financial advisor

4 months ago

Brampton, Canada CAPTURE ACCOUNTANTS LTD. Full time
  • Education:
  • Expérience: Education
  • Bachelor's degree
  • or equivalent experienceTasks
  • Advise on trust account investments
  • 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
  • Arrange for sale of financial products and investments
  • Underwrite new issues of stocks and bonds
  • Negotiate with corporations and government to determine the type and terms of new securities issue
  • Prepare offering prospectus for new issues of stocks and bonds
  • Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
  • Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
  • Assist in the planning and execution of financial statement auditsComputer and technology knowledge
  • Quick Books
  • MS OfficeArea of specialization
  • Financial planning
  • AccountingWork conditions and physical capabilities
  • Tight deadlines
  • Attention to detailPersonal suitability
  • Accurate
  • Efficient interpersonal skills
  • Excellent oral communication
  • OrganizedExperience
  • 1 year to less than 2 years
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 40 to 44 hours per week

  • Senior Financial Analyst

    3 weeks ago

    Brampton, Ontario, Canada financial-advisor Full time

    Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our financial team, you will be responsible for providing financial insights and analysis to support business decisions.Key Responsibilities:Develop and maintain financial models and forecasts to inform business strategyProvide financial...

  • Senior Financial Analyst

    3 weeks ago

    Brampton, Ontario, Canada financial-advisor Full time

    Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our financial team, you will be responsible for providing financial insights and analysis to support business decisions.Key Responsibilities:Develop and maintain financial models and forecasts to inform business strategyProvide financial...

  • Senior Financial Analyst

    2 weeks ago

    Brampton, Ontario, Canada financial-advisor Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our financial planning and analysis team, you will be responsible for providing financial insights and strategic recommendations to support business growth and decision-making.Key ResponsibilitiesDevelop and maintain financial models and forecasts to...

  • Senior Financial Analyst

    3 weeks ago

    Brampton, Ontario, Canada financial-advisor Full time

    Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our financial team, you will be responsible for providing financial insights and analysis to support business decisions.Key Responsibilities:Develop and maintain financial models and forecasts to inform business strategyProvide financial...

  • Senior Financial Analyst

    3 weeks ago

    Brampton, Ontario, Canada financial-advisor Full time

    Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our financial team, you will be responsible for providing financial insights and analysis to support business decisions.Key Responsibilities:Develop and maintain financial models and forecasts to inform business strategyProvide financial...

  • Senior Financial Analyst

    4 weeks ago

    Brampton, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our financial advisory team, you will be responsible for analyzing and reporting on financial performance, identifying areas for improvement, and providing strategic recommendations to drive business growth.Key ResponsibilitiesDevelop and maintain...

  • Senior Financial Analyst

    4 weeks ago

    Brampton, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our financial advisory team, you will be responsible for analyzing and reporting on financial performance, identifying areas for improvement, and providing strategic recommendations to drive business growth.Key ResponsibilitiesDevelop and maintain...

  • Senior Financial Accountant

    1 month ago

    Brampton, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly skilled Senior Financial Accountant to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy and timeliness of our financial reporting.Key ResponsibilitiesPerform month-end account reconciliations and investigate and resolve any discrepancies.Prepare and review...

  • Senior Financial Accountant

    1 month ago

    Brampton, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly skilled Senior Financial Accountant to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy and timeliness of our financial reporting.Key ResponsibilitiesPerform month-end account reconciliations and investigate and resolve any discrepancies.Prepare and review...

  • Senior Financial Analyst

    3 weeks ago

    Brampton, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for leading the month-end close activities and treasury functions.Key ResponsibilitiesLead the month-end close activities, including coordination and communication with multiple business partnersPerform...

  • Senior Financial Analyst

    3 weeks ago

    Brampton, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for leading the month-end close activities and treasury functions.Key ResponsibilitiesLead the month-end close activities, including coordination and communication with multiple business partnersPerform...

  • Financial Services Advisor

    4 weeks ago

    Brampton, Ontario, Canada LendX Financial Inc. Full time

    Job SummaryLendX Financial Inc. is seeking a skilled Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing expert advice to clients on financial matters related to business expansion, debt management, and investment.Key ResponsibilitiesApplication Review and Approval: Review and approve or reject...

  • Financial Services Advisor

    2 months ago

    Brampton, Ontario, Canada LendX Financial Inc. Full time

    Job SummaryLendX Financial Inc. is seeking a skilled Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing expert advice to clients on financial matters related to business expansion, debt management, and investment.Key ResponsibilitiesApplication Review and Approval: Review and approve or reject...

  • Financial Services Advisor

    3 weeks ago

    Brampton, Ontario, Canada LendX Financial Inc. Full time

    Job Title: Financial Services AdvisorLendX Financial Inc. is seeking a highly skilled Financial Services Advisor to join our team. As a key member of our lending team, you will be responsible for providing exceptional customer service and expertise in financial services to our clients.Key Responsibilities:Approve or reject loan applications, or recommend...

  • Financial Services Advisor

    1 week ago

    Brampton, Ontario, Canada LendX Financial Inc. Full time

    LendX Financial Inc. is seeking a skilled Financial Services Advisor to join our team. As a key member of our lending department, you will be responsible for approving or rejecting loan applications, assisting clients in achieving their financial objectives, and providing exceptional customer service.Key Responsibilities:Approve or reject loan applications...

  • Loans Advisor

    1 week ago

    Brampton, Ontario, Canada LendX Financial Inc. Full time

    Job Summary: We are seeking a skilled Loans Advisor to join our team at LendX Financial Inc. As a Loans Advisor, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation.Key Responsibilities:Approve or reject loan applications based on client...

  • Loans Advisor

    1 week ago

    Brampton, Ontario, Canada LendX Financial Inc. Full time

    Job Summary: We are seeking a skilled Loans Advisor to join our team at LendX Financial Inc. As a Loans Advisor, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation.Key Responsibilities:Approve or reject loan applications based on client...

  • Senior Commercial Insurance Advisor, Western Financial Group

    2 days ago

    Brampton, Ontario, Canada Western Financial Group Full time

    Role OverviewAs a Senior IA, Commercial Lines at Western Financial Group, you will play a key role in supporting the Account Executive in the administration of their commercial book of business.Assist the Account Executive in meeting and exceeding their sales and retention targets.Develop and present innovative coverage solutions to support our clients'...

  • Senior Financial Advisor

    1 month ago

    Brampton, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Unlock Your Potential as a Senior Financial AdvisorJoin the Canadian Imperial Bank of Commerce team as a Senior Financial Advisor and take your career to the next level. As a key member of our Personal and Business Banking Team, you will be responsible for managing and growing a dedicated client portfolio through key relationship management, creating...

  • Senior Financial Advisor

    1 month ago

    Brampton, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Unlock Your Potential as a Senior Financial AdvisorJoin the Canadian Imperial Bank of Commerce team as a Senior Financial Advisor and take your career to the next level. As a key member of our Personal and Business Banking Team, you will be responsible for managing and growing a dedicated client portfolio through key relationship management, creating...