Accounting & finance jobs in Pickering, Ontario

Find accounting & finance jobs in Pickering, Ontario and nearby towns within 25 km. Read the full details and apply.

Newest first

Within 25 km of Pickering

Added 2 months ago
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Added 2 months ago
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Primerica - Toronto, ON
Toronto, ON
Added 2 months ago
P-
Financial Advisor
Primerica - Toronto, ON
Toronto, ON
- $500 to $50,000 CAD / day
Added 2 months ago
Financial Advisor
Primerica - Toronto, ON
Toronto, ON
Added 2 months ago
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Toronto, ON
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Primerica - Toronto, ON

Financial Advisor

Toronto, ON, M2H 2N5, Canada

$500 to $50,000 CAD / day · Full-time

Within 25 km of Pickering · About 21.1 km from the city centre

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Job details

Pay: $500 to $50,000 CAD / day
Job type: Full-time
Apply by: Nov 15, 2026
Posted: Aug 17, 2026

Original job description

Primerica is looking for a Financial Advisor to join our team in our North York office. The Financial Advisor prospects sales and qualifies leads for new and existing accounts.

The ideal candidate is someone with high energy, a curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role and create ways to attain new accounts.

Responsibilities:

Generate lead flow - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the Account Executive. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales lead qualification process.
Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. Coordinate in-person meetings and calls between the new clients and Account Executives.
Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.

Requirements:

Hands-on experience with multiple sales techniques (including cold calls)
Experience with CRM software
Familiarity with MS Excel (analyzing spreadsheets and charts)
Understanding of sales performance metrics

Primerica is uniquely positioned to understand the needs of our clients because our Representatives are Main Street families, just like the clients we serve. Our Representatives come from all walks of life and from communities and neighborhoods all across North America.

We start with our complimentary Financial Needs Analysis (FNA) to help you better understand where you are now and then offer financial solutions that can help you get on track to a better financial future.

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More about this job

Responsibilities

The Financial Advisor is responsible for prospecting new sales leads, qualifying accounts, and managing existing client relationships. They also provide customer support by identifying client needs and suggesting appropriate financial products or services.

Requirements

Candidates must have hands-on experience with sales techniques, including cold calling, and proficiency in CRM software and MS Excel. A strong understanding of sales performance metrics is also required for this role.

Skills

Sales
Lead generation
Cold calling
CRM software
MS Excel
Sales performance metrics
Customer support
Prospecting
Account management
Communication
Financial analysis

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Sales
Lead Generation
Cold Calling
CRM
MS Excel
Sales Metrics
Customer Support
Account Management
Financial Needs Analysis
Prospecting
Brand Awareness
Financial Solutions

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