Financial advisor/investment advisor Jobs

Investment Funds/Life Insurance Advisor - Shilo, Manitoba
People Exchange —Shilo, MB
- $84,000–$99,000 a year
- Full-time
- Bachelor's
- Accounting
- Business
- Dental care
- Life insurance
Quick apply
Senior Manager, Corporate Services Sourcing
Scotiabank —Toronto, ON
- Finance
- Master's degree
- Bachelor's
Financial Advisor/ Senior Financial Advisor - Rimbey
Servus Credit Union —Rimbey, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
Senior Manager, Supplier Management
Scotiabank —Toronto, ON
- Master's degree
- Bachelor's
- Financial services
Treasurer
The Corporation of the Township of Ignace —Ignace, ON
- $120,000–$140,000 a year
- Overtime
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Disability insurance
- Relocation assistance
Quick apply
11d
Tax Manager
Vaco by Highspring —Toronto, ON
- $130,000–$150,000 a year
- Microsoft Word
- Microsoft Excel
- English
- Dental care
- Vision care
Quick apply
Journeyperson Automotive Technician – Diesel Specialist
Confidential —Edmonton, AB
- $45–$55 an hour
- Full-time
- Customer service
- In-person
- Automotive diagnostics
- Store discount
- Disability insurance
Quick apply
10d
Senior Financial Officer
United Way Winnipeg —Winnipeg, MB
- $110,000 a year
- Full-time
- Hybrid work
- ERP systems
- Finance
- Analysis skills
- Dental care
- Paid time off
10d
VP, IT Services
ABM Integrated Solutions —Dartmouth, NS
- From $1 a year
- Full-time
- Computer Science
- Engineering
- Bachelor's
- Wellness program
- Disability insurance
Quick apply
Senior Analyst, Investment Operations
CAAT Pension Plan —Toronto, ON
- $96,800–$113,800 a year
- Full-time
- Microsoft Office
- Finance
- Bachelor's
- Wellness program
Quick apply
Financial Advisor - Scenic Lethbridge
Servus Credit Union —Lethbridge, AB
- Sales
- Customer service
- Computer skills
- Profit sharing
Quick apply
Client Service & Administrative Assistant (Wealth & Insurance)
Financial (Insurance and Investment) Firm —Richmond, BC
- $18.25–$25.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Financial Advisor, Investment & Retirement Planning - Owen Sound, Ontario
Scotiabank —Owen Sound, ON
- Sales
Advisor Safety
Enbridge —Thunder Bay, ON
- Full-time
- Hybrid work
- Writing skills
- Research
- Analysis skills
- Wellness program
- Dental care
Mortgage Specialist - Whitehorse, Yukon
Scotiabank —British Columbia
- Sales
- Communication skills
- Negotiation
- Dental care
Financial Advisor, Investment & Retirement Planning - Renfew Branch
Scotiabank —Renfrew, ON
- Sales
Group Benefits Advisor/Consultant
Scrivens Insurance & Investments —Ottawa, ON
- $80,000–$150,000 a year
- Full-time
- Hybrid work
- Bilingual
- CRM software
- Microsoft Office
- Disability insurance
- Dental care
Quick apply
Financial Advisor, Investment & Retirement Planning - Bracebridge, Ontario
Scotiabank —Bracebridge, ON
- Sales
Wealth Associate
Owens MacFadyen Group —Halifax, NS
- From $60,000 a year
- Full-time
- Bilingual
- Microsoft Excel
- English
Quick apply
14h
Senior Financial Advisor - Bracebridge, ON
Scotiabank —Bracebridge, ON
- Sales

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Investment Funds/Life Insurance Advisor - Shilo, Manitoba

People Exchange -
Shilo, MB

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Job details

Full-time
$84,000–$99,000 a year

Qualifications

CFP
Bachelor's
Accounting
CSC
College diploma
Business

Full job description

SISIP Financial offers a full suite of financial solutions, tailored to the realities of our Canadian Armed Forces Members and their families.. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial education and, where required, counselling, to support our members’ financial wellbeing. At SISIP, members at the center of everything we do.

The Role

The Investment Funds and Life Insurance Advisor develops a personal business plan to ensure effective management of existing client and partner relationships with the outcome to transition clients to a state of financial security and health. You will monitor client activity to ensure the relationship is properly managed, preventative follow-up care is maintained and adheres to established service requirements.

You will develop and manage the business plan, establish strategies and goals including business and partner development activities and marketing campaigns in collaboration with management in assigned territories. You will travel to nearby bases/wings/units to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members. The advisor develops a business plan, establish strategies, activities and goals that address client growth and retention, business, and partner (COI) development in collaboration with management in assigned territories, in accordance with SISIP's business planning and practices and standards.

Qualifications

Bachelor’s degree or College diploma in Business Administration, Commerce,
Economics, or a related field
Canadian Securities Course (CSC) AND Registered to sell Mutual Funds (MFDA/AMF)
Life License Qualification Program (LLQP) and Life Insurance license (Manitoba) or in progress
Certified Financial Planner® (CFP) OR Personal Financial Planner® (PFP) or in progress, an asset
Chartered Life Underwriter (CLU) or in progress, an asset

Responsibilities

Develop a personal business plan to ensure effective management of existing client and partner relationships with the outcome to transition clients to a state of financial security and health.
Monitor client activity to ensure the relationship is properly managed, preventative follow-up care is maintained and adheres to established service requirements.
Develop and manage the business plan, establish strategies and goals including business and partner development activities and marketing campaigns in collaboration with management in assigned territories.
Travel to Base/Wing/Unit (B/W/U) to deliver presentations, deepen partner relationships
and develop and retain client relationships with CAF members.
Develop a business plan, establish strategies, activities and goals that address client growth and retention, business, and partner (COI) development in collaboration with management in the assigned territories, in accordance with SISIP’s business planning practices and standards.

Job Type: Full-time

Pay: $84,000.00-$99,000.00 per year

Benefits:

Company pension
Dental care
Extended health care
Life insurance

Work Location: In person

Quick apply

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