Financial Advisor
Primerica - Toronto, ON
As a financial advisor, you will be responsible for assessing clients' financial situations, understanding their goals and objectives, and developing personalized financial plans to help them achieve those goals. You will provide recommendations on investments, retirement planning, insurance, tax strategies, estate planning, and other financial matters. Additionally, you will monitor clients' portfolios and provide ongoing advice and support to ensure their financial well-being.
Responsibilities:
- Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk tolerance.
- Develop customized financial plans that align with clients' objectives and recommend appropriate investment strategies.
- Provide guidance on retirement planning and other retirement vehicles.
- Advise clients on tax-efficient investment strategies and estate planning techniques to minimize tax liabilities and preserve wealth.
- Offer recommendations on insurance products, such as life insurance, disability insurance, and long-term care insurance, to mitigate financial risks.
- Monitor clients' investment portfolios regularly and make adjustments as needed based on changes in market conditions or clients' goals.
- Stay up-to-date on financial trends, market developments, and regulatory changes to provide informed advice to clients.
- Build and maintain strong relationships with clients through regular communication and excellent service to foster long-term partnerships.
- Educate clients on financial concepts, investment principles, and best practices to empower them to make sound financial decisions.
- Collaborate with other professionals, such as tax advisors, attorneys, and insurance agents, to provide comprehensive financial planning solutions.
Qualifications:
- Bachelor's degree in finance, economics, business, or a related field; advanced degrees or professional certifications (such as HLLQP or IFIC) are preferred.
- Proven experience in financial planning, investment management, or wealth management.
- Strong analytical skills and attention to detail to assess complex financial situations and develop appropriate strategies.
- Excellent communication and interpersonal skills to effectively interact with clients and explain financial concepts in a clear and understandable manner.
- Ability to work independently and as part of a team in a fast-paced, dynamic environment.
- High ethical standards and integrity, with a commitment to acting in the best interests of clients.
- Proficiency in financial planning software, investment analysis tools, and Microsoft Office suite.
Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Toronto, ON vacancy
- ...About The Job Primerica, the top financial institution in North America is looking to expand it's reach across Canada and we're looking for people such as yourself, to join our team of professionals! If you're looking for a career with unlimited growth potential then consider...SuggestedFull timePart time
- ...Join Primerica as a Financial Advisor Location: North York/Toronto Are you passionate about helping others achieve financial success? At Primerica, we are looking for self-motivated individuals to join our team as Financial Advisors/Consulting About Us Primerica...SuggestedLong term contractFlexible hours
$58k - $96k per year
...coaching -- If you are a highly analytical, exceptional business advisor focused on making a difference than we want to hear from you! What will your typical day look like? As a Senior Financial Analyst within the Finance Business Partner (FBP) team, you will foster...SuggestedPermanent employmentFlexible hours$70k - $80k per year
...client, a growing consumer products organization, is seeking a Financial Analyst to support budgeting, forecasting, and performance reporting... ...the interview process: # A virtual interview with a Talent Advisor to discuss your background, interests, and alignment with the role...SuggestedFull time2 days per week3 days per week- ...Job Responsibility: Financial Analyst Manager Req ID: 54778 Location: Toronto, CA Title: Financial Analyst Manager Location - Remote... ...all aspects of financial planning and budgeting Be a trusted advisor to the head of the business unit and functional leads Be able...SuggestedFull timeContract workWork at officeRemote work
$74.8k - $138.6k per year
...Our ideal candidate has exceptional Excel skills, experience in a financial institution (knowledge of banking products), FTP (funds transfer... ..., and addresses any issues. Acts as a trusted financial advisor to assigned business/group. Influences and negotiates to achieve...Full timeContract workPart time- ...Professional Services About the Role: NetDynamic is seeking a Senior Financial Consultant to join our growing NetSuite Professional Services team. In this role, you'll serve as a trusted advisor to our clientsleveraging your strong accounting expertise and business...Full time
- ...advice and service in a fast-paced environment. The Front Line Advisor will be expected to assist SMC students with understanding degree... ...enrolment, fees, course selection, transfer credits, petitions, financial aid, and registration. They will determine urgent support needs...Hourly payPermanent employmentFull timeWork at officeImmediate startMonday to fridayFlexible hours
- ...of digital investment advice in Canada. As a Senior Portfolio Advisor, you will lead a team of Investment associates, and be the front... ...while assisting clients across Canada in achieving their financial goals. What will you do? Enable a team of Investment Associates...Long term contractFull timeShift work
$38k - $60k per year
...at every level and equips us to help our clients achieve their financial goals. The Toronto RBC Dominion Securities branch is seeking talented... ...clients thrive and communities prosper. As an Associate Advisor, you will work with an Investment Advisor team and be...Full timeWork at officeFlexible hours- ...personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily...Full timeWork at office
$91.68k per year
...and academic excellence at the heart of Canada’s commercial and financial capital. Rotman is a catalyst for transformative learning, insights... ...themselves personally and professionally. As the Career Advisor, Industry, you will work with a team of career service professionals...Full timeWork at office$66.72k - $85.32k per year
...About us: The Client Services unit supports the admissions, financial aid, and awards operations of the University Registrar's Office... ...of the Assistant Registrar,Client Services, the Client Services Advisor responds to inbound enquires related to financial aid and awards...Full timeWork at officeWorldwide- ...Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their... ...people reach their life goals by providing strong planning and financial advice. How you’ll succeed in this role: Lean on RBC Dominion...Long term contractFull timeFlexible hours
$93.92k - $117.4k per year
...Senior HR Advisor Location: Hybrid- Minimum 3 days a week in Office (London, Ontario). Will consider remote applications. Starting... ...finance team for a role focused on providing forward-looking financial insight and decision support by translating business plans and operating...InternshipWork at officeRemote work3 days per week$80k - $90k per year
...currently seeking a hands-on Controller to manage all accounting and financial and administration reporting for each division. The... ...accountants. Coordination with external accountants and tax advisors (HST, payroll, corporate tax and year end). Preparation and meaningful...Permanent employmentFull timeTemporary workCasual workRemote workWork from homeFlexible hoursNasco Staffing Solutions
Toronto, ON27 days ago- ...Obsidian Entertainment Riot Gearbox Software We are hiring a Financial Controller, Head of Accounting to own the company’s core... ...complex workstreams involving internal stakeholders and outsourced advisors. Key responsibilities Controllership and financial close...Daily paidFull timeContract workFor contractorsWork at officeLocal areaRemote workFlexible hours
- ...experience and overall business objectives. Works with Investment Advisors to obtain referrals and generate life and disability sales.... ...and presents clients with concepts focussed on estate planning/ financial/ retirement. Develops marketing materials to enhance sales concepts...Full timeContract workPart time
$55k - $90k per year
...Opportunity? RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business... ...well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team...Full timeWork at officeFlexible hours$80k - $95k per year
...currently partnering with a top employer to find a bilingual Financial Planner (CFP, French/English) to take over a well-established book... ...business in Ontario. This role is designed for an experienced advisor who wants to focus on managing and growing client relationships,...Long term contractFull timeRemote work- ...What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management...Full timeWork at officeFlexible hours
- ...rewarding career at Rogers and be a driving force behind our success story! We are currently seeking a high‑performing Senior Financial Analyst, Financial Planning & Analysis to join the Residential Cost Optimization Finance team. This role reports to the Senior Finance...Full timeContract workInterim roleWork at officeShift work
$65k per year
...round social activities and events. We are looking for a Claims Advisor to join our team in our Toronto office! As a Claims Advisor,... ...office is located in beautiful downtown, in the core of the Financial District. Easily accessible by public transit, our office is close...Work at officeLocal area- ...opportunity? RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession... ...as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team...Full timeWork at officeFlexible hours
$50k - $80k per year
...Service Advisor - Elevate Your Career at Downtown Toyota! Are you passionate about delivering exceptional guest experiences and have... ...encourage customers to return for future services and repairs. Financial and Administrative Duties: Estimate preparation: Prepare cost...Long term contractContract workWork at office$40 - $90 per hour
...candidates with exceptional depth in a specific subdomain. Strong command of graduate-level economic theory, quantitative methods, and financial modeling. Excellent written English and ability to express complex ideas clearly and concisely. Preferred ~...Remote jobContract workSummer work- ...we promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a... ...About the role Job Title: Marketing Partnership Strategic Advisor - 9-Month Temporary Assignment : We are looking for a talented...Full timeContract workTemporary workWork from home
- Our client, a large professional services firm, is looking for a Financial Analyst to join their growing team. The successful Financial Analyst will identify and track financial metrics, analyze and provide visibility into current performance against those metrics. The Financial...Permanent employment
- ...Our client is a leading Education Tech platform startup in USA. They are seeking Academic Advisor to join their team and support students in achieving their educational and career goals. The Academic Advisor will provide guidance on course selection, academic planning, and...Contract workWork at office
$100.2k - $137.7k per year
...competitive compensation, employee recognition, and a brilliant range of flexible benefits you can tailor to your health, wellbeing, financial and lifestyle needs. Make the most of diverse opportunities for training and professional development to grow your skills and...Full timeContract workFor contractorsFixed term contractInternshipFlexible hoursAtkinsRéalis
Toronto, ON9 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- conseiller financier Toronto, ON
- associate financial advisor Toronto, ON
- financial planner investment and retirement planning Toronto, ON
- associate financial representative Toronto, ON
- conseiller financier - finances personnelles Toronto, ON
- financial advisor - full time Toronto, ON
- financial advisor assistant Toronto, ON
- financial advisor part time Toronto, ON
- financial advisor trainee Toronto, ON
- senior financial advisor Toronto, ON