First seen by our source: 29 days ago
Financial Advisor
@ Primerica - Toronto, ON
Toronto, Ontario
Overview
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.
Responsibilities:
- 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
Requirements summary:
- 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
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · jazzhr
- Employer posting date
- Not provided
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-10-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Finance & accounting |
| Travel | air: none · ground: none |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | HLLQP, IFIC |
| Education | Bachelor’s degree (required) |
| Fields of study | Finance, Economics, Business |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Primerica - Toronto, ON
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
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.
- LinkedIn followers
- 244,747
- People associated on LinkedIn
- 17,690
- Reported office locations
- 1 Primerica Parkway, Duluth, Georgia 30099-0001, US
- Business categories
- Mortgage
- Mobile Apps
- Apps
- Consulting
- Life Insurance
- Marketing
- Insurance
- Financial Services
- Other recorded names
- Primerica - Toronto, ON
- Primerica
- Specialties
- Term Life Insurance
- Investment Services
- Home and Auto Insurance
- Pre-Paid Legal Services
- and Identity Theft Protection
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
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…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 1,001-5,000 employees |
| Headquarters | Duluth, Georgia |
| Organization type | Public Company |
| Year founded | 1977 |
| Specialties | Term Life InsuranceInvestment ServicesHome and Auto InsurancePre-Paid Legal Servicesand Identity Theft Protection |
| Open jobs on Jobsy | 16 |
| View 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.
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