Financial services representative Jobs in Greater Sudbury, ON
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Financial services representative • greater sudbury on
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Whether our clients are just starting a business, building bigger than ever, or simply looking for the right advice to keep things in order, our Group Retirement Consulting team is there to care fo...Show moreLast updated: 9 days ago
Salary : $120,000 - $160,000 Annually, based on years of relevant experience.BESTECH is an innovative multi-disciplinary engineering services firm with over 25 years of proven success across many en...Show moreLast updated: 30+ days ago
Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : .Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To en...Show moreLast updated: 30+ days ago
Whether our clients are just starting a business, building bigger than ever, or simply looking for the right advice to keep things in order, our Group Retirement Consulting team is there to care fo...Show moreLast updated: 9 days ago
New Sudbury Centre - Sudbury, ON.Primaris REIT is currently hiring a dedicated and enthusiastic Guest Services Representative to join our team at our New Sudbury Centre in Sudbury, Ontario.If you h...Show moreLast updated: 9 days ago
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
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: 5 days ago
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business...Show moreLast updated: 7 days ago
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
The YMCA of Northeastern Ontario has been serving our local communities for over 180 years and we are committed to supporting our local families, children, adults, youth, and seniors in our various...Show moreLast updated: 30+ days ago
Main Street, Val Caron, Ontario.Join our team as an Environmental Services Manager!.Under the direction of the Administrator, the Environmental Services Manager is responsible and accountable for t...Show moreLast updated: 30+ days 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: 2 days ago
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Work must be completed at the physical location.
There is no option to work remotely.Reach to clients a...Show moreLast updated: 2 days ago
ADAPTABLE • DETERMINED • ENTHUSIASTIC • HANDS-ON • STRATEGIC.A youth-based, non-profit charitable organization that is a leading provider of child and youth mental healt...Show moreLast updated: 30+ days ago
Select how often (in days) to receive an alert : .Technical Services Representative-WebGen (Sudbury, ON).At Orica, it’s the power of our people that leads change and shapes our futures.Every day, all...Show moreLast updated: 30+ days ago
Member Advisor (Permanent, Full Time).Sudbury Credit Union was founded in 1951 with one simple value.This value has remained a constant throughout our history and resonates today as much as it did ...Show moreLast updated: 30+ days ago
We are a fast growing and innovative company with a mission to lead the transformation into a more digital and sustainable tomorrow.
We are Normet, a courageous, committed and caring company where e...Show moreLast updated: 9 days ago
- Promoted
Financial Planner, Group Retirement
NFP, an Aon company (Canada)Greater Sudbury, Sudbury District, CanadaFull-time +1
- Promoted
Manager, Automation Services
BESTECHSudbury, ON, CanadaFull-time
- Promoted
Financial Planner, Scotia Financial Planning - Sudbury
ScotiabankGreater Sudbury, Sudbury District, CanadaFull-time
- Promoted
Financial Planner, Group Retirement
NFP CorpGreater Sudbury, Sudbury District, CanadaFull-time +1
- Promoted
Guest Services Representative
Primaris REITGreater Sudbury, Sudbury District, CanadaPart-time
Financial Analyst
Harris ComputerOntario, CanadaFull-time
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Financial Advisor - IIROC
Canadian Imperial Bank of CommerceGreater Sudbury, Sudbury District, CanadaFull-time
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Financial Planning Consultant
RBC Dominion SecuritiesGreater Sudbury, Sudbury District, CanadaFull-time
Financial Advisor
Alpe ConceptionOntarioFull-time
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Facility Services Worker
YMCA of Northeastern OntarioGreater Sudbury, ON, CanadaPart-time
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Environmental Services Manager
Jarlette Health ServicesVal Caron, ON, CanadaFull-time
- Promoted
SUN LIFE Financial Advisor
Financière Sun LifeGreater Sudbury, Sudbury District, CanadaPermanent
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salesperson - wholesale (non-technical)
T.Litzen Sports Ltd.Greater Sudbury, Sudbury District, CanadaFull-time
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Supervisor, Clinical Services
The Pod GroupBruce, ON, CanadaFull-time
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Technical Services Representative-WebGen (Sudbury, ON)
Orica LimitedGreater Sudbury, Sudbury District, CanadaFull-time
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Member Advisor (Financial Advisor)
Sudbury Credit UnionCopper Cliff, ON, CanadaFull-time +1
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Product Trainer, Services
Normet GroupLively, ON, CanadaFull-time
- Vaughan, ON (from $ 27,788 to $ 153,838 year)
- Calgary, AB (from $ 51,910 to $ 115,760 year)
- Oakville, ON (from $ 27,788 to $ 115,598 year)
- Port Alberni, BC (from $ 33,150 to $ 107,585 year)
- Montreal-Ouest, QC (from $ 36,281 to $ 101,330 year)
- Montreal, QC (from $ 36,281 to $ 101,330 year)
- Etobicoke, ON (from $ 53,181 to $ 93,101 year)
- East York, ON (from $ 35,953 to $ 85,953 year)
- North York, ON (from $ 40,551 to $ 85,511 year)
- Surrey, BC (from $ 26,813 to $ 81,208 year)
Financial Planner, Group Retirement
NFP, an Aon company (Canada)Greater Sudbury, Sudbury District, Canada9 days ago
Job type
- Full-time
- Permanent
Job descriptionWillingness to have fun at work and create warm, friendly relationships with clients. College or university graduate, or equivalent business experience. Completion of the Life Licensed Qualification Program (LLQP). Certified Financial Planner (CFP) or Qualified Associate Financial Planner (QAFP) designation. Typically, five years of experience in the group retirement insurance or financial planning / insurance industry. Strong communication skills, both oral and written. Knowledge of group plan investment options (pensions, RRSPs, DPSPs, TFSAs) and investment categories. Excellent listening, communication, project management, presentation, and negotiation skills. Positive attitude and team-oriented mindset. Proficiency in Word, Excel, PowerPoint, and Outlook. Attention to detail, mathematical aptitude, and commitment to client service excellence. A hybrid work environment prioritizing staff and client interests. Annual bonus plan. Matching RRSP plan of 5% of salary. Referral commission plan. Comprehensive benefits including Health Care Spending Account from day one. Support for continuing education and career advancement. Reimbursement for license fees and professional dues. Access to industry leaders and a collaborative, innovative culture.
FINAN013757_8
Business Line : Group Retirement Services
Hours Per Week : 35 (Full-Time)
Location : Ontario, Hybrid Setting ( https : / / www.nfp.ca / about-nfp / find-an-office )
Job Duration : Full-Time, Permanent
About The Role
Whether our clients are just starting a business, building bigger than ever, or simply looking for the right advice to keep things in order, our Group Retirement Consulting team is there to care for the needs of our clients today, tomorrow and every day after that.
We’re looking for a detail-oriented and client-focused Financial Planner to join our team. The Financial Planner will be responsible for supporting our group plan members in their savings journey through to retirement. The Financial Planner will also be involved in delivering investment reviews to our group retirement plan sponsors. The successful candidate will be highly organized, personable, capable, and hardworking, with a desire to learn and work both independently and as part of a tight-knit team.
What You’ll Do
- Lead 1 : 1 meetings with Group Plan members to discuss all aspects of the Group Plan, transitioning to receiving income in Retirement, Financial wellness, and Wealth Management needs. These meetings will be both in person and virtual.
- Support group plan members with financial planning decisions throughout their savings journey.
- Utilize company-approved software for financial planning purposes.
- Develop relationships with group plan sponsors.
- Prepare and deliver group retirement investment review reports to plan sponsors.
- Participate in Integrated Selling activities with other lines of Business at NFP.
- Engage in marketing activities and webinars to promote NFP’s Retirement Business.
- Represent NFP in multi-product line initiatives within Group Benefits and other lines of Business.
What You Bring
Who We Are
NFP, an Aon company, is recognized as a top employer with awards for diversity, equity, and inclusion. We are a team of advisors and problem solvers helping clients manage risk, workforce, wealth, and retirement challenges worldwide. Our relationships span over 300 locations across Canada, U.K., and U.S. To learn more, visit https : / / nfp.ca .
What’s In It For You
Our employees are our foundation. We support diversity, inclusion, community involvement, and personal growth. We are committed to serving our community through various charitable activities. Accommodations are available upon request for candidates during the selection process.
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