Financial Services Professional

3 weeks ago


Burlington, Ontario, Canada Royal Bank of Canada Full time
About This Opportunity

We are seeking a highly motivated and goal-oriented individual to join our team as a Financial Services Professional - Relationship Builder. In this role, you will have the opportunity to build strong relationships with clients and help them achieve their financial goals.

As a key member of our team, you will be responsible for delivering exceptional client service, identifying opportunities to provide advice and solutions, and working collaboratively with colleagues to drive business growth.

Key Responsibilities:

  • Proactively engage with clients to understand their financial needs and preferences.
  • Develop and implement personalized plans to meet clients' financial goals.
  • Collaborate with internal teams to provide comprehensive financial solutions.
  • Stay up-to-date on industry trends and regulatory requirements.

Requirements:

  • Bachelor's degree in Business, Finance, or related field.
  • Minimum 2 years of experience in financial services or a related field.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to change.

What We Offer:

  • A competitive salary range of $60,000-$80,000 per year.
  • A comprehensive benefits package, including medical, dental, and vision coverage.
  • Opportunities for professional development and advancement.
  • A dynamic and supportive work environment.

Location: Burlington, Ontario, Canada.



  • Burlington, Ontario, Canada Caterpillar Financial Services Corporation Full time

    Caterpillar Financial Services Corporation is a leading provider of financial solutions to customers globally. We are seeking a skilled and experienced Global Financial Services Representative to join our team.As a Global Financial Services Representative, you will play a crucial role in maintaining accurate and thorough records of customer payment history...


  • Burlington, Ontario, Canada Elby Professional Recruitment Full time

    Elby Professional Recruitment is seeking an experienced Senior Accountant to join their team as a key member in project-based accounting, costing, and more.About the RoleProject budgeting and cost analysis to ensure efficient financial planning.Confirmation of expenses, payments, and schedules for seamless project execution.Preparation of project reports and...


  • Burlington, Ontario, Canada McKeil Marine Limited Full time

    McKeil Marine Limited, a leading marine service provider in Canada, is seeking an experienced Senior Accountant to join our finance team on a full-time permanent basis.The ideal candidate will possess strong accounting skills, with 3-5 years of experience, and a Bachelor's degree in Accounting or a related field.We offer a dynamic work environment, with...


  • Burlington, Ontario, Canada Thegradcafe Full time

    About the OpportunityWhy Join UsThegradcafe offers a dynamic and challenging environment where you can grow your career as a Financial Systems Analyst. Our organization is committed to delivering exceptional results, and we are seeking individuals who share our passion for innovation and excellence. As a member of our team, you will have the opportunity to...


  • Burlington, Ontario, Canada Edward Jones Full time

    We are looking for a highly skilled and motivated Financial Services Coordinator to join our team in Burlington, ON. As a key member of our branch office support team, you will be responsible for delivering exceptional personalized service to our clients.In this role, you will have the opportunity to work closely with our financial advisors to help clients...


  • Burlington, Ontario, Canada Landmark Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Senior Financial Services Representative to join our team at Landmark Credit Union. As a key member of our branch operations, you will be responsible for providing exceptional member service, assisting with loan applications, and promoting financial products and services.This is a full-time...


  • Burlington, Ontario, Canada TD Bank Full time

    About TD BankTD Bank is one of the world's leading global financial institutions, delivering legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world.


  • Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. is a fast-growing investment dealer with a dynamic team looking to expand our business in Burlington.We have a corporate culture that encourages teamwork, service excellence, creativity, and initiative.The Client Experience Team is the 'go to' for our Investment Advisor clients, providing them with trust-based support and...


  • Burlington, Ontario, Canada Sodexo Canada Ltd Full time

    About Us: Sodexo Canada Ltd is a leading provider of quality of life services. Our mission is to improve the quality of life for our customers, employees, and communities around the world.About the Role: We are seeking a highly skilled Financial Services Manager to join our team in Burlington, ON. As a key member of our finance team, you will play a critical...


  • Burlington, Ontario, Canada Elby Professional Recruitment Full time

    Job OverviewThis is a fantastic opportunity to become part of an established and rapidly growing manufacturing company in the local area.About the RoleWe are seeking a Strategic Account Manager to join our team. Reporting to the Director of Sales, this position will be responsible for sales and business development activities for existing and new customers...

  • Senior Accountant

    3 weeks ago


    Burlington, Ontario, Canada Elby Professional Recruitment Full time

    Elby Professional Recruitment is seeking a highly skilled Senior Accountant to join their team in an exciting project management and cost control role.About the RoleThis challenging position reports directly to the Controller and involves working on various accounting projects, ensuring accurate budgeting, cost analysis, and financial reporting. The ideal...


  • Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Services Support Specialist to join our Client Experience team in Burlington. In this role, you will work closely with our Advisor clients to provide exceptional support and guidance on day-to-day inquiries and requests.As a key member of our team, you will be responsible for providing training to...


  • Burlington, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    BeBee Professionals in Burlington is seeking a meticulous Financial Accountant (m/f/d) to join our finance team.About the Company:As a leading professional services firm, beBee Professionals provides comprehensive financial solutions to clients across various industries.Job Summary:We are looking for an experienced Financial Accountant to maintain accurate...


  • Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Job OverviewAligned Capital Partners Inc. is a fast-growing investment dealer with a dynamic team that encourages teamwork, service excellence, creativity, and initiative.We are currently hiring for a full-time Financial Services Support Specialist to join our Client Experience team in Burlington.


  • Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    About the RoleWe are currently seeking a highly skilled Financial Services Support Specialist to join our Client Experience team in Burlington. This is a client-facing role that requires a strong background in providing exceptional support to investment advisors and their clients.


  • Burlington, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    beBee Professionals in Burlington is seeking a detail-oriented professional to manage and maintain accurate financial records, handle accounts payable and receivable, and ensure the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records, including ledgers, invoices, and statements.Reconcile bank statements and...


  • Burlington, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    We are seeking a detail-oriented Financial Accountant Specialist to join our finance team at beBee Professionals in Burlington. This role will involve maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Maintain and manage financial records, including...


  • Burlington, Ontario, Canada Vaco Full time

    About the OpportunityVaco is seeking a highly experienced Accounting Manager to join their growing CPA practice.We are looking for an accomplished individual with a proven track record in leadership, mentorship, and client management. This role requires a strategic thinker who is ambitious, driven to succeed, and possesses an in-depth understanding of...

  • Financial Accountant

    4 weeks ago


    Burlington, Ontario, Canada BDFP & Associates LLP Full time

    About the RoleWe are seeking a skilled Financial Accountant to join our team at BDFP & Associates LLP. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with all relevant laws and regulations.Key ResponsibilitiesMaintain...


  • Burlington, Ontario, Canada beBee Professionals Full time $35,000 - $45,000

    We are seeking a Service Delivery Professional to join our team in Burlington, Canada. As a Customer Service Representative, you will be responsible for providing exceptional service to our customers, handling inquiries, and resolving issues in a timely and professional manner.Key Responsibilities:Handle customer inquiries via various channels.Provide...