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Financial advisor trainee Jobs in Thorold, ON

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Financial advisor trainee • thorold on

Last updated: 11 hours ago
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun LifeSt Catharines, Ontario
Full-time
Req#JR00034650 FC16 Greater Niagara.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 c...Show moreLast updated: 30+ days ago
Financial Advisor CIRO-MFD

Financial Advisor CIRO-MFD

CIBCNiagara Falls, ON
Full-time
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
Sales Advisor

Sales Advisor

Sienna Senior LivingSt. Catharines, Niagara Region, CA
Temporary
Temporary Sales Advisor 12 month contract at Aspira Heatherwood Retirement Living.Salary Range : $48,626 - $60,783.This posting is for a new position. Join a committed team focused on the Team Member...Show moreLast updated: 1 day ago
Life & Financial Advisor

Life & Financial Advisor

Billyard InsuranceWelland, Niagara Region, CA
Full-time
Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasti...Show moreLast updated: 30+ days ago
Hybrid Financial Services Advisor - Member Growth

Hybrid Financial Services Advisor - Member Growth

Meridian Credit Union LtdSt. Catharines, Niagara Region, CA
Full-time
A Canadian financial institution is seeking a Financial Services Associate in St.In this hybrid role, you will understand Members' financial needs, manage portfolios, and provide tailored solutions...Show moreLast updated: 30+ days ago
Sales Advisor

Sales Advisor

113 Scott StreetSt. Catharines, ON
Full-time +1
Quick Apply
Temporary Sales Advisor 12 Month contract.Aspira Heatherwood Retirement Living.Salary Range - $48,626 - $60,783.This posting is for a new position. If you’re passionate about being a part of a team ...Show moreLast updated: 5 days ago
Senior Financial Analyst

Senior Financial Analyst

TalentSphere Staffing SolutionsNiagara-on-the-Lake, ON, CA
Full-time
Senior Financial Consultant / Senior Financial Accountant.Location : Niagara and area (Onsite and remote work).Salary : $80,000 - $90,000 plus immense growth opportunity. The Senior Financial Consulta...Show moreLast updated: 30+ days ago
Relationship-Driven Financial Advisor

Relationship-Driven Financial Advisor

Canadian Imperial Bank of CommerceSt. Catharines, Niagara Region, CA
Full-time
A leading financial institution in the Niagara Region is seeking a Financial Advisor to build and manage a dedicated client portfolio through exceptional service and relationship management.You wil...Show moreLast updated: 1 day ago
Insurance Advisor

Insurance Advisor

Westland Insurance Group Ltd.Niagara Falls, Niagara Region, CA
Full-time
Posted Tuesday, December 23, 2025 at 8 : 00 AM.Are you searching for new possibilities?.Westland Insurance Group Ltd is growing and has a newopportunity foran. Do you love to talk about insurance and ...Show moreLast updated: 19 days ago
Financial Services Advisor : Grow Member Relationships

Financial Services Advisor : Grow Member Relationships

Meridian Credit UnionNiagara Falls, Niagara Region, CA
Full-time +1
A leading financial institution in Niagara Falls is seeking a Financial Services Representative for a full-time position on a 12-month contract. The role involves engaging with members to understand...Show moreLast updated: 16 days ago
  • Promoted
Associate Advisor

Associate Advisor

The Vantage Talent GroupSt. Catharines, ON, Canada
Full-time
Key Responsibilities (including but not limited to) : .Client Service & Relationship Management.Act as a primary point of contact for client inquiries, ensuring timely and professional responses.Prep...Show moreLast updated: 5 days ago
Management Trainee

Management Trainee

EnterpriseSt. Catharines, Niagara Region, CA
Permanent
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
Loan Solutions Specialist - Financial Advisor

Loan Solutions Specialist - Financial Advisor

Fairstone Financial Inc.St. Catharines, Niagara Region, CA
Full-time
A leading Canadian lending provider seeks a Loan Consultant in St.Catharines to support customers with loan solutions.This role involves assessing loan applications accurately and timely, gathering...Show moreLast updated: 16 days ago
  • Promoted
Parts Advisor

Parts Advisor

Ed Learn FordSaint Catharines, ON, Canada
Full-time
We are ambitious, innovative and forward-thinking and we strongly believe that our people are our greatest asset.As lifelong students of our craft, we pursue improvement at every turn.We do not set...Show moreLast updated: 9 days ago
Banking Advisor

Banking Advisor

RBCSt. Catharines, Niagara Region, CA
Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and...Show moreLast updated: 1 day ago
  • New!
Financial Advisor — Grow Clients, Build Futures

Financial Advisor — Grow Clients, Build Futures

ScotiabankNiagara Falls, Niagara Region, CA
Full-time
A leading bank in the Americas is looking for a Financial Advisor in Niagara Falls.You will be responsible for building strong customer relationships and delivering expert financial advice.The idea...Show moreLast updated: 11 hours ago
Management Trainee

Management Trainee

Enterprise HoldingsNiagara Falls, Niagara Region, CA
Permanent
Start your career with Enterprise Mobility! We’re.Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can coun...Show moreLast updated: 30+ days ago
Life & Financial Advisor

Life & Financial Advisor

Billyard Insurance Group Inc.Welland, Niagara Region, CA
Full-time
Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, Think BIG by exceeding expectations and creating lasting ...Show moreLast updated: 30+ days ago
Financial Controller

Financial Controller

One Floral GroupJordan Station, ON, CA
Full-time
One Floral Group is a wholesale flower producer that provides tailored floral solutions to retail customers throughout North America and is one of the fastest growing producers of floral products.O...Show moreLast updated: 30+ days ago
People also ask
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun LifeSt Catharines, Ontario
30+ days ago
Job type
  • Full-time
Job description

Job Description

Req#JR00034650 FC16 Greater Niagara

SUN LIFE FINANCIAL ADVISOR

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?

  • Unlimited 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.
  • What does a financial advisor do?

    Here are some of the more common activities performed by successful financial advisors :

  • 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.
  • The person we are looking for :

  • 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.
  • Assets (optional) :

  • Demonstrated ability to motivate others to action.
  • Business development skills.
  • LLQP and / or Mutual Fund license or course / exam completion.
  • 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.