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Financial advisor Jobs in Haldimand, ON

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Financial advisor • haldimand on

Last updated: 19 hours ago
Financial Advisor

Financial Advisor

Primerica - Toronto, ONToronto, ON, CA
Full-time
Quick Apply
As a financial advisor, you will be responsible for assessing clients' financial situations, understanding their goals and objectives, and developing personalized financial plans to help them achie...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

PrimericaToronto, ON, CA
Full-time
Primerica is looking for a Financial Advisor to join our team in our North York office.The Financial Advisor prospects sales and qualifies leads for new and existing accounts.The ideal candidate is...Show moreLast updated: 14 days ago
  • Promoted
Financial Advisor

Financial Advisor

Longevity AchievedMississauga, ON, Canada
Full-time
You’re the kind of person who is always looking to learn.You want to grow into something greater and you’re looking for an organization that encourages and supports your professional de...Show moreLast updated: 30+ days ago
  • New!
Financial Advisor

Financial Advisor

TransamericaToronto, ON, CA
Full-time +2
Location : Remote (Work From Home).Employment Type : Contract / Part-Time or Full-Time.Training : Fully Provided — No Prior Experience Needed. Financial Services Consultant | Business Analyst | KYC Ana...Show moreLast updated: 19 hours ago
Financial Solutions Advisor

Financial Solutions Advisor

FairstoneOshawa, Durham Region, CA
Full-time
A leading Canadian financial solutions provider is seeking a Loan Consultant in Oshawa.In this role, you will promote loan products, manage sales processes, and build customer relationships.Ideal c...Show moreLast updated: 13 days ago
  • Promoted
Financial Advisor

Financial Advisor

Desjardins Financial Security Independent Network - Ottawa #118Ottawa, ON, Canada
Full-time
Desjardins Financial Security Independent Network.Being an independent financial services professional means that you are your own boss! Find out what this actually means.You decide how to manage y...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

CI Financial Corp.Toronto, ON, Canada
Full-time
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Morgan McKinleyToronto, ON, CA
Full-time
Manager Finance & Accounting Recruitment.A growing wealth management firm in the heart of Downtown Toronto is looking for a Financial Advisor to join their team. This is a classic advisory role wher...Show moreLast updated: 12 days ago
  • Promoted
CA Financial Advisor

CA Financial Advisor

Edward JonesNewton, ON, Canada
Full-time
Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, ...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Blue Harbour Financial ServicesMississauga, Peel Region, CA
Full-time
Financial Advisor – Blue Harbour Financial & Carte Wealth Management.Competitive, with leading payouts, bonuses, and growth incentives. Offices Across Canada (Ontario, BC, Alberta, Saskatchewan, Man...Show moreLast updated: 13 days ago
  • Promoted
Financial Advisor

Financial Advisor

Desjardins Financial Security Independent Network - Rexdale #278Etobicoke, ON, Canada
Full-time
Are you ready to take control of your future, unleash your entrepreneurial spirit, and build a business that’s truly YOURS?. Desjardins Financial Security Independent Network – Toronto W...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

CI FinancialToronto, ON, CA
Full-time
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

Brightview Wealth ManagementToronto, ON, Canada
Full-time
Brightview Wealth Management is a boutique wealth management financial planner firm.Our vision is to help clients accumulate wealth and achieve financial success through distributing top tier finan...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Co-operatorsOshawa, Durham Region, CA
Full-time
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 p...Show moreLast updated: 30+ days ago
Financial Advisor Napanee

Financial Advisor Napanee

Scotiabank Global SiteOntario, Ontario, Canada
Full-time
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.At Scotiabank we help employees build their futures where they can be themselves and win togethe...Show moreLast updated: 20 days ago
Financial Advisor

Financial Advisor

RBCOrangeville, ON, CA
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 your...Show moreLast updated: 24 days ago
Financial Advisor

Financial Advisor

Thomson Allison Financial SolutionsSt. Jacobs, ON, CA
Full-time
Be among the first 25 applicants.Thomson Allison Financial Solutions provided pay range.This range is provided by Thomson Allison Financial Solutions. Your actual pay will be based on your skills an...Show moreLast updated: 30+ days ago
Associate Financial Advisor

Associate Financial Advisor

Canadian Imperial Bank of CommerceBelleville, ON, CA
Full-time
We’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 strength...Show moreLast updated: 7 days ago
  • Promoted
Financial Insurance Advisor

Financial Insurance Advisor

Serenia Life FinancialOshawa, ON, Canada
Full-time
Imagine building your career with a company that is both Human and Kind….Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple : understand ou...Show moreLast updated: 30+ days ago
People also ask
Financial Advisor

Financial Advisor

Primerica - Toronto, ONToronto, ON, CA
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

As a financial advisor, you will be responsible for assessing clients' financial situations, understanding their goals and objectives, and developing personalized financial plans to help them achieve those goals.

You will provide recommendations on investments, retirement planning, insurance, tax strategies, estate planning, and other financial matters.

Additionally, you will monitor clients' portfolios and provide ongoing advice and support to ensure their financial well-being.

Responsibilities : Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk tolerance.

Develop customized financial plans that align with clients' objectives and recommend appropriate investment strategies.

Provide guidance on retirement planning and other retirement vehicles.

Advise clients on tax-efficient investment strategies and estate planning techniques to minimize tax liabilities and preserve wealth.

Offer recommendations on insurance products, such as life insurance, disability insurance, and long-term care insurance, to mitigate financial risks.

Monitor clients' investment portfolios regularly and make adjustments as needed based on changes in market conditions or clients' goals.

Stay up-to-date on financial trends, market developments, and regulatory changes to provide informed advice to clients.

Build and maintain strong relationships with clients through regular communication and excellent service to foster long-term partnerships.

Educate clients on financial concepts, investment principles, and best practices to empower them to make sound financial decisions.

Collaborate with other professionals, such as tax advisors, attorneys, and insurance agents, to provide comprehensive financial planning solutions.

Qualifications : Bachelor's degree in finance, economics, business, or a related field; advanced degrees or professional certifications (such as HLLQP or IFIC) are preferred.

Proven experience in financial planning, investment management, or wealth management.

Strong analytical skills and attention to detail to assess complex financial situations and develop appropriate strategies.

Excellent communication and interpersonal skills to effectively interact with clients and explain financial concepts in a clear and understandable manner.

Ability to work independently and as part of a team in a fast-paced, dynamic environment.

High ethical standards and integrity, with a commitment to acting in the best interests of clients.

Proficiency in financial planning software, investment analysis tools, and Microsoft Office suite.

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