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Financial advisor Jobs in Levis, QC

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Financial advisor • levis qc

Last updated: 1 day ago
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun LifeLévis, Quebec
Full-time
Req#JR00034458 FC079 Chaudiere Appalaches.Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.They make an impact in t...Show moreLast updated: 30+ days ago
Financial Services Advisor : Client Growth & Planning

Financial Services Advisor : Client Growth & Planning

CIBCQuebec, Capitale-Nationale, CA
Full-time
A major Canadian bank is seeking a Financial Services Representative in Gatineau to build relationships with clients while providing tailored financial solutions. Candidates should possess a Mutual ...Show moreLast updated: 24 days ago
Client-First Financial Advisor & Growth Partner

Client-First Financial Advisor & Growth Partner

Canadian Imperial Bank of CommerceQuebec, Capitale-Nationale, CA
Full-time
A leading financial institution in Quebec is seeking a Financial Advisor to enhance client relationships by delivering trusted investment advice and creating personalized financial plans.You will l...Show moreLast updated: 24 days ago
Financial Security Advisor, Insurance

Financial Security Advisor, Insurance

Royal Bank of Canada>QUÉBEC, Canada
Full-time
We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integr...Show moreLast updated: 30+ days ago
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun Life FinancialQuebec, Capitale-Nationale, CA
Full-time +1
SUN LIFE FINANCIAL ADVISOR page is loaded.Apply locations Saint-Laurent, Quebec time type Full time posted on Posted 5 Days Ago job requisition id JR00034457. You are as unique as your background, e...Show moreLast updated: 30+ days ago
Financial Security Advisor, Insurance

Financial Security Advisor, Insurance

0000050824 RBC Life Insurance CompanyLÉVIS, Quebec, Canada
Full-time
We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integr...Show moreLast updated: 30+ days ago
Financial Planner

Financial Planner

National Bank of CanadaQuebec, Capitale-Nationale, CA
Full-time
A career as a National Bank Financial Planner means you'll be a financial planning expert advising clients and drafting financial plans to meet their life goals. This position allows you to develop ...Show moreLast updated: 30+ days ago
Financial security advisor (Quebec) •

Financial security advisor (Quebec) •

iA Financial GroupQuebec, Capitale-Nationale, CA
Full-time
Play an important role in people’s lives?.Be recognized for your consulting services?.Then go ahead – take a huge step forward and take charge of your career!. Become an iA Advisor (Quebec) • : Enjoy ...Show moreLast updated: 30+ days ago
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun Life QuébecLévis, QC, CA
Full-time +1
Be among the first 25 applicants.You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynami...Show moreLast updated: 30+ days ago
Financial Security Advisor – Independent

Financial Security Advisor – Independent

Co-operatorsQuebec, Capitale-Nationale, CA
Full-time
Employment Type : Regular Full-Time.Language : Bilingualism in English and French is required.Additional Information : This / these role(s) is / are currently vacant. We are a leading Canadian financial se...Show moreLast updated: 7 days ago
Loan Advisor : Dynamic Financial Solutions

Loan Advisor : Dynamic Financial Solutions

FairstoneL'Ancienne-Lorette, QC, CA
Full-time +1
A leading Canadian lender is seeking a Loan Consultant who will actively promote and sell loan products while understanding customer needs and managing the sales process. Candidates should possess s...Show moreLast updated: 30+ days ago
Financial Planning Advisor — Hybrid Role

Financial Planning Advisor — Hybrid Role

IG Wealth ManagementQuebec, Capitale-Nationale, CA
Full-time
A leading wealth management firm is seeking an Advisor to provide financial planning advice and client servicing nationally. The role involves ensuring regulatory compliance, managing client relatio...Show moreLast updated: 1 day ago
Bilingual Financial Advisor — Build Trust & Grow Wealth

Bilingual Financial Advisor — Build Trust & Grow Wealth

RBCQuebec, Capitale-Nationale, CA
Full-time
A leading financial institution in Canada seeks a Financial Advisor to build and maintain relationships with personal and small business clients. This role requires providing proactive advice on cre...Show moreLast updated: 30+ days ago
Financial Advisor Buckingham, Quebec

Financial Advisor Buckingham, Quebec

Scotiabank Global SiteQuebec, Quebec, Canada
Full-time
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.As an Investment & Personal Banking Specialist you are customer-centric and able to connect w...Show moreLast updated: 30+ days ago
Financial Advisor - Buckingham, Quebec

Financial Advisor - Buckingham, Quebec

ScotiabankQuebec, Capitale-Nationale, CA
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culturep> .As an Investment & Personal Banking Specialist you are customer‑centric and able to connect w...Show moreLast updated: 22 days ago
Financial security advisor

Financial security advisor

BenevaQuebec, Quebec
Full-time
Beneva (Conseil Financier Beneva) est présentement à la recherche d’entrepreneurs / intrapreneurs passionnés pour consolider ses plans de croissance dans toutes les régions du Québec!.Votre rôle sera...Show moreLast updated: 30+ days ago
Financial Security Advisor, Insurance

Financial Security Advisor, Insurance

Royal Bank of CanadaCanada,Quebec,CLAIRE,POINTE
Full-time
We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integr...Show moreLast updated: 30+ days ago
Senior Advisor, Accounting standards and financial governance

Senior Advisor, Accounting standards and financial governance

Desjardins GroupLévis, Chaudière-Appalaches, CA
Full-time
As a senior accounting standards and financial governance advisor, you help design, institute and update the organization’s financial governance and internal auditing policies, strategies and tools...Show moreLast updated: 13 days ago
Financial Security Advisor

Financial Security Advisor

DesjardinsQuebec, Capitale-Nationale, CA
Full-time
Financial Security Advisor – Desjardins.The Desjardins Group seeks a dedicated Financial Security Advisor to join our growing network of over 200 professionals across Quebec.This position focuses o...Show moreLast updated: 24 days ago
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun LifeLévis, Quebec
30+ days ago
Job type
  • Full-time
Job description

Job Description

Req#JR00034458 FC079 Chaudiere Appalaches

SUN LIFE FINANCIAL ADVISOR

Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth.

People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person.

  • Are you someone who loves talking to people and comfortable providing advice?
  • Are you disciplined and motivated?
  • Do you value your independence?
  • Do you love learning and developing new skills?

If this sounds like you, let’s talk!

What’s in it for you?

  • Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.
  • “Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career.
  • A purpose-driven career helping people in your community become more financially secure.
  • The independence and flexibility to build your work around the important things in your life.
  • Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business.
  • A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership.
  • Leading-edge technology so you can do business easily anytime, anywhere.
  • A culture that celebrates excellence and inclusivity.
  • What does a financial advisor do?

    Here are some of the more common activities performed by successful financial advisors :

  • Prepare and execute strategies to attract and connect with new Clients.
  • Conduct meetings with prospective and existing Clients.
  • Review their current financial state and gather information about their future goals.
  • Build a financial roadmap to help them achieve these goals.
  • Recommend and implement suitable insurance and investment products that align with this financial roadmap.
  • Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)
  • On-going training and professional development to remain current with industry changes.
  • Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).
  • Stay connected within their community through ongoing networking activities, marketing, and referrals.
  • The person we are looking for :

  • Has a history of achievement (professional, academic, athletics, etc.).
  • Enjoys engaging, developing, and maintaining relationships with people.
  • Is disciplined and self-motivated.
  • Is goal-oriented with a strong work ethic.
  • Is a continuous learner with a deep interest in helping others.
  • Has excellent communication skills.
  • Has a College / University degree and some professional experience.
  • Assets (optional) :

  • Demonstrated ability to motivate others to action.
  • Business development skills.
  • LLQP and / or Mutual Fund license or course / exam completion.
  • Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives.