Financial advisor Jobs in Waterloo, ON
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Financial advisor • waterloo on
Last updated: 1 day ago
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.
Financial advisors love to build long-term relationships...Show moreLast updated: 23 days ago
Reporting to the Manager, Advisor Marketing Operations, the Bilingual Marketing Coordinator delivers superior customer service to advisor inquiries.
This role requires excellent communication and cu...Show moreLast updated: 14 days ago
Retail Banking Sales & Service.Join BMO - imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning poss...Show moreLast updated: 30+ days ago
Position Summary and Job Magnitude.The Community is a leader, role model, mentor, resource and support to the Residence Life Staff and the Residence Council.
The primary objective of the CA and the ...Show moreLast updated: 11 days ago
We are a publicly traded company and have been in business for over 70 years.With record growth comes an increased demand for our services and products.
While other companies are laying off and down...Show moreLast updated: 2 days ago
Full scope of tasks including but not limited to : .Regular maintenance of Workday, ensuring updates are made in a timely fashion and carrying out regular data cleanses.
Preparing requested reports an...Show moreLast updated: 23 days ago
Join Our Team as a Financial Insurance Advisor and Make a Difference!.Imagine working for a company that is both Human and Kind.
At Serenia Life Financial, we've been helping people protect the ...Show moreLast updated: 30+ days ago
At House of Friendship we believe in what we are doing.We get out of bed each day to make a difference in our community; to walk with and to serve.
We are not happy with the status quo.We get energy...Show moreLast updated: 20 days ago
POWERGROUP Resources, on behalf of our client Willowlee Sod Farms, is currently seeking skilled and experienced.If you’re a hands-on financial leader who thrives in a collaborative and growin...Show moreLast updated: 9 days ago
Conseiller les clients sur les meilleures stratégies et déterminer avec eux les résultats visés.Responsable de la relation d’affaires, évaluer la satisfacti...Show moreLast updated: 9 days ago
Experienced Financial Advisor / Planner.Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial inde...Show moreLast updated: 30+ days ago
Req#JR00034528 46 Kitchener Waterloo .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...Show moreLast updated: 2 days ago
We are seeking an experienced Financial Controller with a strong background in cost accounting and financial systems implementation to lead accounting operations.
This role will oversee financial re...Show moreLast updated: 24 days ago
The Financial Officer is responsible for the daytoday administration of financial matters and for the provision of financial reports and analyses that support the effective and efficient management...Show moreLast updated: 30+ days ago
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
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: 1 day ago
Glendon Student Financial Services is the main source of financial support and assistance for students at the Glendon campus of York University.
Our goal is to ensure that all Glendon students have ...Show moreLast updated: 30+ days ago
Serving : Greater Sacramento, Sacramento, Roseville, Elk Grove, and Stockton Areas.Our mission is to provide financial security and peace of mind through our investment, insurance, and annuity solut...Show moreLast updated: 2 days ago
Tirecraft Ontario is a proudly Canadian owned and operated expert in tires and automotive services.We are searching for a motivated Service Advisor, are you ready to be the driving force behind exc...Show moreLast updated: 30+ days ago
SUN LIFE Financial Advisor
Financière Sun LifeKitchener, ON, CanadaFull-time +1
Marketing Campaign Specialist - 5374
Randstad CanadaWaterloo, Ontario, CATemporary
Quick Apply
Mortgage Advisor
BMOWaterloo, Ontario, CanadaPart-time
- Promoted
Community Advisor
Campus Living CentresKitchener, ON, CanadaFull-time
Benefits Advisor
CB CanadaWaterloo, Ontario, CanadaPermanent
People Advisor
Keywords StudiosON, CARemote
Full-time
Quick Apply
- Promoted
Financial Insurance Advisor
Serenia Life FinancialWaterloo, ON, CanadaFull-time
Financial Director
House of FriendshipKitchener, Ontario, CanadaFull-time +1
- Promoted
Financial Manager
Powergroup ResourcesK0K, ON, CanadaFull-time
- Promoted
Bilingual Financial Advisor
OPAL Corporate ConnectionsP0J, ON, CanadaFull-time
- Promoted
Experienced Financial Advisor / Planne
Desjardins Financial Security Independent Network - Southwestern OntarioKitchener, ON, CanadaFull-time
SUN LIFE FINANCIAL ADVISOR
Sun LifeWaterloo, OntarioFull-time
- Promoted
Financial Controller
Kassen RecruitmentOntario, ON, CanadaFull-time
Financial Officer
University of WaterlooKitchener, Ontario, CanadaFull-time
Financial Advisor
Alpe ConceptionOntarioFull-time
Financial Advisor-CIRO-ID
CIBCWaterloo, ONFull-time
Student Financial Services Advisor (Bilingual)
York UniversityGlendon , Ontario, CanadaFull-time
Financial Advisor
New York Life - Northern CaliforniaRoseville, CanadaFull-time
- Promoted
Service Advisor
TirecraftWaterloo, ON, CanadaFull-time
SUN LIFE Financial Advisor
Financière Sun LifeKitchener, ON, Canada23 days ago
Job type
- Full-time
- Permanent
Job descriptionUnlimited 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. 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. 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. Demonstrated ability to motivate others to action. Business development skills. LLQP and / or Mutual Fund license or course / exam completion. 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.
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.
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?
What does a financial advisor do?
Here are some of the more common activities performed by successful financial advisors :
The person we are looking for :
Assets (optional) :
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.