Financial Analyst

4 weeks ago

Oakville, Canada Imploy Full time

Financial Analyst - Wealth Management


Industry: Financial Services & Consulting

Employment Type: Full-time, In-Person

Reports To: Manager, Advisory Services & Divisional Partner

Department: Wealth Management

Location: Oakville, Ontario, Canada


Company Overview:

At our company, we're driven by an entrepreneurial spirit that fuels our commitment to achieving optimal outcomes for both our team and clients. Our culture is centered around:

  • Customer Service Excellence
  • Innovation and Empowerment
  • Power-Driven Initiatives
  • Task-Oriented Approach
  • Honesty and Accountability

Our Wealth Management division offers a spectrum of business and financial advisory services. Leveraging our skills and those of our investment partners, we assist clients in optimizing income opportunities across private lending, public equities markets, and real estate projects with flexible returns.


Position Summary:

We are currently seeking a highly motivated Financial Analyst to join our Wealth Management division. In this role, you will play a crucial part in supporting our team to meet client needs and overall objectives. We're looking for candidates who possess an analytical mindset and can offer innovative solutions to complex financial challenges.


Key Responsibilities:

  • Conduct financial statement analysis for client projects.
  • Develop business and financial models to address client needs and internal projects.
  • Support the team with research tasks including equities, projects, and potential opportunities.
  • Periodically follow up on client needs and participate in the execution of financing deals and client presentations.
  • Provide daily updates on corporate client relationship management software.
  • Assist in office management services and support other intercompany initiatives.


Competencies:

  • Minimum of 2 years of relevant work experience.
  • Passionate about adding value to clients.
  • Strong academic track record.
  • Genuine interest in finance and the wealth management industry.
  • Positive attitude and a strong desire to learn.
  • Excellent communication skills, both verbal and written.
  • Proficient in Microsoft Excel and PowerPoint.


Education Requirements:

  • Bachelor’s degree in Finance, Accounting, Economics, or Business preferred. Candidates with other degrees demonstrating strong teamwork abilities are also welcome to apply.



Note:

This position requires physical attendance at our Oakville office; remote work arrangements are not available.

If you're seeking a challenging yet rewarding opportunity in the financial services industry, we encourage you to apply and join our team dedicated to excellence in Wealth Management.

  • Financial Analyst

    3 weeks ago

    Oakville, Canada Imploy Full time

    Financial Analyst - Wealth Management Industry: Financial Services & Consulting Employment Type: Full-time, In-Person Reports To: Manager, Advisory Services & Divisional Partner Department: Wealth Management Location: Oakville, Ontario, Canada Company Overview: At our company, we're driven by an entrepreneurial spirit that fuels our commitment to achieving...

  • Financial Analyst

    1 day ago

    Oakville, Canada Caivan Development Corporation Full time

    Join our team as a** Financial Analyst (GTA) **and play a pivotal role in supporting our residential and development projects. As a key member of our finance team, the **Financial Analyst (GTA) **is responsible for providing financial analysis, support, and control to various business functions for residential and development industry. The Financial Analyst...

  • Financial Analyst

    3 days ago

    Oakville, Canada CT Corporation Full time

    **What you’ll do** The Financial Analyst will play a key role within a dynamic accounting team focused on an efficient and effective Accounting function which uses common information sources and practices, reduces ongoing costs, increases service level performance and minimizes risk. The incumbent will analyze the output of how others have recorded data...

  • Financial Analyst Summer Student

    4 weeks ago

    Oakville, Canada Dufferin Concrete - A CRH Company Full time

    **DELIVER CONCRETE RESULTS - JOIN THE DUFFERIN CONCRETE TEAM AT CRH CANADA** **WE ARE HIRING A FINANCIAL ANALYST SUMMER STUDENT!!** **JOIN THE GLOBAL LEADER IN CONSTRUCTION FOR A REWARDING CAREER** **Position**:Financial Analyst** **Summer Student **Location**:Oakville, ON **Placement Term**:4 months **Expected Start Date**:May 2024 Reporting to...

  • Financial Analyst

    3 days ago

    Oakville, Canada Caivan Development Corporation Full time

    Caivan Communities is a land development and home building company currently developing over 30 projects across Ontario. **Company Mission**: Excellence in community development and home building through efficiency, optimization, and innovation. **Company Values**: **Grit**: A team who perseveres, is resilient, and has the stamina and courage to commit to...

  • Financial Analyst Summer Student

    4 weeks ago

    Oakville, Canada CRH Canada Full time

    DELIVER CONCRETE RESULTS - JOIN THE DUFFERIN CONCRETE TEAM AT CRH CANADA WE ARE HIRING A FINANCIAL ANALYST SUMMER STUDENT!! JOIN THE GLOBAL LEADER IN CONSTRUCTION FOR A REWARDING CAREER **Position**: Financial Analyst Summer Student **Location**: Oakville, ON **Placement Term**: 4 months **Expected Start Date**: May 2024 **Job Description**: Reporting...

  • Financial Analyst

    4 weeks ago

    Oakville, Canada CSI Leasing, Inc. Full time

    Financial Analyst As one of the largest independent leasing specialists in the world, CSI employees work to provide our customers with superior service and intelligent solutions. We are their resource, not only for financial solutions, but for help with asset management, end-of-life data security, disposal and more - all on a global scale. CSI has been...

  • Financial Analyst Summer Student

    6 days ago

    Oakville, Canada CRH Full time

    DELIVER CONCRETE RESULTS - JOIN THE DUFFERIN CONCRETE TEAM AT CRH CANADAWE ARE HIRING A FINANCIAL ANALYST SUMMER STUDENT!!JOIN THE GLOBAL LEADER IN CONSTRUCTION FOR A REWARDING CAREERPosition:Financial AnalystSummer StudentLocation:Oakville, ONPlacement Term:4 monthsExpected Start Date: May 2024Job DescriptionReporting to Finance Controller, the Financial...

  • Financial Analyst Summer Student

    6 days ago

    Oakville, Canada CRH Full time

    DELIVER CONCRETE RESULTS - JOIN THE DUFFERIN CONCRETE TEAM AT CRH CANADAWE ARE HIRING A FINANCIAL ANALYST SUMMER STUDENT!!JOIN THE GLOBAL LEADER IN CONSTRUCTION FOR A REWARDING CAREERPosition:Financial AnalystSummer StudentLocation:Oakville, ONPlacement Term:4 monthsExpected Start Date: May 2024Job DescriptionReporting to Finance Controller, the Financial...

  • Financial Analyst Summer Student

    6 days ago

    Oakville, Canada CRH Full time

    DELIVER CONCRETE RESULTS - JOIN THE DUFFERIN CONCRETE TEAM AT CRH CANADAWE ARE HIRING A FINANCIAL ANALYST SUMMER STUDENT!!JOIN THE GLOBAL LEADER IN CONSTRUCTION FOR A REWARDING CAREERPosition:Financial AnalystSummer StudentLocation:Oakville, ONPlacement Term:4 monthsExpected Start Date: May 2024Job DescriptionReporting to Finance Controller, the Financial...

  • Financial Analyst Summer Student

    4 weeks ago

    Oakville, Ontario, Canada CRH Full time

    DELIVER CONCRETE RESULTS - JOIN THE DUFFERIN CONCRETE TEAM AT CRH CANADA WE ARE HIRING A FINANCIAL ANALYST SUMMER STUDENT JOIN THE GLOBAL LEADER IN CONSTRUCTION FOR A REWARDING CAREER Position: Financial Analyst Summer Student Location: Oakville, ONPlacement Term: 4 monthsExpected Start Date: May 2024 Job Description Reporting to Finance Controller, the...

  • Financial Analyst Summer Student

    4 weeks ago

    Oakville, Ontario, Canada CRH Canada Full time

    DELIVER CONCRETE RESULTS - JOIN THE DUFFERIN CONCRETE TEAM AT CRH CANADA WE ARE HIRING A FINANCIAL ANALYST SUMMER STUDENT JOIN THE GLOBAL LEADER IN CONSTRUCTION FOR A REWARDING CAREER Position: Financial Analyst Summer Student Location: Oakville, ON Placement Term: 4 months Expected Start Date: May 2024 Job Description Reporting to Finance Controller,...

  • Financial Analyst Summer Student

    3 weeks ago

    Oakville, Ontario, Canada CRH Canada Full time

    DELIVER CONCRETE RESULTS - JOIN THE DUFFERIN CONCRETE TEAM AT CRH CANADA WE ARE HIRING A FINANCIAL ANALYST SUMMER STUDENT JOIN THE GLOBAL LEADER IN CONSTRUCTION FOR A REWARDING CAREER Position: Financial Analyst Summer Student Location: Oakville, ONPlacement Term: 4 months Expected Start Date: May 2024 Job Description Reporting to Finance Controller,...

  • Financial Analyst

    1 week ago

    Oakville, Canada Dufferin Construction - A CRH Company Full time

    Job ID: 476604 Work Type: Contract **It is a great time to join the CRH Canada team! CRH Canada is going through an exciting business transformation which demands first-class Talent Management support to drive results.** **We are building a world - class team. Make your mark!** **You will be a successful addition to our team if you look at change as an...

  • Financial Analyst

    4 weeks ago

    Oakville, Ontario, Halton, Canada Imploy Full time

    Financial Analyst - Wealth ManagementIndustry: Financial Services & ConsultingEmployment Type: Full-time, In-PersonReports To: Manager, Advisory Services & Divisional PartnerDepartment: Wealth ManagementLocation: Oakville, Ontario, CanadaCompany Overview:At our company, we're driven by an entrepreneurial spirit that fuels our commitment to achieving...

  • Financial Analyst

    2 weeks ago

    Oakville, Canada HUB International Full time

    ABOUT USAt HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. Hiinte0023753 As a global firm, we offer employees...

  • Financial Analyst

    2 weeks ago

    Oakville, Canada HUB International Full time

    ABOUT US At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. Hiinte0023753 As a global firm, we offer employees...

  • Financial Analyst

    2 weeks ago

    Oakville, Canada HUB International Full time

    ABOUT USAt HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. Hiinte0023753 As a global firm, we offer employees...

  • Senior Financial Analyst

    3 weeks ago

    Oakville, Canada Geotab Full time

    Who we are:Geotab ® is a global leader in IoT and connected transportation and certified “Great Place to Work™.” We are a company of diverse and talented individuals who work together to help businesses grow and succeed, and increase the safety and sustainability of our communities.Geotab is advancing security, connecting commercial vehicles to the...

  • Financial Analyst Summer Student

    4 weeks ago

    Oakville, Canada Dufferin Construction - A CRH Company Full time

    Job ID: 496246 Work Type: Internship **It is a great time to join the CRH Canada team! CRH Canada is going through an exciting business transformation which demands first-class Talent Management support to drive results.** **We are building a world - class team. Make your mark!** **You will be a successful addition to our team if you look at change as an...