Première détection par notre source: le mois dernier
Financial Advisor
@ Primerica - Toronto, ON
Toronto, Ontario
En bref
Primerica in Toronto, ON is hiring a Financial Advisor for full-time or part-time work. The role assesses client finances and builds personalized plans covering investments, retirement, insurance, tax and estate planning, then monitors portfolios over time.
Responsabilités :
- Assess clients' financial situations and goals
- Develop customized financial plans and investment strategies
- Advise on retirement, tax, estate and insurance planning
- Monitor client portfolios and adjust as needed
- Build long-term client relationships through regular communication
Résumé des exigences :
- Bachelor's degree in finance, economics, business or related field
- Proven experience in financial planning or wealth management
- Strong analytical skills and attention to detail
- Excellent communication and interpersonal skills
- High ethical standards and commitment to clients' best interests
- HLLQP or IFIC certification preferred
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · jazzhr
- Date publiée par l’employeur
- Non fourni
- Première détection par notre source
- 2026-10-09
- Mise à jour du dossier source
- 2026-10-14
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Finance et comptabilité |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau, Chez les clients |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | HLLQP, IFIC |
| Formation | Baccalauréat (exigé) |
| Domaines d’études | Finance, Economics, Business |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Primerica - Toronto, ON
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
Primerica is a leading provider of financial products and services in North America, with over 2,800 corporate employees who support over 151,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica was founded 48 years ago and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI". Primerica’s focus is on serving the needs of middle-income families by providing products such as term life insurance, mutual funds, annuities, and mortgages. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com. Headquartered in Duluth, GA, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.
- Abonnés LinkedIn
- 244 747
- Personnes associées sur LinkedIn
- 17 690
- Bureaux déclarés
- 1 Primerica Parkway, Duluth, Georgia 30099-0001, US
- Catégories d’activité
- Mortgage
- Mobile Apps
- Apps
- Consulting
- Life Insurance
- Marketing
- Insurance
- Financial Services
- Autres noms enregistrés
- Primerica - Toronto, ON
- Primerica
- Spécialités
- Term Life Insurance
- Investment Services
- Home and Auto Insurance
- Pre-Paid Legal Services
- and Identity Theft Protection
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Primerica is a leading provider of financial products and services in North America, with over 2,800 corporate employees who support over 151,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica was founded 48 years ago and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI". Primerica’s focus is…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 1,001-5,000 employees |
| Siège social | Duluth, Georgia |
| Type d’organisation | Public Company |
| Fondée en | 1977 |
| Spécialités | Term Life InsuranceInvestment ServicesHome and Auto InsurancePre-Paid Legal Servicesand Identity Theft Protection |
| Offres sur Jobsy | 16 |
| Voir la page |
As a financial advisor, you will be responsible for assessing clients' financial situations, understanding their goals and objectives, and developing personalized financial plans to help them achieve those goals. You will provide recommendations on investments, retirement planning, insurance, tax strategies, estate planning, and other financial matters. Additionally, you will monitor clients' portfolios and provide ongoing advice and support to ensure their financial well-being.
Responsibilities:
- Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk tolerance.
- Develop customized financial plans that align with clients' objectives and recommend appropriate investment strategies.
- Provide guidance on retirement planning and other retirement vehicles.
- Advise clients on tax-efficient investment strategies and estate planning techniques to minimize tax liabilities and preserve wealth.
- Offer recommendations on insurance products, such as life insurance, disability insurance, and long-term care insurance, to mitigate financial risks.
- Monitor clients' investment portfolios regularly and make adjustments as needed based on changes in market conditions or clients' goals.
- Stay up-to-date on financial trends, market developments, and regulatory changes to provide informed advice to clients.
- Build and maintain strong relationships with clients through regular communication and excellent service to foster long-term partnerships.
- Educate clients on financial concepts, investment principles, and best practices to empower them to make sound financial decisions.
- Collaborate with other professionals, such as tax advisors, attorneys, and insurance agents, to provide comprehensive financial planning solutions.
Qualifications:
- Bachelor's degree in finance, economics, business, or a related field; advanced degrees or professional certifications (such as HLLQP or IFIC) are preferred.
- Proven experience in financial planning, investment management, or wealth management.
- Strong analytical skills and attention to detail to assess complex financial situations and develop appropriate strategies.
- Excellent communication and interpersonal skills to effectively interact with clients and explain financial concepts in a clear and understandable manner.
- Ability to work independently and as part of a team in a fast-paced, dynamic environment.
- High ethical standards and integrity, with a commitment to acting in the best interests of clients.
- Proficiency in financial planning software, investment analysis tools, and Microsoft Office suite.
Journal
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