131 Financial Advisor jobs in Canada

Job Description

Job Description

Building a practice at IG Wealth Management

IG Wealth Management advisors rely on their entrepreneurial spirit and drive to grow a business while keeping our clients interconnected financial needs at the core of everything they do. Advisors receive one-on-one mentorship, practice support tools and access to experts that help our clients achieve financial well-being for themselves and their families.

Access to a suite of world-class investments

You will build clients' portfolios through exclusive access to a suite of institutional-quality investments that are beyond the reach of typical investors. To deliver the optimal portfolio experience for our clients, we've forged partnerships with some of the world's leading third-party asset managers.

Become an IG Wealth Management Consultant

As one of our wealth management professionals, you'll synchronize every aspect of a client's financial life with an IG Living Plan. With your expertise, clients can embrace all of life's possibilities, and so can you.

Job Description

Job Description

BECOME A PART OF OUR SUCCESS STORY

At Desjardins, we are a Canadian leader in the life insurance and financial services industry and due to our exceptional growth; we are looking for highly motivated individuals to join our network at our Desjardins financial centre in Etobicoke as an Advisor/Broker for life insurance, living benefits, group insurance and a full range of mutual and/or segregated funds.

Desjardins is a team that prides ourselves on our excellent company culture, our very clean and safe working environment, and our commitment to being an equal opportunity company

As a Financial Advisor, you will provide sound financial advice for both the protection of and the growth of your clients, while you build your business with the support of one of the strongest financial institutions in North America

Responsibilities

• Source, build and retain your client base
• Market yourself and your business to attract new clients
• Provide insurance needs advice based on risk assessment
• Provide sound financial advice to help grow your client’s financial portfolio
• Understanding of your individual clients needs based on their unique circumstances

Requirements – must have

• Life License/ HLLQP
• Ability to work independently as well as part of a team
• Desire to build your own successful business
• Life insurance sales experience
• Ability to source new client leads.
• Develop and build client relationships
• Strong networking abilities

Requirements - Nice-to-have

• Mutual Fund License – IFIC or CSC

What We Offer:

• A complete portfolio of insurance and investment products from numerous Canadian insurance and investment companies. (Including Desjardins, Mackenzie, Fidelity, TD, CI, Dynamic, etc as well as Insurance through Desjardins, RBC Insurance, Canada Life, Manulife, IA, Empire, CPP, and many more)
• Vesting/ ownership of renewals and ownership of clients from the first day of contract.
• Continuous training and education in insurance, investments and sales.
• Recognition and rewards for outstanding performance.
• Office or workstation support with administration support. – no mandatory occupancy charges
• Negotiable and generous commission/overrides

Interested individuals are invited to apply directly to Orlando Ali at

Desjardins Insurance in numbers (1)

• More than 5 000,000 clients in Canada
• 4 700 employees
• Total revenues of nearly $6.0 billion

Details

• Location: 406- 155 Rexdale Blvd, Etobicoke Ontario
• Job Type: Full time - Independent
• Compensation: Full Commission
• License Required

Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance.1

Job Description

Job Description

FINANCIAL ADVISOR Desjardins Financial Security Independent Network

BECOME YOUR OWN BOSS

Being an independent financial services professional means that you are your own boss! Find out what this actually means.

Independence
You decide how to manage your time and organize your work. In other words, you are responsible for your own success .

Freedom
You choose the market in which you want to work (individual or business) and the products you want to offer

Your income is in direct proportion to your efforts and your determination
The only limitations are those you impose on yourself!

Recurring commissions
Your income does not come only from commissions on new sales, but also from commissions on renewals.

Support with your communication and marketing efforts.

Desjardins Group the largest cooperative financial group in Canada, has assets of more than $190 billion as at December 31, 2011. Desjardins Financial Security Independent Network is the preferred distributor of products and services of Desjardins Financial Security .

About Desjardins Group:
Named Bank of the Year 2010 - Canada by The Banker published by The Financial Times .
The Banker 's Top 1,000 World Banks (ranked 91st) 2010.
Global Finance 's 2010 World's 50 Safest Banks: Ranked 25th in world and 4th in North America.
National leader in Canada's 10 Most Admired Corporate Cultures by Waterstone Human Capital, 2010
Ranked first on Corporate Knights magazine's 2012 list of the Best 50 Corporate Citizens in Canada .

Desjardins Group regularly grants in excess of $0 million in donations, sponsorships and scholarships to the Canadian community. Its network of caisses, subsidiaries and Desjardins Financial Security Independent Network financial centres contribute locally to numerous community endeavours that support health, community services, education and culture.

BECOME A PART OF OUR SUCCESS STORY

Desjardins Financial Security Independent Network is part of Desjardins Financial Security , and the Desjardins Group which has assets of over 160 billion, the largest cooperative financial group in Canada and the sixth largest financial institution in the country. We are a Canadian leader in the financial services industry with a dynamic coast-to-coast network, comprised of 40 financial centres and more than 1,200 associate partners.

We are a full service financial services provider with access to multiple insurers and investment fund products. Our track record is based on the quality of support services delivered to associates with a company wide commitment to professionalism. We believe in listening to our associates' needs for providing the products and tools needed to maximize their value in meeting clients' financial planning needs.

Due to our exceptional growth we are looking for individuals to join our success story in the Greater Ottawa Area as Financial Services Planners .

Join the Desjardins Financial Security Independent Network Team and improve your business by:

1. Staying independent, while maintain access to a multi-disciplinary team and qualified experts.
2. Receiving financial backing to purchase viable blocks of business.
3. Having access to multiple insurers and products and more than 60 mutual funds and segregated fund companies.
4. A competitive pooled compensation bonus structure and immediate vesting.
5. Incentive plans based on multiple insurers' products, mutual and segregated funds.
6. New associate training and mentoring programs which are unique in the industry.
7. Market planning and support.
8. Business continuation support.
9. Leading edge technology.

We are looking for people who are:

• Entrepreneurial.
• Problem solvers.
• Out-going.
• Commitment to quality.
• Hard working.
• Professional.
• Service oriented.
• Computer literate.
• Committed to continuing education and personal development.
• Experienced in sales (an asset but not necessary).

Job Description

Job Description

• We are seeking a Financial Advisor to join our team! You will deliver personalized investment, insurance and mortgage solutions to help clients work toward their long-term financial goals.

  Responsibilities:

• Advise clients on insurance & investment strategies and other financial decisions
• Advise clients on mortgage and credit products.
• Assess clients' assets, liabilities and overall financial conditions
• Prepare credit, insurance and investment presentations that explain various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

• Qualifications:

• Previous experience in banking, financing, insurance or other financially related fields an asset
• Licensing: life insurance, mortgage brokering a requirement. For the right candidate, we can provide training.
• Proven ability to communicate financial products
• Commitment to ongoing training
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills
• impeccable character
• Ability to multi-task in a fast paced environment with little supervision

Company Description

Commonwealth Financial was founded in 1995. We are a licensed mortgage, investment and insurance brokerage. Private banking without the bank !

Company Description

Commonwealth Financial was founded in 1995. We are a licensed mortgage, investment and insurance brokerage. Private banking without the bank !

Job Description

Job Description

The Opportunity

You’re the kind of person who is always looking to learn. You want to grow into something greater and you’re looking for an organization that encourages and supports your professional development. Longevity Achieved promotes advancement and rewards our team members based on individual performance and merit. Sure you’ll have exposure to the team, but all of our people are accountable for their success. Competitive and focused, our team is on a mission to deliver excellence. We also know that this can only be accomplished by supporting our advisor growth and development. By providing frequent feedback and consistently measuring progress, we’ve discovered the recipe for success that’s delivered year over year growth since our first year of business. This a culture of winning. At Longevity Achieved we breed winners.

Responsibilities

• Build and maintain relationships with clients to understand their financial goals and provide suitable recommendations.

• Develop and implement effective sales strategies to meet and exceed sales targets.

• Analyze financial information and market trends to provide accurate and timely advice to clients.

• Stay updated on industry regulations and products to provide clients with up-to-date information and compliance.

• Maintain accurate records of client interactions and transactions for compliance purposes.

• Generate leads through networking, referrals, and cold calling to expand client base.

Experience/Qualifications

• Strong sales skills with a proven track record of meeting and exceeding sales targets.

• In-depth knowledge of financial products, investment options, and market trends.

• Excellent communication and interpersonal skills to build and maintain client relationships.

• Ability to analyze financial information and provide accurate advice to clients.

• Proactive and self-motivated with the ability to generate leads and expand client base.

• Knowledge of industry regulations and compliance requirements.

What's in it for you? (Commissions & benefits)

• Enjoy the flexibility of a hybrid work model, allowing you to work both remotely and at our beautiful office location in Mississauga, ON, Canada.

• Performance-based compensation, untapped earning potential   

• Residual income   

• Customized personal business planning   

• Full marketing support, prospecting, and technical assistance   

• Robust technology stack, including customizable CRM software   

• Customized mentorship program with established advisors and managers   

• Ongoing resources and support, with autonomy to run your own practice   

• Opportunity to qualify for trips to enchanting destinations   

• In-house resources, including discretionary portfolio managers, New Business Support, CPA’s, CFP’s, estate planning attorneys, directors of practice development, and subject-based experts     

Longevity values:   

• DYNAMISM: Fuelling action, speed, and continual excellence.

• UNITY: Harmonising wealth and well-being.

• HONOUR: Upholding trust, duty, and ethical conduct.

• BOLDNESS: Pioneering courage, innovation, and decisive action.

• EMPOWERMENT: Enabling choice, strength, and personal growth.

Qualifications:   

• General understanding of financial services   

• Excellent interpersonal skills   

• LLQP, MFDA or securities license are welcomed but not required
   

To ensure your application is considered, kindly answer our screener questions. They're integral to our selection process, helping us better understand your qualifications and fit for the role.  

Longevity Achieved supports a workforce of diverse backgrounds and encompasses policies and initiatives designed to help all team members feel welcomed and well-equipped to succeed in their roles. We also appreciate every application we receive, but due to our overwhelming response, will only be able to contact those who are in consideration for the position.

Job Description

Job Description

Job Overview

Brightview Wealth Management is a boutique wealth management financial planner firm. Our vision is to help clients accumulate wealth and achieve financial success through distributing top tier financial products and providing sound advice. Partnering with hedge funds, asset management, investment firms, and insurance carriers, we offer award-winning products to match different client’s suitable needs.

As a Brightview Wealth Management Financial Service Representative, you will join the Toronto office to implement sales and marketing strategies to help grow the clientele base. Your core responsibility is to generate leads through building personal and professional relationships. You will work alongside other advisors, issuers, and the sales team to reach and exceed sales objectives. In this role, you will also develop/consolidate your professional network to achieve targets.

Successful Financial Service Representatives will have the opportunity to grow their career within the organization or affiliate partners. This will take hard work, dedication, commitment to ongoing learning, professional development, and a passion for helping others.

If you are meticulous, have an analytical mind, customer-oriented, we certainly would like to have you on-board

Requirements

Must-have

• Ability to analyze data and being able to provide suitable data-based recommendations
• Excellent communication, presentation and negotiation skills
• Outstanding computer knowledge and capability to operate database systems
• Attention to detail, accuracy, and ability to explain complex details clearly
• Demonstrated passion for putting clients first, as well as success in hands-on, target-driven solutions environment
• Drive and self-motivation, as well as excellent communication skills and emotional intelligence · Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Personal flexibility to work flex hours
• Eagerness to learn and determination to succeed Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial, service or retail industry
• Background in financial services, sale or retail sales, marketing, investments, and/or business development
• Mutual Funds/ Insurance accreditation

Responsibilities

As a Brightview “Ambassador”, you will put clients first and find solutions to their individual needs. You will champion the Brightview brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and thrive in a target-based performance environment, you can build a great career with us in future managing positions.

Your day-to-day Responsiblities include:

• Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
  
• Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
• Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of BV partners, or personally fulfil client solutions
• Proactively take ownership of resolving and preventing clients’ problems, providing leadership to the team as a first point of contact.
• Cultivate and maintain relationships with partners to work as one team
• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

Benefits

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• The opportunity to build a professional network
• Develop sales and marketing fundamental skill sets
• Dedicated personal support and comprehensive training
• Grow an in-depth understanding of a wide range of personal finance solutions
• Access to the investment team, portfolio managers, and affiliated partners
• Build a great career with us as a future managing leader

We’d like to hear from you. To learn more about a business opportunity that’s flexible and rewarding, and offers a chance for you to grow personally, thrive professionally and serve the community around you.

Please note : For this opportunity, you must be legally entitled to work in Canada, and the age of majority. Brightview Wealth Management Financial Service Representative role is full-time.

Job Overview
Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+ years, our assets under care have more than doubled and we're making significant investments in our people, technology, products and capabilities to help our clients achieve their goals. With momentum on our side, we have big ambitions to serve many more Canadians and reach $100 billion in assets under care, and 1,000 advisors by 2030. Simply put, we believe our future is bright!
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by a client support team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes with our rich history.
Our Financial Advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
A Culture of Trust, Partnership and Support
Edward Jones has built a culture of camaraderie - advisor-led leadership and an ecosystem of trust and collaboration, where advisors help each other succeed. Regional leaders and home-office teams support advisors in their growth, while a Client Support Team handles daily operations, allowing advisors to focus on the unique needs of their clients. You'll also be provided with expert advice from top-tier market analysts, specialized support for the complex of your clients, ongoing training, and a wealth of resources to help you grow your practice.
More Earnings Potential and Other Rewards
We believe in a compensation model that values your autonomy, rewards your dedication, and celebrates client-focused results. This includes a stable commission grid, up to three profitability bonuses per year, profit sharing, opportunity for limited partnership, and luxury trips around the world to enjoy with your family and colleagues.
Freedom to Grow Your Business on Your Terms
At Edward Jones, our unique structure enables you to run your practice in a way that aligns with your values and your growth ambitions. No micromanagement, no imposed sales targets, no shareholder pressures, your sole focus is working in the best interest of your clients' goals.
If Edward Jones sounds like the right move for you, apply now.
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $8,500 - 100,000
Read More About Job Overview
Skills/Requirements

• Four years of financial industry work experience OR a university degree or college diploma
• Financial services registration, licensing, or certifications preferred.
• Experience in sales, business development and/or client acquisition experience.
• Experience in client prospecting
• Ambition, self-motivation and commitment to establishing long-term client relationships needed
• Goal-oriented with critical thinking needed
• Maturity needed to serve the investing public
• Analytical and communication skills to carry out thier regulatory requirements

Edward Jones is an equal opportunity employer, committed to providing accessible employment and developing an inclusive culture. Should you require accommodation at any time in the application for employment or during your employment, please contact us at 1- . We believe that diverse ideas, opinions and perspectives are good for building business.
In Quebec, our Financial Advisors are known as Investment Advisors.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-CAFATA

Job Overview

Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+ years, our assets under care have more than doubled and we're making significant investments in our people, technology, products and capabilities to help our clients achieve their goals. With momentum on our side, we have big ambitions to serve many more Canadians and reach $100 billion in assets under care, and 1,000 advisors by 2030. Simply put, we believe our future is bright!

Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by a client support team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes with our rich history.

Our Financial Advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

A Culture of Trust, Partnership and Support
Edward Jones has built a culture of camaraderie - advisor-led leadership and an ecosystem of trust and collaboration, where advisors help each other succeed. Regional leaders and home-office teams support advisors in their growth, while a Client Support Team handles daily operations, allowing advisors to focus on the unique needs of their clients. You'll also be provided with expert advice from top-tier market analysts, specialized support for the complex of your clients, ongoing training, and a wealth of resources to help you grow your practice.

More Earnings Potential and Other Rewards
We believe in a compensation model that values your autonomy, rewards your dedication, and celebrates client-focused results. This includes a stable commission grid, up to three profitability bonuses per year, profit sharing, opportunity for limited partnership, and luxury trips around the world to enjoy with your family and colleagues.

Freedom to Grow Your Business on Your Terms
At Edward Jones, our unique structure enables you to run your practice in a way that aligns with your values and your growth ambitions. No micromanagement, no imposed sales targets, no shareholder pressures, your sole focus is working in the best interest of your clients' goals.

If Edward Jones sounds like the right move for you, apply now.

We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation

Supplemental Starting Salary Range $8,500 - 100,000

Read More About Job Overview

Skills/Requirements

• Four years of financial industry work experience OR a university degree or college diploma
• Financial services registration, licensing, or certifications preferred.
• Experience in sales, business development and/or client acquisition experience.
• Experience in client prospecting
• Ambition, self-motivation and commitment to establishing long-term client relationships needed
• Goal-oriented with critical thinking needed
• Maturity needed to serve the investing public
• Analytical and communication skills to carry out thier regulatory requirements

Edward Jones is an equal opportunity employer, committed to providing accessible employment and developing an inclusive culture. Should you require accommodation at any time in the application for employment or during your employment, please contact us at 1-. We believe that diverse ideas, opinions and perspectives are good for building business.

In Quebec, our Financial Advisors are known as Investment Advisors.

Read More About Skills/Requirements

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report .

Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.