Financial Services Associate
3 days ago
At Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.
Key Responsibilities:- Manage transfer requests with precision and efficiency, ensuring timely and accurate processing.
- Provide regular updates to advisor offices, ensuring seamless communication and top-tier support.
- Collaborate with custodian partners to enhance service delivery and identify opportunities for improvement.
- Develop and maintain strong relationships with branch partners, fostering a collaborative environment that drives success.
- Perform other duties as required to support the team's goals and objectives.
- At least 2 years of experience processing external account transfers.
- Knowledge of relevant IIROC transfer processes.
- Strong verbal and written communication skills.
- Post-secondary education or industry equivalency.
- Minimum 4 years of experience within the Financial Industry, preferably within a dealership.
- Undergraduate degree in Business preferred.
- Completion of CSC is an asset.
- Experience working on the securities operations/client service environment with a good working knowledge of ISM platform and other back-office software solutions preferred.
- Proficiency in Microsoft Office, particularly Excel.
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A comprehensive benefits package, including pension and share purchase plan.
- Corporate discount plans and social events.
- Summer hours and a fun work environment.
- Recognition programs, including kudos, all-star program, rising star, and circle of excellence.
-
Financial Services and Advisory Professional
3 weeks ago
Mississauga, Ontario, Canada Financial Services and Advisory Full timeJob SummaryWe are seeking a highly motivated and strategic finance professional to join our team at Financial Services and Advisory. As an Associated Financial Advisor, you will play a key role in helping clients achieve their financial goals through a variety of planning services.Key Responsibilities:Develop and implement comprehensive financial plans...
-
Financial Client Services Associate
1 month ago
Mississauga, Ontario, Canada Ferguson Financial Planning | CI Assante Wealth... Full timePOSITION SUMMARY:We are currently in search of a Financial Client Services Associate to enhance the operations of the Ferguson Financial Planning team at Assante Capital Management. The Financial Client Services Associate will be instrumental in managing client accounts and performing administrative functions to ensure efficient team operations.KEY...
-
Financial Planning Associate
1 month ago
Mississauga, Ontario, Canada CWB Financial Group Full timeAt CWB Financial Group, we are dedicated to creating value for our clients, employees, and stakeholders every day. Our approach is centered around: Prioritizing relationships and putting people firstEmbracing innovative ideas and solutionsRecognizing that our methods are as significant as our outcomesRole OverviewFlexible work arrangements. Hybrid work...
-
Strategic Financial Planning Specialist
3 weeks ago
Mississauga, Ontario, Canada Financial Services and Advisory Full timeJob SummaryWe are seeking a highly motivated and strategic finance professional to join our team at Financial Services and Advisory. As an Associated Financial Advisor, you will play a key role in helping clients achieve their financial goals through a variety of planning services.Key Responsibilities:Develop and implement comprehensive financial plans for...
-
Financial Services Associate
1 week ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who thrive in fast-paced environments and are passionate about delivering exceptional client service.Key Responsibilities:Manage transfer requests with...
-
Financial Services Associate
1 week ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who thrive in fast-paced environments and are passionate about delivering exceptional client service.Key Responsibilities:Manage transfer requests with...
-
Financial Services Officer
2 days ago
Mississauga, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeFinancial Services OfficerAt DUCA Financial Services Credit Union Ltd., we're seeking a highly skilled Financial Services Officer to join our team. As a key member of our retail banking department, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Establish strong relationships with members and provide...
-
Financial Services Officer
2 days ago
Mississauga, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeFinancial Services OfficerAt DUCA Financial Services Credit Union Ltd., we're seeking a highly skilled Financial Services Officer to join our team. As a key member of our retail banking department, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Establish strong relationships with members and provide...
-
Financial Services Associate
1 day ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...
-
Financial Services Associate
1 day ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...
-
Financial Services Associate
2 weeks ago
Mississauga, Ontario, Canada Royal Bank of Canada> Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Associate to join our team at Royal Bank of Canada. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesManage client relationships and provide ongoing...
-
Financial Services Associate
2 weeks ago
Mississauga, Ontario, Canada Royal Bank of Canada> Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Associate to join our team at Royal Bank of Canada. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesManage client relationships and provide ongoing...
-
Financial Services Associate
4 days ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...
-
Financial Services Associate
4 days ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...
-
Financial Services Associate
7 days ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is a critical part of our client onboarding process, ensuring seamless transitions for our clients and advisors.Key Responsibilities:Manage transfer requests with precision and...
-
Financial Services Associate
7 days ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is a critical part of our client onboarding process, ensuring seamless transitions for our clients and advisors.Key Responsibilities:Manage transfer requests with precision and...
-
Financial Services Associate
2 weeks ago
Mississauga, Ontario, Canada RBC Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client relationships and identify...
-
Financial Services Associate
2 weeks ago
Mississauga, Ontario, Canada RBC Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client relationships and identify...
-
Financial Accountant
3 weeks ago
Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full timeAbout the RoleWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD. as a Bookkeeper. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record...
-
Financial Accountant
2 weeks ago
Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full timeAbout the RoleWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD. as a Bookkeeper. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record...