Financial Services Associate
2 days ago
At Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who thrive in fast-paced environments and are passionate about delivering exceptional client service.
Key Responsibilities:- Manage transfer requests with precision and efficiency, ensuring timely and accurate processing.
- Collaborate with custodian partners to enhance service delivery and identify opportunities for improvement.
- Provide top-notch support to advisors and sales assistants, ensuring seamless client onboarding and transfer experiences.
- Develop and maintain strong relationships with branch partners, fostering a collaborative environment that drives success.
- Stay up-to-date with industry standards and regulatory requirements, ensuring compliance and excellence in all aspects of the role.
- At least 2 years of experience in transfer processing or a related field.
- Strong knowledge of IIROC transfer processes and relevant industry standards.
- Excellent verbal and written communication skills, with the ability to build strong relationships with internal and external stakeholders.
- Post-secondary education or industry equivalency, with a minimum of 4 years of experience in the financial industry.
- Proficiency in Microsoft Office, particularly Excel, and experience with ISM platform and other back-office software solutions.
- A dynamic and supportive work environment that encourages growth and development.
- Opportunities for professional growth and advancement within the company.
- A comprehensive benefits package, including pension and share purchase plan.
- Recognition and rewards for outstanding performance and contributions to the team.
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Financial Services and Advisory Professional
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Financial Services Associate
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Financial Services Associate
4 days ago
Mississauga, Ontario, Canada RBC Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client relationships and identify...
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Financial Accountant
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Financial Accountant
1 week ago
Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full timeAbout the RoleWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD. as a Bookkeeper. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record...
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Financial Accountant
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Financial Accountant
6 days ago
Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full timeAbout the RoleWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD. as a Bookkeeper. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record...
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Financial Services Associate
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Financial Accountant
2 days ago
Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full timeJob SummaryWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD. 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 ResponsibilitiesFinancial...
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Financial Accountant
5 days ago
Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full timeJob SummaryWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD. as a Bookkeeper. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record...
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Financial Accountant
5 days ago
Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full timeJob SummaryWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD. as a Bookkeeper. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record...
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Financial Accountant
3 days ago
Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full timeJob Title: Financial AccountantWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD.Job Summary:The Financial Accountant will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key...
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Financial Accountant
2 days ago
Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full timeJob Title: Financial AccountantWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD.Job Summary:The Financial Accountant will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key...