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Service advisor Jobs in Hanover, ON

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Service advisor • hanover on

Last updated: 13 hours ago
Financial Services Representative - Wealth Advisor

Financial Services Representative - Wealth Advisor

Royal City RecruitmentHalton, Ontario, Canada
Full-time
This role focuses on wealth management products, including Mutual Funds, Segregated Funds, Annuities, RRSPs, TFSAs, and mo...Show moreLast updated: 20 days ago
  • Promoted
Group Service Specialist

Group Service Specialist

Empire LifeOntario, Canada
Full-time
Empire Life is looking to hire a Group Service Specialist to join our Group Distribution Service team!.Provides prompt and courteous problem resolution of enquiries from both internal and external ...Show moreLast updated: 1 day ago
  • New!
Technical Advisor

Technical Advisor

StarTech.comOntario, Canada
Full-time
Join our dynamic Customer Support Department as a Technical Advisor, where you'll play a pivotal role in providing exceptional technical support and guidance to our valued customers.As the first po...Show moreLast updated: 13 hours ago
  • Promoted
Medical Science Liaison / Advisor

Medical Science Liaison / Advisor

Theratechnologies Inc.Ontario, Canada
Full-time
Theratechnologies is a unique company with a Global Medical Affairs organization dedicated to metabolic health in the HIV population, including its long-term impact on cardiovascular health, as wel...Show moreLast updated: 1 day ago
Client Advisor (Term)

Client Advisor (Term)

Royal Bank of Canada>HALDIMAND COUNTY, Canada
Full-time +1
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, ...Show moreLast updated: 1 day ago
  • Promoted
Senior Communications Advisor

Senior Communications Advisor

Insight GlobalOntario, Canada
Permanent +1
Job Opportunity : Senior Communications Advisor (6-Month Contract).Insight Global is seeking a dynamic and strategic Senior Communications Advisor to join one of our Health clients on a full-time, 6...Show moreLast updated: 1 day ago
Gender Advisor - Talent Pool

Gender Advisor - Talent Pool

Cuso InternationalAccepting applications from across Canada, ON, CA
Quick Apply
Eligibility : Open to Canadian Citizens and Permanent Residents of Canada only.Africa, Latin America or the Caribbean.English, French or Spanish fluency (depending on the country).Calling all Gender...Show moreLast updated: 30+ days ago
Remote Benefits Advisor - Ontario

Remote Benefits Advisor - Ontario

HTT RecruitingOntario, Canada
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 moreLast updated: 30+ days ago
Advisor, Risk Management

Advisor, Risk Management

Western Coast Insurance ServicesOther, Ontario, Canada
CA$68,000.00–CA$92,000.00 yearly
We are one of Canada’s Top Employers, Join Us.Do you come from a skilled trades background?.Are you able to identify risks that others have missed?. As a Risk Management - Advisor with Western Finan...Show moreLast updated: 30+ days ago
  • Promoted
Account Manager : Employee Benefits Group

Account Manager : Employee Benefits Group

Selectpath Benefits & Financial Inc.Ontario, Canada
Full-time
The Employee Benefits Group Account Manager is responsible for the oversight and ongoing management of assigned client accounts. They will primarily work alongside an Advisor as a key member of the ...Show moreLast updated: 1 day ago
Field Service Technician

Field Service Technician

OvivoOntario, ON, CAN
Quick Apply
At Ovivo, we offer you the opportunity to expand your skills and professional experience while collaborating with worldwide experts in water treatment. As a Field Service Technician, your primary fo...Show moreLast updated: 30+ days ago
Banking Advisor

Banking Advisor

0000050007 Royal Bank of Canada2600 COUNTY RD 43 : NORTH GRENVILLE
Full-time
This is an opportunity for candidates to express their interest in current and future Banking Advisor positions in the following locations. Kemptville, Winchester, Prescott and Iroquois.Qualified a...Show moreLast updated: 30+ days ago
HSE - Safety Advisor - Construction Site

HSE - Safety Advisor - Construction Site

Dokainish & CompanyOntario, ON, CA
Full-time
Quick Apply
About Dokainish & Company Since 2011 Dokainish & Company has been providing world class professional consultancy services. We specialize in working diligently and collaboratively with ...Show moreLast updated: 16 days ago
  • Promoted
Entry Level Customer Service

Entry Level Customer Service

Spade RecruitingOntario, Canada
CA$55,000.00 yearly
Full-time
Quick Apply
Spade is looking for a customer service representative for AIL.This person will drive customer satisfaction by fielding inquiries, addressing pain points and maintaining extensive product knowledge...Show moreLast updated: 30+ days ago
Benefits Advisor

Benefits Advisor

CB CanadaWalkerton, Ontario, Canada
CA$100,000.00 yearly
We are a publicly traded company and have been in business for over 70 years.With record growth comes an increased demand for our services and products. While other companies are laying off and down...Show moreLast updated: 30+ days ago
Senior Internal Communications Advisor

Senior Internal Communications Advisor

Medavie Blue CrossON, CA
CA$52.00 hourly
Medavie is a national health solutions partner that integrates benefits management, health management and health care delivery. Together, with our team of more than 7,700 professionals, we are commi...Show moreLast updated: 30+ days ago
Student Financial Services Advisor (Bilingual)

Student Financial Services Advisor (Bilingual)

York UniversityGlendon , Ontario, Canada
CA$73,656.00 yearly
Glendon Student Financial Services is the main source of financial support and assistance for students at the Glendon campus of York University. Our goal is to ensure that all Glendon students have ...Show moreLast updated: 30+ days ago
  • Promoted
Travel Advisor

Travel Advisor

Maritime TravelOntario, Canada
Full-time
We are currently seeking Travel Consultants to join our teams (on-site) in the following locations : .Each day we strive to improve ourselves and the way we do business. All of this is due to our outs...Show moreLast updated: 1 day ago
Financial Advisor

Financial Advisor

Alpe ConceptionOntario
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
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
CA$70,000.00–CA$85,000.00 yearly
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 Services Representative - Wealth Advisor

Financial Services Representative - Wealth Advisor

Royal City RecruitmentHalton, Ontario, Canada
20 days ago
Job type
  • Full-time
Job description

This role focuses on wealth management products, including Mutual Funds, Segregated Funds, Annuities, RRSPs, TFSAs, and more.

We are searching for a wealth expert with a genuine passion for helping clients achieve their financial goals.

Language :     English  is required and  Arabic  is an asset.

Experience : Minimum 2 years experience in Wealth management products.

Compensation :   Competitive salary, commissions, vacation, benefits, and more.

Financial Services Representative- Wealth Advisor

As the Financial Service Representative- Wealth Advisor you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.

What you’re responsible for :

  • Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
  • Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
  • Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
  • Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
  • Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

To be successful :

  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
  • You successfully build plans focused on expanding market penetration and apply an innovative
  • mindset to improve operational efficiencies, with a client centric lens.

  • You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
  • To join our team :

  • You have three years of experience in the financial services industry, including experience in investment and life product sales.
  • You have a post-secondary education in a related discipline.
  • You hold a Life License and Mutual Funds License.
  • You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
  • What to expect :

  • You are required to have your own vehicle, valid driver’s license, and insurance.
  • You will travel regularly.
  • Extended work hours, including evenings and weekends will be required.
  • Strict confidentiality with respect to client’s medical history, financial status and other personal
  • information.

  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.