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Financial advisor Jobs in Toronto, ON

Last updated: 1 day 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: 1 day ago
  • Promoted
Financial Sales Advisor

Financial Sales Advisor

Pioneer Resource ManagementToronto, ON, ca
We are seeking a knowledgeable and motivated Financial Advisor to join our team.The ideal candidate will possess a strong Sales functionality also have some understanding of financial services and ...Show moreLast updated: 15 days ago
Financial Insurance Advisor

Financial Insurance Advisor

Serenia Life FinancialToronto, Ontario, Canada
Join Serenia Life Financial as a Financial Insurance Advisor .Enjoy Top of the Industry Compensation, Work-Life Balance, and Elite Support . Rooted in compassion and driven by purpose, we ...Show moreLast updated: 9 days ago
Financial Advisor (Canada)

Financial Advisor (Canada)

ScotiabankScarborough, ON, CA
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 tog...Show moreLast updated: 2 days ago
Financial Advisor

Financial Advisor

American Real Estate, ERA PoweredToronto, Ontario, Canada
Full Time Financial Advisor Job Description.The Financial Advisor is responsible for providing financial advice and guidance to clients. This includes developing financial plans, managing investment...Show moreLast updated: 7 days ago
  • Promoted
Wealth Advisor and Financial Planner

Wealth Advisor and Financial Planner

Cumberland Private Wealth Management Inc.toronto, on, Canada
Full-time
Cumberland Private Wealth Management Inc.Do you enjoy working with people?.Do you have a securities registration?.Ever thought about joining a wealth management firm?. Cumberland Private Wealth Mana...Show moreLast updated: 3 days ago
Financial Security Advisor | Remote | No Cold Calling

Financial Security Advisor | Remote | No Cold Calling

AO GlobeLifeToronto, ON, CA
Remote
Full-time
Quick Apply
Financial Security Advisor | 100% Remote | No Cold Calling Work from Anywhere | Uncapped Income | Fast-Track to Leadership Are you looking for a flexible, high-reward career where you control your ...Show moreLast updated: 1 day ago
Financial Advisor

Financial Advisor

Desjardins Financial Security Independent Network - Rexdale #278Etobicoke, Ontario, Canada
BECOME A PART OF OUR SUCCESS STORY.At Desjardins, we are a Canadian leader in the life insurance and financial services industry and due to our exceptional growth. we are looking for highly motivat...Show moreLast updated: 30+ days ago
Financial Advisor - Canadian Specialist Financial Advisor

Financial Advisor - Canadian Specialist Financial Advisor

Morgan StanleyToronto, Ontario, Canada
CA$54,000.00–CA$68,000.00 yearly
Financial Advisor - Canadian Specialist Financial Advisor.Americas-Canada-Ontario-TorontoEducation Level : Bachelor's Degree. Wealth ManagementEmployment Type : Full TimeJob Level : Assistant Vice Preside...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

PFSL Investments Canada LtdTORONTO, ON, CA
Full-time
Quick Apply
The role of an Advisor at Primerica Financial Services Canada typically involves a combination of financial advisory, sales, and client relationship management duties.Here’s an ov...Show moreLast updated: 1 day ago
  • Promoted
Financial Advisor

Financial Advisor

Brightview Wealth ManagementToronto, Ontario, Canada
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

TY PEAK TAX SERVICES INC.North York, ON, CA
CA$36.00–CA$38.00 hourly
Permanent
Certificates, licences, memberships, and courses .Canadian Securities Course (CSC).Computer and technology knowledge.Work conditions and physical capabilities. Efficient interpersonal skills.Excelle...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

PFSL investments CanadaToronto, ON, CA
Quick Apply
Client Consultation & Needs Assessment : Meet with clients to assess their financial needs, goals, and risk tolerance.Conduct thorough reviews of client financial situations, including income, a...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Alpe ConceptionOntario
Lien pour partager cette offre d'emploi.Seeking Financial Professionals in Ontario, Canada!.Unlock Your Potential in the Financial Industry with Unprecedented Freedom and Flexibility!.Are you a dri...Show moreLast updated: 30+ days ago
Graduate Financial Advisor

Graduate Financial Advisor

University of TorontoToronto, ON, CA
CA$96,196.00 yearly
Full-time
Faculty of Applied Science & Engineering.Dept of Mechanical & Industrial Eng.The Department of Mechanical & Industrial Engineering is home to about 60 professors leading research on a v...Show moreLast updated: 2 days ago
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun LifeNorth York, Ontario
CA$60,000.00–CA$62,000.00 yearly
Full-time
Req#JR00034515 FC102 North York .What’s holding you back from building your own business?.Take control of your life and determine your own success. Enjoy financial independence and work life balance...Show moreLast updated: 30+ days ago
Financial Advisor / Financial Service Specialist

Financial Advisor / Financial Service Specialist

CIBCToronto, ON
CA$50,000.00–CA$60,000.00 yearly
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Show moreLast updated: 30+ days ago
Senior Financial Advisor

Senior Financial Advisor

Ombudsman OntarioToronto, ON
CA$76,231.00–CA$109,842.00 yearly
Effective April 1, 2024, the salary range for this position is $76,231 to $109,842 per year in compliance with AMAPCEO collective agreement provisions. The new rates, effective retroactive to April ...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Desjardins Financial Security Independent Network - ON CentralToronto, Ontario, Canada
Financial Security Advisor Trainee .Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back fro...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Primerica - Toronto, ONToronto, ON, CA
1 day 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. Powered by JazzHR