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Financial advisor Jobs in Vaughan, ON

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Financial advisor • vaughan on

Last updated: 1 day ago
Associate Financial Advisor

Associate Financial Advisor

Co-operatorsRichmond Hill, ON, CA
Full-time
Employment Type : Regular Full-Time.Language : This role operates in English.Additional Information : This / these role(s) is / are currently vacant. We are a leading Canadian financial services co-operati...Show moreLast updated: 30+ days ago
  • Promoted
Insurance Advisor

Insurance Advisor

Aleem Ravji Insurance and Financial ServicesVaughan, ON, Canada
Full-time
Insurance Advisor - Desjardins Agent Team Member.Are you outgoing and customer-focused? Do you enjoy working with the public? Do you crave a meaningful career and embrace change? If you answered ye...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

KPMGVaughan, Ontario, Canada
Full-time
At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause : turning insight into opportunity for clients and communities around the world.The Financial Analys...Show moreLast updated: 3 days ago
Financial Representative

Financial Representative

Primerica - Toronto, ONNorth York, ON, CA
Full-time +1
Quick Apply
About The Job Primerica is a leading company in the Financial Services industry, is seeking ambitious individuals from all backgrounds to join our team of professionals. If you have a passion for he...Show moreLast updated: 30+ days ago
Financial Advisor - Vaughan

Financial Advisor - Vaughan

0000050007 Royal Bank of Canada3300 HWY 7 : VAUGHAN
Full-time
As we have many branch locations across this quadrant, we are hiring multiple candidates for this position.You will be required to be fully available to work during RBC's retail branch hours of ope...Show moreLast updated: 30+ days ago
Financial Advisor - Vaughan

Financial Advisor - Vaughan

Royal Bank of Canada>VAUGHAN, Canada
Full-time
As we have many branch locations across this quadrant, we are hiring multiple candidates for this position.You will be required to be fully available to work during RBC's retail branch hours of ope...Show moreLast updated: 30+ days ago
  • Promoted
Senior Financial Advisor- Internal Controls

Senior Financial Advisor- Internal Controls

Vaco by HighspringBayview Village, Ontario, Canada
Permanent
Our client is a large electricity transmission and distribution service provider.They are looking for a Senior Financial Advisor- Internal Controls to join their team!. Opportunities for growth and ...Show moreLast updated: 2 days ago
Financial Advisor - Vaughan Business Banking Centre

Financial Advisor - Vaughan Business Banking Centre

ScotiabankVaughan, ON, CA
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 tog...Show moreLast updated: 1 day ago
Sales Advisor

Sales Advisor

Randstad CanadaNorth York, Ontario, CA
Full-time +1
Quick Apply
You have your LLQP license ? Are you motivated and passionate about helping people? Do you like to problem solve and be creative with solutions? Do you have excellent communication skills in Englis...Show moreLast updated: 30+ days ago
  • Promoted
Financial Accountant

Financial Accountant

Danmare Group IncWoodbridge, ON, Canada
Full-time
About Us AGI Danmare specializes in the food and beverage industry.Over the past fifteen years, clients have enlisted our expert team to manage numerous challenging projects from start to fini...Show moreLast updated: 30+ days ago
Financial Controller

Financial Controller

Robert HalfRichmond Hill, ON, CA
Permanent
Quick Apply
We are looking for a proactive and detail-oriented Financial Controller to join our clients leadership team, working directly with the Chief Financial Officer (CFO). This pivotal role will be respon...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

Modern NiagaraVaughan, Ontario, Canada
Full-time
Modern Niagara helps building owners managers and general contractors meet the mechanical electrical integrated building technology and building services needs of their buildings across Vancouver C...Show moreLast updated: 9 days ago
Intake Associate Financial Advisor

Intake Associate Financial Advisor

Canadian Imperial Bank of CommerceRichmond Hill, Ontario, Canada
Full-time
We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

CB CanadaVaughan, Ontario, Canada
Full-time
It starts with the planet and the people that tend and raise the food we eat.It ends on your table, delicious, healthy, cost-effective, and high quality. Our client, a food-tech company, founded on ...Show moreLast updated: 30+ days ago
  • Promoted
SERVICE ADVISOR

SERVICE ADVISOR

MazdaRichmond Hill, ON, Canada
Full-time
Are you customer service oriented? Do you have a high attention to detail? Are you looking to start an exciting new career in the automotive industry? Queensway Automotive Group is looking for a Se...Show moreLast updated: 30+ days ago
Senior Financial Advisor Kleinburg, Vaughan, ON

Senior Financial Advisor Kleinburg, Vaughan, ON

Scotiabank Global SiteVaughan, 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: 1 day ago
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun LifeRichmond Hill, Ontario
Full-time
Req#JR00034443 FC073 Richmond Hill.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 co...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

REV CapitalConcord, ON, Canada
Full-time
REV Capital is seeking a Financial Analyst to join our growing team! Reporting to the Director of Compliance, the Financial Analyst will analyze financial data to support decision-making processes....Show moreLast updated: 2 days ago
Financial Controller

Financial Controller

The Byng GroupVaughan, Ontario, Canada, ON, CA
Full-time
Quick Apply
The Byng Group is a multi-national full-service general construction company, transforming multifamily residential properties into magnificent renovations. Specializing in residential suite upgrades...Show moreLast updated: 30+ days ago
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Associate Financial Advisor

Associate Financial Advisor

Co-operatorsRichmond Hill, ON, CA
30+ days ago
Job type
  • Full-time
Job description

Company : CGIC

Department : COR Region

Employment Type : Regular Full-Time

Work Model : Office-Based

Language : This role operates in English.

Additional Information : This / these role(s) is / are currently vacant.

The Opportunity :

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 prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs.

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. They may also be involved in the development and growth of personal lines products (home / auto insurance) and specialty lines (farm and / or commercial) portfolios.

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.
  • Complete home, commercial and farm inspections as required.
  • 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.

To join our team :

  • Life License is required.
  • 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.
  • Having a mutual funds license is an asset.
  • A minimum of two (2) years sales experience or related business or marketing experience is preferred.
  • Knowledge of insurance products and strong underwriting skills is an asset.
  • Mandarin and / or Cantonese language is required
  • How you will succeed :

  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
  • You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client-centric lens.
  • You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
  • You build trusting relationships and provide guidance to support the development of peers.
  • What you need to know :

  • You will travel occasionally.
  • You are required to have a valid driver’s license and insurance.
  • Strict confidentiality with respect to client’s medical history, financial status and other personal information.
  • Extended work hours, including weekends, may be required during peak periods.
  • This role involves direct contact with clients and / or service providers in their environment.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
  • What’s in it for you?

  • Training and development opportunities to grow your career.
  • Flexible work options and paid time off to support your personal and family needs.
  • A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
  • Paid volunteer days to give back to your community.
  • In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (, health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.