Financial Planning Specialist
2 months ago
We are seeking a highly motivated and customer-focused Investment Specialist to join our team at Libro Credit Union. As an Investment Specialist, you will play a key role in helping our members achieve their financial goals by providing expert investment advice and guidance.
Key Responsibilities- Build strong relationships with members and provide personalized investment advice to help them achieve their financial objectives.
- Develop and implement comprehensive investment plans that align with members' risk tolerance and financial goals.
- Stay up-to-date with market trends and economic conditions to provide informed investment recommendations.
- Collaborate with other team members to ensure seamless delivery of financial services to our members.
- Participate in ongoing professional development to enhance knowledge and skills in investment planning and wealth management.
- Relevant education and/or certification in finance, investments, or a related field.
- Proven experience in investment planning and wealth management, preferably in a financial services industry.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with members.
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
- Commitment to ongoing learning and professional development.
- A competitive salary and comprehensive benefits package.
- Opportunities for professional growth and development, including training and education programs.
- A dynamic and supportive work environment that values teamwork and collaboration.
- A chance to make a meaningful difference in the lives of our members and contribute to the success of Libro Credit Union.
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Investment Specialist
1 month ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeJob Title: Investment SpecialistAt FirstOntario Credit Union Limited, we are seeking a highly skilled Investment Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing expert investment advice to our members, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct...
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Investment Specialist
1 month ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeJob Title: Investment SpecialistAt FirstOntario Credit Union Limited, we are seeking a highly skilled Investment Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing expert investment advice to our members, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct...
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Investment Specialist
1 month ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeJob Title: Investment SpecialistAt FirstOntario Credit Union Limited, we are seeking a highly skilled Investment Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing expert investment advice to our members, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct...
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Investment Specialist
1 month ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeJob Title: Investment SpecialistAt FirstOntario Credit Union Limited, we are seeking a highly skilled Investment Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing expert investment advice to our members, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct...
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Financial Analyst
1 month ago
Woodstock, Ontario, Canada GreenBlue Urban North America Inc. Full timeJob Title: Financial OfficerWe are seeking a highly skilled Financial Officer to join our team at GreenBlue Urban North America Inc. The successful candidate will be responsible for managing the company's financial operations, including financial reporting, budgeting, and forecasting.Key Responsibilities:Financial Reporting: Prepare and present financial...
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Financial Analyst
1 month ago
Woodstock, Ontario, Canada GreenBlue Urban North America Inc. Full timeJob Title: Financial OfficerWe are seeking a highly skilled Financial Officer to join our team at GreenBlue Urban North America Inc. The successful candidate will be responsible for managing the company's financial operations, including financial reporting, budgeting, and forecasting.Key Responsibilities:Financial Reporting: Prepare and present financial...
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Financial Analyst
4 weeks ago
Woodstock, Ontario, Canada GreenBlue Urban North America Inc. Full timeJob Title: Financial OfficerWe are seeking a highly skilled Financial Officer to join our team at GreenBlue Urban North America Inc.Job Summary:The Financial Officer will be responsible for maintaining accurate and up-to-date financial records, preparing financial reports, and ensuring compliance with financial regulations.Key Responsibilities:Financial...
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Financial Analyst
4 weeks ago
Woodstock, Ontario, Canada GreenBlue Urban North America Inc. Full timeJob Title: Financial OfficerWe are seeking a highly skilled Financial Officer to join our team at GreenBlue Urban North America Inc.Job Summary:The Financial Officer will be responsible for maintaining accurate and up-to-date financial records, preparing financial reports, and ensuring compliance with financial regulations.Key Responsibilities:Financial...
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Investment Specialist
2 months ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeJob OverviewThe Investment Specialist plays a pivotal role in providing expert investment advice to clients, driving revenue growth, and enhancing the visibility of FirstOntario Wealth in the market.Key ResponsibilitiesBuild and maintain strong relationships with clients through discovery interviews, goal-setting, and tailored financial planning.Develop and...
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Investment Specialist
2 months ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeJob OverviewThe Investment Specialist plays a pivotal role in providing expert investment advice to clients, driving revenue growth, and enhancing the visibility of FirstOntario Wealth in the market.Key ResponsibilitiesBuild and maintain strong relationships with clients through discovery interviews, goal-setting, and tailored financial planning.Develop and...
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Investment Specialist
1 month ago
Woodstock, Ontario, Canada Libro Credit Union Full timeJoin Libro Credit Union as an Investment SpecialistWe are seeking a highly motivated and customer-focused Investment Specialist to join our team at Libro Credit Union. As an Investment Specialist, you will play a key role in helping our members achieve their financial goals by providing expert investment advice and guidance.Key Responsibilities:Build strong...
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Investment Specialist
1 month ago
Woodstock, Ontario, Canada Libro Credit Union Full timeJoin Libro Credit Union as an Investment SpecialistWe are seeking a highly motivated and customer-focused Investment Specialist to join our team at Libro Credit Union. As an Investment Specialist, you will play a key role in helping our members achieve their financial goals by providing expert investment advice and guidance.Key Responsibilities:Build strong...
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Financial Analyst
3 weeks ago
Woodstock, Ontario, Canada GreenBlue Urban North America Inc. Full timeJob Title: Financial OfficerWe are seeking a highly skilled Financial Officer to join our team at GreenBlue Urban North America Inc. The successful candidate will be responsible for maintaining accurate financial records, preparing financial reports, and ensuring compliance with financial regulations.Key Responsibilities:Financial Record Keeping: Maintain...
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Financial Analyst
3 weeks ago
Woodstock, Ontario, Canada GreenBlue Urban North America Inc. Full timeJob Title: Financial OfficerWe are seeking a highly skilled Financial Officer to join our team at GreenBlue Urban North America Inc. The successful candidate will be responsible for maintaining accurate financial records, preparing financial reports, and ensuring compliance with financial regulations.Key Responsibilities:Financial Record Keeping: Maintain...
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Financial Controller
1 month ago
Woodstock, Ontario, Canada Adecco Canada Full timeFinancial Controller Job DescriptionAdecco Canada is partnering with a leading organization to find a highly skilled Financial Controller to join their finance team in Woodstock, ON.Key Responsibilities:Oversee accounting functions, ensuring accurate financial reporting and compliance with regulatory requirements.Manage financial risks, oversee audits,...
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Financial Controller
1 month ago
Woodstock, Ontario, Canada Adecco Canada Full timeFinancial Controller Job DescriptionAdecco Canada is partnering with a leading organization to find a highly skilled Financial Controller to join their finance team in Woodstock, ON.Key Responsibilities:Oversee accounting functions, ensuring accurate financial reporting and compliance with regulatory requirements.Manage financial risks, oversee audits,...
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Financial Controller
4 weeks ago
Woodstock, Ontario, Canada Adecco Canada Full timeFinancial Controller Job DescriptionAdecco Canada is partnering with a leading organization to find a highly skilled Financial Controller to join their finance team in Woodstock, ON.The successful candidate will oversee accounting functions, ensure accurate financial reporting, and maintain compliance with regulatory requirements. This role involves managing...
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Financial Controller
4 weeks ago
Woodstock, Ontario, Canada Adecco Canada Full timeFinancial Controller Job DescriptionAdecco Canada is partnering with a leading organization to find a highly skilled Financial Controller to join their finance team in Woodstock, ON.The successful candidate will oversee accounting functions, ensure accurate financial reporting, and maintain compliance with regulatory requirements. This role involves managing...
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Financial Analyst
2 weeks ago
Woodstock, Ontario, Canada GreenBlue Urban North America Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Analyst to join our team at GreenBlue Urban North America Inc. As a key member of our finance department, you will be responsible for maintaining accurate financial records, preparing financial reports, and ensuring compliance with accounting standards.Key ResponsibilitiesMaintain general ledgers and...
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Financial Manager
3 weeks ago
Woodstock, Ontario, Canada GreenBlue Urban North America Inc. Full time{"h1": "Financial Officer Role at GreenBlue Urban North America Inc.", "p": "We are seeking a highly skilled Financial Officer to join our team at GreenBlue Urban North America Inc. The successful candidate will be responsible for managing our financial records, preparing financial statements, and maintaining general ledgers. Key Responsibilities: *...
