Current jobs related to Financial Consultant - Scarborough Village, Ontario - JSM Investments

  • Senior Financial Consultant

    23 hours ago

    Scarborough Village, Ontario, Canada Scotiabank Full time

    About the RoleSenior Financial AdvisorAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking, wealth management, and private banking.Your Key...

  • Senior Financial Consultant

    10 hours ago

    Scarborough Village, Ontario, Canada Scotiabank Full time

    About the RoleSenior Financial AdvisorAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking, wealth management, and private banking.Your Key...

  • Senior Financial Consultant

    13 hours ago

    Scarborough Village, Ontario, Canada Scotiabank Full time

    About the RoleSenior Financial AdvisorAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking, wealth management, and private banking.Your Key...

  • Financial Accountant

    3 weeks ago

    Scarborough Village, Ontario, Canada Human Capital Department Full time

    Job DescriptionWe are seeking a highly skilled Financial Accountant to join our Human Capital Department. As a key member of our team, you will be responsible for providing financial expertise and support to ensure the smooth operation of our business.Key Responsibilities:Perform full cycle accounting duties, including customer billing and vendor invoicing,...

  • Financial Accountant

    3 weeks ago

    Scarborough Village, Ontario, Canada Human Capital Department Full time

    Job DescriptionWe are seeking a highly skilled Financial Accountant to join our Human Capital Department. As a key member of our team, you will be responsible for providing financial expertise and support to ensure the smooth operation of our business.Key Responsibilities:Perform full cycle accounting duties, including customer billing and vendor invoicing,...

  • Financial Accountant

    2 weeks ago

    Scarborough Village, Ontario, Canada Human Capital Department Full time

    Job Summary:We are seeking a highly skilled and experienced Financial Accountant to join our Human Capital Department. As a key member of our team, you will be responsible for providing financial expertise and support to ensure the smooth operation of our business.Key Responsibilities:Perform full cycle accounting duties, including customer billing and...

  • Financial Accountant

    2 weeks ago

    Scarborough Village, Ontario, Canada Human Capital Department Full time

    Job Summary:We are seeking a highly skilled and experienced Financial Accountant to join our Human Capital Department. As a key member of our team, you will be responsible for providing financial expertise and support to ensure the smooth operation of our business.Key Responsibilities:Perform full cycle accounting duties, including customer billing and...

  • Financial Accountant

    2 weeks ago

    Scarborough Village, Ontario, Canada Human Capital Department Full time

    Job Summary:We are seeking a highly skilled and experienced Financial Accountant to join our Human Capital Department. As a key member of our team, you will be responsible for providing financial expertise and support to ensure the smooth operation of our business.Key Responsibilities:Perform full cycle accounting duties, including customer billing and...

  • Program Manager

    4 days ago

    Scarborough Village, Ontario, Canada BMO Financial Group Full time

    Program Manager OpportunityBMO Financial Group is seeking a highly skilled Program Manager to join our Canadian Commercial Banking team on a 12-month contract.This is a unique opportunity to oversee several project-based teams and provide guidance as needed. As a Program Manager, you will be responsible for fostering a culture aligned to purpose, values, and...

  • Program Manager

    3 days ago

    Scarborough Village, Ontario, Canada BMO Financial Group Full time

    Program Manager OpportunityBMO Financial Group is seeking a highly skilled Program Manager to join our Canadian Commercial Banking team on a 12-month contract.This is a unique opportunity to oversee several project-based teams and provide guidance as needed. As a Program Manager, you will be responsible for fostering a culture aligned to purpose, values, and...

  • Program Manager

    4 days ago

    Scarborough Village, Ontario, Canada BMO Financial Group Full time

    Program Manager Job DescriptionBMO Financial Group is seeking a highly skilled Program Manager to join our Canadian Commercial Banking team on a 12-month contract.The successful candidate will oversee several project-based teams, providing guidance and support as needed. Key responsibilities include:Fostering a culture aligned to purpose, values, and...

  • Program Manager

    4 days ago

    Scarborough Village, Ontario, Canada BMO Financial Group Full time

    Program Manager Job DescriptionBMO Financial Group is seeking a highly skilled Program Manager to join our Canadian Commercial Banking team on a 12-month contract.The successful candidate will oversee several project-based teams, providing guidance and support as needed. Key responsibilities include:Fostering a culture aligned to purpose, values, and...

  • Senior Regional Sales Consultant

    2 weeks ago

    Scarborough Village, Ontario, Canada Co-operators Full time

    About the OpportunityWe are a leading Canadian financial services co-operative, committed to being a catalyst for a sustainable and resilient society.Job SummaryAs a Senior Regional Sales Consultant - Individual Life Wholesaler, you will play a key role in driving business growth and delivering exceptional customer experiences.Key ResponsibilitiesDevelop and...

  • Senior Regional Sales Consultant

    2 weeks ago

    Scarborough Village, Ontario, Canada Co-operators Full time

    About the OpportunityWe are a leading Canadian financial services co-operative, committed to being a catalyst for a sustainable and resilient society.Job SummaryAs a Senior Regional Sales Consultant - Individual Life Wholesaler, you will play a key role in driving business growth and delivering exceptional customer experiences.Key ResponsibilitiesDevelop and...

  • Senior Regional Sales Consultant

    1 week ago

    Scarborough Village, Ontario, Canada Co-operators Full time

    Company: Co-operators **Department:** Group Markets Distribution **Employment Type:** Regular Full-Time **Work Model:** Remote **Language:** This role operates in English. **The Opportunity:** We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is dedicated to...

  • Senior Regional Sales Consultant

    7 days ago

    Scarborough Village, Ontario, Canada Co-operators Full time

    Company: Co-operators **Department:** Group Markets Distribution **Employment Type:** Regular Full-Time **Work Model:** Remote **Language:** This role operates in English. **The Opportunity:** We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is dedicated to...

  • Business Development Consultant

    2 weeks ago

    Scarborough Village, Ontario, Canada Capco Full time

    About CapcoCapco is a unique and dynamic organization that offers a distinct work environment. Our team of passionate business and technology professionals are actively encouraged to participate in the global financial services industry.Our ApproachWe take a proactive approach to understanding the needs of our clients and partners.We leverage our expertise...

  • Business Development Consultant

    2 weeks ago

    Scarborough Village, Ontario, Canada Capco Full time

    About CapcoCapco is a unique and dynamic organization that offers a distinct work environment. Our team of passionate business and technology professionals are actively encouraged to participate in the global financial services industry.Our ApproachWe take a proactive approach to understanding the needs of our clients and partners.We leverage our expertise...

  • Capco Career Opportunities

    7 days ago

    Scarborough Village, Ontario, Canada Capco Full time

    About CapcoCapco is a unique and dynamic company that offers a distinct work environment. Our professionals are actively encouraged to participate in the global financial services industry, making us more than just consultants.Our Business and Technology ProfessionalsWe have a team of passionate business and technology professionals who enjoy a collaborative...

  • Capco Career Opportunities

    1 week ago

    Scarborough Village, Ontario, Canada Capco Full time

    About CapcoCapco is a unique and dynamic company that offers a distinct work environment. Our professionals are actively encouraged to participate in the global financial services industry, making us more than just consultants.Our Business and Technology ProfessionalsWe have a team of passionate business and technology professionals who enjoy a collaborative...

Financial Consultant

3 months ago

Scarborough Village, Ontario, Canada JSM Investments Full time

Work Term:
Temporary

  • Work Language: Bilingual
  • Hours: 40 hours per week
  • Education: Bachelor's degree
  • Experience: 5 years or more
  • Small business administration/management
  • Finance, general
- or equivalent experience

Asset languages:

  • Hindi
  • Urdu
  • Panjabi; Punjabi

Work setting:

  • Financial services industry

Tasks:

  • Identify clients' financial goals and objectives
  • Analyze clients' financial records
  • Develop financial plans for clients
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
  • Assist in the planning and execution of financial statement audits

Computer and technology knowledge:

  • Quick Books
  • Desktop publishing software
  • MS Office

Area of work experience:

  • Mutual funds
  • Software development

Area of specialization:

  • Financial planning
  • Financial examination
  • Trust and estate administration
  • Financial technology
  • Investigation
  • Trading
  • Wealth management

Security and safety:

  • Criminal record check

Work conditions and physical capabilities:

  • Fastpaced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail
  • Large caseload

Personal suitability:

  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Interpersonal awareness
  • Judgement
  • Organized
  • Team player
  • Due diligence

Screening questions:

  • Are you available for shift or oncall work?
  • Are you available for the advertised start date?
  • Are you currently a student?
  • Are you currently legally able to work in Canada?
  • Are you willing to relocate for this position?
  • Do you currently reside in proximity to the advertised location?
  • Do you have previous experience in this field of employment?
  • Do you have the aboveindicated required certifications?
  • Do you have the necessary equipment for remote work (i.e. internet, home office, etc.)?
  • What is the highest level of study you have completed?
  • What is your current field of study?
  • What is your current level of study?

Workplace information:

  • Remote work available