Financial Services Professional
2 weeks ago
Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management. We're committed to empowering investors and our partners through innovative solutions.
Job SummaryWe're seeking an exceptional Financial Services Professional to join our Contact Centre team. As a Bilingual Investment Representative, you'll be responsible for providing exceptional service to our clients, managing order flow for online trading, and resolving issues in a professional and courteous manner.
Responsibilities- Respond to client inquiries via telephone, email, or chat regarding Qtrade Direct Investing products and services.
- Support clients by managing order flow for online trading from self-directed clients.
- Act as the primary contact for clients regarding problem resolution and complaints.
- Stay up-to-date on market trends and news items that may impact client investment decisions.
- Identify and suggest process improvements to enhance the client experience.
- Experience working in a fast-paced environment with volumes dictated by market trends and client demands.
- A positive attitude and excitement about learning new tasks and skills to adapt to changing environments.
- Strong written and verbal communication skills, with fluency in both English and French.
- Post-secondary education in business or economics, or an equivalent combination of education and experience.
- Securities registration as an Investment Representative within the past two years.
- Competitive compensation package that rewards individual contributions.
- Excellent health, dental, and insurance benefits to meet diverse employee needs.
- Generous vacation time, fitness benefits, and parental leave top-up options.
- Matching contributions to our retirement program.
- Commitment to staff development through learning and education assistance programs.
$64,000 - $79,000 CAD annually, based on various factors unique to each candidate and the requirements of the position.
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Financial Services Professional
2 weeks ago
Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeAbout DUCADUCA Financial Services Credit Union Ltd. is a vibrant, dynamic credit union that operates with a unique 'profits with a purpose' philosophy. Founded in 1954, we have grown from a single branch credit union to 19 branches across Southern Ontario, serving over 85,000 members. Our mission is to help people, businesses, and communities achieve their...
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Financial Services Assistant Professional
2 weeks ago
Toronto, Ontario, Canada Jaiswal Financial Services Inc Full timeJob OverviewJaiswal Financial Services Inc is seeking a highly organized and detail-oriented Administrative Assistant to join our team. This role involves providing administrative support, managing budgets, and ensuring seamless day-to-day operations.About the RoleThis permanent position offers a competitive salary of $45,000 - $60,000 per year, depending on...
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Financial Services Professional
2 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeCompany OverviewAt OTT Financial Inc., we are dedicated to providing exceptional financial services to our clients. Our team of professionals is committed to delivering tailored solutions that meet the unique needs of each individual or business.
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Financial Services Professional
3 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeJob Title: Account ManagerAbout the Role: We are seeking a highly skilled Account Manager to join our team at OTT Financial Inc. In this role, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Develop financial plans that cater...
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Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada MUFG Investor Services Full timeAbout the Role:This position reports to the Associate Director of Client Operations. It is an opportunity to work with a dynamic company in Financial Services.Your Responsibilities:Provide full range of fund accounting services to private equity clients, including NAV preparation, booking accruals, security pricing, cash and security position...
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Financial Services Coordinator
2 weeks ago
Toronto, Ontario, Canada ORION Financial Services Full timeJob DescriptionWe are seeking a highly skilled Financial Services Coordinator to join our team at ORION Financial Services. This is a permanent position with an estimated salary of $55,000 per year.
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Financial Accounting Professional
3 weeks ago
Toronto, Ontario, Canada MAYURAN THARMABALAN PROFESSIONAL CORPORATION Full timeJob SummaryWe are seeking a highly skilled Financial Accounting Professional to join our team at MAYURAN THARMABALAN PROFESSIONAL CORPORATION. This role will involve preparing and maintaining accurate financial records, managing accounts, and providing timely financial reporting.
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Senior Financial Services Professional
2 weeks ago
Toronto, Ontario, Canada TY PEAK TAX SERVICES INC. Full timeJob SummaryWe are seeking a skilled Senior Financial Services Professional to join our team at TY PEAK TAX SERVICES INC. As a key member of our organization, you will be responsible for providing expert financial guidance and support to our clients.About the RoleThis is a permanent position offering a competitive salary of $**60,000 - $80,000 per year**,...
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Senior Financial Services Manager
3 weeks ago
Toronto, Ontario, Canada Auxilium Professional Corporation Full timeJob SummaryWe are seeking a highly skilled Sr. Financial Services Manager to lead our financial services department at Auxilium Professional Corporation.As a key member of our team, you will be responsible for overseeing the day-to-day operations of our financial services division, ensuring compliance with all relevant regulations and standards.Key...
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Financial Service Representative
3 weeks ago
Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeAbout the RoleDUCA Financial Services Credit Union Ltd. is seeking a highly skilled Senior Member Service Representative to join our team. As a Senior Member Service Representative, you will be responsible for providing exceptional customer service to our members, promoting our products and services, and contributing to the growth and success of our...
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Customer Service Manager
2 weeks ago
Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeJob DescriptionDUCA Financial Services Credit Union Ltd.We are seeking a skilled Customer Service Manager to join our team at DUCA Financial Services Credit Union Ltd. As a Senior Member Service Representative, you will provide exceptional customer service and support to our members.Job Summary:To deliver outstanding customer service and support to our...
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Corporate Assistance Professional
2 weeks ago
Toronto, Ontario, Canada CT Financial Services Full timeAbout CT Financial ServicesWe are a leading provider of innovative financial solutions for Canadians. Our team is committed to creating exceptional customer experiences through our suite of products and services.Job OverviewThis role is part of our Roadside Assistance department, which operates 24/7. As a Remote Corporate Assistance Professional, you will be...
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Financial Security Consultant
2 weeks ago
Toronto, Ontario, Canada Neilson Financial Services Full timeLife Insurance Sales Advisor OpportunityWe are currently seeking a highly skilled and driven Full-Time Life Insurance Sales Advisor to join our growing Canadian team. As a key member of our team, you will play a pivotal role in helping individuals and families make informed decisions about their financial security.About the Role:You will leverage our product...
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Accounting and Financial Management Professional
2 weeks ago
Toronto, Ontario, Canada Ke Wang Professional Corporation Full timeWe are seeking a highly skilled Senior Bookkeeper to join our team at Ke Wang Professional Corporation. As a senior bookkeeper, you will be responsible for maintaining the financial records and ensuring accurate financial statements.About the RoleThis is a permanent position with 40 hours of work per week. We require a candidate with a college diploma or...
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Business Development and Marketing Professional
2 weeks ago
Toronto, Ontario, Canada ORION Financial Services Full timeJob DescriptionWe are seeking a highly skilled Business Development and Marketing Professional to join our team at ORION Financial Services.About the RoleThis is a permanent, full-time position offering 35 to 40 hours of work per week. The successful candidate will require a Bachelor's degree and possess 1 to less than 7 months of relevant experience in...
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Senior Financial Services Manager
2 weeks ago
Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeAbout DUCA Financial Services Credit Union Ltd.DUCA is a vibrant and exciting financial institution that embodies a 'profits with a purpose' philosophy. Founded in 1954, we have grown to become one of Canada's fastest-growing credit unions, serving over 85,000 members across Southern Ontario.Our MissionWe exist to help people, businesses, and communities do...
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IT Compliance Manager
2 weeks ago
Toronto, Ontario, Canada CI Financial Full timeEnhance your career in IT compliance with a leading financial services firm.We are seeking an experienced IT Compliance Manager to join our team at CI Financial. This is an exciting opportunity to work on a wide range of projects, from developing and testing internal controls to ensuring the accuracy of financial reports.About the Role:Develop and implement...
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Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada KPMG LLP Full timeWe are seeking a skilled Financial Services Professional to join our team at KPMG LLP. The successful candidate will have a Bachelor's degree and Chartered Professional Accountant (CPA) certification.Key Responsibilities:Identify clients' financial goals and objectivesSupervise staffAnalyze clients' financial recordsRequirements:2 years to less than 3 years...
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Financial Services Professional
2 weeks ago
Toronto, Ontario, Canada Fiera Capital Full timeJob OverviewWe are seeking a highly skilled and detail-oriented Financial Services Professional to join our team at Fiera Capital. In this role, you will have the opportunity to work with a talented group of professionals who are passionate about delivering exceptional client service.
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Financial Officer
2 weeks ago
Toronto, Ontario, Canada Kanset Services Inc. Full timeJob Title: Financial Officer - Accounting ProfessionalAbout Kanset Services Inc.: We are a dynamic organization dedicated to providing exceptional services in the field of accounting and finance.Job Summary: We seek an experienced financial officer to join our team. The successful candidate will be responsible for managing accounts payable, accounts...