Financial advisor trainee Jobs in Kitchener, ON
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Financial advisor trainee • kitchener on
Last updated: 19 hours 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: 10 days ago
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
Ever wondered what it's like working for one of the largest underwater robot manufacturers in the world? Deep Trekker is a local high tech company and we're growing again! Take a virtual ride with ...Show moreLast updated: 16 days ago
Help us change the world and build a sustainable future.With almost two decades of proven performance, Deep Trekker is one of the largest underwater robotics manufacturers in the world.Delivering c...Show moreLast updated: 22 days ago
We are seeking an Accounting Technician / Bookkeeper to support day‑to‑day financial operations.This role is responsible for maintaining accurate financial records, processing journal entries and r...Show moreLast updated: 19 hours 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: 30+ days ago
We are looking for a highly motivated and detail-oriented Financial Analyst to join our finance client's team in Cambridge, Ontario.
In this role, you will contribute to key financial processes, inc...Show moreLast updated: 3 days ago
A leading lending solutions provider in Kitchener is seeking a Loan Consultant to enhance business growth.The role involves promoting and selling a variety of loan products, understanding customer ...Show moreLast updated: 1 day ago
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
A leading Canadian provider of responsible lending is seeking a Loan Consultant to promote and sell loan products.In this role, you will understand customer needs and manage the sales process while...Show moreLast updated: 30+ days ago
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: 4 days ago
A leading financial institution in Kitchener is seeking a Financial Planner to empower clients through holistic financial planning and advice.
The role involves collaborating with clients to underst...Show moreLast updated: 1 day ago
A leading financial institution in the Horseshoe area is seeking a motivated Regional Director (Wholesaler) to enhance relationships with financial advisors in Kitchener, Waterloo, and Niagara.This...Show moreLast updated: 1 day ago
Be among the first 25 applicants.Thomson Allison Financial Solutions provided pay range.This range is provided by Thomson Allison Financial Solutions.
Your actual pay will be based on your skills an...Show moreLast updated: 30+ days ago)
We are seeking an Accounting Technician / Bookkeeper to support day-to-day financial operations.This role is responsible for maintaining accurate financial records, processing journal entries and r...Show moreLast updated: 19 hours ago
Start your career with Enterprise Mobility! We’re hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ...Show moreLast updated: 30+ days ago
We’re more than Canada’s largest independent hardware and building supplies retailer—we’re part of communities across the nation.
Support the Numbers That Drive the Business.As a Financial Analyst, ...Show moreLast updated: 19 hours ago
Start your career with Enterprise Mobility! We’re hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ...Show moreLast updated: 30+ days ago
- Promoted
SUN LIFE Financial Advisor
Financière Sun LifeKitchener, ON, CanadaFull-time +1
Senior Financial Advisor Huron Park, KItchener, ON
Scotiabank Global SiteKitchener, Ontario, CanadaFull-time
Financial Controller
Deep Trekker Inc.Kitchener, Region of Waterloo, CAFull-time
Financial Controller
Halma p.l.cKitchener, Region of Waterloo, CAFull-time
- New!
Financial Officer
GBLKitchener, Region of Waterloo, CAPermanent
- Promoted
Experienced Financial Advisor / Planne
Desjardins Financial Security Independent Network - Southwestern OntarioKitchener, ON, CanadaFull-time
SUN LIFE FINANCIAL ADVISOR
Sun LifeWaterloo, OntarioFull-time
Financial Analyst
Robert HalfKitchener, ON, CAPermanent
Quick Apply
Loan Consultant : Financial Solutions Advisor
Fairstone Financial Inc.Kitchener, Region of Waterloo, CAFull-time
Associate Financial Advisor
Canadian Imperial Bank of CommerceKitchener, Ontario, CanadaFull-time
Financial Solutions Advisor – Loans
FairstoneKitchener, Region of Waterloo, CAFull-time
Financial Advisor - Linwood (Contract)
ScotiabankWaterloo, ON, CAFull-time
Financial Planner – Mass Affluent Wealth Advisor
TDKitchener, Region of Waterloo, CAFull-time
Regional Director – Financial Advisor Partnerships (KW / Niagara)
Banque Nationale du CanadaKitchener, Region of Waterloo, CAFull-time
Financial Advisor
Thomson Allison Financial SolutionsSt. Jacobs, ON, CAFull-time
- New!
Financial Officer
GBL (Green Brick Labs)Kitchener, Region of Waterloo, CAPermanent
Management Trainee
EnterpriseCambridge, Region of Waterloo, CAFull-time +1
- New!
Financial Analyst
Home Hardware Stores LimitedSt. Jacobs, ON, CAFull-time
Management Trainee
Enterprise HoldingsKitchener, Region of Waterloo, CAPermanent
SUN LIFE Financial Advisor
Financière Sun LifeKitchener, ON, Canada10 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.