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Client advisor Jobs in Vaughan, ON

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Client advisor • vaughan on

Last updated: 7 days ago

Associate Financial Advisor

Royal City RecruitmentKing City, Ontario, Canada
CA$60,000.00 yearly
Full-time

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.This role may have an opportunity t... Show more

Advisor, Accounts - Inside Sales

Randstad CanadaNorth York, Ontario, CA
CA$29.28 hourly
Temporary
Quick Apply

Are you a highly organized, detail-oriented administrative professional ready to be the backbone of a dynamic regional operations team? We are seeking a dedicated Advisor, Accounts - Inside Sales.T... Show more

Client Service Representative - $21.50/h - Remote

JunkLuggers CanadaRichmond Hill, Ontario
CA$21.50 hourly
Remote
Full-time

At the Junkluggers, we take great pride in our commitment to providing exceptional customer service and preserving the environment.We are dedicated to supporting our local communities and doing our... Show more

TVET Digitalization Advisor

Cuso InternationalVaughan, Ontario
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education, digitalization initiati... Show more

 • Promoted

Conseiller bancaire (Sur lieu de travail)

National BankRichmond Hill, Ontario
CA$55,200.00 yearly
Full-time +2

Conseils et services en succursales .Une carrière de conseiller bancaire à la Banque Nationale, c’est un emploi polyvalent et varié qui te permet d’entreprendre tes ambitions en améliorant la vie d... Show more

 • Promoted

Human Rights Policy Advisor - Renewable Energy - Spanish Required

Cuso InternationalRichmond Hill, Ontario
Permanent

This Volunteer Placement is Located in:.Tegucigalpa, Francisco Morazán Department, Honduras.Private Spanish lessons can be arranged if necessary.Please submit a Spanish Resume and Statement of Inte... Show more

 • Promoted

Curriculum Development Advisor

Cuso InternationalRichmond Hill, Ontario
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education and training programs an... Show more

 • Promoted

Client Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, Russian or Hebrew)

Royal Bank of Canada>RICHMOND HILL, Canada
Full-time

Client Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, Russian or Hebrew).As we have multiple branch locations across the different markets within Greater Toronto Area, we are hiring mult... Show more

Insurance Advisor

Aleem Ravji Insurance and Financial ServicesVaughan, Ontario, Canada
CA$60,000.00 yearly
Full-time

Insurance Advisor - Desjardins Agent Team Member.Are you outgoing and customer-focused? Do you enjoy working with the public? Do you crave a meaningful career and embrace change? If you a... Show more

TVET Digitalization Advisor

Cuso InternationalRichmond Hill, Ontario
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education, digitalization initiati... Show more

 • Promoted

Banking Advisor (On-Site)

National BankRichmond Hill, Ontario
Full-time +2

Advisory services, Personal banking.A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life ... Show more

CRM and Data Management Advisor - Spanish Required

Cuso InternationalVaughan, Ontario
Permanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.This placement is an opportunity to... Show more

 • Promoted

Curriculum Development Advisor

Cuso InternationalVaughan, Ontario
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education and training programs an... Show more

 • Promoted

Benefits Advisor - Work From Home

HMG CareersWillowdale, Ontario
CA$69,000.00 yearly
Remote
Full-time
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 ... Show more

LLQP & OTL Licensed Insurance Advisor

Dita Raji Insurance AgencyNorth York, ON, CA
CA$45,000.00 yearly
Full-time

A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role Licensed Insurance Advisor - Desjardins Agent Team Member.We seek an energetic professional... Show more

Investment Advisor

0000050599 RBC Dominion Securities Inc.RICHMOND HILL, Ontario, Canada
Full-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

Senior Vice President, Client Advisory

ConfidentialVaughan, Ontario, CA
Full-time

Senior Vice President, Client Advisory About the Company Leading multi-family office providing trusted counsel to successful entrepreneurial families.Industry Financial Services Type Privately H... Show more

 • Promoted

Insurance Sales Account Advisor | Bilingual

Jason Ji Insurance And Financial Services Ltd.Richmond Hill, Ontario, Canada
CA$40,000.00 yearly
Full-time

Insurance Sales Account Advisor .Location: Richmond Hill, Ontario.Full-Time | In-Office with Hybrid Potential.Build a Meaningful Career with Unlimited Potential.Are you driven, people-focused,... Show more

Parts Advisor - Maple Honda (26237)

Zanchin Automotive GroupVaughan, Ontario, Canada
CA$50,000.00 yearly
Full-time

Parts Advisor career and employment opportunity awaits you.Zanchin Automotive Group, a privately-owned network of 35+ successful dealerships that welcomes talent and enthusiasm, values people and c... Show more

Wealth Associate (On-Site)

National BankRichmond Hill, Ontario
Full-time +2

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Show more

 • Promoted
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Associate Financial Advisor

Associate Financial Advisor

Royal City RecruitmentKing City, Ontario, Canada
30+ days ago
Salary
CA$60,000.00 yearly
Job type
  • Full-time
Job description

Associate Financial Advisor

  • Compensation: 60,000 - $70,000 + commissions.
  • Working Model: Schomberg office- In office
  • Vacation
  • Benefits

About the Opportunity:

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.

This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth however will have a primary focus on Mutual Funds.

How you will create impact:

  • Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
  • Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
  • Proactively complete client reviews focusing on life and wealth management products.
  • Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
  • Complete front-line risk assessment and selection, following underwriting guidelines.
  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
  • Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.

Licencing Requirments:

  • Mutual Fund Licence is required.
  • Life License is required or working towards.
  • General or other Insurance License(s) may be required depending on the specialty focus for the role.
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
  • A minimum of two (2) years sales experience.
  • Knowledge of insurance & investment products.

Performance of Core Functions:

  • Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
  • Strong contribution to achievement of the agency goals
  • Contribution to achievement of multi-line client targets
  • Strong commitment to ongoing personal and professional development
  • Level of customer satisfaction as measured through client feedback
  • Demonstration of client needs analysis through commitment to use of financial security planning tools
  • Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
  • Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
  • Work independently and effectively use and apply the resources available

Impact on the Organization:

  • Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
  • Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
  • Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
  • Associate Life/Wealth Insurance Advisors are the face of the organization to our clients

What you need to know:

  • You will be subject to a criminal and credit check as a condition of employment, in the event you are the successful candidate