Associate Financial Services Professional
3 weeks ago
We are seeking a highly skilled and motivated individual to join our team as an Associate in our Wealth Management division. As an Associate, you will play a key role in providing exceptional client service and support to our clients and advisors.
Key Responsibilities- Maintain existing client accounts and identify opportunities to contact clients.
- Respond to client inquiries in an understanding and time-efficient manner.
- Effectively manage incoming communications from clients, advisors, and other internal and external partners.
- Assist the advisor team in welcoming and onboarding new clients.
- Coordinate and prepare meetings for advisors with their clients/prospects.
- Become well-versed in internal controls and industry regulatory requirements.
- Demonstrated skills in providing world-class client service.
- Exceptional verbal and written communication skills.
- Undergraduate degree with a competitive GPA.
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- Strong skills working with business applications/technology, including Microsoft Office Suite.
- A comprehensive Total Rewards Program including bonuses and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- An opportunity to make a difference and have a lasting impact on the lives of others.
- Work in a dynamic, collaborative, progressive, and high-performing team.
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Financial Services Professional
4 weeks ago
Richmond Hill, Ontario, Canada Meridian Credit Union Ltd Full timeFinancial Services Associate - Full TimeJob Category: RetailRequisition Number: FINAN005576Location: Richmond Hill, ONAt Meridian Credit Union Ltd, our mission is to provide exceptional financial services to our members while fostering a culture of inclusivity and community involvement.We are seeking a highly motivated and experienced Financial Services...
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Financial Services Professional
4 weeks ago
Richmond Hill, Ontario, Canada Meridian Credit Union Ltd Full timeFinancial Services Associate - Full TimeJob Category: RetailRequisition Number: FINAN005576Location: Richmond Hill, ONAt Meridian Credit Union Ltd, our mission is to provide exceptional financial services to our members while fostering a culture of inclusivity and community involvement.We are seeking a highly motivated and experienced Financial Services...
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Financial Services Associate
2 weeks ago
Richmond Hill, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAt Royal Bank of Canada, we are seeking a highly skilled and dedicated individual to join our team as a Financial Services Associate. This role is a fantastic opportunity for someone who is passionate about delivering exceptional client service and is looking to grow their career in the financial services industry.Key ResponsibilitiesMaintain...
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Professional Services Associate
3 weeks ago
Richmond Hill, Ontario, Canada beBee Professionals Full timeProfessional Services AssociateWe are seeking a skilled Professional Services Associate to provide exceptional support to our clients. The ideal candidate will have a strong understanding of customer service principles and practices, as well as excellent communication and interpersonal skills.Key responsibilities include responding to inquiries, resolving...
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Financial Services Professional
6 days ago
Richmond Hill, Ontario, Canada Canadian Imperial Bank of Commerce Full timeJob Title: Financial Services ProfessionalWe're seeking a skilled Financial Services Professional to join our team at CIBC. As a member of our Imperial Service Team, you'll partner with Financial Advisors to help high-value clients secure their futures and set up their businesses.Key Responsibilities:Provide administrative and client support to seek business...
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Financial Services Professional
3 weeks ago
Richmond Hill, Ontario, Canada Meridian Credit Union Ltd Full timeFinancial Services Associate - Full TimeJob Category: RetailRequisition Number: FINAN005576Location: Richmond Hill, ONAt Meridian Credit Union Ltd, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them...
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Financial Services Associate
3 weeks ago
Richmond Hill, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAt Royal Bank of Canada, we are seeking a highly skilled and motivated Financial Services Associate to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client accounts and identify...
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Chief Financial Officer
1 month ago
Richmond Hill, Ontario, Canada CWB Financial Group Full timeUnlock Your Potential in Structured FinanceCWB Financial Group is seeking a seasoned finance professional to join our Program Finance team as a Director, Structured Finance. As a key player in our organization, you will be responsible for developing new business relationships, nurturing existing ones, and managing a portfolio of structured finance...
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Chief Financial Officer
1 month ago
Richmond Hill, Ontario, Canada CWB Financial Group Full timeUnlock Your Potential in Structured FinanceCWB Financial Group is seeking a seasoned finance professional to join our Program Finance team as a Director, Structured Finance. As a key player in our organization, you will be responsible for developing new business relationships, nurturing existing ones, and managing a portfolio of structured finance...
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Accounting Professional
3 weeks ago
Richmond Hill, Ontario, Canada SRCO Professional Corporation Full timeJob Title: Accounting ProfessionalJob Summary: We are seeking an experienced Accounting Professional to join our team at SRCO Professional Corporation. The successful candidate will be responsible for providing financial planning and accounting services to our clients.Key Responsibilities:Identify clients' financial goals and objectivesPlan, set up and...
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Financial Services Associate
1 month ago
Richmond Hill, 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...
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Financial Services Associate
4 weeks ago
Richmond Hill, 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...
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Financial Services Associate
4 weeks ago
Richmond Hill, 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...
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Asset Management Professional
3 weeks ago
Richmond Hill, Ontario, Canada CWB Financial Group Full timeAbout the Role:CWB Financial Group is seeking a highly skilled and motivated individual to join our Program Finance team as an Associate. In this role, you will play a crucial part in supporting the origination, structuring, execution, administration, and portfolio management of structured credit facilities.Key Responsibilities:Assist in the preparation of...
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Accounting Professional
3 weeks ago
Richmond Hill, Ontario, Canada SRCO Professional Corporation Full timeJob Title: Accounting ProfessionalAt SRCO Professional Corporation, we are seeking an experienced Accounting Professional to join our team. The successful candidate will be responsible for planning, setting up, and administering accounting systems, as well as supervising and training staff.Key Responsibilities:Identify clients' financial goals and...
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Financial Services Professional
2 weeks ago
Richmond Hill, Ontario, Canada CIBC Full timeAbout the RoleWe're seeking a talented Financial Advisor to join our team at CIBC. As a member of our Imperial Service Team, you'll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.Key ResponsibilitiesClient Engagement: Focus on each client experience and connect on a...
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Financial Services Professional
3 weeks ago
Richmond Hill, Ontario, Canada CIBC Full timeAbout the RoleWe're seeking a talented Financial Advisor to join our team at CIBC. As a key member of our Imperial Service Team, you'll be responsible for building and growing a dedicated client portfolio through relationship management, financial services support, and exceptional client service.Key ResponsibilitiesClient Engagement: Focus on each client...
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Associate Financial Services Representative
4 weeks ago
Richmond Hill, Ontario, Canada RBC Full timeJob SummaryRBC Dominion Securities is a leading investment and wealth management firm that values collaboration and innovation. We are seeking a highly skilled and motivated individual to join our team as an Associate.Key ResponsibilitiesMaintain client relationships and provide exceptional service to ensure client satisfaction and loyalty.Manage client...
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Associate Financial Services Representative
4 weeks ago
Richmond Hill, Ontario, Canada RBC Full timeJob SummaryRBC Dominion Securities is a leading investment and wealth management firm that values collaboration and innovation. We are seeking a highly skilled and motivated individual to join our team as an Associate.Key ResponsibilitiesMaintain client relationships and provide exceptional service to ensure client satisfaction and loyalty.Manage client...
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Financial Controller
2 weeks ago
Richmond Hill, Ontario, Canada SRCO Professional Corporation Full timeJob Title: Financial ControllerAt SRCO Professional Corporation, we are seeking a highly skilled Financial Controller to join our team. The successful candidate will be responsible for overseeing the financial operations of the company, ensuring accuracy and compliance with accounting standards and procedures.Key Responsibilities:Plan, set up, and administer...