25 meilleures offres (banking development program, hamilton, 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
Associate Investment Advisor
Canaccord Genuity Corp. —Oakville, ON
- De 135 000 $ à 200 000 $ par an
- Temps plein
- Microsoft Office
- Développement commercial
- Capacités de présentation
Banking Advisor Intern
Royal Bank of Canada —Hamilton, ON
- Temps plein
- Vente
- Compétences en informatique
- Services financiers
il y a 11 jours
Canadian Commercial Banking Associate
TD Bank —Burlington, ON
- De 69 700 $ à 98 400 $ par an
- Temps plein
- Vente
- Maîtrise
- Baccalauréat
- Congés payés
il y a 2 jours
Financial Services Representative - Full Time - 12 Month Contract
Meridian Credit Union —Hamilton, ON
- De 50 000 $ à 58 000 $ par an
- Fins de semaine au besoin
- Vente
- Développement commercial
- Esprit d'analyse
- Bourses d'Études
- Congés payés
il y a 12 jours
Financial Services Representative - Full Time
Meridian Credit Union —Ancaster, ON
- De 50 000 $ à 58 000 $ par an
- Fins de semaine au besoin
- Vente
- Développement commercial
- Esprit d'analyse
- Bourses d'Études
- Congés payés
il y a 3 jours
Home Advisor, RBC Advice Centre
Royal Bank of Canada —Mississauga, ON
- Fins de semaine au besoin
- Recherche
- Compétences en informatique
- Services financiers
Banking advisor
National Bank of Canada —Kitchener, ON
- De 55 200 $ à 66 900 $ par an
- Temps plein
- Anglais
- Esprit d'analyse
- Services financiers
- Programmes de Bien-être
- Programme d'Aide aux Employés
Wealth Associate
National Bank of Canada —Ancaster, ON
- Temps plein
- Anglais
- Microsoft Office
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
Associate Relationship Manager - Business Banking
CIBC —Hamilton, ON
- Temps plein
- Recherche
- Finance
- Développement commercial
il y a 3 jours
Client Advisor Intern
Royal Bank of Canada —Burlington, ON
- Temps partiel
- Service à la clientèle
- Compétences en informatique
- Services financiers
il y a 2 jours
Client Advisor
Royal Bank of Canada —Hamilton, ON
- Temps plein
- Service à la clientèle
- Compétences en informatique
- Services financiers
il y a 9 jours
Operations Analyst
CI Financial —Burlington, ON
- De 55 000 $ à 95 000 $ par an
- Temps plein
- Microsoft Excel
- Amélioration continue
- Services financiers
- Jours fériés payés
- Assurance Invalidité
il y a 10 jours
Banking Relationship Sales Representative (Small Business Solutions)
ADP —Mississauga, ON
- De 63 500 $ à 113 500 $ par an
- Temps plein
- Travail hybride
- Diplôme d'études secondaires
- Développement commercial
- Intelligence artificielle
- Programmes de Bien-être
- Assurance Invalidité
il y a 8 jours
Project Coordinator
Septodont —Cambridge, ON
- 70 900 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Sens de l'organisation
- Programme d'Aide aux Employés
Financial Planner Trainee
Royal Bank of Canada —Hamilton, ON
- Temps plein
- Développement commercial
- Services financiers
Business Advisor- Regional Opportunities (Hamilton Region)
Scotiabank —Hamilton, ON
- Service à la clientèle
- Développement commercial
- Diplôme universitaire non requis
il y a 3 jours
Account Manager
Jack Morton Worldwide —Oakville, ON
- De 250 000 $ à 500 000 $ par an
- Travail hybride
- Vente
- Microsoft Office
- Développement commercial
Postuler rapidement
Audit and Compliance Officer - TDEF
TD Bank —Burlington, ON
- De 52 700 $ à 74 400 $ par an
- Temps plein
- Service à la clientèle
- Microsoft Office
- Compétences en communication
- Congés payés
il y a 5 jours
Investment Development Specialist
National Bank of Canada —Kitchener, ON
- Temps plein
- Travail hybride
- Anglais
- Finance
- Maîtrise
- Programmes de Bien-être
- Programme d'Aide aux Employés
Relationship Manager, Business Banking
CIBC —Hamilton, ON
- Temps plein
- Finance
- Développement commercial
- Baccalauréat
il y a 3 jours
Universal Banker I
CIBC —Mississauga, ON
- Temps plein
- Vente
- Services financiers
- Marketing
Senior Analyst, Business Compliance
CT Bank —Oakville, ON
- De 64 000 $ à 106 000 $ par an
- Temps plein
- Esprit d'analyse
- Services financiers
- Compétences en communication
Member Service Representative (Part-Time)
FirstOntario Credit Union —Hamilton, ON
- À partir de 24,32 $ de l’heure
- Temps partiel
- Microsoft Office
- Diplôme d'études secondaires
- Développement commercial
- Programme d'Aide aux Employés
Postuler rapidement
il y a 11 jours
Senior Member Experience Representative, Remote Banking
FirstOntario Credit Union —Hamilton, ON
- À partir de 29,20 $ de l’heure
- Temps plein
- Télétravail
- Logiciels de GRC/CRM
- Microsoft Office
- Développement commercial
- Programme d'Aide aux Employés
Postuler rapidement

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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 : banking development program (hamilton, on)

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