25 meilleures offres (financial advisor, georgetown, on) (à pourvoir)

Financial Advisor - CIRO-ID
CIBC —Burlington, ON
- Temps plein
- Vente
- Développement commercial
- Services financiers
Associate, Financial Planning
Canaccord Genuity Corp. —Oakville, ON
- De 135 000 $ à 200 000 $ par an
- Temps plein
- Microsoft Office
- Finance
- Capacités de présentation
CA EG Financial Advisor
Edward Jones —Mississauga, ON
- De 38 500 $ à 100 000 $ par an
- Temps plein
- Vente
- Développement commercial
- Esprit d'analyse
- Régimes de participation aux bénéfices
Financial Services Representative - Wealth Advisor
Royal City Recruitment —Georgetown, ON
- De 60 000 $ à 75 000 $ par an
- Fins de semaine au besoin
- Développement commercial
- Services financiers
- Compétences en communication
Postuler rapidement
Wealth Advisor/Financial Planner
Fidelity Investments —Toronto, ON
- De 100 000 $ à 140 000 $ par an
- Temps plein
- Télétravail
- Vente
- Anglais
- Baccalauréat
- Régimes de participation aux bénéfices
- Bourses d'Études
Financial Advisor Intern
Royal Bank of Canada —Milton, ON
- Temps plein
- Bilingue
- Vente
- Finance
Universal Banker I
CIBC —Mississauga, ON
- Temps plein
- Vente
- Services financiers
- Marketing
Banking Advisor
National Bank of Canada —Brampton, ON
- Temps partiel
- Anglais
- Compétences en informatique
- Programmes de Bien-être
- Programme d'Aide aux Employés
Associate Financial Advisor (Portuguese Speakers)
CIBC —Toronto, ON
- Fins de semaine au besoin
- Finance
- Développement commercial
- Services financiers
Independent Financial Advisor
Rockbase Capital —Toronto, ON
- De 35 756,84 $ à 98 375,51 $ par an
- Temps partiel
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
il y a 3 jours
Principal Consultant - Oracle Fusion Financials Cloud
Infosys —Toronto, ON
- De 102 474 $ à 147 835 $ par an
- Baccalauréat
- Déplacements à prévoir
- Agile
Postuler rapidement
Financial Reporting Consultant - US GAAP
Vaco LLC —Toronto, ON
- De 45 $ à 60 $ de l’heure
- Compétences rédactionnelles
- Recherche
- Comptabilité
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
il y a 2 jours
Vice President, Registered Plans & Estate Settlements
Canaccord Genuity Corp. —Toronto, ON
- De 130 000 $ à 140 000 $ par an
- Temps plein
- Service à la clientèle
- Microsoft Office
- Gestion d'équipe
il y a 12 jours
FINANCIAL INVESTMENT ADVISOR - CAREER OPPORTUNITY FOR AN ENTREPRENEUR
Manulife Diligence Wealth Management —Etobicoke, ON
- De 29 000 $ à 250 000 $ par an
- Temps plein
- Ingénierie
- Développement commercial
- Baccalauréat
Postuler rapidement
Associate, Financial Planning (13 Month Contract)
Canaccord Genuity Corp. —Toronto, ON
- De 60 000 $ à 85 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Finance
Portfolio Manager
The Successful Investor —North York, ON
- Temps plein
- Travail hybride
- Compétences informatiques
- Développement commercial
- Baccalauréat
- Assurance Dentaire
Postuler rapidement
Associate Investment Advisor
iA Private Wealth —Mississauga, ON
- De 35 000 $ à 50 000 $ par an
- Temps plein
- Travail hybride
- Vente
- Finance
- Développement commercial
- Travail à domicile
- Heures d'arrivée et de départ flexibles
Postuler rapidement
Virtual Financial Advisor - Mississauga
Scotiabank —Mississauga, ON
Financial Advisor, Investment & Retirement Planning - BLOOR & YONGE
Scotiabank —Toronto, ON
- Vente
- Services financiers
Senior Financial Advisor - Kingston Road & Bingham, Scarborough, ON
Scotiabank —Toronto, ON
- Vente
- Service à la clientèle
- Services financiers
il y a 9 jours
Financial Advisor, Investment & Retirement Planning - Spadina & Lonsdale (Toronto)
Scotiabank —Toronto, ON
- Vente
- Services financiers
il y a 9 jours
Financial Advisor (Canada)
Scotiabank —Toronto, ON
- Vente
- Service à la clientèle
22 h
Senior Financial Advisor - Spadina & Dundas, Toronto, ON
Scotiabank —Toronto, ON
- Vente
- Service à la clientèle
- Services financiers
Financial Services Business Development Advisor
Talent To Hire Inc. —Toronto, ON
- De 65 000 $ à 250 000 $ par an
- Temps partiel
- Travail hybride
- Développement commercial
- Recrutement
- Services financiers
Postuler rapidement
il y a 13 jours
Senior Financial Advisor - Bloor & Yonge, Toronto, ON
Scotiabank —Toronto, ON
- Vente
- Service à la clientèle
- Services financiers
il y a 8 jours

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial advisor (georgetown, on)

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Financial Advisor - CIRO-ID

CIBC
Burlington, ON

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Détails du poste

Temps plein

Compétences

Investissement
Développement des relations avec la clientèle
Vente
Études postsecondaires
Développement des relations avec la clientèle
Développement commercial
Service à la clientèle
Orientation axée sur le service à la clientèle
Services financiers
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Consultation auprès de la clientèle
Planification successorale
Interaction avec les clients
Marketing

Description complète du poste

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

You put our clients first . You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re passionate about people . You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You act like an owner . You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You have a postsecondary degree/diploma and/or 4 years of relevant experience.”
You’re goal oriented . You’re motivated by accomplishing your goals and delivering your best to make a difference.
You’re a certified professional . Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). You have current accreditation and good standing for CIRO-ID licensing.
You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

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financial advisor emplois - georgetown, on

Financial Advisor - CIRO-ID

Associate, Financial Planning

CA EG Financial Advisor

Financial Services Representative - Wealth Advisor

Wealth Advisor/Financial Planner

Financial Advisor Intern

Universal Banker I

Banking Advisor

Associate Financial Advisor (Portuguese Speakers)

Independent Financial Advisor

Principal Consultant - Oracle Fusion Financials Cloud

Financial Reporting Consultant - US GAAP

Vice President, Registered Plans & Estate Settlements

FINANCIAL INVESTMENT ADVISOR - CAREER OPPORTUNITY FOR AN ENTREPRENEUR

Associate, Financial Planning (13 Month Contract)

Portfolio Manager

Associate Investment Advisor

Virtual Financial Advisor - Mississauga

Financial Advisor, Investment & Retirement Planning - BLOOR & YONGE

Senior Financial Advisor - Kingston Road & Bingham, Scarborough, ON

Financial Advisor, Investment & Retirement Planning - Spadina & Lonsdale (Toronto)

Financial Advisor (Canada)

Senior Financial Advisor - Spadina & Dundas, Toronto, ON

Financial Services Business Development Advisor

Senior Financial Advisor - Bloor & Yonge, Toronto, ON

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial advisor (georgetown, on)

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