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

Associate, Financial Planning
Canaccord Genuity Corp. —Oakville, ON
- De 135 000 $ à 200 000 $ par an
- Temps plein
- Microsoft Office
- Finance
- Capacités de présentation
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CIBC —Burlington, ON
- Temps plein
- Vente
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Royal City Recruitment —Georgetown, ON
- De 60 000 $ à 75 000 $ par an
- Fins de semaine au besoin
- Développement commercial
- Services financiers
- Compétences en communication
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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
Financial Advisor Intern
Royal Bank of Canada —Milton, ON
- Temps plein
- Bilingue
- Vente
- Finance
Universal Banker I
CIBC —Mississauga, ON
- Temps plein
- Vente
- Services financiers
- Marketing
Associate Financial Advisor (Portuguese Speakers)
CIBC —Toronto, ON
- Fins de semaine au besoin
- Finance
- Développement commercial
- Services financiers
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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Sales Associate Advisor, Sales Manager, Insurance and Investments
Sun Life Financial, Trillium District —Burlington, ON
- Temps plein
- Anglais
- Développement commercial
- En présentiel
Postuler rapidement
Associate Wealth/Tax Advisor (CPA)
IA Private Wealth —Oakville, ON
- Fins de semaine au besoin
- Logiciels de GRC/CRM
- Microsoft Outlook
- Anglais
Postuler rapidement
il y a 1 jour
Associate, Financial Planning (13 Month Contract)
Canaccord Genuity Corp. —Toronto, ON
- De 60 000 $ à 85 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Finance
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 3 jours
FINANCIAL INVESTMENT ADVISOR - CAREER OPPORTUNITY FOR AN ENTREPRENEUR
Manulife Diligence Wealth Management —Etobicoke, ON
- De 29 000 $ à 250 000 $ par an
- Temps plein
- Ingénierie
- Développement commercial
- Baccalauréat
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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
Financial Reporting Consultant - US GAAP
Vaco LLC —Toronto, ON
- De 45 $ à 60 $ de l’heure
- Compétences rédactionnelles
- Recherche
- Comptabilité
- Assurance Dentaire
- Assurance Vision
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il y a 2 jours
Portfolio Manager
The Successful Investor —North York, ON
- Temps plein
- Travail hybride
- Compétences informatiques
- Développement commercial
- Baccalauréat
- Assurance Dentaire
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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
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Virtual Financial Advisor - Mississauga
Scotiabank —Mississauga, ON
Banking Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, or Russian)
Royal Bank of Canada —Richmond Hill, ON
- Temps plein
- Vente
- Compétences en informatique
- Services financiers
Financial Advisor - Regent Park, Toronto (37.5 hours/ week)
Scotiabank —Toronto, ON
- Temps plein
- Vente
- Service à la clientèle
il y a 5 jours
Tangerine Advisor
Tangerine Bank —Toronto, ON
- Anglais
- Recherche
- Diplôme d'études secondaires
Banking Advisor
National Bank of Canada —Richmond Hill, ON
- Temps partiel
- Anglais
- Compétences en informatique
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 14 jours
Tangerine Advisor, Growth
Tangerine Bank —Toronto, ON
- Anglais
- Développement commercial
- Services financiers
il y a 8 jours
Banking Advisor
National Bank of Canada —Richmond Hill, ON
- Temps plein
- Anglais
- Compétences en informatique
- Programmes de Bien-être
- Programme d'Aide aux Employés
Financial Advisor (Canada)
Scotiabank —Toronto, ON
- Vente
- Service à la clientèle
21 h

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Associate, Financial Planning

Canaccord Genuity Corp.
Oakville, ON

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Détails du poste

Temps plein

Avantages

Options d'Achats d'Actions

Compétences

Investissement
Planification fiscale
Développement des relations avec la clientèle
Expérience en conseil financier
Développement des relations avec la clientèle
Microsoft Office
Finance
CFP
Capacités de présentation
Gestion des risques
Programme de qualification en assurance de personnes (PQAP)
Services financiers
Consultation auprès de la clientèle
Partenariats stratégiques
Planification successorale
Compétences en communication
Interaction avec les clients

Description complète du poste

Salary Range: $135,000 - $200,000

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 providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We’re looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.

At CG, we believe 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 Associate, Financial Planning to join the MacInnes Group in our Oakville office. Led by William MacInnes, Senior Wealth Advisor and Portfolio Manager, the MacInnes Group focuses on supporting the wealth management needs of exceptionally accomplished entrepreneurs, private investors, and their families. This is a great opportunity for an Associate looking to grow and support a Wealth Management team in establishing and maintaining strong client relationships.

Responsibilities:

Design and deliver customized, comprehensive wealth plans that integrate financial, investment, retirement, tax, risk management, and estate planning.
Provide strategic guidance on complex planning needs such as holding companies, stock options, individual pension plans, retirement compensation arrangements, charitable giving, and intergenerational wealth transfer.
Analyze clients’ unique tax profiles and incorporate advanced long-term tax planning strategies.
Present planning concepts and fee-based investment solutions confidently to clients and internal partners.
Maintain strong, ongoing client relationships within a team-based advisory structure.
Drive business growth by promoting holistic planning and fostering internal and external partnerships.
Embrace challenges proactively, seeking continuous learning and growth opportunities to enhance client outcomes.
Uphold high ethical standards with humility by remaining open to feedback and ongoing professional development.

Skills & Qualifications:

4 to 7 years of financial planning, wealth management, and/or risk management experience.
Must hold or working towards Certified Financial Professional (CFP) designation.
Additional designations such as Chartered Life Underwriter (CLU), Family Enterprise Advisor (FEA), Certified Exit Planning Advisor (CEPA), and/or Trust and Estate Practitioner (TEPA) are asset.
Insurance industry knowledge or LLQP certification is an asset.
Excellent verbal and written communication skills with strong presentation skills.
Proven ability to network and cultivate strong partner relationships.
Demonstrated capacity to build trust and collaborate effectively within diverse teams.
Persistent and ambitious, with a commitment to high professional standards and meaningful goal achievement.
Intermediate to advanced computer skills: good working knowledge of MS Office programs.
Experience with Dataphile, Maximizer, Conquest and netx360 would be an asset.

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

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