Personal Financial Advisor jobs

A leading financial institution in Toronto seeks an Associate Financial Advisor to enhance client relationships and provide personalized financial solutions. Ideal candidates will have 2-3 years of experience in financial consulting, focusing on client engagement and business development. This position requires current accreditation in Mutual Funds and offers competitive compensation alongside...

A leading bank in the Americas is seeking a Senior Financial Advisor in Toronto, Ontario. The ideal candidate will be dedicated to building strong customer relationships and developing personalized financial strategies. Responsibilities include discovering customer needs, providing expert advice, and achieving sales targets. The bank offers a competitive compensation package and supports career...

A leading financial institution is seeking a Financial Advisor. In this role, you will nurture relationships with personal and small-business clients, providing comprehensive financial advice and solutions. Candidates should hold valid mutual funds accreditation and possess sales experience in financial services. Bilingualism in English and French is essential. This full-time role offers...

4 days ago: Be among the first 25 applicants. Get AI‑powered advice on this job and more exclusive features. We are looking for experienced Personal Financial Advisors to participate in a research project in partnership with one of the world's leading AI organizations. In this role, you will use your professional expertise to design and review occupation‑specific questions that reflect the...

A leading financial institution in Windsor, Ontario, is seeking an Associate Financial Advisor to join their Personal and Business Banking team. This role involves engaging with clients to understand their needs, providing tailored financial solutions, and developing relationships to drive business growth. Candidates should have 2-3 years of experience in financial advisory roles and relevant...

A leading financial services provider in Canada is seeking a Financial Advisor to build and nurture relationships with personal and small business clients. This role involves providing proactive, professional advice on banking, investments, and credit. The ideal candidate will have 2-3 years of sales experience in the financial services industry and a strong emphasis on client-centric solutions....

A leading financial institution in Toronto is looking for a Senior Financial Advisor to provide exceptional service and build strong customer relationships. The advisor will craft personalized financial strategies and help clients achieve their goals. Candidates should have a Mutual Funds licence and experience meeting sales targets. This role offers competitive compensation and a collaborative...

A leading financial institution in Canada is seeking an Associate Financial Advisor to join its Personal and Business Banking team. In this role, you will engage with clients, understand their financial priorities, and recommend personalized banking solutions. The ideal candidate will have 2-3 years of experience in financial advisory roles and relevant certifications. This full-time position...

A leading financial institution is seeking a Financial Advisor in Port Alberni, Canada, to nurture relationships with personal and small business clients. The role requires 2-3 years of sales experience in financial services and valid mutual funds accreditation. The advisor will provide financial advice and educate clients about complex credit and investments. A competitive salary along with...

A leading bank in the Americas seeks a Senior Financial Advisor in Charlottetown, PE. The role focuses on building strong customer relationships and developing personalized financial strategies. Successful candidates will have a Mutual Funds license and a CIFP Diploma, with proven sales abilities. Competitive compensation and a focus on internal career development are offered, along with a...

A leading bank in the Americas is seeking a Senior Financial Advisor in North Bay. In this role, you will focus on building strong customer relationships and providing exceptional service throughout the customer’s journey. Ideal candidates have the ability to develop personalized financial strategies and meet sales targets in a fast-paced environment. The bank offers a competitive compensation...

A leading financial services provider is seeking a Financial Advisor in Rouyn-Noranda. In this role, you will attract and grow relationships with personal and small business clients while providing proactive advice across banking, investments, and credit. Candidates should have a valid Mutual Funds accreditation, sales experience, and be bilingual in English and French. This full-time position...

A leading bank is seeking a Senior Financial Advisor for their Listowel Branch. The role focuses on building customer relationships and providing personalized financial strategies, including banking and investment solutions. Candidates should possess a Mutual Funds licence and have completed a CIFP Diploma while excelling in meeting sales targets. This position offers competitive compensation and...

A leading financial institution in Canada seeks a Financial Advisor to grow relationships with personal and small business clients. You will provide expert advice across banking, investments, and credit, collaborating with partners for comprehensive solutions. The ideal candidate should have 2-3 years of sales experience in financial services and a valid Mutual Funds accreditation. This full-time...

A leading bank in the Americas is seeking a Senior Financial Advisor in Regina, Saskatchewan. This role emphasizes building customer relationships and developing comprehensive financial strategies tailored to individual needs. Ideal candidates will possess a Mutual Funds licence and a CIFP Diploma, with a track record of meeting sales targets. The bank also offers a competitive compensation and...

A leading banking institution is seeking a Senior Financial Advisor in St. Catharines, Ontario. This role is focused on delivering exceptional customer service and building strong relationships through personalized financial strategies. The ideal candidate has experience in meeting sales targets and holds a Mutual Funds licence along with a CIFP Diploma. Join a collaborative team dedicated to...

A leading financial institution in Ontario, Canada is seeking a Senior Financial Advisor. The ideal candidate will excel in building customer relationships and developing tailored financial strategies. Responsibilities include providing exceptional service and achieving sales targets. This role offers a competitive compensation package and opportunities for career advancement in a supportive...

A leading financial institution in Ontario, Canada is seeking a Senior Financial Advisor. The ideal candidate will excel in building customer relationships and developing tailored financial strategies. Responsibilities include providing exceptional service and achieving sales targets. This role offers a competitive compensation package and opportunities for career advancement in a supportive...

A leading financial institution in Canada is seeking a Senior Financial Advisor to join their team in Orillia, Ontario. In this role, you will engage with customers to understand their needs and provide tailored financial strategies. Your expertise will help foster lasting customer relationships and drive sales success. You can expect a competitive compensation package and opportunities for...

A leading financial institution in Whitby is seeking a Senior Financial Advisor committed to building customer relationships and providing proactive financial strategies. The role involves exceptional customer service, meeting sales targets, and a comprehensive approach in developing financial plans. Candidates must possess a Mutual Funds license and a CIFP Diploma. The company offers a...