Preference will be given to candidates who have completed the Canadian Securities Course (CSC®) Conduct and Practices Handbook (CPH®) and hold a valid license…
Engineering or business degree from an accredited university in a related discipline (mechanical, aerospace). A Registered Retirement Savings Plan that includes…
Have a license to trade with US individuals or be willing to become licensed in the US. Assist Investment Advisors with processing and confirming client…
One must be an ambitious self-starter with a high degree of energy, motivation and discipline to achieve sales success. Excellent sales and networking skills.
The Co-operators, Solve Insurance and Financial Services.
— Kelowna, BC
Compensation based on experience and license level, plus a comprehensive commission and bonus structure. Associate Sales Advisor – Commercial and or Farm*.
Come be part of our team and enjoy the perks of a flexible schedule, remote work arrangements, and flex days in addition to annual vacation leave — all to help…
Purpose of Job:* The Associate's primary purpose is to work closely with a Senior Advisor in the development and management of the Advisors book of business by…
CSC and CPH certificate (required). This is not an entry-level role, nor is it a sales or commission-based position. CFP or equivalent designation preferred.
Must hold a valid driver’s license. Must hold a Mutual Funds license. Maintain an advanced knowledge of the competitive environment, basic and specialized…
Mutual fund license or ability to become licensed within 6 months of hire date. Detailed knowledge of deposit-related products, personal lending, mortgages,…
Be proactive in pursuing external/internal business opportunities by: retention of existing member base and actively soliciting new business, reviewing…
Canadian Securities Course (CSC) or mutual funds license. As a senior wealth representative, the WA will provide coaching, leadership and mentorship to licensed…
Through a mentorship program with one of our top performers, you will develop the tools to build a client base from scratch. Job Types: Full-time, Permanent.
This position is part of the Rotary and Mission Systems business area, where employees across Canada support engineering, systems integration, training,…
A minimum Diploma in any field and basic computer knowledge are mandatory. Develops and implements a relationship management plan to meet the needs of clients.
Participating and assisting in business development plans through corporate/branch marketing campaigns. Maintaining Servus' positive image in the community.
LLQP license is an asset. Openview Financial is a fast growing company where our professionally trained agents are ready to help Canadian families with a full…
Investment Advisor Opportunities - All Locations Experience your freedom of choice. At PI Financial, we give our Investment Advisors the freedom to explore…
