Investment Consultant
4 weeks ago
Education: Bachelor's degree
- Experience: 3 years to less than 5 years
- or equivalent experience
**Tasks**:
- Collect financial and investment information about companies, stocks, bonds and other investments
- Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
- Advise on and participate in the financial aspects of contracts and calls for tender
- Analyze investment projects
- Assist in preparing operating and investment budgets
- Develop, implement and use tools for managing and analyzing financial portfolio
- Evaluate financial risk, prepare financial forecasts, financing scenarios and other documents concerning capital management
- Plan short
- and long-term cash flows and assess financial performance
- Prepare a regular risk profile for debt portfolios
**Computer and technology knowledge**:
- MS Office
**Work conditions and physical capabilities**:
- Work under pressure
- Tight deadlines
- Attention to detail
**Personal suitability**:
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Flexibility
- Judgement
- Organized
- Reliability
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 40 hours per week
-
Investment Consultant
2 weeks ago
Scarborough Village, Ontario, Canada ADD CANADA TORONTO INC Full timeEducation: Bachelor's degree Experience: 3 years to less than 5 years- or equivalent experienceTasks: Collect financial and investment information about companies, stocks, bonds and other investments Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence Advise on and participate in the financial aspects of...
-
SAM-MF Investment Field Consultant
2 weeks ago
Scarborough Village, Ontario, Canada Scotiabank Full timeRequisition ID: 201032Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Scotia Securities Inc, Mutual Funds (SAM-MF) Investment Field Consultants, you will contribute to the success of Scotia Asset Management by executing sales strategies with
-
SAM-MF Investment Field Consultant
3 weeks ago
Scarborough, Canada Scotiabank Full timeRequisition ID: 201032Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Scotia Securities Inc, Mutual Funds (SAM-MF) Investment Field Consultants, you will contribute to the success of Scotia Asset Management by executing sales strategies with
-
Financial Planning Consultant
4 weeks ago
Scarborough, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Planning Consultant
3 months ago
Scarborough, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Rfp - Facilitation Consultant
1 week ago
Scarborough, Canada Centre for Inclusive Economic Opportunity, Golden Mile (CIEO) Full time**Request for Proposal**: Consultant to facilitate a full-day Board Retreat in April 2024 for the Centre for Inclusive Economic Opportunity, Golden Mile (CIEO). **Background** CIEO was founded in 2020 by 10 community organizations to expand economic opportunities for residents of the Greater Golden Mile (GGM) area of Toronto. It builds on the Inclusive...
-
Case Processing Officer
4 weeks ago
Scarborough, Canada Global Immigration and Investment Services Full time**Job Summary** Global Immigration & Investment Services is an immigration consulting firm. With the help of our qualified team, we focus on bringing individuals who want to live a quality lifestyle in Canada. Together, we focus on finding value across boundaries, develop visions to act on, and energize teams to sustain success. **Job Type /...
-
Strategy and Transformation Consultant
4 weeks ago
Scarborough, Canada Array Marketing Full timeAt Array Marketing, we are on a transformation journey to build upon our 40-years of experience designing, engineering and developing retail environment and merchandising solutions for global retail partners like Estee Lauder, Sephora and Samsung to name a few. **Who we need** We are looking for a Consultant of Strategy and Transformation to work alongside...
-
Senior Business Consultant
3 weeks ago
Scarborough, Canada the Ladders Full timeWho we are For over 50 years, we have worked closely with investment and asset managers to become the world's leading provider of integrated investment management solutions. We are 2,800+ colleagues with a broad range of nationalities, educations, professional experiences, ages, and backgrounds in g
-
User Support Technician
4 weeks ago
Scarborough, Canada SAZAN INVESTMENT SERVICES LTD. Full timeEducation: Bachelor's degree - Experience: 1 year to less than 2 years **Work setting**: - Consulting firm **Tasks**: - Communicate electronically and in person with computer users experiencing difficulties to determine and document problems experienced - Consult user guides, technical manuals and other documents to research and implement solutions -...
-
Financial Consultant
4 weeks ago
Scarborough, Canada INDOCAN STUDY INC Full timeEducation: Bachelor's degree - Experience: 3 years to less than 5 years - Business administration and management, general **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Arrange for sale of financial products and investments **Work conditions and physical...
-
Retail Sales Consultant Part Time
4 weeks ago
Scarborough, Canada Moores Full time**Job Description**: **Retail Sales Associate** **We invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of belonging. We help people confidently express their true selves so they can be their best.** **We Have Immediate Openings - Start Right Away!** -...
-
Financial Planning Software Solutions Consultant
2 weeks ago
Scarborough, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an integral member of the Family Office Services (FOS) team, this position supports the entire RBC sales force in Canada (Investment Advisors, Associates, Financial Planners, Investment & Retirement Planners, Private Bankers and PH&N Investment Co
-
Professional Services Consultant
4 weeks ago
Scarborough, Canada the Ladders Full timeCaptivateIQ is a leading sales commission platform - recognized by industry analysts, including Forrester, as well as reputable marketplaces like G2. We are trusted by category leaders and innovators like Gong, Lattice, and DataRobot.With backing from Sequoia, Accel, ICONIQ, and other leading invest
-
Managed Solutions Consultants
4 days ago
Scarborough, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
-
Associate Director Consulting
4 weeks ago
Scarborough, Canada the Ladders Full timeAbout the Role:Grade Level (for internal use):12The Team:Platform solutions include post-trade securities and corporate actions processing solutions providing single platform trade flow management and custody and investment accounting solution across business line and geographies. Also, providing en
-
Wealth Planning Consultant
4 weeks ago
Scarborough, Canada Bank of Montreal Full timeApplication Deadline:06/13/2024Address:3985 Highway 7 EastJob Family Group:Wealth Sales & ServiceProvides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Invest
-
Financial Consultant
2 weeks ago
Scarborough, Canada JSM Investments Full timeWork 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...
-
Marketing Consultant
3 days ago
Scarborough, Canada Jims Brother Trading Company Ltd Full timeEducation: College/CEGEP - Experience: 5 years or more - or equivalent experience **Work setting**: - Business and/or industry - Industrial **Tasks**: - Administer programs to promote industrial and commercial business investment in rural and urban areas - Perform administrative tasks - Plan development projects - Develop venture capital sources - Provide...
-
Marketing Consultant
3 weeks ago
Scarborough, Canada Jims Brother Trading Company Ltd Full timeEducation: - Expérience: **Education**: - College/CEGEP - or equivalent experience **Work setting**: - Business and/or industry - Industrial **Tasks**: - Administer programs to promote industrial and commercial business investment in rural and urban areas - Perform administrative tasks - Plan development projects - Develop venture capital sources -...