Financial Services Manager

4 weeks ago


Ajax, Ontario, Canada Abler HD Canada INC Full time

Job Title: Financial Services Manager

About the Role:

We are seeking a highly skilled Financial Services Manager to join our team at Abler HD Canada INC. As a Financial Services Manager, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to meet their needs.

Key Responsibilities:

  • Advise clients on trust account investments and develop financial plans to meet their needs
  • Identify clients' financial goals and objectives and provide recommendations to achieve them
  • Supervise staff and ensure that all financial plans are implemented effectively
  • Analyze clients' financial records and provide recommendations to improve their financial situation
  • Develop and implement financial plans for clients, including cash management, insurance coverage, investment planning, retirement, and estate planning
  • Arrange for the sale of financial products and investments, and negotiate with corporations and government to determine the type and terms of new securities issues
  • Prepare offering prospectus for new issues of stocks and bonds, and negotiate mortgage loans on behalf of clients
  • Administer estate, personal, charitable, corporate, and other types of trusts, direct trust account investments, receive and record investment income, and disburse trust funds
  • Assist in the planning and execution of financial statement audits

Requirements:

  • 2 years to less than 3 years of experience in a related field
  • Dental plan and permanent employment
  • 40 hours per week, English language


  • Ajax, Ontario, Canada Abler HD Canada INC Full time

    Job Title: Financial Services ManagerAbout the Role:We are seeking a highly skilled Financial Services Manager to join our team at Abler HD Canada INC. As a Financial Services Manager, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to meet their...


  • Ajax, Ontario, Canada OMEGA TECHSOURCE INC. Full time

    At OMEGA TECHSOURCE INC., we are seeking a highly skilled Financial Operations Manager to join our team. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance. Key responsibilities include planning and controlling budget and expenditures, reviewing budgets...


  • Ajax, Ontario, Canada Abler HD Canada INC Full time

    At Abler HD Canada INC, we are seeking a highly skilled Financial Services Professional to join our team. The ideal candidate will have a strong background in trust account investments and a proven track record of success in financial planning.The Financial Services Professional will be responsible for advising clients on trust account investments,...


  • Ajax, Ontario, Canada Abler HD Canada INC Full time

    About the RoleThe Financial Services Advisor will be responsible for advising on trust account investments, identifying clients' financial goals and objectives, and supervising staff. This role will involve analyzing clients' financial records, developing financial plans, and making recommendations concerning cash management, insurance coverage, and...


  • Ajax, Ontario, Canada OMEGA TECHSOURCE INC. Full time

    At OMEGA TECHSOURCE INC., we are seeking a highly skilled Financial Operations Manager to join our team. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key ResponsibilitiesAssign financial projects and activities to workers to improve business...


  • Ajax, Ontario, Canada Abler HD Canada INC Full time

    Job SummaryWe are seeking a highly skilled Financial Services Professional to join our team at Abler HD Canada INC. As a key member of our team, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to meet their needs.Key ResponsibilitiesAdvise clients on...


  • Ajax, Ontario, Canada Abler HD Canada INC Full time

    About the Role:Abler HD Canada INC is seeking a highly skilled Financial Services Professional to join our team. As a Trust Account Manager, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to meet their needs.Key Responsibilities:Advise clients on...


  • Ajax, Ontario, Canada Abler HD Canada INC Full time

    Job DescriptionAbler HD Canada INC is seeking a highly skilled Financial Services Professional to join our team. The ideal candidate will have a strong background in trust account management and investment advice.Key ResponsibilitiesAdvise clients on trust account investments and identify their financial goals and objectives.Supervise staff and analyze...


  • Ajax, Ontario, Canada Abler HD Canada INC Full time

    About the Role:Abler HD Canada INC is seeking a highly skilled Financial Services Professional to join our team. As a key member of our team, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to meet their needs.Key Responsibilities:Advise clients on...


  • Ajax, Ontario, Canada Ajax Hyundai Genesis Full time

    Competitive Compensation Package: $85,000 - $120,000 per yearAjax Hyundai/Genesis is seeking a seasoned Finance and Insurance (F&I) Manager to drive sales growth and customer satisfaction in our finance department.Key Responsibilities:Customer Interaction: Meet with customers to discuss financing needs, present options, and explain insurance products.Loan...


  • Ajax, Ontario, Canada Abler HD Canada INC Full time

    About the Role:We are seeking a highly skilled Financial Services Professional to join our team at Abler HD Canada INC. As a key member of our team, you will be responsible for advising clients on trust account investments and identifying their financial goals and objectives.Key Responsibilities:Supervise staff and analyze clients' financial records to...


  • Ajax, Ontario, Canada OMEGA TECHSOURCE INC. Full time

    Financial Manager Job DescriptionAt OMEGA TECHSOURCE INC., we are seeking a highly skilled Financial Manager to join our team. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Assign financial projects and activities to workers to...


  • Ajax, Ontario, Canada OMEGA TECHSOURCE INC. Full time

    Financial Manager Role at OMEGA TECHSOURCE INC.We are seeking a highly skilled Financial Manager to join our team at OMEGA TECHSOURCE INC. The ideal candidate will have a strong background in financial planning and analysis, with the ability to coordinate the organization's financial operations and budget activities to optimize financial performance.Key...


  • Ajax, Ontario, Canada OMEGA TECHSOURCE INC. Full time

    At OMEGA TECHSOURCE INC., we are seeking a highly skilled Senior Financial Operations Manager to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial management. Key responsibilities include:Key ResponsibilitiesAssign financial projects and activities to workers to improve business decisionsCoordinate...


  • Ajax, Ontario, Canada OMEGA TECHSOURCE INC. Full time

    Financial Manager Job DescriptionWe are seeking a skilled Financial Manager to join our team at OMEGA TECHSOURCE INC.Education and ExperienceOur ideal candidate must have a Bachelor's degree and at least 1 year of experience in a related field.Key ResponsibilitiesAssign financial projects and activities to optimize business decisions.Coordinate financial...


  • Ajax, Ontario, Canada Smartworld Infotech solutions inc. Full time

    Job Title: Financial Operations ManagerJob Summary:We are seeking a highly skilled Financial Operations Manager to join our team at Smartworld Infotech solutions inc. The ideal candidate will have a strong background in finance and be able to manage financial projects and activities to improve business decisions.Key Responsibilities:Assign financial projects...


  • Ajax, Ontario, Canada OMEGA TECHSOURCE INC. Full time

    At OMEGA TECHSOURCE INC., we are seeking a highly skilled Senior Financial Operations Manager to join our team. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance. Key responsibilities include:Assigning financial projects and activities to workers to...


  • Ajax, Ontario, Canada Smartworld Infotech solutions inc. Full time

    At Smartworld Infotech solutions inc., we are seeking a highly skilled Financial Operations Manager to join our team. The successful candidate will be responsible for planning and controlling budgets and expenditures, reviewing financial reports, and establishing policies and procedures. Key responsibilities include:Assigning financial projects and...


  • Ajax, Ontario, Canada OMEGA TECHSOURCE INC. Full time

    About OMEGA TECHSOURCE INC.We are a leading technology company seeking an experienced Senior Financial Operations Manager to join our team. In this role, you will be responsible for overseeing the organization's financial operations and budget activities to optimize financial performance.SalaryThe estimated salary for this position is $85,000 per year,...


  • Ajax, Ontario, Canada BMO Full time

    Job DescriptionJob Title: Personal BankerJob Family Group: Retail Banking Sales & ServiceJob Summary:BMO is seeking a talented and customer-focused Personal Banker to join our team.Key Responsibilities:Deliver exceptional service to BMO customers and prospects, identifying their needs and providing advice and guidance on financial solutions.Work...