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Investment advisor Jobs in Vaughan, ON

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Investment advisor • vaughan on

Last updated: 7 hours ago

Associate Financial Advisor

Royal City RecruitmentKing City, Ontario, Canada
CA$60,000.00 yearly
Full-time

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.This role may have an opportunity t... Show more

Advisor, Accounts - Inside Sales

Randstad CanadaNorth York, Ontario, CA
CA$29.28 hourly
Temporary
Quick Apply

Are you a highly organized, detail-oriented administrative professional ready to be the backbone of a dynamic regional operations team? We are seeking a dedicated Advisor, Accounts - Inside Sales.T... Show more

Benefits Advisor - Work From Home

HMG CareersRichmond Hill, Ontario
CA$69,000.00 yearly
Remote
Full-time
Quick Apply

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ... Show more

Advisor Compliance & Business Practice Specialist

019984 Hub Financial Inc.Woodbridge, ON
CA$55,000.00 yearly
Full-time

Advisor Compliance & Business Practice Specialist (Hybrid).Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA).Specializing in lif... Show more

HSE Advisor

MultiplexNorth York, ON, CA
CA$90,000.00 yearly
Full-time

Who we are and what we offer: Interested in shaping skylines across the globe? Multiplex is a premier construction company with a simple purpose: to construct a better future.As part of our team, ... Show more

 • New!

Business Development Advisor - Spanish Required

Cuso InternationalRichmond Hill, Ontario
Permanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.You will support the identification... Show more

 • Promoted

Paid Services Beauty Advisor - Part Time

SephoraVaughan, Canada
Full-time +1

Weston Road – Unit 117C, Vaughan, ON L4L 9K5, Canada (CA).This position is for an existing, open vacancy.As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to ... Show more

Insurance Advisor

Aleem Ravji Insurance and Financial ServicesVaughan, Ontario, Canada
CA$60,000.00 yearly
Full-time

Insurance Advisor - Desjardins Agent Team Member.Are you outgoing and customer-focused? Do you enjoy working with the public? Do you crave a meaningful career and embrace change? If you a... Show more

Social Media Advisor

Cuso InternationalVaughan, Ontario
Permanent

This Volunteer Placement is Located in:.Eligibility: Open to Canadian Citizens and Permanent Residents of Canada only.The primary goal of this placement is to assist our partner, Grace & Staff Comm... Show more

Banking Advisor - Vaughan

0000050007 Royal Bank of CanadaVAUGHAN, Ontario, Canada
Full-time

Banking Advisor - Vaughan** As we have multiple branch locations across the different markets within Greater Toronto Area, we are hiring multiple candidates for this position.You will be required t... Show more

TVET Digitalization Advisor

Cuso InternationalRichmond Hill, Ontario
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education, digitalization initiati... Show more

Junior Advisor, Asset Analytics

BBAVaughan, ON, CA
Permanent

An overview of your future role.BBA is a leading North American consulting firm that provides a broad range of services, including engineering and design, digital power systems, in-field testing, a... Show more

 • New!

Mining Technology Advisor

Cuso InternationalVaughan, Ontario
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.You will play a pivotal role in empowering SMEs, small-scale, and artisanal miners by provid... Show more

Manager, Investment Structure Management X2

Vaco by HighspringThornhill, Ontario, Canada
CA$145,000.00 yearly
Permanent

Our client is an investment company.They are looking for a Manager, Investment Structure Management to join their team!.Accelerated exposure and responsibility with career development opportunities... Show more

 • Promoted

Business Development Advisor - Spanish Required

Cuso InternationalVaughan, Ontario
Permanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.You will support the identification... Show more

 • Promoted

LLQP & OTL Licensed Insurance Advisor

Dita Raji Insurance AgencyNorth York, ON, CA
CA$45,000.00 yearly
Full-time

A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role Licensed Insurance Advisor - Desjardins Agent Team Member.We seek an energetic professional... Show more

Service Advisor - Maple Volkswagen (26193)

Zanchin Automotive GroupVaughan, Ontario, Canada
Full-time

Service Advisor career and employment opportunity awaits you.Zanchin Automotive Group, a privately-owned network of 35+ successful dealerships that welcomes talent and enthusiasm, values people and... Show more

Investment Advisor

0000050599 RBC Dominion Securities Inc.RICHMOND HILL, Ontario, Canada
Full-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more

Insurance Advisor

Traci Langill Insurance AgencyRichmond Hill, ON, CA
CA$65,000.00 yearly
Full-time

A successful Desjardins Agent is looking for a qualified, motivated professional to join our growing team.Our office is located in Richmond Hill—close to great shops, with an easy commute and no ci... Show more

Insurance Sales Account Advisor | Bilingual

Jason Ji Insurance And Financial Services Ltd.Richmond Hill, Ontario, Canada
CA$40,000.00 yearly
Full-time

Insurance Sales Account Advisor .Location: Richmond Hill, Ontario.Full-Time | In-Office with Hybrid Potential.Build a Meaningful Career with Unlimited Potential.Are you driven, people-focused,... Show more

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Associate Financial Advisor

Associate Financial Advisor

Royal City RecruitmentKing City, Ontario, Canada
20 days ago
Salary
CA$60,000.00 yearly
Job type
  • Full-time
Job description

Associate Financial Advisor

  • Compensation: 60,000 - $70,000 + commissions.
  • Working Model: Schomberg office- In office
  • Vacation
  • Benefits

About the Opportunity:

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.

This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth however will have a primary focus on Mutual Funds.

How you will create impact:
  • Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
  • Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
  • Proactively complete client reviews focusing on life and wealth management products.
  • Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
  • Complete front-line risk assessment and selection, following underwriting guidelines.
  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
  • Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
Licencing Requirments:
  • Mutual Fund Licence is required.
  • Life License is required or working towards.
  • General or other Insurance License(s) may be required depending on the specialty focus for the role.
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
  • A minimum of two (2) years sales experience.
  • Knowledge of insurance & investment products.

Performance of Core Functions:

  • Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
  • Strong contribution to achievement of the agency goals
  • Contribution to achievement of multi-line client targets
  • Strong commitment to ongoing personal and professional development
  • Level of customer satisfaction as measured through client feedback
  • Demonstration of client needs analysis through commitment to use of financial security planning tools
  • Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
  • Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
  • Work independently and effectively use and apply the resources available

Impact on the Organization:

  • Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
  • Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
  • Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
  • Associate Life/Wealth Insurance Advisors are the face of the organization to our clients

What you need to know:

  • You will be subject to a criminal and credit check as a condition of employment, in the event you are the successful candidate