Financial Services Representative - Wealth Advisor
$60k - $75k per yearRoyal City Recruitment
Financial Services Representative- Wealth Advisor
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a heavy focus on our Wealth & Life products. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments through outbound prospecting and new client acquisitions.
- Compensation : 60,000 - $75,000+ commissions.
- Vacation
- Benefits
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.
- ...Financial Services Sales Advisor - Desjardins Agent Team Member Location: OAKVILLE, ONT Type: Full Time, Permanent Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance...SuggestedPermanent employmentFull timeFor contractorsWork at officeFlexible hours
- ...Insurance Sales Advisor Location: OAKVILLE, ONT Type: Full... ...the role of Insurance Account Representative - Desjardins Agent Team Member... ...appropriate products and services. Provide prompt, accurate,... ...and Life insurance as well as Financial services in Canada, with the...SuggestedPermanent employmentFull timeFor contractorsWork at office
- ...industry’s top training and coaching companies featuring sales, financial and business development strategies and tactics, with accountability... .... Desired skills and experience: Customer-focused and service-oriented mindset Self-motivated and goal-orientated Sales...SuggestedFull timeInternshipLocal area
$19 - $20 per hour
.... Since day one, we’ve been helping Canadians break through financial barriers and take control of their futures. When traditional... ...tomorrow — starting today. A day in the life of a Financial Service Representative : Build strong relationship by welcoming and engaging...SuggestedFull timeStart today- ...Financial Services Sales Representative Kognitive Sales Solutions Kognitive Sales Solutions is growing its in-store sales team and we are looking for driven, personable individuals who thrive in a retail environment. In this role you will work inside a major Canadian retailer...SuggestedHourly payPermanent employmentFull timePart timeFlexible hours
$52k - $60k per year
...weekend/holiday work; Travel within North America Install Tech Advisor Reports To Team Lead, Install Tech Compensation $52,... ...only just begun! PBS has been transforming how people buy and service cars for almost 40 years, becoming the third largest Dealership...Permanent employmentFull timeCasual workWork at officeImmediate startRemote work$65k - $85k per year
...Leggat Team Honda of Milton is looking for a Service Advisor! As a Service Advisor, you will assist customers through the service process... ...Foundation, we support the communities in which we live and work We represent 80% of the Car Manufacturer Brands Additional Information:...Flexible hours$23.13 - $28.92 per hour
...full continuum of prevention, rehabilitation, and health care services to third party payors and individuals, including the Workplace... ...Open until closed Altum Health is seeking a Customer Service Representative (CSR) to support our amazing team of clinicians and...Hourly payRemplacementFull timeContract workTemporary workInternshipWork at officeMonday to fridayFlexible hoursShift work$60k - $70k per year
...solutions, prepare quotes for our Dealers, and liaise with Client Services and Design Engineers throughout the process. This role is... ...duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation...Full timeWork at officeImmediate startRemote workWork from homeShift work$90k - $105k per year
...project lifecycle Maintain strong relationships with client representatives, contractors, and site teams across Canada and the U.S.... ...inspection documentation to ensure timely resolution of issues Financial & Project Controls Track project budgets, costs, and timelines...Long term contractFull timeFor contractors$49.7k - $60k per year
...Reporting directly to the Inside Sales and Customer Service Manager. Functionally responsible along with all members of the Customer... ...RESPONSIBILITIES The duties and responsibilities of the Customer Service Representative are detailed below, but not limited to the following:...Long term contractFull timeShift work$50k - $100k per year
...Mayfield Ford Lincoln is looking for a Service Advisor to add to their team in Brampton. Our Service Advisors are one of the first points... ...Managed Companies program for 2024. As automotive specialists, we represent 5000 vehicles. 20 Stores. 18 Brands. And 1 Promise: Serving...Long term contractSummer workInternship$23 per hour
...Title: Customer Service Representative Location : Brampton, ON Wage: $23.00/hr Shift: 7:00AM - 3:30PM Shifts available: Monday - Friday We are currently seeking a Customer Service Representative for our client located in the Brampton area. This opportunity...Permanent employmentFull timeWork at officeLocal areaMonday to fridayFlexible hoursShift workWeekday work- ...provider and continue to grow. We are looking for dynamic individuals with a passion for helping people to join our fast-paced Customer Service team. We are entrepreneurial-minded organization that welcomes and support individual ideas and strategies. Shifts: Nights...Work at officeShift workNight shift
$18.25 per hour
...Forward with Bristol Car and Truck Rentals! Are you a customer service professional ready for the next step in your career? Join the... ...plan, where we match your contributions to help you reach your financial goals. Paid Time Off: Enjoy a healthy work-life balance with...Hourly payLong term contractFull timeInternship$21 - $22 per hour
...Job Title: Customer Service Representative with Manufacturing experience Location : Brampton, ON Pay Rate : $21-$22 per hour Shift : 8:00am-4:30pm Shifts available: Monday to Friday As we continue to expand our workforce, we are seeking motivated Customer...Hourly payWork at officeLocal areaMonday to fridayShift work- ...motivation to deliver exceptional customer service and are excited to help clients embrace... ...with us as a future Account Manager/Banking Advisor. What will you do? Proactively... ...succeed Confidence and ability to learn financial concepts and willingness to obtain the Investment...Part timeFlexible hours
- ...to client-initiated contact, assisting them with a full range of financial transactions Actively listen and engage clients in... ...rapport and maintaining client relationships within the financial or service industry What’s in it for you? We thrive on the challenge...Full timeInternshipWork at officeFlexible hours
$60k - $70k per year
...we need Reporting to the Plant Controller, we are seeking a Financial Analyst Operations to join our Brampton, Ontario plant. You will... ...from our interview process: # A virtual interview with a Talent Advisor discussing your interest in the role and your experience. The...Full timeRemote work2 days per week- ...with RBC As an Investment Advisor at RBC Dominion Securities, you... ...providing strong planning and financial advice. How you’ll succeed... ...RBCs extensive investment and wealth management resources to create... ...using personalized service and advice. Establish and maintain...Long term contractFull timeFlexible hours
$25 per hour
...Kognitive Sales Solutions is seeking driven, results-oriented Solar Advisor to join our growing team on behalf of an established solar... ...field through direct door-to-door outreach and as a field sales representative at a major retail partner within your region. This posting is...Full timeRelocationLong distance$36.2 per hour
...no option to work remotely. Work setting ~ On-site customer service Responsibilities Tasks Calculate and prepare cheques for payroll Calculate fixed assets and depreciation Keep financial records and establish, maintain and balance various accounts using...Remote work$17.75 per hour
...enjoys connecting with people? Kognitive Sales Solutions is hiring In-Store Brand Ambassadors across Canada to represent one of the country's most trusted financial brands inside major retail locations. This is a people-first role where your ability to engage, educate, and...Hourly payLong term contractPermanent employmentFull timePart timeFlexible hours$65k - $80k per year
...équivalente Tâches Gérer les bilans et les états des résultats Aider à la planification et à l'exécution des audits des états financiers Concilier les comptes Tenir le grand livre général et préparer les états financiers Préparer les déclarations d'impôts...Permanent employmentEB Games Canada
Brampton, ON3 days ago$65k - $80k per year
...or equivalent experience Tasks Manage balance sheets and profit/loss statements Assist in the planning and execution of financial statement audits Reconcile accounts Maintain general ledgers and financial statements Prepare tax returns Certificates,...Permanent employmentEB Games Canada
Brampton, ON3 days ago$17.95 - $20 per hour
...remotely. Benefits Health benefits Dental plan Disability benefits Health care plan Paramedical services coverage Vision care benefits Financial benefits ~ Life insurance Long term benefits ~ Maternity and parental benefits Other benefits...Long term contractPermanent employmentFull timeRemote work$50k - $55k per year
...Senior Insurance Sales Representative - for Desjardins Agent Location:2-3088 Mayfield Rd Brampton... ...in the insurance industry providing a wealth of knowledge and experience for our... ...needs, and market appropriate products and services. Provide prompt, accurate, and friendly...Permanent employmentFull time$67.77k - $84.71k per year
...Job Responsibility: : Financial Payments Coordinator Public Works - Transportation Maintenance Contract Full-Time; 13 Months Salary... ...there. Peel Region remains committed to uninterrupted service delivery during the transition outlined in the Peel Transition Implementation...Long term contractFull timeContract workFixed term contract2 days per week$150k - $180k per year
...Director of Field Service - Hybrid As Director of Field Service, you will serve as a strategic... ...leader and P&L owner responsible for the financial health and operational excellence of the... ...: Serve as a strategic technical advisor in key customer engagements, collaborating...Long term contractWork at officeRemote workWork from home$73.04k - $91.3k per year
...may be assigned. Promotes and sells Medtronic's products and services within an assigned geographic area and /or specific customer... ...within the Responsibilities section of this job description are representative of those that must be met by an employee to successfully...Long term contractInternshipWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative - Wealth Advisor. Be the first to apply!
- financial advisor Georgetown, ON
- customer support specialist Georgetown, ON
- customer service officer Georgetown, ON
- customer team member Georgetown, ON
- client service specialist Georgetown, ON
- customer experience specialist Georgetown, ON
- financial services Georgetown, ON
- sun life financial advisor
- financial advisor trainee remote
- financial advisor part time