-
Financial Advisor
10 hours ago
CIBC Oshawa, 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
18 hours ago
CIBC Oshawa, 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
18 hours ago
Royal Bank of Canada Whitchurch-Stouffville, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
Financial Advisor
18 hours ago
CIBC Oshawa, 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 Advisor
6 days ago
Sun Life Financial Pickering, ON, CanadaApply locations Pickering, Ontario time type Full time posted on Posted 17 Days Ago job requisition id JR You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge wit ...
-
Financial Advisor
6 days ago
Sun Life Financial Markham, ON, CanadaApply locations Markham, Ontario time type Full time posted on Posted 6 Days Ago job requisition id JR You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with y ...
-
Financial Advisor
14 hours ago
Co-operators Ajax, Canada Full timeCompany: CGIC/Co-operators · Department: Retail Sales · Employment Type: Regular Full-Time · Work Model: Office Based · Language: This role operates in English · Job Grade: 0-Not Applicable · For More Info Contact: Erin Medeiros · The Opportunity · As an exclusive Finan ...
-
Financial Advisor
14 hours ago
Desjardins Financial Security Independent Network - Markham #293 Markham, CanadaFinancial Advisor · Our financial centre is looking for someone who wants unlimited earning potential, great work life balance and the opportunity to be their own boss. Is this you? · The Profession · You will play a pivotal role in helping clients safeguard their financial well ...
-
Financial Advisor
2 weeks ago
Prodigy Personnel Pickering, Canada Full time_ Prodigy Personnel is a high-level recruitment firm, where our committed staff members take the time to find full-time, contract and permanent career opportunities for our associates. At Prodigy Personnel, we pride ourselves in our continual belief that connecting our clients, c ...
-
Financial Advisor
2 weeks ago
Prodigy Personnel Ajax, Canada Full time_ Prodigy Personnel is a high-level recruitment firm, where our committed staff members take the time to find full-time, contract and permanent career opportunities for our associates. At Prodigy Personnel, we pride ourselves in our continual belief that connecting our clients, c ...
-
Financial Reporting Advisor
14 hours ago
ENGIE Markham, Canada Permanent - Full - TimeWhat You Can Expect · As our Financial Reporting Advisor, you will play a crucial role in compiling and delivering International Financial Reporting Standards (IFRS) and/or Generally Accepted Accounting Principles (GAAP)-based financial statements, reporting packages, and analysi ...
-
Financial Advisor Assistant
3 weeks ago
niche recruitment North York, Canada Full timeNew Client Onboarding ExperienceComplete online insurance applications with new clients · Complete and submit new DocuSign investment applications · Ensure all documents are fully compliant including KYC, Fund Facts, Reason Why, etc · Complete and submit all IFA loan applications ...
-
sun life financial advisor
6 days ago
Sun Life Financial Pickering, ON, CanadaSUN LIFE FINANCIAL ADVISOR page is loaded · SUN LIFE FINANCIAL ADVISOR · Apply locations Pickering, Ontario time type Full time posted on Posted 17 Days Ago job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encouraged, em ...
-
sun life financial advisor
6 days ago
Sun Life Financial Markham, ON, CanadaSUN LIFE FINANCIAL ADVISOR page is loaded · SUN LIFE FINANCIAL ADVISOR · Apply locations Markham, Ontario time type Full time posted on Posted 6 Days Ago job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encouraged, empow ...
-
sun life financial advisor
6 days ago
Sun Life Financial Richmond Hill, ON, CanadaSUN LIFE FINANCIAL ADVISOR page is loaded · SUN LIFE FINANCIAL ADVISOR · Apply locations Richmond Hill, Ontario time type Full time posted on Posted 18 Days Ago job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encouraged ...
-
sun life financial advisor
14 hours ago
Sun Life Pickering, Canada Full timeJob Description · : Req#JR FC43 Greater Toronto East · What's holding you back from building your own business? · Take control of your life and determine your own success. Enjoy financial independence and work life balance. · As a Sun Life advisor, you'll receive exceptional trai ...
-
Canadian Imperial Bank of Commerce Stouffville, ON, Canada Full timeSenior Financial Advisor / Senior Financial Services Specialist (IIROC) page is loaded Senior Financial Advisor / Senior Financial Services Specialist (IIROC) · Apply locations Stouffville, ON time type Full time posted on Posted 2 Days Ago job requisition id We're building a rel ...
-
sun life financial advisor
14 hours ago
Sun Life Markham, Canada Full timeJob Description · : Req#JR FC144North Toronto · What's holding you back from building your own business? · Take control of your life and determine your own success. Enjoy financial independence and work life balance. · As a Sun Life advisor, you'll receive exceptional training an ...
-
sun life financial advisor
14 hours ago
Sun Life Richmond Hill, Canada Full timeJob Description · : Req#JR FC073 Richmond Hill · What's holding you back from building your own business? · Take control of your life and determine your own success. Enjoy financial independence and work life balance. · As a Sun Life advisor, you'll receive exceptional training a ...
-
Mobile Mortgage Advisor
1 day ago
CIBC Durham, 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 Advisor in Uxbridge, ON - Co-operators
Description
Employment Type: Regular Full-Time
Language: This role operates in English
For More Info Contact: Shelly Norton <>
The Opportunity:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.
Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs.
As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
How you will create impact:
• Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
• Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
• Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
• Recruiting and selecting talent, coaching and mentoring employees, and managing your team's performance to facilitate their development and achieve agency goals.
• Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
How you will succeed:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
• You facilitate the adoption of change and create a high-performance culture through alignment of your team's work with organizational goals.
• You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
• You have 3-5 years of management experience in the insurance industry or related business experience.
• You have post-secondary education in a related field.
• You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
• You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
What you need to know:
• You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
• You are required have your own vehicle, valid driver's license and insurance.
• You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.