Conseiller financier Senior en Services Bancaires
2 weeks ago
Nous sommes à la recherche d'un Conseiller financier senior en services bancaires pour rejoindre notre équipe de professionnels passionnés. En tant que membre de l'équipe Services bancaires personnels et PME, vous bâtirez et ferez croître votre portefeuille de clients en offrant une gestion relationnelle attitrée, un soutien aux services financiers et un service à la clientèle exceptionnel.
Vous travaillerez en étroite collaboration avec nos clients pour comprendre leurs besoins et les aider à atteindre leurs objectifs financiers. Vous mettrez en œuvre l'approche de Service Impérial CIBC en tant que point de contact central pour vos clients, leur offrant des conseils financiers judicieux et des solutions personnalisées.
Responsabilités clés- Gérer un portefeuille de clients cibles et développer des stratégies pour les retenir;
- Mettre en place des plans de gestion patrimoniale personnalisés pour aider les clients à atteindre leurs objectifs financiers;
- Travailler en étroite collaboration avec les autres membres de l'équipe pour garantir une expérience client exceptionnelle.
- Avoir au moins 1 an d'expérience dans le secteur financier, en particulier en conseil financier ou en gestion patrimoniale;
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Conseiller financier spécialisé
3 weeks ago
Burlington, Ontario, Canada CIBC Full time{"Responsabilités du poste">Mobilisation des clientsDonner la priorité à l'expérience de chaque client et établir un rapport personnel afin que chaque interaction soit significative.Proposer des conseils et des solutions sur mesure pour tous les aspects de la planification financière, y compris les services bancaires courants, les placements, les...
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Conseiller en placement adjoint
3 weeks ago
Burlington, Ontario, Canada CIBC Full timeNous sommes à la recherche d'un professionnel passionné qui souhaite rejoindre notre équipe de conseillers en placement à la Banque CIBC. En tant que conseiller en placement adjoint, vous contribuerez à fournir un excellent service à la clientèle et à aider notre équipe à atteindre ses objectifs.ResponsabilitésFournir un soutien continu au...
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Spécialiste en services clients bancaires
3 weeks ago
Burlington, Ontario, Canada CIBC Full timeL'équipe de la Banque CIBC recherche un Spécialiste en services clients bancaires pour rejoindre son équipe à Burlington.Compétences clésMobilisation des clientsEtablissement de relationsInnovationSoutien administratifNous recherchons quelqu'un qui se soucie des détails, donne la priorité aux clients, aime apprendre et s'investit de tout...
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Conseiller en solutions de prêt
2 weeks ago
Burlington, Ontario, Canada Fairstone Financial Inc. Full timeConseiller en solutions de prêtVenez découvrir le rôle d'un conseiller en solutions de prêt à la Financière Fairstone.Vous serez partie intégrante d'un équipe de professionnelsEn tant que Conseiller en solutions de prêt, vous travaillerez étroitement avec les clients et les clients potentiels pour les aider à atteindre leurs objectifs...
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Senior Financial Services Specialist
3 weeks ago
Burlington, Ontario, Canada Aligned Capital Partners Inc. Full timeAligned Capital Partners Inc. is a fast-growing investment dealer seeking a Senior Investment Operations Associate to join our Client Experience team in Burlington. This role involves working with an internal team – as well as external parties – to deliver exceptional client support to our Financial Advisors.The successful candidate will be responsible...
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Chef de projet financier
3 weeks ago
Burlington, Ontario, Canada TD Full timeBrief du poste :Le poste de Chef de projet financier à TD est un poste clé au sein de notre équipe de financement des entreprises. Nous sommes chargés de structurer des financements d'équipement (locations et prêts) pour les clients commerciaux et les prospects comme alternative aux sources traditionnelles de financement bancaires, telles que les...
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Senior Financial Accountant
2 weeks ago
Burlington, Ontario, Canada Nai Restaurant Full timeWe are seeking a highly skilled and experienced Senior Financial Accountant to join our team at Nai Restaurant.About the RoleThis is a permanent, full-time position that offers a competitive salary of $60,000 - $80,000 per year, depending on experience. The successful candidate will work 40 hours per week in a hybrid environment.As a Senior Financial...
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Senior Care Manager
2 weeks ago
Burlington, Ontario, Canada Sunrise Senior Living Full timeJob OverviewSunrise Senior Living is a leading provider of senior living communities, offering a range of services and amenities to support the unique needs of our residents. As a Lead Caregiver with Sunrise, you will play a vital role in ensuring that our residents receive high-quality care and attention.
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Senior Living Care Manager
2 weeks ago
Burlington, Ontario, Canada Sunrise Senior Living Full timeJob DescriptionWe are seeking a Senior Living Care Manager to join our team at Sunrise Senior Living. In this role, you will be responsible for providing supervisory support to care managers, ensuring quality care and services are being provided to residents.The successful candidate will have a strong background in senior care, excellent leadership skills,...
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Senior Financial Analyst
3 weeks ago
Burlington, Ontario, Canada Randstad Full timeJob Title: Senior Credit AnalystAbout the Role:We are seeking a skilled Senior Credit Analyst to join our client’s team in Burlington. As a Senior Credit Analyst, you will be responsible for analyzing complex credit transactions and providing recommendations to support business decisions.About the Company:Our client is a leading financial institution...
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Délégué commercial et financier
2 weeks ago
Burlington, Ontario, Canada CIBC Full timeÀ la Banque CIBC, nous créons un avenir meilleur pour les gens, les entreprises et les communautés. Nous sommes à la recherche de talents exceptionnels qui veulent faire une différence réelle. Dans le rôle de Délégué commercial et financier, vous serez responsable de fournir un soutien aux équipes comptables en coordonnant les activités liées...
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Senior Financial Analyst
3 weeks ago
Burlington, Ontario, Canada Elite M.D. Developments Full timeJob DescriptionWe are currently seeking a highly qualified Senior Accountant to join our team at Elite M.D. Developments.Key ResponsibilitiesFinancial Planning: Develop and implement financial plans for clients, ensuring accuracy and compliance with accounting standards and procedures.Accounting and Auditing: Manage balance sheets, profit/loss statements,...
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Financial Services Specialist
2 weeks ago
Burlington, Ontario, Canada Tax-Pertise Services Full timeJob OverviewWe are seeking a highly skilled and organized Financial Services Specialist to join our team at Tax-Pertise Services. As a key member of our team, you will be responsible for preparing income tax returns, invoicing clients, and performing general office duties.
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Senior Financial Planning Manager
2 weeks ago
Burlington, Ontario, Canada Elite M.D. Developments Full timeJob DescriptionWe are seeking a highly skilled Senior Financial Planning Manager to join our team at Elite M.D. Developments.Company OverviewAs a senior financial planning manager, you will play a key role in driving business growth and success by providing expert financial guidance and strategic planning support.SalaryThe estimated annual salary for this...
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Senior Financial Analyst
4 weeks ago
Burlington, Ontario, Canada Randstad Canada Full timeJob Summary:Our client in the financial sector is seeking a highly skilled Senior Financial Analyst to evaluate commercial financing requests, analyze financial statements, and provide guidance to other employees on the Credit Team.Responsibilities:• Evaluate commercial financing requests by reviewing applicants' credit histories• Analyze financial...
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Senior Financial Analyst
2 weeks ago
Burlington, Ontario, Canada Randstad Canada Full timeJob SummaryWe are seeking a highly skilled Senior Credit Analyst to join our team in Burlington, Ontario. This is a full-time position with a competitive salary and benefits package.About the RoleThe successful candidate will be responsible for evaluating commercial financing requests, analyzing financial statements, and preparing financial transactions for...
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Senior Care Professional
2 weeks ago
Burlington, Ontario, Canada Sunrise Senior Living Full timeJob OverviewThe LPN Medication Care Manager plays a crucial role in providing exceptional care and services to our residents at Sunrise Senior Living. This position involves administering medications and treatments in a safe, organized manner while adhering to federal, state, and local laws, as well as Sunrise's policies and...
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Sales Director for Financial Services
3 weeks ago
Burlington, Ontario, Canada Momentum Financial Services Group Full timeOverviewMomentum Financial Services Group is a leading financial services provider in North America, operating over 400 retail locations across Canada under the Money Mart brand and in Quebec as Insta Cheques. We have been serving customers in our local communities for over 40 years.We offer access to cash and related financial products to help customers...
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Senior Financial Business Analyst
2 weeks ago
Burlington, Ontario, Canada Opta Group LLC. Full timeJob SummaryThe Opta Group LLC is seeking a highly skilled Senior Financial Business Analyst to join its Corporate Finance team. The successful candidate will be responsible for delivering key financial information and critical business insights to senior management and other key stakeholders.About the RoleThe Senior Financial Business Analyst will be an...
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Senior Care Manager
2 weeks ago
Burlington, Ontario, Canada Sunrise Senior Living Full timeJob OverviewThe LPN Senior Care Manager is responsible for delivering exceptional care and services by administering medications and treatments in a safe and organized manner. This role requires a high degree of quality care and adherence to federal, state, and local laws, as well as Sunrise Senior Living policies.Responsibilities & QualificationsMedication...