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Reposted 10 Days AgoSaved
In-Office
Mississauga, ON, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
As a financial advisor, you will develop client relationships, provide financial planning advice, and recommend suitable insurance and investment products.
Reposted 10 Days AgoSaved
In-Office
Oakville, ON, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
As a Financial Advisor, you'll build relationships and help clients with financial planning, product recommendations, and ongoing financial assessments, driving client success and your own income potential.
Top Skills: Financial PlanningInsurance ProductsInvestment ProductsTechnology Systems
Reposted 10 Days AgoSaved
In-Office
Toronto, ON, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
As a Financial Advisor at Sun Life, you'll build relationships, provide financial advice, prepare strategies for clients, and continue professional development in a supportive environment.
Top Skills: Leading-Edge Technology
11 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
As the Director of Operational Business Intelligence, you'll lead a team to transform data into insights for business decision-making, manage projects, and develop talent while engaging with stakeholders.
Top Skills: Power BIQlikQuicksightTableau
Mid level
Fintech • Payments • Financial Services
The role involves maintaining securities accounting for institutional insurance clients, reconciling assets, preparing reports, and providing client support. Strong interpersonal skills are essential for communication across various levels within the organization.
Top Skills: CamraExcelMicrosoft Reporting ServicesPam
15 Days AgoSaved
In-Office
7 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
Support the growth of financial planning capabilities, conduct training, assist advisors, collaborate on materials, and develop financial strategies for clients.
Top Skills: Conquest SoftwareMs TeamsZoom
Senior level
Fintech • Payments • Financial Services
The Advanced Case Manager supports financial advisors in complex insurance sales, delivering training and facilitating client solutions. Requires strong insurance knowledge, interpersonal skills, and proactive sales strategy support.
Top Skills: Illustration SystemsExcelSalesforce
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