financial advisor
- Education :
- Expérience :
Education
Bachelor's degree
Tasks
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Arrange for sale of financial products and investments
- Underwrite new issues of stocks and bonds
- Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Initiative
- Judgement
- Organized
- Team player
Experience
1 year to less than 2 years
Other benefits
- Free parking available
- Durée de l'emploi : Permanent
- Langue de travail : Anglais
- Heures de travail : 40 hours per week
Senior Financial Advisor
A Financial Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make info...
Financial Advisor - MFDA / IIROC
En tant que membre de l’équipe Services bancaires personnels et PME, vous bâtirez et ferez croître votre portefeuille de clients en offrant une gestion relationnelle attitrée, du soutien aux services financiers et un service à la clientèle exceptionnel.Spécialiste en services financiers, vous mettre...
Merrill Financial Solutions Advisor - Oregon & SW Washington Market
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...
Financial Advisor - IIROC
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.Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir.Les membres de notre éq...
Associate Wealth Advisor and Financial Planner
As an integral member of a successful and growing private-client discretionary wealth management team, your role as a Associate Wealth Advisor and Financial Planner is to deliver high value customized advice and wealth management strategies to High Net-Worth (HNW) clients. Work with our team and oth...
Senior Advisor - Financial Planning and Business Support
Reporting to the Director, Financial Planning and Reporting, the Senior Advisor acts as the clinical and operational lead on financial/data analytical strategies and plans to support designated Program and Service teams throughout the organization, and the Board and Senior Leadership Team (SLT), and...
Financial Advisor - Panorama Place (12 Month Contract)
Our Advisors are customer-centric and able to connect with people in a relatable way. ...
The Financial Advisor Opportunity
At IG Wealth Management, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. The Financial Advisor Opportunity. Becoming a financial adv...
Financial Advisor in Vancouver, BC
As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive ...
Short-term Financial Advisor
Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA). Our client is looking for a dynamic and results-oriented Short-Term Financial Advisor to join their team. Offering expert advice on finance, retirement planning,...