Talent.com

Financial advisor trainee Jobs in East York, ON

Create a job alert for this search

Financial advisor trainee • east york on

Last updated: 2 days 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: 30+ days ago
Financial Advisor REMOTE

Financial Advisor REMOTE

Veres Career ConsultingToronto, ON, Canada
Remote
Full-time
We at Veres Career Consulting, a specialized recruitment agency, are searching for talented.Canada's leading wealth management firms. This opportunity is ideal for professionals looking to take ...Show moreLast updated: 30+ days ago
Senior Financial Advisor

Senior Financial Advisor

Hydro OneToronto, ON, CA
Full-time
Hiring salary range : $87,125 - $112,750 / year.Hydro One is proud to be the largest electricity transmission and distribution provider in Ontario, serving nearly 1. We have a long history in the ind...Show moreLast updated: 3 days ago
Financial Advisor Transition Specialist

Financial Advisor Transition Specialist

Raymond James Ltd.Toronto, ON, CA
Full-time
A leading financial services firm in Toronto is seeking a Transition Administrator to support new Financial Advisors and ensure smooth transitions. The ideal candidate will have a strong background ...Show moreLast updated: 24 days ago
Advisor Trainee : Launch Your Financial Career

Advisor Trainee : Launch Your Financial Career

Sun Life FinancialToronto, ON, CA
Permanent +1
A financial services leader in Toronto seeks an Advisor Trainee to build relationships and gain experience in financial advice. You'll receive coaching, access to digital tools, and participate in b...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Toronto Metropolitan UniversityToronto, ON, CA
Full-time
At the intersection of mind and action, Toronto Metropolitan University (TMU) is on a transformative path to become Canada’s leading comprehensive innovation university. Integral to this path is the...Show moreLast updated: 8 days ago
Senior Financial Advisor

Senior Financial Advisor

University of TorontoToronto, ON, CA
Full-time
OREP Financial Strategy & Services Dept.Operations and Real Estate Partnerships Division (OREP) is the largest shared service division at the University of Toronto, providing a wide range of servic...Show moreLast updated: 15 days ago
Associate Financial Advisor

Associate Financial Advisor

Canadian Imperial Bank of CommerceToronto, ON, CA
Full-time
What you’ll be doing • •As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives.As an Associa...Show moreLast updated: 5 days ago
Financial Advisor

Financial Advisor

CI FinancialToronto, ON, CA
Full-time
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Desjardins Financial Security Independent Network - Rexdale #278Etobicoke, ON, Canada
Full-time
Are you ready to take control of your future, unleash your entrepreneurial spirit, and build a business that’s truly YOURS?. Desjardins Financial Security Independent Network – Toronto W...Show moreLast updated: 30+ days ago
Wealth Advisor / Financial Planner

Wealth Advisor / Financial Planner

Fidelity InternationalToronto, ON, CA
Full-time
Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retention • Proactively contact existing clients to educate them about products and services to ...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Brightview Wealth ManagementToronto, Ontario, Canada
Full-time
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
Bilingual Financial Advisor

Bilingual Financial Advisor

Educators Financial GroupToronto, ON, CA
Full-time
Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services ex...Show moreLast updated: 16 days ago
Financial Advisor

Financial Advisor

0000050007 Royal Bank of CanadaToronto, Ontario
Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our...Show moreLast updated: 9 days ago
Financial Advisor Trainee- Bathurst & Nassau

Financial Advisor Trainee- Bathurst & Nassau

Scotiabank Global SiteToronto, 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: 2 days ago
Financial Advisor Trainee — Development Program

Financial Advisor Trainee — Development Program

Sun LifeToronto, ON, CA
Temporary
A financial services provider is looking for an Advisor Trainee to join their Advisor Development Program in Toronto.This temporary position offers hands-on experience, personalized coaching, and t...Show moreLast updated: 30+ days ago
Financial Advisor Trainee : Grow to Senior Advisor

Financial Advisor Trainee : Grow to Senior Advisor

ScotiabankToronto, ON, CA
Full-time
A leading bank in the Americas is seeking a Senior Financial Advisor in Toronto.In this role, you will build and nurture strong customer relationships while developing personalized financial strate...Show moreLast updated: 2 days ago
Senior Financial Advisor

Senior Financial Advisor

HydrooneToronto, ON, CA
Full-time
Select how often (in days) to receive an alert : .Hiring salary range : $87,125 - $112,750 / year.Hydro One is proud to be the largest electricity transmission and distribution provider in Ontario, se...Show moreLast updated: 3 days ago
Associate Financial Advisor

Associate Financial Advisor

CIBCToronto, ON, CA
Full-time
We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strength...Show moreLast updated: 2 days ago
People also ask
Financial Advisor

Financial Advisor

Primerica - Toronto, ONToronto, ON, CA
30+ days 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