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Financial manager Jobs in Thorold, ON

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Financial manager • thorold on

Last updated: 15 days 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 Planner Relationship Manager

Financial Planner Relationship Manager

Royal Bank of Canada>ST. CATHARINES, 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
Senior Member Experience Representative

Senior Member Experience Representative

FirstOntario Credit UnionSaint Catharines, ON, Canada
Full-time
Competitive compensation packages.Enhanced mental health benefits through SunLife and TELUS Health.Up to $1000 per year towards professional development. Company-wide Employee Volunteer program (Blu...Show moreLast updated: 30+ days ago
Manager, Accounting

Manager, Accounting

Billyard Insurance GroupWelland, Ontario, Canada
Full-time
Billyard Insurance Group (BIG) is a leading force in the insurance industry committed to attracting the best insurance professionals and equipping them with cutting-edge technology tools and unwave...Show moreLast updated: 30+ days ago
District Manager

District Manager

GFL EnvironmentalNiagara Falls, Ontario, Canada
Full-time
The District Manager will oversee the waste processing operations in the Niagara Region.The incumbent will act as a liaison between the sites providing direction to the Operations Managers & Su...Show moreLast updated: 30+ days ago
Financial Planner, Scotia Financial Planning - St.Catharines, Hamilton, Niagara Region

Financial Planner, Scotia Financial Planning - St.Catharines, Hamilton, Niagara Region

ScotiabankSt. Catharines, ON, CA
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Please note that Scotiabank offers various investment specialist opportunities.If you are inter...Show moreLast updated: 18 days ago
Customer Service Representative - Remote

Customer Service Representative - Remote

Tim's FinancialWelland, Ontario
Remote
Full-time
Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ...Show moreLast updated: 30+ days ago
  • Promoted
Financial Services Manager

Financial Services Manager

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: 30+ days ago
Financial Services Representative II

Financial Services Representative II

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: 17 days ago
Financial Planner Relationship Manager

Financial Planner Relationship Manager

Royal Bank of CanadaST. CATHARINES, Ontario, 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
Financial Advisor

Financial Advisor

0000050007 Royal Bank of CanadaST. CATHARINES, Ontario, 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: 30+ days ago
  • Promoted
Mortgage Specialist

Mortgage Specialist

BMO FinancialNiagara Falls, ON, Canada
Part-time
Retail Banking Sales & Service.Join BMO – imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great ea...Show moreLast updated: 30+ days ago
Financial Services Representative II

Financial Services Representative II

Canadian Imperial Bank of CommerceNiagara Falls, 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: 15 days ago
Certified Financial Planner

Certified Financial Planner

Durward Jones Barkwell & Company LLPBurlington, Hamilton, St. Catharines, ON, CA
Full-time
Durward Jones Barkwell is one of the largest public accounting firms in the Niagara, Hamilton, and Halton regions, with offices spanning from Burlington to St. Durward Jones Barkwell & Compa...Show moreLast updated: 18 days ago
Financial Services Associate - Licensed - Full Time

Financial Services Associate - Licensed - Full Time

MeridianNiagara Falls, ON L2HJ6, CAN
Full-time
At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.We believe that our greatest opportunity is to create opportunity and meet peop...Show moreLast updated: 30+ days ago
Bilingual Contracting Specialist (Insurance) - Flexible Work Arrangement Across Ontario

Bilingual Contracting Specialist (Insurance) - Flexible Work Arrangement Across Ontario

Financial HorizonsFlexible Work Arrangement Across Ontario, Canada
Full-time
Un message en français suivra •.Are you someone that loves to stay organized? Are you a go-to person for information and problem solving? Do you take pride in providing high levels of customer servi...Show moreLast updated: 30+ days ago
Financial Solutions Specialist

Financial Solutions Specialist

PenFinancial Credit UnionWelland, 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: 22 days ago
  • Promoted
Manager

Manager

Tim HortonsSaint Catharines, ON, Canada
Full-time
Join our growing team! We are looking for a Restaurant Manager!.As a Restaurant Manager, you are an enthusiastic role model and motivate team members to deliver exceptional service for every guest,...Show moreLast updated: 30+ days ago
Finance Consultant

Finance Consultant

The Burke GroupSt. Catharines
Full-time
Our client, a community-based social services organization preparing for an upcoming merger, is seeking an experienced Finance Consultant to enhance pre-merger financial readiness and integration.I...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.

    To learn more and APPLY at