Financial Services Associate

1 month ago

Mississauga, Ontario, Canada Investment Planning Counsel Full time
Advisor Services Associate

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.
Requirements:
  • 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.
What We Offer:
  • 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 Planning Associate

    2 weeks ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Financial Planning AssociateWe are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at Desjardins Financial Security Independent Network. As a Financial Planning Associate, you will be responsible for assisting clients in achieving their financial goals through personalized advice and strategic guidance.Key...

  • Financial Planning Associate

    2 weeks ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Financial Planning AssociateWe are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at Desjardins Financial Security Independent Network. As a Financial Planning Associate, you will play a key role in helping our clients achieve their financial goals through personalized advice and strategic guidance.Key...

  • Financial Services Associate

    2 weeks ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Financial Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled Financial Services Associate to join our team. This role is responsible for providing exceptional client service and support to existing advisors and sales assistants, ensuring a high level of accuracy and timely transactional processing.Key Responsibilities:Transfer...

  • Financial Services Officer

    1 month ago

    Mississauga, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    {"title": "Financial Services Officer", "description": "Role SummaryAs a Financial Services Officer at DUCA Financial Services Credit Union Ltd., you will play a key role in helping our members achieve their financial goals. You will establish strong relationships with members, understand their needs, and provide personalized financial advice and solutions...

  • Financial Services Officer

    1 month ago

    Mississauga, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    {"title": "Financial Services Officer", "description": "Role SummaryAs a Financial Services Officer at DUCA Financial Services Credit Union Ltd., you will play a key role in helping our members achieve their financial goals. You will establish strong relationships with members, understand their needs, and provide personalized financial advice and solutions...

  • Financial Services Associate

    1 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor 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

    2 months ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor 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

    2 months ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor 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 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor 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

    1 month ago

    Mississauga, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    Financial 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

    1 month ago

    Mississauga, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    Financial 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

    1 month ago

    Mississauga, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    Financial Services Officer Job DescriptionAt 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 branch advisory team, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Establish strong relationships with members and...

  • Financial Services Officer

    1 month ago

    Mississauga, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    Financial Services Officer Job DescriptionAt 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 branch advisory team, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Establish strong relationships with members and...

  • Financial Services Associate

    1 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor 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 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor 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 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor 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 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor 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 months ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor 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 months ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor 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 Clerk

    1 week ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    Job SummaryAs a Financial Clerk at FIRSTCARE FINANCIAL SERVICES LTD., you will be responsible for performing various accounting and bookkeeping tasks. This includes calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial statements.Key ResponsibilitiesFinancial Record Keeping:...