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Client advisor Jobs in Oshawa, ON

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Client advisor • oshawa on

Last updated: 11 hours ago

Financial Advisor

Global Maxfin Investments Incwhitby, durham region, Canada

Break Out of the Bank Box (Without Losing Your Paycheque).Role:Bank Advisor → Independent Advisor (with Salary Safety Net).Comp:$80k-$95k base + higher upside on your book.Firm:Truly independent Ca... Show more

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Home Comfort Advisor

Right Time Group of Companieswhitby, durham region, Canada

Home Comfort Advisor (HCA) – Outside Sales.Uncapped Earnings | Company-Generated Opportunities | Career Growth.At Right Time Heating and Air Conditioning, we believe great sales professionals don’t... Show more

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Client Advisor, Commercial Insurance, Aviation

Acera Insurance Services Ltd.ajax, on, Canada
Permanent, Full-timePermanent, Full-time

Select how often (in days) to receive an alert:.As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees... Show more

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Client Advisor Intern

RBCajax, on, Canada
Part-timePart-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ... Show more

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Employee Relations Advisor

Durham Collegeoshawa, durham region, Canada

Temporary opportunity: December 2026 to June 2028.Durham College (DC) is a leading post‑secondary institution with a clear purpose: transforming lives, building careers, and enriching communities.W... Show more

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Senior Training Advisor

Cpus Engineering Staffing Solutions Inc.oshawa, durham region, Canada
Full-timeFull-time

We are currently requesting resumes for the following position.Richmond Street, Oshawa (Hybrid, 2 days remote).This individual will be a Subject Matter Expert delivering learning to technical engin... Show more

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Remote Client Benefits Advisor

Global Elite TexasOshawa, , United States, 10455
RemoteRemote

Remote Client Benefits Advisor.Build a Rewarding Career from Home.Are you looking for a career that offers flexibility, professional growth, and the opportunity to make a meaningful impact? If you'... Show more

Parts Advisor

CanadaOne Auto Group Inc.whitby, durham region, Canada

The Parts Advisor assists internal and external customers with parts requests to ensure that the correct part is obtained the first time.This includes identifying correct parts and locating them in... Show more

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Licensed Insurance Advisor

Dan Piedimonte - Desjardins Insurance AgentOshawa, Ontario, Canada

Full Time - Licensed Insurance Advisor.As a Property & Casualty Insurance Advisor, you will provide our clients with Home, Auto & Auto financing products and advice to the personal and commercial m... Show more

Associate Financial Advisor

CIBCoshawa, ontario, Canada
PermanentPermanent

Nous 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 ... Show more

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Senior Compensation Advisor

GHDwhitby, durham region, Canada

At GHD, we don’t just believe in the power of commitment, we live and breathe it every day!.That’s why we pledge to support and empower all of our people to make a positive impact when working hand... Show more

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CI Advisor I

BrokerLinkajax, on, Canada
Permanent, Full-timePermanent, Full-time

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity.... Show more

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Seasonal Store Advisor

Mountain-Equipment-Company-whitby, durham region, Canada

We’re a hub for the outdoor community, a leader in sustainability, and a place where you can be yourself.People come to us to try new things and plan new adventures – and as a Seasonal Store Adviso... Show more

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Investment Advisor

RBC Dominion Securitiesoshawa, durham region, Canada
Full-timeFull-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more

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Client Advisor Intern

0000050007 Royal Bank of CanadaAJAX, Ontario, Canada
Part-timePart-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ... Show more

Licensed Life Insurance Advisor (LLQP) - Remote

Specialty Life InsuranceOshawa, Ontario
CA$40,000.00 yearlyCA$40,000.00 yearly
RemoteRemote
Quick Apply

Licensed Life Insurance Advisor (LLQP) - Remote.Specialty Life Insurance, in Partnership with Empire Life & Humania Assurance.If you've spent time in life insurance sales, you know the grind: h... Show more

 • Promoted • New!

Employee Relations Advisor

Durhamoshawa, durham region, Canada

Temporary opportunity: December 2026 to June 2028.Durham College (DC) is a leading post-secondary institution with a clear purpose: transforming lives, building careers, and enriching communities.W... Show more

 • New!

Financial Advisor Trainee

Co-operatorsbowmanville, durham region, Canada

Department: Field Talent Development.Employment Type: 36 Month Trainee.Language: English is required, French is an asset.Additional Information: This/these role(s) is/are currently vacant.We are a ... Show more

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Investment Advisor

0000050599 RBC Dominion Securities Inc.OSHAWA, Ontario, Canada
Full-timeFull-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more

Financial Advisor

rbcoshawa, durham region, Canada
Full-timeFull-time

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our... Show more

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People also ask
Financial Advisor

Financial Advisor

Global Maxfin Investments Incwhitby, durham region, Canada
12 hours ago
Job description

Break Out of the Bank Box (Without Losing Your Paycheque)

Role:Bank Advisor → Independent Advisor (with Salary Safety Net)

Comp:$80k-$95k base + higher upside on your book

Firm:Truly independent Canadian wealth firm with full support platform

If you're a Canadian bank / credit union advisor who:

  • Is capped on compensation no matter how much you produce
  • Feels constant pressure to "sell the shelf" instead of give advice
  • Is limited by product shelves, grids, and internal politics
  • Wants to actuallyownclient relationships and your long-term book

…but you're hesitant to walk away from a stable salary, this is for you.

What We Offer

Stability while you go independent

  • Competitive salary ($80k-$95k)
  • Clear path tomaterially higher payoutsthan the bank channel
  • Ability to buildtrue equityin your practice over time

Freedom to actually act in clients' best interests

  • Potential tolower all-in client feesand improve outcomes
  • Freedom to use modernplanning tools and CRMwithin our platform

You are not doing this alone

  • Partner with a provenSenior Advisorin our independent firm
  • Get mentorship, brand, operations, compliance and admin support
  • National, independent platform built for growth, not bureaucracy

This is asupported partnership, not a solo leap into the unknown.

What You'll Do

  • Transition suitable client relationships and pipeline compliantly
  • Co-lead planning and review meetings with a Senior Advisor
  • Deliver planning-led, product-agnostic advice to households
  • Grow your book with our marketing and service team behind you
  • Build an asset you control instead of just collecting a paycheque

Who This Is For

  • 3+ years as a bank / credit union / branch-based advisor in Canada
  • Licensed to sell investments (CIRO-registered; MFDA)
  • Insurance / life-licensed is a strong plus but not required
  • Comfortable with financial planning software (any major platform)
  • You like your clients, but not the constraints of your current platform
  • You wantupside, ownership, and autonomywithout blowing up your lifestyle

Step into independence with a salary, a senior partner, and a proven platform."

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