Financial Services Specialist

We are seeking a skilled Financial Services Specialist to join our team at OTT Financial Inc. The ideal candidate will have a strong background in finance and be able to provide exceptional client service.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake...

Job Summary: We are seeking a highly skilled Financial Services Specialist to join our team at OTT Financial Inc. As a key member of our team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial goals...

At CI Financial, we are committed to providing our clients with exceptional investment and advisory services. We are seeking a highly skilled Financial Reporting Specialist to join our team.Job OverviewThe Financial Reporting Specialist will be responsible for ensuring the accuracy and timeliness of financial reports and tax compliance for our mutual funds,...

We are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial records to develop...

Job DescriptionWe are seeking a highly skilled Financial Services Coordinator to join our team at ORION Financial Services. This is a permanent position with an estimated salary of $55,000 per year.

Job SummaryQuestrade Financial Group is committed to helping our customers become more financially successful and secure. We are looking for a skilled Financial Operations Specialist - Transfer Services to join our team.About UsWe are everything a traditional financial institution is not. At Questrade, you will be constantly moving forward, bringing the...

Financial Reporting Specialist Job DescriptionQuestrade Financial Group is committed to helping our customers achieve financial success and security. We are a collaborative team that values diversity and inclusion, and we are looking for a skilled Financial Reporting Specialist to join our team.Key ResponsibilitiesAssist with monthly, quarterly, and annual...

We are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key Responsibilities:Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop...

We are seeking a skilled Financial Planning Specialist to join our team at OTT Financial Inc. The ideal candidate will have a strong understanding of financial planning principles and be able to analyze clients' financial records to develop effective financial plans.Responsibilities:Analyze clients' financial records to identify areas for improvementDevelop...

Financial Reporting SpecialistQuestrade Financial Group is committed to helping our customers achieve financial success and security. We are a forward-thinking organization that values collaboration, diversity, and inclusion. As a Financial Reporting Specialist, you will play a key role in providing support to the finance team with monthly, quarterly, and...

Financial Reporting Specialist RoleAt Questrade Financial Group, we are seeking a skilled Financial Reporting Specialist to join our finance team. This role is responsible for providing support to the finance team with monthly, quarterly, and annual financial reporting needs.Key ResponsibilitiesAssist with the monthly consolidation process in Netsuite,...

At CI Financial, we're committed to providing a safe and inclusive work environment where employees can thrive. As a Financial Reporting Specialist, you'll play a critical role in ensuring the accuracy and timeliness of our financial reports.Key ResponsibilitiesReview and analyze financial data to ensure compliance with regulatory requirementsPrepare and...

We are seeking a skilled Financial Data Specialist to join our team at TL Debt Management and Financial Services Inc. The ideal candidate will have experience in accounting and bookkeeping, with a strong focus on financial recordkeeping and payroll management.Key Responsibilities:Calculate and prepare cheques for payrollKeep financial records and establish,...

At CI Financial, we foster a culture that empowers employees to take ownership of meaningful work, grow through challenging projects, and work on innovative products. We are committed to providing individuals and institutions with the highest-quality investments and advice.Job OverviewThe Financial Reporting Specialist will be responsible for ensuring the...

About UsAt Questrade Financial Group, we're committed to helping our customers achieve financial success and security. Our team is dedicated to providing exceptional service and support, fostering a diverse and inclusive work environment.Job DescriptionWe're seeking an experienced Sales Onboarding Specialist to join our team. As a primary point of contact...

At CI Financial, we strive to create a workplace where everyone feels empowered to contribute and grow. As a Financial & Tax Reporting Specialist, you will play a vital role in ensuring the accuracy and compliance of our financial reports.Key ResponsibilitiesReview and analyze tax distributions and allocations for mutual funds, ETFs, and closed-end...

Job DescriptionORION Financial Services is seeking a Marketing Communications Specialist to join our team. As a Marketing Communications Specialist, you will be responsible for developing and implementing effective marketing communications strategies to promote our brand and services.Key Responsibilities:Develop and execute marketing communications plans to...

We are seeking a detail-oriented Financial Record Specialist to join our team at ALFA INTEGRATED SERVICES. In this role, you will be responsible for maintaining accurate financial records and performing various accounting tasks.Job Description:As a Financial Record Specialist, you will work independently to calculate and prepare cheques for payroll, maintain...

About FloatAt Float Financial Solutions Inc., we're a customer-obsessed and passionate team that's rethinking how companies access capital, streamline spending, and manage growth. Our innovative platform is backed by world-class investors like Tiger Global and Golden Ventures.We're seeking a talented Digital Financial Security Specialist to join our team and...

Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Preferential Tax Services Inc. The ideal candidate will have a strong background in financial management and planning, with experience in budgeting, forecasting, and financial analysis.Key Responsibilities:Develop and implement financial plans and...