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Client advisor Jobs in Vaughan, ON

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Client advisor • vaughan on

Last updated: 8 hours 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

Sales (Fitness Advisor) - North York York Mills Centre

GoodLife FitnessNorth York, Ontario
CA$19.70 hourly
Full-time

The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve those goals... Show more

 • New!

Kyriba Implementation Manager

Clearsulting LLCToronto, Ontario, Canada, M2N 5S4
CA$130,000.00–CA$173,000.00 yearly
Full-time
Quick Apply

Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance.Our team consists of finance specialists that bring experience and technical capab... Show more

Client Advisor, Commercial Insurance, Small Business (IBU)

Acera InsuranceRichmond Hill, ON, CA
CA$60,000.00–CA$75,000.00 yearly
Full-time +1

Client Advisor, Commercial Insurance, Small Business (IBU).Ajax, ON, CA Toronto, ON, CA Richmond Hill, ON, CA Newmarket, ON, CA Brampton, ON, CA Burlington, ON, CA Kingston, ON, CA Ottawa, ON, CA H... Show more

HSE Advisor

MultiplexNorth York, ON, CA
CA$90,000.00–CA$105,000.00 yearly
Full-time

Who we are and what we offer: Interested in shaping skylines across the globe? Multiplex is a premier construction company with a simple purpose: to construct a better future.As part of our team, ... 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

Boutique Client Experience Associate

Adecco CanadaNorth York, Ontario, Canada
CA$23.00–CA$24.00 hourly
Full-time +1
Quick Apply

Boutique Client Experience Associate.This opportunity is ideal for individuals with experience in luxury retail, hospitality, concierge services, client relations, customer experience, and boutique... Show more

Director of AI

PureFacts Financial SolutionsToronto, Ontario, Canada, M2N 5S4
CA$180,000.00 yearly
Full-time

About PureFacts Financial Solutions.PureFacts is the leader in the Revenue Performance Management category for wealth and asset management firms.The PureRevenue™ Platform helps organizations maximi... Show more

Retail Sales Associates P/T – Vaughan Mills

Brand MomentumVaughan, Ontario, Canada
Part-time

With Chocolate – One Guest at a Time.At Lindt, we don't just sell chocolate, we create memorable moments.We're looking for a warm, polished, and customer-focused.If you have a passion for premium p... 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

Communications Advisor - Spanish Required

Cuso InternationalRichmond Hill, 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.Are you a communications or marketi... Show more

 • Promoted

Client Care Specialist - Don Valley Animal Hospital

VetCare CanadaNorth York, ON, CA
CA$18.00 hourly
Full-time +1
Quick Apply

Welcome, we're thrilled you are considering joining the highly skilled team at Don Valley Animal Hospital Learn More The Don Valley Animal Hospital has been serving the Don Mills community for over... Show more

Financial Advisor Intern

Royal Bank of Canada>CAPILANO 5, Canada
Full-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

Service Advisor - Maple Mazda (26284)

Zanchin Automotive GroupVaughan, Ontario, Canada
Full-time

Service 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... Show more

Service Advisor

MasterTechNorth York, ON, ca
CA$55,000.00–CA$65,000.00 yearly
Full-time

We are looking for an experienced Service Advisor, to join a busy operation in the North York, ON region.Customer focused candidates can join an established team assisting with service sales object... Show more

 • New!

Planificateur financier (Hybride)

National BankVaughan, Ontario
Full-time +2

Conseils et services en succursales.Une carrière à la Banque Nationale en tant que planificatrice ou planificateur financier, c'est d’assurer un rôle de spécialiste en planification financière pour... Show more

 • Promoted

Institutional and Pedagogical Strengthening Advisor - Spanish Required

Cuso InternationalRichmond Hill, 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.Bring your expertise to Peru and he... Show more

 • Promoted

Institutional and Pedagogical Strengthening 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.Bring your expertise to Peru and he... Show more

 • Promoted

Teacher Training and Pedagogical Support Advisor - Spanish Required

Cuso InternationalRichmond Hill, 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.Are you passionate about teacher de... 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