ZipRecruiter

Log In

1

Financial Advisor In Training Jobs in Ontario (NOW HIRING)

Financière Sun Life

a Sun Life Financial advisor you'll receive exceptional training and support to help build your ... What's in it for you? Be in charge of your own business and income opportunities Dedicated ...

Royal Bank of Canada

Financial Advisor

Cornwall, ON · Hybrid

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value ... Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our ...

Royal Bank of Canada

Financial Advisor

Midland, ON · Hybrid

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value ... Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our ...

Royal Bank of Canada

Financial Advisor

Hamilton, ON · On-site

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value ... Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our ...

Royal Bank of Canada

Financial Advisor

New Hamburg, ON · Hybrid

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value ... Use your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our ...

Royal Bank of Canada

Financial Advisor

Oakville, ON · On-site

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value ... Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our ...

Royal Bank of Canada

Financial Advisor

North Bay, ON · Hybrid

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value ... Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our ...

Royal Bank of Canada

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value ... Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our ...

Royal Bank of Canada

Financial Advisor

Comber, ON · On-site

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value ... Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal ...

previous pagenext page

Showing results 21-40

All JobsFinancial Advisor In Training JobsFinancial Advisor In Training Jobs in Ontario

Financial Advisor In Training information

What is a financial advisor in training?

A Financial Advisor In Training is an individual who is preparing to become a licensed financial advisor by gaining practical experience and knowledge under the supervision of experienced professionals. This role typically involves learning about financial products, client relationship management, investment strategies, and regulatory requirements. Trainees often assist with research, client meetings, and preparing financial plans, while studying for necessary certifications. The goal is to develop the skills and qualifications needed to advise clients on managing their finances and investments independently.

What types of mentorship and training can I expect as a financial advisor in training?

As a Financial Advisor In Training, you will typically participate in a structured onboarding program that combines classroom learning, online modules, and hands-on experience. You'll often be paired with a seasoned advisor who acts as your mentor, providing guidance on client interactions, portfolio management, and compliance. Regular feedback sessions and performance reviews are common, ensuring you develop the necessary technical and interpersonal skills. This collaborative environment helps you build confidence, expand your network, and prepare for independent client management.

What are the key skills and qualifications needed to thrive as a financial advisor in training, and why are they important?

To thrive as a Financial Advisor In Training, you need a solid understanding of financial principles, investment strategies, and strong analytical skills, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for industry certifications such as the Series 7 and Series 66 licenses is expected. Excellent interpersonal communication, active listening, and a client-focused mindset are crucial soft skills for building trust and long-term relationships. These competencies enable you to provide sound financial advice, comply with regulations, and effectively support clients in achieving their financial goals.

What is the difference between Financial Advisor In Training vs Financial Planner?

AspectFinancial Advisor In TrainingFinancial Planner
CertificationsTypically working towards certifications like CFP or Series 7Often holds certifications like CFP, CFA, or Series 7
Work EnvironmentEntry-level, supervised training in financial firmsClient-facing, independent or team-based advisory roles
Job ResponsibilitiesAssisting with client research, learning financial planning processesDeveloping comprehensive financial plans, advising clients

Financial Advisor In Training roles are designed for individuals gaining experience and working towards certifications, often under supervision. Financial Planners are experienced professionals providing detailed financial advice and planning services. The two roles differ mainly in experience level and responsibilities, with the training position serving as a stepping stone toward becoming a fully certified Financial Planner.

What are popular job titles related to Financial Advisor In Training jobs in Ontario?

For Financial Advisor In Training jobs in Ontario, the most frequently searched job titles are:

What job categories do people searching Financial Advisor In Training jobs in Ontario look for?

The top searched job categories for Financial Advisor In Training jobs in Ontario are:

What cities in Ontario are hiring for Financial Advisor In Training jobs?

Cities in Ontario with the most Financial Advisor In Training job openings:

Financial Advisor In Training jobs near you
Infographic showing various Financial Advisor In Training job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 23% Part Time, and 1% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Financial Advisor

Financière Sun Life

On-site

Full-time

Medical, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements Let’s talk. This could be the start of something great! What’s in it for you? Be in charge of your own business and income opportunities Dedicated leadership support and head office specialists Great peer-to-peer networking, educational and training opportunities Industry leading technology and business services National advertising and personalized marketing collateral An innovative ‘level commission’ structure that can provide you with an ongoing stream of income, right from day one Access to group savings, stock ownership program and benefits plans What you’ll do: Grow your business by prospecting within your network and in your community Meet with prospects and Clients to review their goals Provide trusted advice about the right life and health insurance products to protect against risk Deliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goals Build and grow your business through referrals What we’re looking for: Self-motivated, highly driven and entrepreneurial Goal-oriented with a strong work ethic Continuous learner with a deep interest in client needs Ability to develop and maintain relationships Excellent communication skills Persuasive, able to motivate others to action Business development and prospecting skills Strong sales orientation and a passion for putting clients first We want to hear from you!

Apply