kitchener waterloo on client advisor Jobs – 87 Openings This Week

Associate Advisor
Steward Group Inc. —Cambridge, ON
- From $85,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Finance
Quick apply
1d
Adjuster - Eastern Ontario
Agricorp —Guelph, ON
- $35.19 an hour
- Part-time
- Microsoft Office
- No university degree
Wireless Sales Representative
The Mobile Shop —Cambridge, ON
- $50,000–$60,000 a year
- Weekends as needed
- Customer service
- Retail sales
- Store discount
Quick apply
8d
VP, Accounting & Finance
Elby Professional Recruitment Inc —Waterloo, ON
- $140,000–$180,000 a year
- ERP systems
- Accounting
- Manufacturing
Quick apply
10d
Life Insurance Agent - LLQP License Required - Remote
Specialty Life Insurance —Ontario
- $40,000–$160,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Retail sales
- Dental care
- Work from home
Quick apply
Mortgage Specialist - Kitchener, Cambridge, Waterloo
Scotiabank —Waterloo, ON
- Sales
- Communication skills
- Negotiation
- Dental care
Director, Retail Media & Media Success (Contract)
Creative Realities Inc —Waterloo, ON
- $90,000–$100,000 a year
- Hybrid work
- English
- Supervising experience
- Presentation skills
- Disability insurance
- Dental care
Quick apply
Account Executive, Benefits Insurance
Westland Insurance Ltd. —Ontario
- $75,000–$87,500 a year
- Full-time
- Remote
- Customer service
- Travel
- Communication skills
Quick apply
Senior Accountant - CE
RLB LLP —Guelph, ON
- Overtime
- Hybrid work
- Microsoft Office
- Accounting
Quick apply
French Bilingual Customer Service Representative
HGS —Waterloo, ON
- Up to $24 an hour
- Overtime
- Bilingual
- Customer service
- English
- Dental care
- Paid time off
4d
Bilingual Insurance Consultant
Impact Recruitment —Ontario
- $70,000–$100,000 a year
- Remote
- Bilingual
- English
- Contracts
- Dental care
- Paid time off
Quick apply
4d
Mortgage Specialist - Guelph
Scotiabank —Guelph, ON
- Sales
- Communication skills
- Negotiation
- Dental care
Insurance Broker (Sales)
Billyard Insurance Group Vaughan —Ontario
- $35,500.00–$118,797.92 a year
- Full-time
- Remote
- Sales
- Finance
- High school diploma or GED
Quick apply
11d
Insurance Broker (Sales)
Billyard Insurance Group Inc —Ontario
- $50,000–$120,000 a year
- Full-time
- Remote
- Sales
- Finance
- High school diploma or GED
- Work from home
- Flexible schedule
Quick apply
US Tax Manager
Robert Half —Cambridge, ON
- $50–$60 an hour
- Temporary
- Finance
- Master's degree
- Analysis skills
Quick apply
Licensed Insurance Broker (Sales)
BILLYARD INSURANCE GROUP-MAPLE —Ontario
- $50,000–$120,000 a year
- Full-time
- Remote
- Sales
- Finance
- High school diploma or GED
- Work from home
Quick apply
Accounting Manager/Supervisor
Robert Half —Cambridge, ON
- $90,000–$110,000 a year
- Microsoft Excel
- Team management
- Accounting
Quick apply
3d
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Kitchener, ON
- Full-time
- Sales
- English
- Business development
- Profit sharing
Retail Associate - Fairview Park
Aritzia —Kitchener, ON
- $20–$30 an hour
- Part-time
Digital Desk Specialist
Manulife —Waterloo, ON
- $52,650–$87,750 a year
- Full-time
- Hybrid work
- Bilingual
- Sales
- English
- Disability insurance
- Dental care
3d

I want to receive the latest job alerts for client advisor in kitchener waterloo on

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client advisor jobs near kitchener waterloo on

Associate Advisor

Steward Group Inc.
Cambridge, ON

Quick apply

Job details

Permanent | Full-time
From $85,000 a year
1 day ago

Qualifications

Microsoft Excel
Customer service
CIM
Finance
High school diploma or GED
CFP
Bachelor's
LLQP
Organizational skills
CSC
Communication skills
Time management

Full job description

The most exciting parts of this job

Joining a work family that legit cares about one another. The #StewCrew is tight. Our office is warm, chill, and positive. We’ll celebrate your birthday, include you in conferences, introduce you to all of our clients, hug you when you're sad, etc. Our culture is our magic, so we’re looking for chemistry and fit ahead of technical skills. If you’re chosen for an interview, it’s SUPER important that you come as you are, because we need to make sure we vibe. You would be joining the best group of people you could meet, and we can’t afford to mess with that.

You matter to us as a human. When something comes up in your life that takes priority over work, just tell us about it, and we’ll work around it! Whether that’s your kid’s school concert, a weird mole you need checked out, or you’re experiencing an emergency with your pet. Life’s moments are important and it’s not for us to decide what those important moments are for you.

Cooperation over competition. Our advisors don’t compete for clients or argue over commissions at Steward Group. Everyone is paid a salary and we work together to give our clients the very best of all of us.

We’re casual AF. You don’t have to dress up for the office unless you want to! And sometimes we do like to coordinate outfits for special occasions, because it’s fun. We’re about being real and authentic because we know that when people are comfortable they do their best work. Plus, our clients are also coming to the office dressed in sneakers or work boots, and it’s important for us that everyone is at ease here.

Who we are

Steward Group exists to guide wealth for good. We know our stuff, yes, but we’re not just about numbers and spreadsheets. We’re about people, stories, and making dreams come true. It sounds corny but it’s true.

The #StewCrew is dedicated to providing excellent financial planning services while fostering a collaborative, happy work environment. We’re looking for an Associate Advisor who’s ready to join our family and grow with us. Note: while we emphasize that our client service is expected to be epic, this is not a Client Service/Operations role. The ideal candidates fill the Associate role as the beginning of their journey on our career path to become a Lead Advisor

Where you come in

As an Associate Advisor, you’ll be the rockstar/backbone of our team. We’ll give you fair warning that this is a complex transition role that requires you to be a sponge. You’ll need to be a quick study to soak up knowledge, learn the ropes, and become the go-to person for clients and teammates alike as soon as possible. (No pressure.)

Think of yourself as the second chair at a concert; you’re crucial to the performance, supporting the lead while building your own expertise.

Your primary focus will be supporting Senior and Lead Advisors while providing exceptional service to clients and collaborating with the team on firm-wide projects.

What you’ll be doing Client Care Extraordinaire:

● Being nice to people (obviously)

● Gathering client data

● Maintaining that client data

● Answering routine questions and handling service requests

● Uncovering new opportunities for our valued clients

● Listening to our clients and getting to know their stories, goals, and dreams

● Staying up to date with industry rulings and policies

● Identifying loyal client advocates

Contributing to The Team:

● Being nice to people (yes, we said that already but it is important)

● Being a good teammate

● Understanding and aligning to the firm’s vision, mission, and strategy

● Engaging in team building activities and making an honest effort to integrate into the #StewCrew

● Building an in-depth knowledge of the firm’s investment strategies

● Managing the execution of transactions on behalf of the Lead or Senior Advisors

● Ensuring non-solicited trades meet the client’s risk tolerance

● Prospecting and following through on sales leads using the firm’s workflows

● Sharing knowledge and experience to enhance the development of all team members

Core Engagement Expectations:

● Being present in client meetings, listening, and adding value

● Focusing on your second chair duties

● Providing meeting prep for Lead and Senior Advisors and leading client case prep

● Providing client follow-up and engagement for pre/post meeting updates

● Supporting the advisory team by creating presentations and materials for business development meetings

● Supporting the team by crafting and updating SOPs and workflows for improved efficiency and simplification

● Helping to streamline our workflows and SOPs, always looking for ways to make things better.

● Placing trades on behalf of advisors who took the order

What you bring to the table

Qualifications we’re looking for:

● Development in core financial planning and development of core client cases

● A college degree with the ambition to pursue or complete the CFP® exam

● At least 4 years of direct advisory experience

● Stellar communication skills—both written and verbal

● Strong time management and organizational skills

● A genuine passion for helping people achieve their financial dreams

● The desire to be part of a work family who looks out for one another and has each other’s back

● Must be comfortable with people who say the eff word at work a lot

What we bring to the table

We offer competitive compensation including salary, incentives, benefits, and a revenue share program after 2 years of employment. We’re also committed to helping you develop your expertise in financial planning, investment knowledge, and client communication skills.

And most importantly, you’ll be part of a team that cares about you and our clients as people and not numbers. We believe in teamwork, teambuilding, and having a little fun along the way as we work to make the world better by guiding wealth for good.

How to apply

Email a cover letter and resume to [email protected]

Learn more about us at StewardGroup.ca

Job Types: Full-time, Permanent

Pay: From $85,000.00 per year

Education:

Secondary School (preferred)

Experience:

Customer service: 3 years (required)

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in kitchener waterloo on

Associate Advisor

Adjuster - Eastern Ontario

Wireless Sales Representative

VP, Accounting & Finance

Life Insurance Agent - LLQP License Required - Remote

Mortgage Specialist - Kitchener, Cambridge, Waterloo

Director, Retail Media & Media Success (Contract)

Account Executive, Benefits Insurance

Senior Accountant - CE

French Bilingual Customer Service Representative

Bilingual Insurance Consultant

Mortgage Specialist - Guelph

Insurance Broker (Sales)

Insurance Broker (Sales)

US Tax Manager

Licensed Insurance Broker (Sales)

Accounting Manager/Supervisor

Insurance Advisor Life, Health & Wealth

Retail Associate - Fairview Park

Digital Desk Specialist

I want to receive the latest job alerts for client advisor in kitchener waterloo on

Related Searches

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected