20 meilleures offres (client advisor, oakville, on) (à pourvoir)

Registered Representative
Guided Wealth Management —Oakville, ON
- De 65 000 $ à 80 000 $ par an
- Temps plein
- Logiciels de GRC/CRM
- Services financiers
- En présentiel
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
il y a 10 jours
Financial Advisor - Automotive Financial Advisor (Sales)
Approval Genie —Mississauga, ON
- De 80 000 $ à 130 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Services financiers
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 5 jours
Home Advisor, RBC Advice Centre
Royal Bank of Canada —Mississauga, ON
- Fins de semaine au besoin
- Recherche
- Compétences en informatique
- Services financiers
Sales Associate Advisor, Sales Manager, Insurance and Investments
Sun Life Financial, Trillium District —Burlington, ON
- Temps plein
- Anglais
- Développement commercial
- En présentiel
Postuler rapidement
Bilingual Home Advisor, RBC Advice Centre
Royal Bank of Canada —Mississauga, ON
- Fins de semaine au besoin
- Anglais
- Recherche
- Compétences en informatique
LIFE INSURANCE AGENT COMMISSIONS ONLY NO BASE SALARY
WhiteHorse Financial —Mississauga, ON
- De 40 000 $ à 60 000 $ par an
- Temps partiel
- Travail hybride
- Service à la clientèle
- Développement commercial
- En présentiel
- Heures d'arrivée et de départ flexibles
Postuler rapidement
Insurance Advisor Level II
Marinkovski Insurance and Financial Services Inc. —Mississauga, ON
- De 48 000 $ à 100 000 $ par an
- Temps plein
- Service à la clientèle
- Leadership
- Compétences en communication
- Assurance Dentaire
Postuler rapidement
Insurance Broker - Personal Lines Account Manager
Bevan Insurance —Ontario
- De 50 000 $ à 67 500 $ par an
- Temps plein
- Télétravail
- En présentiel
- Compétences en communication
- Gestion du temps
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 1 jour
Life Insurance Advisor
Marinkovski Insurance and Financial Services Inc. —Mississauga, ON
- De 45 000 $ à 85 000 $ par an
- Temps plein
- Service à la clientèle
- Leadership
- Compétences en communication
- Assurance Dentaire
- Congés payés
Postuler rapidement
Bilingual Tax Analyst
Vaco LLC —Mississauga, ON
- 40 $ de l’heure
- Bilingue
- Systèmes PGI
- Finance
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
il y a 13 jours
Associate Investment Advisor
iA Private Wealth —Mississauga, ON
- De 35 000 $ à 50 000 $ par an
- Temps plein
- Travail hybride
- Vente
- Finance
- Développement commercial
- Travail à domicile
- Heures d'arrivée et de départ flexibles
Postuler rapidement
Kinesiology Student or Grad / Client Experience Advisor
StretchLab Oakville South and Appleby Village —Oakville, ON
- 20 $ de l’heure
- Temps partiel
- Vente
- Service à la clientèle
- Développement commercial
- Réductions Tarifaires
Postuler rapidement
Mortgage Specialist - Halton Region
Scotiabank —Burlington, ON
- Vente
- Services financiers
- Compétences en communication
- Assurance Dentaire
Commercial Insurance Service Advisor
PetleyHare Insurance Brokers —Ontario
- De 50 000 $ à 63 000 $ par an
- Temps plein
- Télétravail
- Service à la clientèle
- Gestion de projet
- Sens de l'organisation
- Programmes de Bien-être
- Assurance Invalidité
Postuler rapidement
Sales Associate Advisor, Sales Manager, Insurance and Investments
Sun Life Financial, Trillium District —Milton, ON
- Temps plein
- Développement commercial
- En présentiel
- Compétences en communication
Postuler rapidement
Service Advisor - Porsche Centre Oakville
Policaro Group —Oakville, ON
- Temps plein
- Vente
- Service à la clientèle
- Compétences en communication
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Financial Controller (Construction) & Capital Projects
Pearle Hospitality Inc. —Burlington, ON
- À partir de 125 000 $ par an
- Temps plein
- Systèmes PGI
- Baccalauréat
- Gestion d'équipe
- Programmes de Bien-être
- Congés payés
Postuler rapidement
Insurance Advisor - Sales
Impact Recruitment —Ontario
- De 45 000 $ à 55 000 $ par an
- Télétravail
- Logiciels de GRC/CRM
- Compétences en communication
- Congés payés
Postuler rapidement
il y a 3 jours
Insurance Broker
Western Financial Group Inc. —Ontario
- De 50 000 $ à 65 000 $ par an
- Temps plein
- Compétences en informatique
- Compétences en communication
Postuler rapidement
Sales Associate Advisor, Advisor, Sales Manager, Insurance and Investments
Sun Life Financial —Ontario
- Temps plein
- Développement commercial
- En présentiel
- Compétences en communication
Postuler rapidement

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : client advisor (oakville, on)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de SimplyHired.

Découvrir les offres d'emploi dans d'autres lieux

client advisor jobs near oakville, on

Insurance Advisor (Ontario) : offres d'emploi

Service Advisor (Oakville, ON) : offres d'emploi

Insurance Agent (Mississauga, ON) : offres d'emploi

Insurance Advisor (Mississauga, ON) : offres d'emploi

Financial Controller (Burlington, ON) : offres d'emploi

Insurance Broker (Ontario) : offres d'emploi

Tax Analyst (Mississauga, ON) : offres d'emploi

Insurance Account Manager (Ontario) : offres d'emploi

Assistant Home Care Manager (Ontario) : offres d'emploi

Service Advisor (Coquitlam, BC) : offres d'emploi

Home Solutions Advisor (Nova Scotia) : offres d'emploi

Canada, Philippines Work From Home (Remote) : offres d'emploi

Packaging Labeling From Home (Ontario) : offres d'emploi

Home Solutions Advisor (Bradford, ON) : offres d'emploi

Home Solutions Advisor (Quebec Province) : offres d'emploi

Academic Advisor (Remote) : offres d'emploi

Insurance Advisor (Vancouver, BC) : offres d'emploi

Insurance Health Claim (Alberta) : offres d'emploi

Insurance Advisor (Toronto, ON) : offres d'emploi

Insurance Advisor (Edmonton, AB) : offres d'emploi

Registered Representative

Guided Wealth Management
Oakville, ON

Postuler rapidement

Détails du poste

Permanent | Temps plein
De 65 000 $ à 80 000 $ par an
Il y a 10 jours

Profil recherché

Logiciels de GRC/CRM
Investissement
Développement des relations avec la clientèle
Planification des rendez-vous clients
Communication avec les clients
Microsoft Dynamics 365
Service à la clientèle
Orientation axée sur le service à la clientèle
Soutien à la clientèle
Services financiers
Interaction avec les clients

Description complète du poste

Who we are:

Guided Wealth Management is an established Oakville wealth management firm focused on helping clients protect their financial well-being and make sound financial decisions for themselves and their families.

We're a small team where relationships, attention to detail and exceptional client service matter.

We're looking for a Registered Representative (RR) who specializes in administration and client service. You would become a trusted point of contact for our clients while taking real ownership of the servicing and administration that keeps an advisory practice running well.

Who will thrive here:

· You're confident with people. You're not afraid to pick up the phone, ask questions or deal with an unfamiliar situation.

· You genuinely care about clients. You don't just process requests - you make sure people are taken care of.

· You're warm and social. Clients find you approachable, professional and easy to talk to.

· You're detail oriented. You check your work and keep good records.

· You take initiative. In a small firm, you can't wait to be told what to do next. You notice what needs attention and move it forward.

· You want a role you can make your own. You don’t need to become an advisor to succeed here. If you love client service and relationship building, this can be a long-term career.?

What you will own:

Exceptional Client Service - Become someone our clients know and trust. Respond to calls and emails, book and confirm reviews, follow up on outstanding information, assist with routine account needs and proactively stay in touch. Success means clients feel genuinely cared for without needing their advisor involved in every interaction.

Client Administration & Follow-Through - Keep paperwork, client records and outstanding tasks accurate and moving. You'll maintain Microsoft Dynamics, document client interactions, process account paperwork, support new-account openings, update client information, manage required documentation and make sure commitments don't fall through the cracks.

Meeting & Review Readiness - Make sure advisors walk into client meetings prepared. You'll coordinate reviews and KYC updates, review outstanding actions, prepare account statements and meeting materials, anticipate required paperwork and make sure post-meeting actions get completed.

RR-Level Client Support - Handle client and trade-related activities permitted within your RR registration, including soliciting trades where appropriate. Partner with the advisor when investment advice or decision-making is required.

Advisor Capacity - Ultimately, your job is to give the advisors time back. Routine servicing and administration shouldn't continually route back to them. You take ownership, know what needs to happen next and get it finished.

Experience and Qualifications:

We are looking for someone who:

· Holds the qualifications and registration necessary to operate as an RR for the activities expected in this position

· Has experience in a financial advisory firm, investment environment, bank or similar financial-services setting

· Understands investment account administration and client paperwork

· Is comfortable working within compliance-driven processes

· Is highly organized and able to manage multiple client needs at once

· Communicates clearly and professionally

· Is comfortable with CRM and financial-services technology; Microsoft Dynamics experience is an asset

Compensation and Work Details:

The salary range for this position is estimated to be between $65,000 and $80,000, depending on experience and registration status. This is a full-time, five-day-per-week in-office position in Oakville, working from 9:00 to 5:00.

Next Step:

If you enjoy being part of a small team where your initiative, attention to detail and relationships with clients make a real difference, we’d like to hear from you.

Pay: $65,000.00-$80,000.00 per year

Benefits:

Company events
Dental care
Discounted or free food
Extended health care
Life insurance
On-site parking
Vision care

Experience:

financial advisory firm, investment environment or bank: 2 years (preferred)
investment account administration : 2 years (preferred)
Microsoft Dynamics 365: 1 year (preferred)

Licence/Certification:

CIRO Registration (preferred)

Work Location: In person

Postuler rapidement

Affinez votre recherche

client advisor emplois - oakville, on

Registered Representative

Financial Advisor - Automotive Financial Advisor (Sales)

Home Advisor, RBC Advice Centre

Sales Associate Advisor, Sales Manager, Insurance and Investments

Bilingual Home Advisor, RBC Advice Centre

LIFE INSURANCE AGENT COMMISSIONS ONLY NO BASE SALARY

Insurance Advisor Level II

Insurance Broker - Personal Lines Account Manager

Life Insurance Advisor

Bilingual Tax Analyst

Associate Investment Advisor

Kinesiology Student or Grad / Client Experience Advisor

Mortgage Specialist - Halton Region

Commercial Insurance Service Advisor

Sales Associate Advisor, Sales Manager, Insurance and Investments

Service Advisor - Porsche Centre Oakville

Financial Controller (Construction) & Capital Projects

Insurance Advisor - Sales

Insurance Broker

Sales Associate Advisor, Advisor, Sales Manager, Insurance and Investments

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : client advisor (oakville, on)

Related Searches

Découvrir les offres d'emploi dans d'autres lieux

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact