Toronto, On Financial advisor remote Jobs – 219 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
Guidewire Consultant
Sollers Consulting —Toronto, ON
- $100,000–$190,000 a year
- Full-time
- Hybrid work
- Management
- English
- Master's degree
- Paid time off
- Flexible schedule
Quick apply
Career Advisor
COSTI IMMIGRANT SERVICES —North York, ON
- $63,000–$70,000 a year
- Full-time
- Microsoft Excel
- Case management
- No university degree
- Paid time off
- Employee assistance program
Quick apply
5d
Account Executive SaaS - Canada, Remote
Unblu Inc. —Toronto, ON
- $100,000–$136,000 a year
- Full-time
- Remote
- Customer service
- English
- Business development
- Dental care
- Flexible schedule
Quick apply
Wealth Advisor/Financial Planner
Fidelity Investments —Toronto, ON
- $100,000–$140,000 a year
- Full-time
- Remote
- Sales
- English
- Bachelor's
- Profit sharing
- Tuition reimbursement
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
Account Executive
Hitachi Solutions —Toronto, ON
- $97,500–$147,500 a year
- Full-time
- Remote
- Computer science
- Azure
- Computer Science
- Dental care
- Paid time off
Quick apply
4d
Onboarding Specialist
Fidelity Investments —Toronto, ON
- $65,000–$76,000 a year
- Full-time
- Hybrid work
- CRM software
- English
- Finance
- Tuition reimbursement
- Paid time off
Wealth Associate (Toronto)
Fidelity Investments —Toronto, ON
- $79,000–$90,000 a year
- Full-time
- Hybrid work
- Salesforce
- English
- Finance
- Tuition reimbursement
- Paid time off
Financial Services Independent Advisor
Co-operators General Insurance Company —Toronto, ON
- Remote
- Business development
- Financial services
Quick apply
Client Training Consultant
Fidelity Investments —Toronto, ON
- $111,000–$129,000 a year
- Weekends as needed
- Writing skills
- High school diploma or GED
- Project management
- Tuition reimbursement
- Paid time off
2d
Senior Customer Success Manager
Varicent —Toronto, ON
- $120,700–$158,400 a year
- Remote
- CRM software
- Bachelor's
- No university degree
- Dental care
- Tuition reimbursement
Quick apply
11d
Client Services Representative
Educators Financial Group —Toronto, ON
- $50,000–$55,000 a year
- Hybrid work
- Financial services
- Communication skills
- Time management
- Disability insurance
- Dental care
Senior Talent Acquisition Advisor
Varicent —Toronto, ON
- $80,000–$105,000 a year
- Hybrid work
- AI
- Communication skills
- Dental care
- Tuition reimbursement
Quick apply
Financial Advisor
Educate Solutions —Mississauga, ON
- $35,756.84–$98,375.51 a year
- Part-time
- Hybrid work
- Financial services
- In-person
- Communication skills
- Work from home
- Flexible schedule
Quick apply
13d
Loan Administration Deal Team Advisor
National Bank of Canada —Toronto, ON
- Full-time
- Hybrid work
- English
- Microsoft Office
- Bachelor's
- Wellness program
- Employee assistance program
9d
NetSuite Service Delivery Consultant
Elim Solutions —Ontario
- $160,000–$180,000 a year
- Full-time
- Remote
- Computer Science
- Software troubleshooting
- Sales
Quick apply
Audit and Accounting Manager
I&A Professional Corporation —Vaughan, ON
- $95,000–$130,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Travel
- Dental care
- Paid time off
Quick apply
Lead Counsel - Canada
PCI Panasonic Canada Inc. —Mississauga, ON
- Full-time
- Hybrid work
- Bachelor's
- Team management
- Recruiting
- Dental care
- Tuition reimbursement
Financial Controller
Nasco Staffing Solutions —Toronto, ON
- $85,000–$92,000 a year
- Hybrid work
- English
- Bachelor's
- Budgeting
- Dental care
- Paid time off
Quick apply

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financial advisor remote jobs near toronto, on

Financial Planner

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

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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 advisor remote jobs in toronto, on

Financial Planner

Guidewire Consultant

Career Advisor

Account Executive SaaS - Canada, Remote

Wealth Advisor/Financial Planner

Financial Advisor

Account Executive

Onboarding Specialist

Wealth Associate (Toronto)

Financial Services Independent Advisor

Client Training Consultant

Senior Customer Success Manager

Client Services Representative

Senior Talent Acquisition Advisor

Financial Advisor

Loan Administration Deal Team Advisor

NetSuite Service Delivery Consultant

Audit and Accounting Manager

Lead Counsel - Canada

Financial Controller

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