Financial Services Professional
4 weeks ago
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 objectives
- Analyze clients' financial records to develop personalized financial plans
- Provide expert advice on cash management, insurance coverage, investment planning, and retirement planning
- Assist in the planning and execution of financial statement audits
- Bachelor's degree in a related field
- 1-2 years of experience in financial services
- Excellent oral and written communication skills
- Strong analytical and problem-solving skills
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
- Bonus
- Group insurance benefits
- Life insurance
As a Financial Planning Specialist at OTT Financial Inc., you will have the opportunity to work with a dynamic team and make a real difference in the lives of our clients.
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Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeWe 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 finance and be able to provide expert advice to clients on their financial goals and objectives.The successful candidate will have a Bachelor's degree and at least 1 year to less than 2 years of...
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Senior Financial Services Professional
1 month ago
Old Toronto, Ontario, Canada Momentum Financial Services Group Full timeMomentum Financial Services Group is a leading provider of financial services in North America. For over four decades, we've been committed to delivering financial solutions that meet the evolving needs of consumers and business owners. Our retail network of over 400 locations, known as Moneymart, offers a wide range of financial products and services to...
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Financial Services Professional
7 days ago
Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeAbout DUCADUCA Financial Services Credit Union Ltd. is a vibrant, dynamic credit union that operates with a unique 'profits with a purpose' philosophy. Founded in 1954, we have grown from a single branch credit union to 19 branches across Southern Ontario, serving over 85,000 members. Our mission is to help people, businesses, and communities achieve their...
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Financial Services Assistant Professional
1 week ago
Toronto, Ontario, Canada Jaiswal Financial Services Inc Full timeJob OverviewJaiswal Financial Services Inc is seeking a highly organized and detail-oriented Administrative Assistant to join our team. This role involves providing administrative support, managing budgets, and ensuring seamless day-to-day operations.About the RoleThis permanent position offers a competitive salary of $45,000 - $60,000 per year, depending on...
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Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada IA Financial Group Full timeJob SummaryThe Financial Services Professional will be responsible for providing exceptional service to clients and growing branch assets. This role requires a highly motivated individual with excellent communication skills and a strong understanding of financial instruments.Key ResponsibilitiesBuilding a book of clients through service and salesDeveloping...
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Financial Services Professional
7 days ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeCompany OverviewAt OTT Financial Inc., we are dedicated to providing exceptional financial services to our clients. Our team of professionals is committed to delivering tailored solutions that meet the unique needs of each individual or business.
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Financial Services Professional
2 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeJob Title: Account ManagerAbout the Role: We are seeking a highly skilled Account Manager to join our team at OTT Financial Inc. In this role, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Develop financial plans that cater...
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Financial Services Professional
3 weeks ago
Toronto, Ontario, Canada MUFG Investor Services Full timeAbout the Role:This position reports to the Associate Director of Client Operations. It is an opportunity to work with a dynamic company in Financial Services.Your Responsibilities:Provide full range of fund accounting services to private equity clients, including NAV preparation, booking accruals, security pricing, cash and security position...
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Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full timeUnlock Your Potential as a Financial Services ProfessionalAt Desjardins Financial Security Independent Network - Rexdale #278, we're seeking a highly motivated individual to join our team as a Financial Advisor/Broker. As a key player in our network, you'll provide sound financial advice to clients, helping them protect and grow their wealth.Key...
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Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeAt DUCA Financial Services Credit Union Ltd., we're looking for two Full-time Member Connect Representatives to join our growing team. This role offers a unique opportunity to make a difference in the lives of our Members, providing exceptional customer service and helping them achieve their financial goals.As a Member Connect Representative, you'll be the...
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Financial Services Coordinator
1 week ago
Toronto, Ontario, Canada ORION Financial Services Full timeJob 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.
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Financial Accounting Professional
2 weeks ago
Toronto, Ontario, Canada MAYURAN THARMABALAN PROFESSIONAL CORPORATION Full timeJob SummaryWe are seeking a highly skilled Financial Accounting Professional to join our team at MAYURAN THARMABALAN PROFESSIONAL CORPORATION. This role will involve preparing and maintaining accurate financial records, managing accounts, and providing timely financial reporting.
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Financial Services Coordinator
4 weeks ago
Toronto, Ontario, Canada Jaiswal Financial Services Inc Full timeWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Jaiswal Financial Services Inc. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial services team.Key Responsibilities:Plan and control budget and expenditures to ensure efficient use of...
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Senior Financial Services Professional
1 week ago
Toronto, Ontario, Canada TY PEAK TAX SERVICES INC. Full timeJob SummaryWe are seeking a skilled Senior Financial Services Professional to join our team at TY PEAK TAX SERVICES INC. As a key member of our organization, you will be responsible for providing expert financial guidance and support to our clients.About the RoleThis is a permanent position offering a competitive salary of $**60,000 - $80,000 per year**,...
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Senior Financial Services Manager
2 weeks ago
Toronto, Ontario, Canada Auxilium Professional Corporation Full timeJob SummaryWe are seeking a highly skilled Sr. Financial Services Manager to lead our financial services department at Auxilium Professional Corporation.As a key member of our team, you will be responsible for overseeing the day-to-day operations of our financial services division, ensuring compliance with all relevant regulations and standards.Key...
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Financial Service Representative
2 weeks ago
Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeAbout the RoleDUCA Financial Services Credit Union Ltd. is seeking a highly skilled Senior Member Service Representative to join our team. As a Senior Member Service Representative, you will be responsible for providing exceptional customer service to our members, promoting our products and services, and contributing to the growth and success of our...
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Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full timeBecome a key player in our success story at Desjardins Financial Security Independent Network - Rexdale #278. As a Financial Advisor, you will provide sound financial advice for both the protection of and the growth of your clients, while building your business with the support of one of the strongest financial institutions in North...
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Customer Service Manager
1 week ago
Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeJob DescriptionDUCA Financial Services Credit Union Ltd.We are seeking a skilled Customer Service Manager to join our team at DUCA Financial Services Credit Union Ltd. As a Senior Member Service Representative, you will provide exceptional customer service and support to our members.Job Summary:To deliver outstanding customer service and support to our...
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Financial Services Manager
1 month ago
Old Toronto, Ontario, Canada Momentum Financial Services Group Full timeJoin Momentum Financial Services Group as a key player in driving store profitability. As a Branch Manager, you will lead and develop a team of Financial Service Representatives to promote our financial products and services to meet our customers' financial goals. Your passion for sales and leadership skills will be essential in achieving this goal. Key...
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Financial Services Manager
1 month ago
Old Toronto, Ontario, Canada Momentum Financial Services Group Full timeMomentum Financial Services Group is a leading provider of financial services in North America. Our company is committed to delivering exceptional financial solutions to our customers. As a key member of our team, you will play a vital role in refining and enhancing our processes to improve asset and accounts receivable reporting across the organization....