabank we help employees build their futures ...
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Financial Advisor
1 week ago
Ourcommons Canada $83,912 - $106,175Language Requirements: Bilingual (English and French) · Closing Date (YYYY-MM-DD): · Hours: Full-time (35 hours a week) · Rate of Pay ($): · Classification: ADG-D · Company Description · The House of Commons Administration delivers outstanding services to Members of Parliamen ...
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Financial Advisor
1 week ago
Servus Credit Union Ltd CanadaPosting Closes: May 30th, 4:00 pm, Mountain Standard Time · Employment Status: Full-time- 37.5 hours per week · Compensation: $52,121- $65,152- Based on experience · Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient commun ...
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Financial Advisor
6 days ago
Scotiabank CanadaPress Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Requisition ID: 195844 · 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 ...
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Financial Advisor
1 week ago
Scotiabank Kanata, Canada Full timeRequisition ID: 199547 · 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/ Terry Fox & Campeau/ Permanent/ Full-time 37.5h · At Scotiabank we help employees buil ...
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Financial Advisor
3 weeks ago
Servus Credit Union Ltd CanadaEmployment Status: Full-time - 37.Monday- Saturday branches) · Fort McMurray Downtown, Fort McMurray Timberlea, Athabasca, Plamondon, Lac La Biche ) · *Due to the nature of this role, interested candidates must hold a valid driver's license and own a reliable vehicle. · Servus C ...
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Financial Advisor
1 week ago
360 DEGREE FINANCIAL CanadaROLE/ DESCRIPTION · 360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software ( ...
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Financial Advisor
1 week ago
360 DEGREE FINANCIAL CanadaROLE/ DESCRIPTION360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). ...
Apply Now Senior Financial Advisor - Canada - Huxton Black
5 days ago
Description
What is a Financial Advisor?
A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make informed decisions to best utilize their money and achieve their financial goals.
What does a Financial Advisor do?
A Financial Advisor assesses clients' financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans.
Financial Advisor responsibilities include:
We are looking for an experienced Financial Advisor to join our team and serve as a valuable intermediary between our company and clients.
Additionally, you will play a key role in closing sales and building long-term relationships with clients.
The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of financial products and services.
Join us and help clients make informed financial decisions for a secure future.Responsibilities