Financial Services Representative - Wealth AdvisorRoyal City Recruitment • Georgetown, ON, Canada

Financial Services Representative - Wealth Advisor

Royal City Recruitment • Georgetown, ON, Canada

Il y a 3 jours

Type de contrat

Temps plein

Description de poste

Job Description

Financial Services Representative- Wealth Advisor

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a heavy focus on our Wealth & Life products. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments through outbound prospecting and new client acquisitions.

Compensation : 60,000 - $75,000+ commissions.
Vacation
Benefits

What you’re responsible for :

Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.

Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.

Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.

Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.

Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

To be successful :

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.

To join our team :

You have three years of experience in the financial services industry, including experience in investment and life product sales.

You have a post-secondary education in a related discipline.

You hold a Life License and Mutual Funds License.

You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).

What to expect :

You are required to have your own vehicle, valid driver’s license, and insurance.

You will travel regularly.

Extended work hours, including evenings and weekends will be required.

Strict confidentiality with respect to client’s medical history, financial status and other personal

information.

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.

Créer une alerte emploi pour cette recherche

Financial Services Representative Wealth Advisor • Georgetown, ON, Canada

Offres similaires

Remote Benefits Sales Representative (69k+ per year)

HMG Careers • Milton, Ontario

Télétravail

Temps plein

Quick Apply

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ...Voir plus

Dernière mise à jour : il y a 11 heures • Offre sponsorisée • Nouvelle offre

Financial Services Representative

Mike Francis - Desjardins Insurance Agent • Halton Hills, ON, Canada

Temps plein

Insurance Account Representative - Desjardins Agent Team Member.A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of.Financial Services Accou...Voir plus

Dernière mise à jour : il y a 7 jours • Offre sponsorisée

Lead, Vehicle Transportation

OPENLANE • Orangeville, ON, Canada

Temps plein

At OPENLANE we make wholesale easy so our customers can be more successful.Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US). Immediately vested 401K (US...Voir plus

Dernière mise à jour : il y a 6 heures • Offre sponsorisée • Nouvelle offre

Financial Consultant

Vaco by Highspring • Milton, Ontario, Canada

Temporaire

Our client is sourcing a Financial Consultant for a 3-month contract.Manage day to day accounting and provide oversight to Accounting team. Prepare and manage month end close process.Planning, direc...Voir plus

Dernière mise à jour : il y a 11 jours • Offre sponsorisée

Remote Forex & Crypto Trading Opportunity

Maverick Trading • Hamilton, ON

Télétravail

Temps plein

Remote Day Trader – Stocks, Options & Futures | Amsterdam, North Holland.We profit only when you profit — no challenges, no gimmicks. Before you continue, please watch this short recruiting vid...Voir plus

Dernière mise à jour : il y a 4 jours • Offre sponsorisée

City Investment & Debt Strategy Lead

Hamilton Insurance Group, Ltd. • Hamilton E8H, ON, Canada

Temps plein

A leading municipal organization in Hamilton seeks an experienced Chief Investment Officer to manage investment strategies and borrowing programs. The role requires a strong understanding of investm...Voir plus

Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée

Work From Home - Sales Representative - 60k / Year

Spade Recruiting • Georgetown, Ontario

Télétravail

Temps plein

Quick Apply

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...Voir plus

Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée

Client Service Representative

Driven Brands Canada • Hamilton, ON, Canada

Temps partiel

CARSTAR® Canada is seeking a Client Relations Advisor to work in their growing Contact Centre in Hamilton, Ontario.As a Client Relations Advisor with CARSTAR® you will be responsible for fi...Voir plus

Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée

RV Parts & Service Advisor

401 Auto • Hamilton, ON, Canada

Temps plein

Turn your love of RVs and customer service into a rewarding career! As our RV Parts & Service Advisor, youll be the trusted expert who helps travelers find the right parts, ensures their servic...Voir plus

Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée

Food Services Helper (# PDSB26-004)

Provincial and Demonstration Schools Branch • Milton, Ontario, Canada

Temps partiel +1

Provincial and Demonstration Schools Branch.Temporary Fixed-Term position (Available February 2026 until June 2026).Indicates the salary listed as per the OPSEU Collective Agreement.The Ministry of...Voir plus

Dernière mise à jour : il y a 6 jours • Offre sponsorisée

Sales Representative

Canadian Marketing and Events • Hamilton, ON, Canada

Temps plein

Canadian marketing and events is looking for passionate and energetic individuals to represent our charity partners at in-store kiosks. This role combines fundraising and marketing, where you’...Voir plus

Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée

Desjardins Financial Services Sales Rep

Richard Demille - Desjardins Insurance Agent • Georgetown, ON, Canada

Temps plein +1

Financial Services Sales Advisor.Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance Agent is the...Voir plus

Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée

Investment Advisor Assistant

FirstOntario Credit Union • Hamilton, ON, Canada

Temps plein

Competitive compensation packages.Enhanced mental health benefits through SunLife and TELUS Health.Up to $1000 per year towards professional development. Company-wide Employee Volunteer program (Blu...Voir plus

Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée

Remote Funded Forex & Crypto Trader

Maverick Currencies • Hamilton, ON

Télétravail

Temps plein

Remote Funded Forex & Crypto Trader | Amsterdam, North Holland.Start part‑time, scale into full‑time trading with firm capital behind you. Before you continue, please watch this short recruitin...Voir plus

Dernière mise à jour : il y a 8 jours • Offre sponsorisée

Financial Services Representative - Wealth Advisor

Royal City Recruitment • Halton Hills, ON, Canada

Temps plein

Financial Services Representative- Wealth Advisor.As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financi...Voir plus

Dernière mise à jour : il y a 3 jours • Offre sponsorisée

Finance Private Tutoring Jobs Halton Hills

Superprof • Halton Hills, Canada

Temps plein +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Voir plus

Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée

Technical Service Representative, Roofing (GTA, ON)

Sika • Hamilton, ON, Canada

Temps plein

Sika Canada, a subsidiary of the Sika Group, is a leader in the development and manufacture of specialty chemicals.In the field of construction, the company operates in markets such as concrete rep...Voir plus

Dernière mise à jour : il y a 7 jours • Offre sponsorisée

Financial Advisor New Career

Desjardins Financial Security Independent Network - Southwestern Ontario • Hamilton, ON, Canada

Temps plein

Are you ready for a new career that offers limitless opportunities in the financial services industry? Do you dream of taking control of your success and financial independence? It’s time to ...Voir plus

Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée