Current jobs related to Senior Financial Advisor - WhitchurchStouffville, Ontario - CIBC

  • Senior Financial Analyst

    1 month ago

    Whitchurch–Stouffville, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for leading the month-end close activities and treasury functions.Key ResponsibilitiesLead the month-end close activities, including coordination and communication with multiple business partnersPerform...

  • Senior Financial Consultant

    1 month ago

    Whitchurch–Stouffville, Ontario, Canada Vaco Full time

    About the OpportunityWe are seeking a highly skilled Financial Consultant to join our team at Vaco. As a key member of our financial services team, you will be responsible for creating and documenting processes, training employees, and ensuring the smooth operation of our financial systems.Key ResponsibilitiesDevelop and implement financial processes and...

  • Administrative Coordinator

    2 weeks ago

    Whitchurch–Stouffville, Ontario, Canada Millie Financial LTD Full time

    Job Title: Executive AssistantAbout the Role:We are seeking a highly organized and detail-oriented Executive Assistant to join our team at Millie Financial LTD. As an Executive Assistant, you will provide administrative support to our senior leadership team, ensuring the smooth operation of our daily activities.Key Responsibilities:Provide administrative...

  • Financial Management Professional

    2 days ago

    Whitchurch–Stouffville, Ontario, Canada Vaco Full time

    About the OpportunityLiaise with Department Managers to understand budget requirements, operating results, departmental goals, policies, and procedures.Create complex financial models using advanced Excel functions, including pivot tables, macros, and VBA scripts.Analyze and interpret financial transactions, assessing their completeness and...

  • Assistant Administrator

    4 weeks ago

    Whitchurch–Stouffville, Ontario, Canada Mon Sheong Foundation Full time

    Job SummaryThe Assistant Administrator is a key member of the Mon Sheong Foundation team, responsible for the daily operation of our long-term care homes. This role requires strong leadership, financial management, and administrative skills to ensure the highest standard of resident care.Key ResponsibilitiesImplement policies and procedures of the Board of...

  • Assistant Administrator

    4 weeks ago

    Whitchurch–Stouffville, Ontario, Canada Mon Sheong Foundation Full time

    Job SummaryThe Assistant Administrator is a key member of the Mon Sheong Foundation team, responsible for the daily operation of our long-term care homes. This role requires strong leadership, financial management, and administrative skills to ensure the highest standard of resident care.Key ResponsibilitiesImplement policies and procedures of the Board of...

  • Assistant Administrator

    2 weeks ago

    Whitchurch–Stouffville, Ontario, Canada Mon Sheong Foundation Full time

    Job SummaryThe Assistant Administrator is responsible for the daily operation of the assigned long-term care homes of Mon Sheong Foundation, including human resources, day-to-day operations, and financial resources. In addition to administrative responsibilities, he/she also supports the values of the Mon Sheong Foundation and liaises with community agencies...

  • Assistant Administrator

    2 weeks ago

    Whitchurch–Stouffville, Ontario, Canada Mon Sheong Foundation Full time

    Job SummaryThe Assistant Administrator is responsible for the daily operation of the assigned long-term care homes of Mon Sheong Foundation, including human resources, day-to-day operations, and financial resources. In addition to administrative responsibilities, he/she also supports the values of the Mon Sheong Foundation and liaises with community agencies...

  • Senior Financial Planning and Analysis Manager

    3 weeks ago

    Whitchurch–Stouffville, Ontario, Canada AutoTrader Full time

    Join AutoTrader's Finance TeamWe are seeking a highly skilled Sr. Manager, FP&A to lead our financial planning and analysis efforts. As a key member of our finance team, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.About AutoTraderAutoTrader is a trusted Canadian leader in online...

  • Senior Financial Planning and Analysis Manager

    3 weeks ago

    Whitchurch–Stouffville, Ontario, Canada AutoTrader Full time

    Join AutoTrader's Finance TeamWe are seeking a highly skilled Sr. Manager, FP&A to lead our financial planning and analysis efforts. As a key member of our finance team, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.About AutoTraderAutoTrader is a trusted Canadian leader in online...

  • Senior Manager, Financial Planning and Analysis

    4 weeks ago

    Whitchurch–Stouffville, Ontario, Canada AutoTrader Full time

    Join AutoTrader CorporationAutoTrader Corporation is a leading Canadian company in online media, dealer, and lender services. Our company is comprised of AutoSync and Dealertrack Canada, offering the largest inventory of new and used cars in Canada.We are seeking a highly skilled Sr. Manager, FP&A to join our team. As a key member of our financial planning...

  • Senior Manager, Financial Planning and Analysis

    4 weeks ago

    Whitchurch–Stouffville, Ontario, Canada AutoTrader Full time

    Join AutoTrader CorporationAutoTrader Corporation is a leading Canadian company in online media, dealer, and lender services. Our company is comprised of AutoSync and Dealertrack Canada, offering the largest inventory of new and used cars in Canada.We are seeking a highly skilled Sr. Manager, FP&A to join our team. As a key member of our financial planning...

  • Assistant Administrator

    1 month ago

    Whitchurch–Stouffville, Ontario, Canada Mon Sheong Foundation Full time

    Job SummaryThe Assistant Administrator is a key member of the Mon Sheong Foundation team, responsible for the daily operation of our long-term care homes. This role requires strong leadership, financial management, and administrative skills to ensure the highest standard of resident care.Key ResponsibilitiesImplement policies and procedures of the Board of...

  • Assistant Administrator

    1 month ago

    Whitchurch–Stouffville, Ontario, Canada Mon Sheong Foundation Full time

    Job SummaryThe Assistant Administrator is a key member of the Mon Sheong Foundation team, responsible for the daily operation of our long-term care homes. This role requires strong leadership, financial management, and administrative skills to ensure the highest standard of resident care.Key ResponsibilitiesImplement policies and procedures of the Board of...

  • Senior Engineering Executive

    3 weeks ago

    Whitchurch–Stouffville, Ontario, Canada Simcoe Geoscience Limited Full time

    Job SummaryWe are seeking a highly skilled Senior Engineering Executive to join our team at Simcoe Geoscience Limited. The successful candidate will be responsible for allocating resources, establishing departments, and coordinating work across regions.Key ResponsibilitiesAllocate material, human, and financial resources to implement organizational policies...

  • Senior Engineering Executive

    2 weeks ago

    Whitchurch–Stouffville, Ontario, Canada Simcoe Geoscience Limited Full time

    Job SummaryWe are seeking a highly skilled Senior Engineering Executive to join our team at Simcoe Geoscience Limited. The successful candidate will be responsible for allocating resources, establishing departments, and coordinating work across regions.Key ResponsibilitiesAllocate material, human, and financial resources to implement organizational policies...

  • Senior Tax Analyst

    2 weeks ago

    Whitchurch–Stouffville, Ontario, Canada Vaco Full time

    About the OpportunityWe are seeking a highly skilled Senior Tax Analyst to join our team at Vaco. As a key member of our tax department, you will be responsible for supporting the domestic tax compliance for a Canadian multinational company.Key Responsibilities:Prepare quarterly and annual tax provision reports for both domestic and foreign entities,...

  • Senior Engineering Executive

    2 weeks ago

    Whitchurch–Stouffville, Ontario, Canada Simcoe Geoscience Limited Full time

    Job SummaryWe are seeking a highly skilled Senior Engineering Executive to join our team at Simcoe Geoscience Limited. As a key member of our leadership team, you will be responsible for allocating resources, establishing departments, and coordinating the work of regions and divisions.Key ResponsibilitiesAllocate material, human, and financial resources to...

  • Assistant Administrator

    2 weeks ago

    Whitchurch–Stouffville, Ontario, Canada Mon Sheong Foundation Full time

    Job SummaryThe Assistant Administrator plays a vital role in supporting the Home Administrator in the operation of the home. This position requires strong administrative skills, as well as the ability to work closely with the Home Administrator to ensure the smooth day-to-day functioning of the home.Key ResponsibilitiesImplement policies and procedures as...

  • Assistant Administrator

    2 weeks ago

    Whitchurch–Stouffville, Ontario, Canada Mon Sheong Foundation Full time

    Job SummaryThe Assistant Administrator plays a vital role in the Mon Sheong Foundation, working closely with the Home Administrator to ensure the smooth operation of the home. This position requires strong administrative skills, as well as the ability to support day-to-day operations and liaise with community agencies and regulatory bodies.Key...

Senior Financial Advisor

2 months ago

WhitchurchStouffville, Ontario, Canada CIBC Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Specialist to join our team at CIBC. As a key member of our Financial Services team, you will be responsible for managing and developing a portfolio of clients, building strong relationships, and providing exceptional client service.

Key Responsibilities
  • Client Relationship Management
    • Build and maintain strong relationships with clients to understand their financial needs and goals.
    • Develop and implement personalized financial plans to meet client objectives.
    • Provide exceptional client service and support to ensure client satisfaction.
  • Business Development
    • Identify and pursue new business opportunities to grow the client portfolio.
    • Develop and implement strategies to increase revenue and expand the client base.
    • Collaborate with internal stakeholders to leverage CIBC's products and services to meet client needs.
  • Financial Planning and Analysis
    • Conduct financial analysis and provide recommendations to clients on investment and wealth management strategies.
    • Develop and implement financial plans to meet client objectives, including retirement planning, estate planning, and tax planning.
    • Stay up-to-date on market trends and economic conditions to provide informed advice to clients.
Requirements
  • Professional Designation
    • Hold a professional designation in financial services, such as CFP or CIM.
  • Experience
    • Minimum 1.5 years of experience in a financial services role, preferably in a client-facing capacity.
  • Skills
    • Excellent communication and interpersonal skills.
    • Strong analytical and problem-solving skills.
    • Ability to work in a fast-paced environment and meet deadlines.
What We Offer

CIBC offers a competitive compensation package, including a base salary, bonus, and benefits. We also offer opportunities for professional development and advancement within the company.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.