Financial Services Specialist
10 hours ago
We are seeking a highly skilled Financial Services Representative to join our team at Paul Gupta & Associates. As a key member of our team, you will be responsible for providing exceptional customer service, processing loan applications, and promoting our credit and loan services.
Key Responsibilities- Loan Processing: Review and evaluate loan applications, conduct credit checks, and make recommendations for approval or rejection.
- Customer Service: Assist clients with their financial objectives, provide solutions to address debt management, investment, and other financial goals.
- Account Management: Open new personal and non-personal accounts, provide access to automated banking services, and manage client relationships.
- Security and Safety: Maintain basic security clearance and adhere to company policies and procedures.
- Work Environment: Work in a fast-paced environment with a large caseload, tight deadlines, and a focus on attention to detail.
- Education: College/CEGEP degree.
- Experience: 2 years to less than 3 years of experience in a related field.
- Skills: Excellent oral communication, efficient interpersonal skills, and a strong ability to work under pressure.
- Competitive Salary: A competitive salary and benefits package.
- Opportunities for Growth: Opportunities for career advancement and professional development.
- Collaborative Work Environment: A collaborative and dynamic work environment with a team of experienced professionals.
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Financial Planning Specialist
2 weeks ago
Oakville, Ontario, Canada NASHAT MANAGEMENT SERVICES Full timeJob Title: Financial Planning SpecialistThis role requires a Bachelor's degree and 2 to less than 3 years of experience in financial planning and analysis.Key ResponsibilitiesDirect trust account investments and ensure compliance with regulatory requirements.Identify clients' financial goals and objectives, and develop personalized financial plans.Manage...
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Statement Specialist
7 days ago
Oakville, Ontario, Canada Randstad Full timeAbout the RoleWe are seeking a skilled Statement Specialist to join our team at Randstad. As a Statement Specialist, you will be responsible for analyzing and processing financial statements with exceptional attention to detail and strong analytical skills.Key ResponsibilitiesAnalyze and process financial statements with high accuracy and attention to...
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Statement Specialist
7 days ago
Oakville, Ontario, Canada Randstad Full timeAbout the RoleWe are seeking a skilled Statement Specialist to join our team at Randstad. As a Statement Specialist, you will be responsible for analyzing and processing financial statements with exceptional attention to detail and strong analytical skills.Key ResponsibilitiesAnalyze and process financial statements with high accuracy and attention to...
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Financial Services Specialist
3 days ago
Oakville, Ontario, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Specialist to join our team at CIBC. As a key member of our Personal and Business Banking team, you will be responsible for building and growing your client base by providing exceptional relationship management, financial support, and customer service.Key ResponsibilitiesClient...
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Financial Services Specialist
4 days ago
Oakville, Ontario, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Specialist to join our team at CIBC. As a key member of our Personal and Business Banking team, you will be responsible for building and growing your client base by providing exceptional relationship management, financial support, and customer service.Key ResponsibilitiesClient...
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Senior Financial Accounting Specialist
10 hours ago
Oakville, Ontario, Canada financial-advisor Full timeOur client, a publicly traded real estate company, is seeking a Senior Financial Analyst to contribute to their growing team.**About the Role**As a Senior Financial Analyst, you will be responsible for providing financial analysis and reporting to support business decisions.**Key Responsibilities:*** Analyze financial data to identify trends and insights*...
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Senior Financial Accounting Specialist
1 day ago
Oakville, Ontario, Canada financial-advisor Full timeOur client, a publicly traded real estate company, is seeking a Senior Financial Analyst to contribute to their growing team.**About the Role**As a Senior Financial Analyst, you will be responsible for providing financial analysis and reporting to support business decisions.**Key Responsibilities:*** Analyze financial data to identify trends and insights*...
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Financial Operations Specialist
4 weeks ago
Oakville, Ontario, Canada Shoplogix Full timeFinancial Operations Specialist at ShoplogixBecome a vital member of our team at Shoplogix, a leading global IIoT software provider, as a Financial Operations Specialist. In this position, you will play a key role in delivering financial insights and analyses that facilitate essential decision-making processes.Generate comprehensive monthly and quarterly...
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Corporate Financial Specialist
7 days ago
Oakville, Ontario, Canada Getimployed Full timeJob Title: Corporate Financial SpecialistAt Getimployed, we are seeking a highly skilled and detail-oriented Corporate Financial Specialist to join our team. As a key member of our accounting department, you will be responsible for preparing financial statements, invoicing clients, and assisting with other administrative duties.Key Responsibilities:Manage...
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Corporate Financial Specialist
1 week ago
Oakville, Ontario, Canada Getimployed Full timeJob Title: Corporate Financial SpecialistAt Getimployed, we are seeking a highly skilled and detail-oriented Corporate Financial Specialist to join our team. As a key member of our accounting department, you will be responsible for preparing financial statements, invoicing clients, and assisting with other administrative duties.Key Responsibilities:Manage...
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Financial Planning Specialist
1 day ago
Oakville, Ontario, Canada NASHAT MANAGEMENT SERVICES Full timeJob SummaryNashat Management Services is seeking a highly skilled Tax Accountant to join our team. As a key member of our accounting department, you will be responsible for providing expert financial planning and tax compliance services to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients,...
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Financial Planning Specialist
1 day ago
Oakville, Ontario, Canada NASHAT MANAGEMENT SERVICES Full timeJob SummaryNashat Management Services is seeking a highly skilled Tax Accountant to join our team. As a key member of our accounting department, you will be responsible for providing expert financial planning and tax compliance services to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients,...
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Financial Planning Specialist
1 week ago
Oakville, Ontario, Canada NASHAT MANAGEMENT SERVICES Full timeAbout the RoleWe are seeking a highly skilled Tax Accountant to join our team at Nashat Management Services. As a Tax Accountant, you will play a critical role in ensuring the accuracy and compliance of our clients' financial records.Key ResponsibilitiesFinancial Planning: Develop and implement financial plans for clients, taking into account their goals,...
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Cybersecurity Specialist
7 days ago
Oakville, Ontario, Canada Canadian Tire Financial Services Full timeAbout the RoleWe are seeking a highly skilled Cybersecurity Specialist to join our team at Canadian Tire Financial Services. As a key player in our organization, you will be responsible for spearheading initiatives to identify, investigate, communicate, resolve, and improve information security governance, risk, and compliance in our IT investments.Key...
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Cybersecurity Specialist
7 days ago
Oakville, Ontario, Canada Canadian Tire Financial Services Full timeAbout the RoleWe are seeking a highly skilled Cybersecurity Specialist to join our team at Canadian Tire Financial Services. As a key player in our organization, you will be responsible for spearheading initiatives to identify, investigate, communicate, resolve, and improve information security governance, risk, and compliance in our IT investments.Key...
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Accounting Specialist
1 day ago
Oakville, Ontario, Canada CCFS Accounting Services Inc. Full timeAccounting Specialist Job DescriptionWe are seeking an experienced Accounting Specialist to join our team at CCFS Accounting Services Inc.Key Responsibilities:Financial Record Keeping: Maintain accurate and up-to-date financial records, including ledgers, journals, and other accounting documents.Financial Analysis: Prepare financial statements, including...
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Accounting Specialist
1 day ago
Oakville, Ontario, Canada CCFS Accounting Services Inc. Full timeAccounting Specialist Job DescriptionWe are seeking an experienced Accounting Specialist to join our team at CCFS Accounting Services Inc.Key Responsibilities:Financial Record Keeping: Maintain accurate and up-to-date financial records, including ledgers, journals, and other accounting documents.Financial Analysis: Prepare financial statements, including...
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Financial Planning Specialist
1 week ago
Oakville, Ontario, Canada TD Bank Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Planning Specialist to join our team at TD Bank. As an Investment Advisor Associate, you will play a key role in supporting our lead Investment Advisors and delivering exceptional client experiences.Key ResponsibilitiesBusiness Development: Develop and execute sales plans, coordinate...
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Financial Services Specialist
1 day ago
Oakville, Ontario, Canada Paul Gupta & Associates Full time{"h2": "Job Summary", "p": "We are seeking a highly skilled Financial Services Representative to join our team at Paul Gupta & Associates. As a key member of our financial services team, you will be responsible for providing exceptional customer service, processing loan applications, and promoting our credit and loan services. If you have a passion for...
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Financial Services Specialist
1 day ago
Oakville, Ontario, Canada Paul Gupta & Associates Full time{"h2": "Job Summary", "p": "We are seeking a highly skilled Financial Services Representative to join our team at Paul Gupta & Associates. As a key member of our financial services team, you will be responsible for providing exceptional customer service, processing loan applications, and promoting our credit and loan services. If you have a passion for...