Personal Financial Advisor Jobs in Ontario

1-5 of 5 Jobs

In this role, you will lead strategic initiatives focused on platform modernization, process optimization, and product ownership within the Wealth Management Portfolio....

Bilingual (Fr/En) Investment & Retirement Specialist

  • Toronto, ON
  • 5 days ago
  • Toronto, ON
  • 5 days ago

planning and other relevant topics Proactively and reactively engage with clients who are considering withdrawing their assets, asking probing questions to understand their concern and provide personalized...

Wealth and Retirement Advisor

  • Toronto, ON
  • 30+ days ago
  • Toronto, ON
  • 30+ days ago

As a Wealth and Retirement Advisor, you will lead relationship management and financial planning for your clients, helping them create financial plans based on their wealth and retirement goals and...

Financial Planning Consultant

  • Toronto, ON
  • 30+ days ago
  • Toronto, ON
  • 30+ days ago

planning....

Wealth Management Advisor

  • Union, ON
  • 45+ days ago
  • Union, ON
  • 45+ days ago

As a wealth management advisor at Desjardins Ontario Credit Union, youre responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure theyre...

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in Ontario

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Ontario offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Ontario
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


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