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Financial aid advisor Jobs in Cambridge, ON

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Financial aid advisor • cambridge on

Last updated: 10 hours ago
  • Promoted
SUN LIFE Financial Advisor

SUN LIFE Financial Advisor

Financière Sun LifeKitchener, ON, Canada
Full-time +1
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
  • Promoted
Financial Advisor New Career

Financial Advisor New Career

Desjardins Financial Security Independent Network - Southwestern OntarioKitchener, ON, Canada
Full-time
Are you ready for a new career that offers limitless opportunities in the financial services industry? Do you dream of taking control of your success and financial independence? It’s time to ...Show moreLast updated: 30+ days ago
Financial Controller

Financial Controller

Deep Trekker Inc.Kitchener, Region of Waterloo, CA
Full-time
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
  • New!
Director of Advisor Workflow & Integration

Director of Advisor Workflow & Integration

ManulifeKitchener, Region of Waterloo, CA
Full-time
A leading financial services provider is looking for an experienced professional to own the workflows and integrations that streamline growth within advisor practices. You will design how Bank capab...Show moreLast updated: 10 hours ago
  • Promoted
Service Advisor

Service Advisor

Fahad Khan United MotorzCambridge, ON, Canada
Full-time
United Motorz is seeking an experienced and motivated.Service Manager / Service Advisor.Most of our work supports our used car dealership through inspections, repairs, and reconditioning.We’r...Show moreLast updated: 30+ days ago
Financial Officer

Financial Officer

GBLKitchener, Region of Waterloo, CA
Permanent
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: 1 day ago
Financial Analyst

Financial Analyst

BizLink Holding IncKitchener, Region of Waterloo, CA
Full-time
Analyze and report the financial month-end process and prepare financial statements.Complete month-end processes, including financial analysis and reporting. Play a key role in the annual budget and...Show moreLast updated: 30+ days ago
Financial Accountant

Financial Accountant

Glen Dimplex AmericasCambridge, Region of Waterloo, CA
Temporary
Focused on leading the transition to a sustainable future, Glen Dimplex Americas is enhancing the moments that matter in life with a commitment to delivering the best design and efficiency in the a...Show moreLast updated: 30+ days ago
Financial Controller

Financial Controller

HalmaKitchener, Ontario, Canada
Full-time
Ever wondered what its like working for one of the largest underwater robot manufacturers in the world Deep Trekker is a local high tech company and were growing again! Take a virtual ride with som...Show moreLast updated: 22 days ago
Senior Financial Advisor Highland Park, Kitchener, ON

Senior Financial Advisor Highland Park, Kitchener, ON

Scotiabank Global SiteKitchener, 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: 6 days ago
Financial Analyst

Financial Analyst

Robert HalfKitchener, ON, CA
Permanent
Quick Apply
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: 4 days ago
Loan Consultant : Financial Solutions Advisor

Loan Consultant : Financial Solutions Advisor

Fairstone Financial Inc.Kitchener, Region of Waterloo, CA
Full-time
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: 2 days ago
Associate Financial Advisor

Associate Financial Advisor

Canadian Imperial Bank of CommerceKitchener, 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 Planner – Mass Affluent Wealth Advisor

Financial Planner – Mass Affluent Wealth Advisor

TDKitchener, Region of Waterloo, CA
Full-time
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: 2 days ago
Regional Director – Financial Advisor Partnerships (KW / Niagara)

Regional Director – Financial Advisor Partnerships (KW / Niagara)

Banque Nationale du CanadaKitchener, Region of Waterloo, CA
Full-time
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: 2 days ago
Senior Financial Advisor & Holistic Planning Expert

Senior Financial Advisor & Holistic Planning Expert

ScotiabankCambridge, Region of Waterloo, CA
Full-time
A leading financial institution in Cambridge is seeking a Senior Financial Advisor.In this role, you will build strong customer relationships, develop personalized financial solutions, and exceed s...Show moreLast updated: 2 days ago
Financial Officer

Financial Officer

GBL (Green Brick Labs)Kitchener, Region of Waterloo, CA
Permanent
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: 1 day ago
Benefits Advisor

Benefits Advisor

CB CanadaCambridge, Ontario, Canada
Permanent
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: 30+ days ago
  • Promoted
Financial Officer

Financial Officer

Green Brick LabsKitchener, ON, Canada
Permanent
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: 3 days ago
People also ask
SUN LIFE Financial Advisor

SUN LIFE Financial Advisor

Financière Sun LifeKitchener, ON, Canada
10 days ago
Job type
  • Full-time
  • Permanent
Job description

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?

  • 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.

    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.

  • 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.