Aurora On Financial planner Jobs – 17 Openings This Week

Financial Planner
The Co-operators - Goutsouliak & Associates Inc —Thornhill, ON
- $65,000–$120,000 a year
- Full-time
- Hybrid work
- Business development
- Travel
- Financial services
- Dental care
- Flexible schedule
Quick apply
Mobile Mortgage Specialist
TD Bank —Thornhill, ON
- Full-time
- Customer service
- Business development
- Paid time off
Financial Planner
TD Bank —Maple, ON
- $60,000–$70,000 a year
- Full-time
- Spanish
- Sales
- Business development
- Paid time off
Financial Planner
BMO Financial Group —Markham, ON
- $45,500–$84,500 a year
- Full-time
- Data analysis skills
- Business development
- Analysis skills
- Tuition reimbursement
- Life insurance
10d
Financial Advisor
Elite Private Wealth Ltd. —Richmond Hill, ON
- $85,000–$95,000 a year
- Full-time
- Hybrid work
- Financial services
- In-person
- Wellness program
Quick apply
Financial Advisor, Investment & Retirement Planning - DAVIS & LESLIE, NEWMARKET
Scotiabank —Newmarket, ON
- Sales
- Financial services
Financial Planner II (CIRO-ID)
CIBC —Unionville, ON
- Full-time
- Sales
- Business development
- Marketing
Financial Planner II (CIRO-ID) [Newmarket / Aurora]
CIBC —East Gwillimbury, ON
- Full-time
- Sales
- Business development
- Marketing
Investment Advisor
Royal Bank of Canada —Aurora, ON
- Full-time
- Business development
- Financial services
- Business
Financial Advisor, Investment & Retirement Planning - Markham Town Square, Markham, Ontario
Scotiabank —Markham, ON
- Sales
- Financial services
Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese)
BMO Financial Group —Markham, ON
- $105,000–$155,000 a year
- Full-time
- Sales
- Data analysis skills
- Master's degree
- Tuition reimbursement
- Life insurance

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Financial Planner
The Co-operators - Goutsouliak & Associates Inc —Thornhill, ON
You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance. Work Location: Hybrid remote in Thornhill, ON.
$65,000–$120,000 a year
Quick apply
Portfolio Manager
The Successful Investor —North York, ON
Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
Quick apply

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Financial Planner

The Co-operators - Goutsouliak & Associates Inc
Thornhill, ON

Quick apply

Job details

Full-time
$65,000–$120,000 a year

Qualifications

Investment
Outbound sales
Customer relationship building
Product recommendation
Post-secondary education
Lead generation
Client relationship development
Business development
CFP
Sales orientation
LLQP
Prospecting
MFDA
Sales pipeline management
Financial services
Client consultation
Insurance sales
Estate planning
Communication skills
Client interaction
Marketing
Customer acquisition
Driving Licence

Full job description

Salary ($65,000-$70,000+) + Commission+

Job Summary

As a Financial Services Specialist you will focus on developing and deepening client relationships by providing high quality sales and service advice in financial services. You will be responsible for driving sales growth in investments and life insurance through outbound prospecting, new client acquisitions, and adhering to regulatory requirements and compliant sales practices.

What you’re responsible for:

Contributing to the development and sustainable growth of the agency’s investment assets under management and providing client-centric investment services – including both segregated funds and mutual funds solutions.
Provide consultation to clients by providing investment and protection guidance related to their financial needs, including savings, retirement income, wealth / estate planning and life / critical illness insurance.
Engaging with prospects to proactively build a sales pipeline and develop marketing plans to promote value-added advice-based financial services.
Conducting needs analyses, reviewing client financial goals, providing recommendations aligned with Know Your Client requirements, opening new accounts and documenting recommendations and 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 that enhance agency visibility and maximize new business opportunities.

What to expect:

You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance.
Extended work hours, including evenings and weekends
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.

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.
You build trusting relationships and work collaboratively as part of a high-performing team.
You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions, and proactively propose solutions.

To join our team:

You have 3-5 years of experience in the financial services industry, with experience in investment and life product sales.
You have a post-secondary degree in a related discipline (preferred)
You hold a Life License and Mutual Funds License.
You have or are working towards a Financial Planning designation ie. Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Professional Financial Advisor (PFA).

Pay: $65,000.00-$120,000.00 per year

Benefits:

Dental care
Extended health care
Flexible schedule

Work Location: Hybrid remote in Thornhill, ON

Quick apply

Refine Your Search

financial planner jobs in aurora on

Financial Planner

Mobile Mortgage Specialist

Financial Planner

Financial Planner

Financial Advisor

Financial Advisor, Investment & Retirement Planning - DAVIS & LESLIE, NEWMARKET

Financial Planner II (CIRO-ID)

Financial Planner II (CIRO-ID) [Newmarket / Aurora]

Investment Advisor

Financial Advisor, Investment & Retirement Planning - Markham Town Square, Markham, Ontario

Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese)

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