Nova Scotia Financial advisor Jobs – 20 Openings This Week

Associate Financial Advisor
Holic Financial Group Inc. (Co-operators) —Sydney, NS
- $60,000–$110,000 a year
- Full-time
- Sales
- Microsoft Office
- Finance
- Dental care
- Paid time off
Quick apply
Insurance Advisor - Life, Health & Wealth
Royal Bank of Canada —Halifax, NS
- Full-time
- Bilingual
- Sales
- English
- Profit sharing
4d
Financial Advisor, Investment & Retirement Planning - Spring Garden & Brenton
Scotiabank —Halifax, NS
- Sales
4d
Virtual Financial Advisor - Halifax, Nova Scotia
Scotiabank —Halifax, NS
- Sales
6d
Financial Planner - Halifax
TD Bank —Halifax, NS
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Financial Planner - Bridgewater
TD Bank —Bridgewater, NS
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Associate Financial Advisor
Bruce White Insurance Agencies Ltd - Co-operators —Amherst, NS
- Up to $150,000 a year
- Full-time
- Finance
- Travel
- Accounting
Quick apply
11d
Financial Planner - Yarmouth, NS
TD Bank —Yarmouth, NS
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Senior Associate, Family Office Services
MNP —Dartmouth, NS
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate Investment Advisor
TD Bank —Bridgewater, NS
- Full-time
- Bachelor's
- Communication skills
- Paid time off
Associate, Family Office Services
MNP —Dartmouth, NS
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Personal Banker
BMO Financial Group —New Glasgow, NS
- $36,600–$67,500 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
3d
Client Associate, Wood Gundy
CIBC —Halifax, NS
- Full-time
- Business development
- In-person
Banking Centre Leader
CIBC —Lunenburg, NS
- Full-time
9d

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Insurance Advisor - Life, Health & Wealth
Royal Bank of Canada —Halifax, NS
Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms.
4d
Life Insurance Agent - LLQP License Required - Remote
Specialty Life Insurance —Nova Scotia
LLQP licensed with valid provincial licensing in good standing. Managing inbound and outbound call opportunities in a structured, supported environment.
$40,000–$160,000 a year
Quick apply

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Investment Advisor
Keybase Financial Group Inc —Richmond Hill, ON
Applicants must be an established advisor with a minimum 4 years in practice and a current book of at least $15M.
$100,000–$125,000 a year
Quick apply
Wealth Consultant
Open Concept Financial Group —Markham, ON
Legal authorization to work in Canada (Canadian Citizen, Permanent Resident, or valid Work Visa — study visas are not eligible).
$5,000–$18,000 a month
Quick apply
10d

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Associate Financial Advisor

Holic Financial Group Inc. (Co-operators)
Sydney, NS

Quick apply

Job details

Full-time
$60,000–$110,000 a year

Qualifications

Sales
Microsoft Office
Finance
Accounting
Communication skills
Marketing

Full job description

Summary:

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.

Roles and responsibilities:

Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
Proactively complete client reviews focusing on life and wealth management products.
Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
Complete front-line risk assessment and selection, following underwriting guidelines.
Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
Support programs to build multi-client relationships.
Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
Support the agency team in their daily activities.

Working Conditions:

Regular office environment with some evening work required and some travel outside of the office. Willing to work flexible hours.

Qualifications and Skills:

Life or Mutual Fund License(s) is required.
General Insurance License may be required depending on the specialty focus for the role.
Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
A minimum of two (2) years sales experience or related business or marketing experience is preferred
Knowledge of insurance products and strong underwriting skills is an asset.
Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving.
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office.
Valid drivers license may be required.
The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.

Job Type: Full-time

Pay: $60,000.00-$110,000.00 per year

Benefits:

Dental care
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match

Ability to commute/relocate:

Sydney, NS: reliably commute or plan to relocate before starting work (required)

Application question(s):

Are you legally authorized to work in Canada?

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in nova scotia

Associate Financial Advisor

Insurance Advisor - Life, Health & Wealth

Financial Advisor, Investment & Retirement Planning - Spring Garden & Brenton

Virtual Financial Advisor - Halifax, Nova Scotia

Financial Planner - Halifax

Financial Planner - Bridgewater

Associate Financial Advisor

Financial Planner - Yarmouth, NS

Senior Associate, Family Office Services

Associate Investment Advisor

Associate, Family Office Services

Personal Banker

Client Associate, Wood Gundy

Banking Centre Leader

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