Conseiller financier/Spécialiste des services financiers
1 day ago
Nous sommes à la recherche d'un professionnel passionné et talentueux pour rejoindre notre équipe de conseillers financiers à la Banque CIBC. En tant que conseiller financier, vous serez chargé de fournir des conseils et des solutions personnalisés à nos clients pour les aider à atteindre leurs objectifs financiers.
Responsabilités- Fournir des conseils et des solutions personnalisés à nos clients pour les aider à atteindre leurs objectifs financiers.
- Établir et maintenir des relations solides avec nos clients pour comprendre leurs besoins et leurs objectifs.
- Travailler en étroite collaboration avec les autres membres de l'équipe pour fournir des solutions globales et personnalisées à nos clients.
- Participer à la planification et à la mise en œuvre de stratégies pour atteindre les objectifs de la Banque CIBC.
- Expérience de 1 à 3 ans dans la prestation de conseils financiers aux clients et l'établissement de relations.
- Professionnel agréé (ACCFM) ou professionnel agréé (Québec).
- Compétences en gestion de patrimoine, en services financiers et en planification financière.
- Capacité à travailler en équipe et à communiquer efficacement avec les clients et les collègues.
- Salaire compétitif et rémunération au rendement.
- Avantages bancaires et régime de retraite à prestations déterminées.
- Programme d'avantages sociaux et régime d'achat d'actions par les employés.
- Vacances et soutien pour le bien-être.
Burlington Banking Centre
Type d'emploiPermanent
Heures de travail hebdomadaires37,5
-
Financial Bookkeeper
2 weeks ago
Burlington, Ontario, Canada Taxpeer Consultancy Services Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Accounting Clerk to join our team at Taxpeer Consultancy Services. As an Accounting Clerk, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record KeepingAccurately...
-
Financial Bookkeeper
1 month ago
Burlington, Ontario, Canada Taxpeer Consultancy Services Full timePosition OverviewAs a Financial Bookkeeper at Taxpeer Consultancy Services, you will play a crucial role in maintaining the financial integrity of our organization. Your expertise will contribute to accurate financial reporting and compliance.Educational RequirementsBachelor's degree in Accounting or a related fieldEquivalent experience will also be...
-
Financial Bookkeeper
1 month ago
Burlington, Ontario, Canada Taxpeer Consultancy Services Full timePosition OverviewWe are seeking a diligent Financial Bookkeeper to manage and maintain our financial records. This role is essential for ensuring accuracy in our accounting processes and supporting the overall financial health of the organization.Educational RequirementsBachelor's degree in Accounting or a related fieldEquivalent practical experience may be...
-
Financial Bookkeeper
1 month ago
Burlington, Ontario, Canada Taxpeer Consultancy Services Full timePosition OverviewWe are seeking a dedicated Accounting Bookkeeper to manage financial records and ensure accuracy in our accounting processes. This role is essential for maintaining the financial health of our organization.Educational RequirementsBachelor's degree in Accounting or a related fieldEquivalent experience may be consideredWork EnvironmentThis...
-
Financial Operations Associate
2 weeks ago
Burlington, Ontario, Canada AMP Limited Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Operations Associate to join our Finance team at AMP Limited. As a key member of our team, you will be responsible for assisting with financial operations, including billing, client requests, and financial reporting.Key ResponsibilitiesEnter financial data and review contracts to...
-
Financial Operations Associate
2 weeks ago
Burlington, Ontario, Canada AMP Limited Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Operations Associate to join our Finance team at AMP Limited. As a key member of our team, you will be responsible for assisting with financial operations, including billing, client requests, and financial reporting.Key ResponsibilitiesEnter financial data and review contracts to...
-
Financial Services Associate
2 days ago
Burlington, Ontario, Canada Meridian Full time{"h1": "Financial Services Associate Role at Meridian", "p": "At Meridian, we are seeking a highly skilled Financial Services Associate to join our team. As a key member of our branch sales team, you will be responsible for understanding the financial needs of our members and providing expert advice and recommendations to meet their needs. This role requires...
-
Financial Services Associate
2 days ago
Burlington, Ontario, Canada Meridian Full time{"h1": "Financial Services Associate Role at Meridian", "p": "At Meridian, we are seeking a highly skilled Financial Services Associate to join our team. As a key member of our branch sales team, you will be responsible for understanding the financial needs of our members and providing expert advice and recommendations to meet their needs. This role requires...
-
Financial Services Associate
1 week ago
Burlington, Ontario, Canada Meridian Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Associate to join our team at Meridian. As a key member of our financial services team, you will be responsible for providing exceptional financial advice and guidance to our members.Key ResponsibilitiesMember ExperienceUnderstand how Meridian's financial products and services...
-
Financial Services Associate
1 week ago
Burlington, Ontario, Canada Meridian Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Associate to join our team at Meridian. As a key member of our financial services team, you will be responsible for providing exceptional financial advice and guidance to our members.Key ResponsibilitiesMember ExperienceUnderstand how Meridian's financial products and services...
-
Financial Services Professional
6 days ago
Burlington, Ontario, Canada Meridian Full time{"h1": "Financial Services Associate Role at Meridian", "p": "At Meridian, we are seeking a highly skilled Financial Services Associate to join our team. As a key member of our branch sales team, you will be responsible for understanding the financial needs of our Members and providing expert advice and recommendations to fit their needs. This will include...
-
Financial Services Professional
7 days ago
Burlington, Ontario, Canada Meridian Full time{"h1": "Financial Services Associate Role at Meridian", "p": "At Meridian, we are seeking a highly skilled Financial Services Associate to join our team. As a key member of our branch sales team, you will be responsible for understanding the financial needs of our Members and providing expert advice and recommendations to fit their needs. This will include...
-
Financial Services Coordinator
2 weeks ago
Burlington, Ontario, Canada Hunter Mercantile Full timeJob DescriptionJob Title: Financial Services CoordinatorJob Summary:We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Hunter Mercantile. As a Financial Services Coordinator, you will provide administrative support to our Portfolio Managers and Client Service Associates, ensuring seamless client...
-
Financial Services Professional
2 weeks ago
Burlington, Ontario, Canada Canadian Imperial Bank of Commerce Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our team as a Client Relationship Manager. As a key member of our Personal and Business Banking Team, you will be responsible for building and growing a dedicated client portfolio through relationship management, financial services support, and exceptional...
-
Financial Services Professional
2 weeks ago
Burlington, Ontario, Canada Canadian Imperial Bank of Commerce Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our team as a Client Relationship Manager. As a key member of our Personal and Business Banking Team, you will be responsible for building and growing a dedicated client portfolio through relationship management, financial services support, and exceptional...
-
Financial Services Specialist
2 weeks ago
Burlington, Ontario, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Specialist to join our team at CIBC. As a key member of our Personal and Business Banking team, you will be responsible for building and growing your client base by providing exceptional relationship management, financial support, and customer service.Key ResponsibilitiesClient...
-
Financial Services Specialist
2 weeks ago
Burlington, Ontario, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Specialist to join our team at CIBC. As a key member of our Personal and Business Banking team, you will be responsible for building and growing your client base by providing exceptional relationship management, financial support, and customer service.Key ResponsibilitiesClient...
-
Financial Services Professional
22 hours ago
Burlington, Ontario, Canada Meridian Full timeRole OverviewAs a Financial Services Associate at Meridian, you will play a key role in providing exceptional Member Experience by understanding their financial needs and providing tailored advice and recommendations. This includes offering large or complex credit and investment advice, meeting and exceeding business goals, and managing Member portfolios to...
-
Financial Services Professional
3 hours ago
Burlington, Ontario, Canada Meridian Full timeRole OverviewAs a Financial Services Associate at Meridian, you will play a key role in providing exceptional Member Experience by understanding their financial needs and providing tailored advice and recommendations. This includes offering large or complex credit and investment advice, meeting and exceeding business goals, and managing Member portfolios to...
-
Financial Controller
6 days ago
Burlington, Ontario, Canada Bronte Construction Full time**Financial Manager** Manage company finances, oversee financial planning, and lead a team of financial professionals to ensure accurate financial reporting and compliance with regulations. **About Bronte Construction** Bronte Construction is a leading construction company that prides itself on its innovative approach and expert team. We successfully...