Financial advisor Jobs in Montreal, QC
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Financial advisor • montreal qc
Last updated: 1 day ago
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
SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations : Brossard, Quebectime type : Full timeposted on : Posted Todayjob requisition id : JR00034449You are as unique a...Show moreLast updated: 24 days ago
As Virtual Financial Advisor at Scotiabank we help employees build their futures where they can be themselves and win together.
With a commitment to diversity and inclusion and a performance‑oriente...Show moreLast updated: 7 days ago
A leading financial institution in Montreal is seeking a Personal Banker to provide exceptional customer service and personalized financial advice.
You will engage with clients to understand their f...Show moreLast updated: 1 day ago
A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information...Show moreLast updated: 30+ days ago
World Financial Group (WFG) is a reputable financial services firm known for its rigorous, human-focused, and strategic approach.
Specializing in wealth management, insurance, and financial planning...Show moreLast updated: 30+ days ago
At Laurentian Bank, we believe we can change banking for the better.Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive.
Today, we have over 2,800 employee...Show moreLast updated: 30+ days ago
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
Experience : 1 year to less than 2 years.Registered Retirement Savings Plan (RRSP).Maternity and parental benefits.Tax-Free Savings Account (TFSA).Show moreLast updated: 26 days ago
Proactively sell insurance products and services, including life, health, disability and critical illness insurance, based on the needs of Desjardins members and clients.
Assess client satisfaction ...Show moreLast updated: 17 days ago
As a member of the Personal and Business Banking Team, you’ll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providi...Show moreLast updated: 30+ days ago
Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry.
We're currently expanding this great team and have many opportuniti...Show moreLast updated: 15 days ago
IT Staffing / Consulting organization and we are currently recruiting for a contract role for one of our premier client in Canada as a.
Financial Due Diligence Associate / Analyst (French Bilingual).F...Show moreLast updated: 12 days ago
We’re one of Canada’s largest pension investors, with CAD$299.We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Res...Show moreLast updated: 30+ days ago
Join to apply for the Associate Financial Advisor role at CIBC.Be among the first 25 applicants.We’re building a relationship-oriented bank for the modern world.
We need talented, passionate profess...Show moreLast updated: 3 days ago
A top-rated financial institution in Ontario is looking for a Senior Financial Service Representative to provide exceptional service and advice to members.
In this hybrid role, you will utilize cons...Show moreLast updated: 3 days ago
Accounting or Financial Advisor.Get AI-powered advice on this job and more exclusive features.The candidate will be responsible for the accounting and financial management of certain individuals, t...Show moreLast updated: 30+ days ago
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
Opportunity at Co-operators (CGIC) – Financial Independent Advisor.We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society.Ou...Show moreLast updated: 19 days ago
- Promoted
SUN LIFE FINANCIAL ADVISOR
Sun Life QuébecMontreal, Montreal (administrative region), CAFull-time +1
- Promoted
SUN LIFE FINANCIAL ADVISOR
Sun Life FinancialBrossard, Montérégie, CAFull-time +1
- Promoted
Bilingual Virtual Financial Advisor - Montreal
ScotiabankMontreal, Montreal (administrative region), CAFull-time
- Promoted
Financial Solutions Advisor - Personal Banking
TD BankMontreal, Montreal (administrative region), CAFull-time
- Promoted
Senior Financial Planning Advisor
Banque Nationale du CanadaMontreal, Montreal (administrative region), CAFull-time
Financial security advisor
Agence d'assurance Groupe Financier Mondial du Canada incLaval, QC, CAFull-time +1
Financial advisor
Laurentian BankLongueuilFull-time
Financial security advisor
BenevaMontreal, QuebecFull-time
financial advisor
MNP LLPMontréal, QC, CAPermanent
- Promoted
Financial Security Advisor
DesjardinsBoucherville, Montérégie, CAFull-time
- Promoted
Sr. Financial Advisor
Canadian Imperial Bank of CommerceBrossard, Montérégie, CAFull-time
- Promoted
Financial Security Advisor
Desjardins GroupBoucherville, Montérégie, CAFull-time
- Promoted
Senior Financial Advisor
Avanciers Inc.Montreal, Montreal (administrative region), CATemporary
- Promoted
Advisor / Senior Advisor, Financial and Sustainability Reporting Policies
PSP InvestmentsMontreal, Montreal (administrative region), CAFull-time
- Promoted
Associate Financial Advisor
CIBCMontreal, Montreal (administrative region), CAFull-time
- Promoted
Senior Financial Solutions Advisor
Langley Federal Credit UnionAhuntsic North, caFull-time
- Promoted
Accounting or financial Advisor
Patrimonica Advisory Inc.Montreal, Montreal (administrative region), CAFull-time +1
Financial Security Advisor, Insurance
0000050824 RBC Life Insurance Company1 PLACE VILLE MARIE : MONTRÉALFull-time
- Promoted
Financial Security Advisor
Co-operatorsMontreal, Montreal (administrative region), CAFull-time
- Kamloops, BC (from $ 62,305 to $ 500,000 year)
- Thompson, MB (from $ 62,305 to $ 500,000 year)
- Duncan, BC (from $ 149,484 to $ 500,000 year)
- Innisfil, ON (from $ 170,750 to $ 500,000 year)
- Gravenhurst, ON (from $ 148,156 to $ 412,571 year)
- Delta, BC (from $ 61,080 to $ 400,000 year)
- Kelowna, BC (from $ 124,323 to $ 262,500 year)
- Brandon, MB (from $ 130,412 to $ 225,000 year)
- Cambridge, ON (from $ 61,000 to $ 210,658 year)
- Maple Ridge, BC (from $ 59,618 to $ 204,108 year)
SUN LIFE FINANCIAL ADVISOR
Sun Life QuébecMontreal, Montreal (administrative region), CA30+ days ago
Job type
- Full-time
- Permanent
Job descriptionHas 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. Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking Clients across Canada and worldwide. Demonstrated ability to motivate others to action. Business development skills. LLQP and / or Mutual Fund license or course / exam completion. 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. Job Category : Sales - Direct Seniority level : Not Applicable Employment type : Full-time Job function : Finance and Sales Industries : Financial Services and Insurance
Overview
Join to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life Québec .
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 dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
What does a financial advisor do?
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.
- 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
Assets (optional)
What’s in it for you?
Become a Sun Life advisor
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.
To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency.
Job Details
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