Financial Planner Specialist
3 weeks ago
The role of a Personal Finance Advisor at Desjardins involves building lasting and trustworthy relationships with members and clients to ensure their satisfaction. This is achieved by listening to their needs, offering advice that fits their financial situation, and helping them choose appropriate solutions to meet their financial goals. The advisor works closely with a client base consisting mainly of individual members and businesses, requiring interpersonal savvy to drive results by recommending investments, loans, and insurance products. The role involves balancing member/client satisfaction, business objectives, profitability, and sound risk management. Key responsibilities include:
- Providing customized advice to members and clients on the best strategies and expected results.
- Managing business relationships, assessing member/client satisfaction and service quality, and identifying areas for improvement.
- Staying up-to-date on the financial services industry, market trends, and best practices in the field.
- Participating in outreach activities and representing the caisse in the community.
Desjardins offers a competitive salary and annual bonus, 4 weeks of flexible vacation starting in the first year, a defined benefit pension plan, group insurance, and reimbursement of health and wellness expenses and telework equipment. The ideal candidate should have a Bachelor's degree in a related field, a minimum of 1 year of relevant experience, and hold a mutual fund representative certificate from the Ontario Securities Commission. Strong communication skills in both French and English, as well as knowledge of current financial, economic, political, and legislative events, are also required. The candidate should have a deep understanding of the philosophy and fundamentals of financial services cooperatives, policies, legislation, and standards related to products and services offered by the caisse, and Desjardins business processes and service standards.
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Financial Service Specialist
1 week ago
Oshawa, Ontario, Canada BMO Financial Group Full time{"role-description": "Job Title:Customer Experience AssociateJob Summary:BMO Financial Group seeks a Customer Experience Associate to deliver exceptional service to our customers and prospects. As a key member of our team, you will identify customer needs and provide advice and guidance on financial solutions that align with their...
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Financial Accounting Specialist
1 week ago
Oshawa, Ontario, Canada Pelican Events & Catering Full timeFinancial Accounting SpecialistAt Pelican Events & Catering, we are seeking a skilled Financial Accounting Specialist to join our team. The ideal candidate will have experience with financial record-keeping, financial reporting, and financial analysis. Key responsibilities include:Calculation of cheques for payroll and fixed assets and...
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Financial Operations Specialist
1 week ago
Oshawa, Ontario, Canada GTA FIELD TECHS INC. Full timeAt GTA FIELD TECHS INC., we are seeking a skilled Financial Operations Specialist to join our team. As a Financial Operations Specialist, you will be responsible for calculating and preparing cheques for payroll, maintaining financial records, and establishing and balancing various accounts using manual and computerized bookkeeping systems.Key...
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Financial Records Specialist
6 days ago
Oshawa, Ontario, Canada Durham Apothecary Full timeJob Title: Financial Records SpecialistAbout Us: Durham Apothecary is a dynamic and growing organization that values precision and accuracy in all aspects of our business. We are seeking a highly skilled Financial Records Specialist to join our team.Salary: $55,000 - $65,000 per annum (dependent on experience)Job Description:As a Financial Records Specialist...
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Financial Operations Specialist
2 weeks ago
Oshawa, Ontario, Canada Durham Apothecary Full timeDurham Apothecary is seeking a detail-oriented and organized Financial Operations Specialist to join their team. Key responsibilities include calculating and preparing cheques for payroll, maintaining general ledgers and financial statements, and reconciling accounts. The ideal candidate will have a Bachelor's degree and 2 years of experience in...
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Financial Development Specialist
1 day ago
Oshawa, Ontario, Canada Ontario Power Generation Full timeJob Summary:We are seeking a highly skilled and dynamic Financial Development Specialist to join our team at Ontario Power Generation (OPG). This is an exciting opportunity for a motivated individual to develop their skills and experience in financial management, while contributing to the success of our organization.About the Role:This role will provide the...
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Financial Services Specialist
4 weeks ago
Oshawa, Ontario, Canada Desjardins Full timeAs a Financial Services Specialist at Desjardins, you will play a key role in developing and maintaining lasting relationships with members and clients. Your primary responsibility will be to listen to their needs and provide personalized advice on financial products and services that meet their goals. You will work closely with a diverse client base,...
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Financial Services Expert
1 day ago
Oshawa, Ontario, Canada Royal Bank of Canada> Full timeJob OverviewRoyal Bank of Canada is seeking an experienced Financial Services Expert to join our team as a Client Success Specialist. This role is ideal for a client-focused individual with strong problem-solving skills and a passion for delivering exceptional customer experiences.About the RoleAs a Client Success Specialist, you will be responsible for...
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Accounting Specialist
4 weeks ago
Oshawa, Ontario, Canada The Health and Beauty Distributor Inc Full timeAccounting SpecialistWe are seeking an experienced Accounting Specialist to join our team at The Health and Beauty Distributor Inc. As an Accounting Specialist, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Maintain general ledgers and...
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Accounting Specialist
3 weeks ago
Oshawa, Ontario, Canada The Health and Beauty Distributor Inc Full timeThe Health and Beauty Distributor Inc is seeking an experienced Accounting Specialist to join our team. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Financial Record Keeping:...
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Accounting Specialist
4 weeks ago
Oshawa, Ontario, Canada beBee Professionals Full time $45,000 - $60,000beBee Professionals in Oshawa is seeking a highly skilled Accounting Specialist to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Responsibilities:Manage and maintain financial records, including ledgers,...
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Financial Services Advisor
4 weeks ago
Oshawa, Ontario, Canada Desjardins Full timeAs a Personal Finance Specialist at Desjardins, you will play a key role in developing and maintaining lasting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals.You will work...
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Financial Services Specialist
3 weeks ago
Oshawa, Ontario, Canada Desjardins Full timeThe role of a Personal Finance Advisor at Desjardins involves developing and maintaining lasting business relationships with members and clients to ensure their satisfaction. As a key member of our team, you will be responsible for listening to members' and clients' needs, offering advice that fits their financial situation, and helping them choose...
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Bookkeeping Specialist
1 day ago
Oshawa, Ontario, Canada Taunton Commercial Bakery Inc. Full time**Job Title:** Bookkeeping Specialist**Company Overview:Taunton Commercial Bakery Inc. is seeking an experienced Bookkeeping Specialist to join our team. As a key member of our finance department, you will be responsible for maintaining accurate financial records, preparing cheques for payroll, and ensuring compliance with accounting standards.**Estimated...
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Financial Services Specialist
3 weeks ago
Oshawa, Ontario, Canada Ontario Inc. Full timeJob Title: Financial Services RepresentativeAbout the Role:We are seeking a highly motivated and organized Financial Services Representative to join our team at Ontario Inc. As a Financial Services Representative, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Education: Bachelor's...
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Personal Banking Associate
4 weeks ago
Oshawa, Ontario, Canada BMO Financial Group Full timeJob SummaryAs a Personal Banking Associate at BMO Financial Group, you will play a key role in delivering exceptional service to our customers and prospects. Your primary responsibility will be to identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of our customers.Key Responsibilities-...
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Accounting Specialist
3 weeks ago
Oshawa, Ontario, Canada GTA FIELD TECHS INC. Full timeGTA FIELD TECHS INC. is seeking a skilled Accounting Specialist to join our team. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and reconciling accounts.The ideal candidate will have a strong background in bookkeeping and accounting principles, with...
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Accounting Specialist
4 weeks ago
Oshawa, Ontario, Canada The Health and Beauty Distributor Inc Full timeThe Health and Beauty Distributor Inc is seeking a skilled Accounting Specialist to join our team. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Calculate and prepare cheques...
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Accounting Specialist
4 weeks ago
Oshawa, Ontario, Canada The Health and Beauty Distributor Inc Full timeWe are seeking a highly skilled Accounting Specialist to join our team at The Health and Beauty Distributor Inc. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Calculate and...
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Mortgage Specialist
4 weeks ago
Oshawa, Ontario, Canada Scotiabank Full timeMortgage Specialist Job DescriptionScotiabank is seeking a skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for building strong relationships with clients, providing expert mortgage advice, and driving mortgage sales.Key Responsibilities:Develop and maintain a network of clients, referral partners, and community...