25 meilleures offres (financial advisor, concord, on) (à pourvoir)

Associate, Financial Planning (13 Month Contract)
Canaccord Genuity Corp. —Toronto, ON
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- Temps plein
- Microsoft Powerpoint
- Microsoft Word
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Senior Financial Advisor - Centerpoint Mall, North York, ON
Scotiabank —Toronto, ON
- Vente
- Service à la clientèle
- Services financiers
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National Bank of Canada —Richmond Hill, ON
- Temps plein
- Anglais
- Compétences en informatique
- Programmes de Bien-être
- Programme d'Aide aux Employés
Financial Advisor - Yonge & Wellesley (37.5 hours/week)
Scotiabank —Toronto, ON
- Temps plein
- Vente
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il y a 2 jours
Tangerine Advisor
Tangerine Bank —Toronto, ON
- Anglais
- Recherche
- Diplôme d'études secondaires
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Royal Bank of Canada —Vaughan, ON
- Temps plein
- Espagnol
- Vente
- Compétences en informatique
Wealth Advisor/Financial Planner
Fidelity Investments —Toronto, ON
- De 100 000 $ à 140 000 $ par an
- Temps plein
- Télétravail
- Vente
- Anglais
- Baccalauréat
- Régimes de participation aux bénéfices
- Bourses d'Études
Associate Financial Advisor (Portuguese Speakers)
CIBC —Toronto, ON
- Fins de semaine au besoin
- Finance
- Développement commercial
- Services financiers
Personal Banker Trainee (Scarborough North, Ajax and Pickering)
TD Bank —Scarborough, ON
- De 52 700 $ à 74 400 $ par an
- Temps plein
- Microsoft Office
- Diplôme d'études secondaires
- Baccalauréat
- Congés payés
Financial Services Representative II
CIBC —Woodbridge, ON
- Temps plein
- Vente
- Services financiers
- Marketing
il y a 5 jours
Senior Financial Advisor
York Region —Newmarket, ON
- De 63,50 $ à 69,03 $ de l’heure
- 8 Heures
- Travail hybride
- Expérience en gestion
- Conception de systèmes
- Bases de données
- Assurance Dentaire
- Programme d'Aide aux Employés
il y a 8 jours
Universal Banker I
CIBC —Mississauga, ON
- Temps plein
- Vente
- Services financiers
- Marketing
Financial Advisor
Elite Private Wealth Ltd. —Richmond Hill, ON
- De 85 000 $ à 95 000 $ par an
- Temps plein
- Travail hybride
- Services financiers
- En présentiel
- Programmes de Bien-être
Postuler rapidement
il y a 13 jours
Consultant / Senior Consultant, Financial Crime Analytics
Deloitte —Toronto, ON
- De 84 000 $ à 126 000 $ par an
- Travail hybride
- SQL
- Services financiers
- Compétences en communication
il y a 2 jours
Financial Advisor/Financial Services Specialist (MFDA)
CIBC —Scarborough, ON
- Temps plein
- Vente
- Développement commercial
- Services financiers
Financial Planner - Wealth Management
BDO —Toronto, ON
- De 76 000 $ à 114 000 $ par an
- Temps plein
- Recherche
- Microsoft Office
- Esprit d'analyse
- Congés payés
il y a 2 jours
Financial Planner
TD Bank —Maple, ON
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Espagnol
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- Congés payés
Principal Consultant - Oracle Fusion Financials Cloud
Infosys —Toronto, ON
- De 102 474 $ à 147 835 $ par an
- Baccalauréat
- Déplacements à prévoir
- Agile
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Associate, Financial Planning
Canaccord Genuity Corp. —Oakville, ON
- De 135 000 $ à 200 000 $ par an
- Temps plein
- Microsoft Office
- Finance
- Capacités de présentation
Independent Financial Advisor
Rockbase Capital —Toronto, ON
- De 35 756,84 $ à 98 375,51 $ par an
- Temps partiel
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
il y a 2 jours
Bilingual Private Wealth Advisor
Staffinity Inc. —Toronto, ON
- De 50 000 $ à 55 000 $ par an
- Fins de semaine au besoin
- Logiciels de GRC/CRM
- Anglais
- Services financiers
- Assurance Dentaire
- Bourses d'Études
Postuler rapidement
Senior Financial Advisor - Sheppard & Midland, Scarborough, ON
Scotiabank —Toronto, ON
- Vente
- Service à la clientèle
- Services financiers
Portfolio Manager
The Successful Investor —North York, ON
- Temps plein
- Travail hybride
- Compétences informatiques
- Développement commercial
- Baccalauréat
- Assurance Dentaire
Postuler rapidement
Financial Reporting Consultant - US GAAP
Vaco LLC —Toronto, ON
- De 45 $ à 60 $ de l’heure
- Compétences rédactionnelles
- Recherche
- Comptabilité
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
il y a 2 jours
Vice President, Registered Plans & Estate Settlements
Canaccord Genuity Corp. —Toronto, ON
- De 130 000 $ à 140 000 $ par an
- Temps plein
- Service à la clientèle
- Microsoft Office
- Gestion d'équipe
il y a 12 jours

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial advisor (concord, on)

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Associate, Financial Planning (13 Month Contract)

Canaccord Genuity Corp.
Toronto, ON

Postuler dès maintenant

Détails du poste

Temps plein

Compétences

Microsoft Powerpoint
Microsoft Word
Tenue de dossiers
Expérience en soutien administratif
Finance
Expérience administrative
CFP
Pipeline de ventes
Saisie de données
Sens de l'organisation
Compétences en communication
Interaction avec les clients

Description complète du poste

Salary Range: $60,000 - $85,000

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to support our Wealth & Estate Planning Specialists in Toronto and Montreal. This is a 13 month contract with potential for extension.

Responsibilities:

Create financial plans as requested by the Wealth & Estate Planning Specialists;
Provide detailed and meticulous administrative support to the Wealth & Estate Planning Specialists;
Input a wide variety of client data onto our system in a timely and efficient manner and upload data & documents into our internal system, Conquest, Propel and various Insurance Company software;
Provide client life and living benefits illustrations;
Prepare insurance application for clients;
Complete all record keeping functions with attention to detail and accuracy, ensuring all audit requirements are being met;
Populate detailed monthly pipeline for Sales, Revenue and Client Planning;
Follow-up with client calls and perform other necessary client outreach as required;
Attend team meetings and assist with projects as required.

Provide Investment Advisors with ongoing supplemental support on our Financial Planning software, Conquest;
Provide support to Wealth & Estate Planning Specialists during Investment Advisor team group training sessions or one on one sessions.
Provide support to Insurance Licensed Advisory teams as needed;
Assist in larger team ongoing improvement projects as required.

Skills & Qualifications:

Completion of the Qualified Associate Financial Planner Certificate;
1-3 years of similar or related administrative experience;
Knowledge of the Wealth and Estate Planning industry an asset;
Experience in life and living benefits insurance is an asset;
Excellent communication and interpersonal skills;
Excellent organizational skills, with a strong attention to detail;
Demonstrated ability to multi-task and meet deadlines;
Ability to work independently and effectively with Investment Advisors, clients and colleagues;
Demonstrated ability to take initiative and utilize resources provided autonomously;
Insurance license is an asset;
Previous NaviPlan/Conquest software experience would be an asset;
Intermediate to advanced computer skills: good working knowledge of Microsoft Office (Word, Excel, PowerPoint).
Working towards CFP.

#LI-VP1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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Affinez votre recherche

financial advisor emplois - concord, on

Associate, Financial Planning (13 Month Contract)

Senior Financial Advisor - Centerpoint Mall, North York, ON

Banking Advisor

Financial Advisor - Yonge & Wellesley (37.5 hours/week)

Tangerine Advisor

Banking Advisor - Vaughan

Wealth Advisor/Financial Planner

Associate Financial Advisor (Portuguese Speakers)

Personal Banker Trainee (Scarborough North, Ajax and Pickering)

Financial Services Representative II

Senior Financial Advisor

Universal Banker I

Financial Advisor

Consultant / Senior Consultant, Financial Crime Analytics

Financial Advisor/Financial Services Specialist (MFDA)

Financial Planner - Wealth Management

Financial Planner

Principal Consultant - Oracle Fusion Financials Cloud

Associate, Financial Planning

Independent Financial Advisor

Bilingual Private Wealth Advisor

Senior Financial Advisor - Sheppard & Midland, Scarborough, ON

Portfolio Manager

Financial Reporting Consultant - US GAAP

Vice President, Registered Plans & Estate Settlements

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial advisor (concord, on)

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