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Financial associate Jobs in Welland, ON

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Financial associate • welland on

Last updated: 20 hours ago
  • Promoted
Financial Advisor

Financial Advisor

Northwestern MutualPelham, ON, Canada
Full-time
Becoming a financial advisor at Northwestern Mutual offers a unique opportunity to start your own business and help clients achieve their financial goals through comprehensive planning.As a financi...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

UNAVAILABLEPelham, ON, Canada
Full-time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 30+ days ago
  • Promoted
Transplant Financial Spclst

Transplant Financial Spclst

The Methodist HospitalNiagara Falls, ON, Canada
Full-time
At Houston Methodist, the Transplant Financial Specialist position is responsible for ensuring that transplant patients will have adequate coverage for their transplant procedure.The Transplant Fin...Show moreLast updated: 30+ days ago
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Senior Financial Analyst

Senior Financial Analyst

Niagara Catholic District School BoardWelland, Ontario, Canada
Full-time +1
Working under the direction of the Finance Officer, the Senior Financial Analyst will assist with all aspects of financial reporting, which includes month-end close, and budget development for Esti...Show moreLast updated: 30+ days ago
Senior Financial Accountant

Senior Financial Accountant

Recruitment PartnersOntario, CA
Full-time +1
Our client is searching for a Senior Financial Accountant to join their team.This role will be responsible for maintaining and growing the core accounting functions within the business.A successful...Show moreLast updated: 30+ days ago
  • Promoted
Financial Sales Manager (Branch Manager)

Financial Sales Manager (Branch Manager)

First CitizensNiagara Falls, Niagara Region, Canada
Full-time
Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a...Show moreLast updated: 27 days ago
  • Promoted
Sales Associate

Sales Associate

Healthy PlanetNiagara Falls, Niagara Region, Canada
Full-time
Healthy Planet is looking for a sales associate to join our Healthy Planet family.The selected candidate will be responsible for processing sales quickly, accurately and efficiently while ensuring ...Show moreLast updated: 30+ days ago
Financial Solutions Specialist

Financial Solutions Specialist

PenFinancial Credit UnionNiagara Falls, Ontario, Canada
Full-time
Provide exceptional brand experiences for our members or a prospecting Member by delivering value-added service to members including loans mortgages registered and non-registered investment product...Show moreLast updated: 15 days ago
  • Promoted
Life & Financial Advisor

Life & Financial Advisor

Billyard Insurance Group Inc.Welland, Niagara Region, Canada
Full-time
Be among the first 25 applicants.Direct message the job poster from Billyard Insurance Group Inc.Talent Acquisition Specialist at Billyard Insurance Group Inc. Billyard Insurance Group (BIG) is a le...Show moreLast updated: 30+ days ago
Financial Officer TERM

Financial Officer TERM

InsideHigherEdNiagara Falls, Ontario, Canada
Full-time
University of Toronto Mississauga (UTM).U of T Mississauga—the second largest campus of Canada’s top-ranked university and the only research university in Ontario’s booming Peel Region—is one of th...Show moreLast updated: 23 hours ago
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Financial Planner, Relationship Manager

Financial Planner, Relationship Manager

Royal Bank of Canada>Niagara Falls, Niagara Region, Canada
Full-time
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients.You provide ongoing comprehensive reviews of your clients’ financial circumstances, cre...Show moreLast updated: 27 days ago
  • Promoted
Financial Planner, Relationship Manager

Financial Planner, Relationship Manager

RBCNiagara Falls, Niagara Region, Canada
Full-time
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients.You provide ongoing comprehensive reviews of your clients’ financial circumstances, cre...Show moreLast updated: 30+ days ago
  • Promoted
Sales Associate

Sales Associate

Roots Corp.Niagara Falls, Niagara Region, Canada
Full-time
Posted Monday, June 9, 2025 at 4 : 00 AM.Reporting to the Store Manager, the Sales Associate plays a vital role in promoting our core values. The main objective of this position is to provide exceptio...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

N. Harris Computer Corporation - CADOntario, Canada
Full-time
Prepare detailed balance sheet reconciliations.Calculate commissions owed based on invoicing / bookings.Track maintenance billing and revenue. Prepare report of actual GL details compared with forecas...Show moreLast updated: 30+ days ago
  • Promoted
Director, Financial Due Diligence

Director, Financial Due Diligence

Leo BerwickNiagara Falls, Niagara Region, Canada
Full-time
Leo Berwick is an innovative mergers and acquisitions consulting firm.We are comprised of experienced advisors from global law and accounting firms that add value to transactions as trusted partner...Show moreLast updated: 10 days ago
Financial Advisor

Financial Advisor

Alpe ConceptionOntario
Full-time
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
Senior Financial Analyst

Senior Financial Analyst

Mier Human Capital MoreoverPeel Region, ON
Permanent
Job Title : Senior Financial Analyst.Length of Assignment : Permanent.Provide business support, leadership and stewardship to sales and management for the division. Support Month End and Year End Clos...Show moreLast updated: 30+ days ago
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Financial Service Representative Welland, Canada

Financial Service Representative Welland, Canada

Moneymart Inc.Welland, Niagara Region, Canada
Full-time
At Money Mart, we're more than just a financial services provider – we're the catalyst for financial empowerment!.Our mission is to be North America's leading non-prime lender, serving a diverse ra...Show moreLast updated: 20 hours ago
  • Promoted
Financial Advisor

Financial Advisor

RBC - Royal BankPelham, ON, Canada
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 your...Show moreLast updated: 27 days ago
  • Promoted
Financial Service Representative

Financial Service Representative

Money MartWelland, Niagara Region, Canada
Full-time
At Money Mart, we're more than just a financial services provider – we're the catalyst for financial empowerment!.Our mission is to be North America's leading non-prime lender, serving a diverse ra...Show moreLast updated: 5 days ago
People also ask
Financial Advisor

Financial Advisor

Northwestern MutualPelham, ON, Canada
30+ days ago
Job type
  • Full-time
Job description

Overview

Becoming a financial advisor at Northwestern Mutual offers a unique opportunity to start your own business and help clients achieve their financial goals through comprehensive planning. As a financial representative, you'll focus on client acquisition and obtaining necessary licenses. Our award-winning training programs provide the education, skill development, and strategies needed to build a successful financial planning practice centered on :

  • Planning Experience
  • Asset & Income Protection
  • Education Funding
  • Investment & Advisory Services
  • Trust Services
  • Retirement Solutions
  • Business Needs Analysis

Utilizing Northwestern Mutual’s proprietary planning software, you'll educate clients and deliver holistic financial plans—including investments, insurance, and annuities—to make a meaningful impact. As a business owner, you can tailor your workday to fit your life and enjoy uncapped earning potential through a performance-based compensation structure.

We support diverse paths to grow your practice, whether opening an office, joining a team, or becoming an advanced advisor, aligning with your long-term goals.

Responsibilities

As a financial advisor, you will :

  • Grow your client base through networking, referrals, and delivering excellent service
  • Create personalized financial plans tailored to each client’s needs
  • Manage client plans to help them reach their goals
  • Build enduring relationships to support clients through all life stages
  • Training, Licensing & Designations

    Northwestern Mutual is recognized for its highly trained sales force. We are committed to your ongoing development, starting with our award-winning curriculum designed for your first three years. The program includes industry expert insights, client acquisition techniques, and mentorship from experienced advisors.

    To qualify as a financial advisor, you must obtain :

  • Life, Accident & Health Certifications
  • Securities Industry Essentials (SIE)
  • Series 6, 7, and 63 licenses
  • We offer pre-payment or reimbursement of course fees and books.

    Compensation & Benefits

  • Performance-based earnings, with average annual income of $61K-$119K and top advisors earning $137K-$250K (based on data from 2018-2023)
  • Additional income support during training and early stages
  • Renewal income for ongoing client support
  • Bonuses, expense allowances, and licensing support
  • Company-funded retirement and pension plans
  • Comprehensive health, dental, and vision insurance
  • Life and disability insurance
  • Parental benefits at all family planning stages
  • Qualifications

    Ideal candidates will have :

  • Bachelor’s degree
  • Entrepreneurial mindset and ambitions to own a business
  • Success in relationship-building or client-facing roles
  • Excellent time management
  • Desire for continuous learning and teamwork
  • Strong critical thinking and communication skills
  • Motivation and drive
  • Legal authorization to work in the US without sponsorship
  • As independent contractors, our advisors are valued business partners and considered statutory employees for FICA taxes.

    Northwestern Mutual and its subsidiaries, based in Milwaukee, WI, include NM, NLTC, NMIS, and NMWMC, operating under various licenses and memberships.

  • Note : Individuals must have at least three years of service at Northwestern Mutual to qualify for the pre-payment / reimbursement program.
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