Financial consultant Jobs in Waterloo, ON
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Financial consultant • waterloo on
Last updated: 13 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: 30+ days ago
Imagine building your career with a company that is both Human and Kind….Canadians protect the people they love and live generously for nearly 100 years.
Our approach is simple : understand ou...Show moreLast updated: 30+ days ago
This role is responsible for providing a consistently exceptional customer experience, following established processes and procedures for their role and achieving targeted goals and objectives.This...Show moreLast updated: 30+ days ago
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: 8 days ago
Your Role : We are looking to fill the role of Financial Controller for the Swine BU.This position will report to the Finance Director, Swine (based in Denmark) with a functional reporting line to t...Show moreLast updated: 13 hours ago
Senior Financial Analyst – Sun Life.Join the team at Sun Life and work with dynamic colleagues eager to share knowledge while being encouraged, empowered, and challenged to be your best self.Your l...Show moreLast updated: 1 day ago
The Financial Analyst is responsible for driving forward-looking insights through forecasting, margin analysis, and performance reporting.
This role supports decision-making across the ASG’s three p...Show moreLast updated: 30+ days ago
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 seize ...Show moreLast updated: 13 hours ago
Consultant / Senior Consultant, Life & Health, Actuarial and Insurance Solutions.What will your typical day look like?.As a Consultant / Senior Consultant in Actuarial and Insurance Solutions practic...Show moreLast updated: 13 hours 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: 8 days ago
Join Our Winning Team as a Financial Services Manager!.Are you a high-energy, results-driven finance professional looking to take your career to the.
Do you thrive in a dynamic, high-earning environ...Show moreLast updated: 20 days ago
Our client is looking for a Financial / Sales Analyst to join their fast-growing company.More than a job, this role is the opportunity you have been looking for to take your career to the next level....Show moreLast updated: 30+ days ago
Apply locations : Waterloo, Ontario.Job requisition id : JR00034528.You are as unique as your background, experience and point of view.
Here, you’ll be encouraged, empowered and challenged to be your ...Show moreLast updated: 8 days ago
Financial Controller for the Swine BU.Finance Director, Swine (based in Denmark) with a functional.General Manager (based in the USA).
Kitchener, ON office and will act as the finance partner for th...Show moreLast updated: 13 hours ago
Permanent Full-Time | Start Date : ASAP.Office address 153 Frederick Street, Kitchener, with options for virtual work.Benefits : Registered Pension Plan (4.
Employer contribution), Extended Health and...Show moreLast updated: 8 days ago
Our client is looking for a Senior Financial Analyst for a 6-month contract opportunity.Year end IFRS financial reporting.
Experience drafting Accounting Policy.Preparing timely, accurate and comple...Show moreLast updated: 9 days ago
Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.
The company provides a broad range of financial planning and ...Show moreLast updated: 30+ days ago
Financial Analyst, Expense management.This is a 1 year contract to start, location is Waterloo.The Investments Expense Management Team is responsible for monitoring the Investment Division's operat...Show moreLast updated: 30+ days ago
Finance and Accounting location_on Waterloo, ON.With every job, there’s always the question of “why”.Why join a company? Why be part of their mission? Here, the why is easy.It’s because at some poi...Show moreLast updated: 8 days ago
SUN LIFE Financial Advisor
Financière Sun LifeKitchener, ON, CanadaFull-time +1
- Promoted
Financial Insurance Advisor
Serenia Life FinancialWaterloo, ON, CanadaFull-time
- Promoted
Financial Services Manager
Parkway FordWaterloo, ON, CanadaFull-time
- Promoted
Financial Analyst
BizLink Holding IncKitchener, Region of Waterloo, CAFull-time
- Promoted
- New!
Financial Controller BU Swine
Hendrix GeneticsKitchener, Region of Waterloo, CAFull-time
- Promoted
Senior Financial Analyst
Sun LifeKitchener, Region of Waterloo, CAFull-time
Analyst, Financial
Samuel, Son & Co.Waterloo, ON, CanadaFull-time
- Promoted
- New!
Financial Advisor New Career
Desjardins Financial Security Independent Network - Southwestern OntarioKitchener, Region of Waterloo, CAFull-time
- Promoted
- New!
Consultant / Senior Consultant, Life & Health, Actuarial and Insurance Solutions
Deloitte CanadaKitchener, Region of Waterloo, CAPermanent
- Promoted
Financial Advisor
Thomson Allison Financial SolutionsSt. Jacobs, ON, CAFull-time
- Promoted
Financial Services Manager
Kitchener FordKitchener, ON, CanadaFull-time
Financial / Sales Analyst
CB CanadaBreslau, Ontario, CanadaPermanent
- Promoted
SUN LIFE FINANCIAL ADVISOR
Sun Life FinancialWaterloo, Region of Waterloo, CAFull-time +1
- Promoted
- New!
Financial Controller BU Swine
Hendrix Genetics BVKitchener, Region of Waterloo, CAFull-time
- Promoted
Financial Accountant
Avanti Software Inc.Waterloo, Region of Waterloo, CAFull-time +1
- Promoted
Senior Financial Analyst
Vaco by HighspringWaterloo, ON, CATemporary
- Promoted
Financial Planning Intern
IG Wealth ManagementWaterloo, ON, CanadaPart-time
Financial Analyst
Juventus ConsultingWaterloo, OntarioFull-time
- Promoted
Senior Financial Analyst - FP&A
Ontario Teachers Insurance PlanWaterloo, Region of Waterloo, CAFull-time
- Windsor, ON (from $ 44,588 to $ 375,000 year)
- Richmond Hill, ON (from $ 55,965 to $ 285,526 year)
- Richmond, BC (from $ 55,965 to $ 285,526 year)
- Guelph, ON (from $ 149,680 to $ 276,747 year)
- Niagara Falls, ON (from $ 129,135 to $ 185,174 year)
- Slave Lake, AB (from $ 106,163 to $ 182,888 year)
- Sylvan Lake, AB (from $ 106,163 to $ 182,888 year)
- East York, ON (from $ 97,500 to $ 159,114 year)
- North York, ON (from $ 97,500 to $ 159,114 year)
- Mississauga, ON (from $ 78,000 to $ 155,569 year)
SUN LIFE Financial Advisor
Financière Sun LifeKitchener, ON, Canada30+ 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.