Toronto, On Program advisor Jobs – 2437 Openings This Week

Junior Financial Advisor
Ferguson Financial Planning | CI Assante Wealth Management Ltd. —Mississauga, ON
- From $75,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Paid time off
Quick apply
Sr. Client Manager, Private Client / VIP / High-Net Worth
NFP Corp —Toronto, ON
- $70,000–$85,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Presentation skills
Quick apply
Parts Advisor
Mid-Ontario Truck Centre —Maple, ON
- From $24 an hour
- Full-time
- Basic math
- English
- Microsoft Office
- Disability insurance
- Dental care
Quick apply
Senior Manager, Corporate Services Sourcing
Scotiabank —Toronto, ON
- Finance
- Master's degree
- Bachelor's
11d
Insurance Advisor - Sales
Onlia Insurance —Toronto, ON
- $55,000–$65,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Communication skills
- Disability insurance
- Employee assistance program
Quick apply
Senior Manager, Supplier Management
Scotiabank —Toronto, ON
- Master's degree
- Bachelor's
- Financial services
11d
Used Car Reconditioning Mechanic with a 310S License
Roadsport Honda —Scarborough, ON
- $45,000–$95,000 a year
- Full-time
- Mechanic experience
- Customer service
- Maintenance
- Store discount
- Wellness program
Quick apply
310T Mechanic
Mid-Ontario Truck Centre —Maple, ON
- $35.50–$46.50 an hour
- Full-time
- Basic math
- Maintenance
- English
- Disability insurance
- Dental care
Quick apply
Energy Advisor (100% Commission-Based)
Maher Heating & Cooling —Mississauga, ON
- $80,000–$150,000 a year
- Weekends as needed
- CRM software
- Sales
- Customer service
Quick apply
Sales Advisor
Peel Heating and Air Conditioning —Brampton, ON
- Weekends as needed
- Sales
- Marketing
- Presentation skills
- Dental care
- Life insurance
Quick apply
Director of Infrastructure and Policy, Moosonee, ON
Weeneebayko Area Health Authority —Ontario
- $70.41–$84.19 an hour
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Presentation skills
- Dental care
- Employee assistance program
Quick apply
National Account director– Industrial Solutions
MTLI Group of Companies —Markham, ON
- $110,819.44–$150,536.49 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Sales
- Salesforce
- Paid time off
- Vision care
Quick apply
Occupational Health Nurse - Permanent Part Time
Toronto Grace Health Centre —Toronto, ON
- $45–$54 an hour
- Part-time
- Nursing
- BLS Certification
- Presentation skills
Home Comfort Advisor
Mersey Heating & Air Conditioning —Scarborough, ON
- Weekends as needed
- Sales
- Marketing
- No experience needed
- Dental care
- Life insurance
Quick apply
Senior Corporate Accountant
Tree of Life Canada —Mississauga, ON
- $68,000–$102,000 a year
- Full-time
- Microsoft Excel
- Accounting
- Business
Customer Service Advisor
Echelon Insurance —Thornhill, ON
- $40,800–$62,700 a year
- Bilingual
- Microsoft Word
- Microsoft Excel
- Wellness program
- Tuition reimbursement
Quick apply
STUDENT RECRUITMENT OFFICER - Domestic & International Markets - Secondary Educational Institution
Ace Acumen Heights —North York, ON
- $21 an hour
- Temporary
- Google Suite
- Marketing
- Public speaking
- Flexible schedule
Quick apply
Life & DI Insurance Client Services Representative
Groom & Associes —Toronto, ON
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Disability insurance
Quick apply
Inside Sales Account Executive
Consolidated Credit Counseling Services of Canada Inc. —North York, ON
- $40,000–$65,000 a year
- Weekends as needed
- Bilingual
- Spanish
- Sales
- Dental care
- Paid time off
12d
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

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program advisor jobs near toronto, on

Junior Financial Advisor

Ferguson Financial Planning | CI Assante Wealth Management Ltd.
Mississauga, ON

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Job details

Full-time
From $75,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Investment
Microsoft Excel
Microsoft Outlook
Salesforce
Post-secondary education
Microsoft Office
Master's degree
CFP
Bachelor's
Financial services
CSC
Business
Chartered Financial Analyst
Communication skills

Full job description

Please note that this is a full-time position, and in-office attendance in the Mississauga office is required 5 days per week.

SUMMARY OF ROLE:

We are currently seeking a Junior Financial Advisor to join our team in Mississauga and support the operations of the Ferguson Financial Planning team at CI Assante Wealth Management Ltd. The Junior Financial Advisor will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team.

In this role, the successful candidate will have the following:

QUALIFICATION REQUIREMENTS:

A minimum of two (2) years’ experience in the securities, mutual fund &/or financial planning industry.
Post-secondary education required.
An understanding of mutual funds, ETFs, stocks, bonds and other investment products.
Experience with Salesforce, Conquest and Snap Projections a strong asset
Professional designation such as Chartered Accountant, Chartered Financial Analyst, Certified Financial Planner or MBA.
Successful completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) prior to hire date (valid & completed within the last three years);
Upon hire, the Assante Wealth Management 90-Day training program must be successfully completed;
Successful completion of the Wealth Management Essentials Course (WME) within 24 months of hire date;
Successful completion of Insurance License within 24 months of hire date;
Successful completion of Certified Financial Planner designation within 60 months of hire date
Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations
Proven skills in financial literacy and/or advice capacity with the ability to educate and convey important financial goals and concepts to prospects and clients.
Strong client service, prospecting and cross-selling skills to build/maintain relationships with prospects, clients, employees and management
Ability to meet deadlines and work effectively under pressure
Excellent interpersonal/relationship building and communication skills: verbal, written and presentational
MS Office Suite (Word, Excel, Outlook, & PowerPoint) and proficiency in industry software a must

ROLE & RESPONSIBILITIES:

Contacting clients and setting up meetings to review their investment portfolio and provide ongoing investment advice.
Conduct in-depth reviews of client’s financial circumstances and determine their financial objectives and goals. Based on the information gathered prepare a detailed Financial Plan and present that Plan to them.
Research the marketplace and provide clients with information on new and existing products and services. Provide a complete risk analysis of all new products and ensure that they are appropriate for the client.
As part of your marketing initiative, you will be required to hold client and prospecting seminars. The seminars should be specific to a particular product or concept with the objective of obtaining new clients or more assets from existing clients.
Manage the client database through Navigator. Notes for all client meetings to be maintained in Navigator and any changes to client’s situations to be updated accordingly.
Work with clients, as required, to assist them in obtaining bank financing, getting their Wills & Powers of Attorney prepared, incorporating their businesses and resolving income tax related issues.
Attend our weekly staff meeting.
Adhere to all compliance and regulatory requirements.

Ferguson Financial Planning, an independently owned and operated branch of CI Assante Wealth Management Ltd., welcomes and encourages applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the recruitment process. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

To learn more about us, please visit our website at fergusonfinancialplanning.com.

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

Dental care
Extended health care
Paid time off

Ability to commute/relocate:

Mississauga, ON L5B 3J1: reliably commute or plan to relocate before starting work (required)

Application question(s):

What character in a book or movie would best describe you... who is it and why?

Education:

Bachelor's Degree (required)

Experience:

Financial services: 2 years (required)

Willingness to travel:

100% (required)

Work Location: In person

Quick apply

Refine Your Search

program advisor jobs in toronto, on

Junior Financial Advisor

Sr. Client Manager, Private Client / VIP / High-Net Worth

Parts Advisor

Senior Manager, Corporate Services Sourcing

Insurance Advisor - Sales

Senior Manager, Supplier Management

Used Car Reconditioning Mechanic with a 310S License

310T Mechanic

Energy Advisor (100% Commission-Based)

Sales Advisor

Director of Infrastructure and Policy, Moosonee, ON

National Account director– Industrial Solutions

Occupational Health Nurse - Permanent Part Time

Home Comfort Advisor

Senior Corporate Accountant

Customer Service Advisor

STUDENT RECRUITMENT OFFICER - Domestic & International Markets - Secondary Educational Institution

Life & DI Insurance Client Services Representative

Inside Sales Account Executive

Senior Analyst, Investment Operations

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