Financial Advisor Trainee — LLQP Licensing Path

Emplois semblables

• 4j

  Senior Financial Advisor Trainee - Whitehorse, Yukon, Territory

  Whitehorse, YT

  

  Scotiabank

  Candidates need a Mutual Funds licence, a completed CIFP Diploma, and a drive to build customer relationships. They must also be able to meet and exceed sales targets in a fast-paced setting.

  Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership

• 26j

  Financial Advisor Trainee (Windsor)

  Windsor, ON

  Temps plein

  DF

  Desjardins Financial Security Independent Network - Southwestern Ontario

  Candidates need a sales, retail or customer service track record and a results-driven, self-managing attitude. They must be willing to obtain licences and complete ongoing training, and be able to network and use social media to find leads.

  social media

• 1 mois

  Financial Advisor Trainee (Victoria)

  Victoria, BC

  Temps plein

  

  Co-operators

  3+ ans3+ gestionCandidates need 3 to 5 years of management experience in insurance or a related business, post-secondary education in a related field, and a Life and General Insurance licence. A Mutual Funds licence and a CFP, CLU, CHFC or accredited financial planning designation are assets, and English is required.

  Exclusive Co-operators technology and tools

  1 mois

  Financial Advisor Trainee (Calgary)

  Calgary, AB

  Temps plein

  

  Co-operators

  3+ ans3+ gestionCandidates need at least 3 years of management experience in insurance or a related business, post-secondary education in a related field, and Life, General Insurance and Mutual Funds licences in their province. A CFP, CLU, CHFC or equivalent designation, strong communication skills and English proficiency are also required.

  Cold calling, Risk management, Sales, Recruitment, Coaching, Financial planning

  1 mois

  Financial Advisor Trainee (Burnaby)

  Burnaby, BC

  Temps plein

  

  Co-operators

  3+ ans3+ gestionCandidates need 3 to 5 years of insurance or business management experience, post-secondary education in a related field, and a Life and General Insurance licence. A CFP, CLU, CHFC or accredited financial planning designation is required in Ontario and held or in progress elsewhere.

  Cold calling, Risk management, Sales, Recruitment, Coaching, Regulatory compliance

  1 mois

  Financial Advisor Trainee (Langley)

  Langley, BC

  Temps plein

  

  Co-operators

  3+ ans3+ gestionCandidates need at least 3 years of management or related business experience, post-secondary education, and a Life, General Insurance and Mutual Funds licence in their province. A CFP, CLU, CHFC or accredited financial planning designation is also required, completed or in progress.

  Cold calling, Risk management, Sales, Recruitment, Coaching, Financial planning

  1 mois

  Financial Advisor Trainee (Winnipeg)

  Winnipeg, MB

  Temps plein

  

  Co-operators

  3+ ans3+ gestionCandidates need 3 to 5 years of management experience in insurance or a related business, post-secondary education, and a Life and General Insurance licence. A CFP, CLU, CHFC or accredited financial planning designation is required (Ontario) or in progress (other provinces).

  Exclusive Co-operators technology, tools and processes

  1 mois

  Financial Advisor Trainee

  Barrie, ON

  Temps plein

  

  Co-operators

  3+ ans3+ gestionCandidates need 3 to 5 years of management or insurance business experience, post-secondary education, and a Life and General Insurance licence. A CFP, CLU, CHFC or accredited financial planning designation is required (Ontario) or in progress (other provinces); English is required and French is an asset.

  Co-operators exclusive technology and tools