Financial Services Professional
1 week ago
We are seeking a highly skilled Financial Services Professional to join our team at Paul Gupta & Associates. As a key member of our team, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and promoting the sale of credit and loan services.
Key Responsibilities- Approve or reject loan applications based on thorough evaluation of financial status, references, and credit history
- Assist clients in achieving their financial goals through personalized solutions and recommendations
- Promote the sale of credit and loan services to clients
- Research and evaluate loan applicants' financial status, references, and credit history
- Review and update credit and loan files to ensure accuracy and compliance
- 2 years of experience in a related field
- College/CEGEP education
- Basic security clearance
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment with tight deadlines
- A competitive salary and benefits package
- Opportunities for professional growth and development
- A dynamic and supportive work environment
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Financial Services Professional
4 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob Opportunity:We are seeking a skilled and experienced Financial Services Professional to join our team at Royal Bank of Canada. As a Financial Advisor, you will play a key role in building and maintaining relationships with our high-value personal and small business clients.Key Responsibilities:Communicate with clients to understand their financial needs...
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Financial Services Professional
4 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob Opportunity:We are seeking a skilled and experienced Financial Services Professional to join our team at Royal Bank of Canada. As a Financial Advisor, you will play a key role in building and maintaining relationships with our high-value personal and small business clients.Key Responsibilities:Communicate with clients to understand their financial needs...
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Financial Services Professional
5 days ago
Oakville, Ontario, Canada Paul Gupta & Associates Full timeKey Responsibilities:At Paul Gupta & Associates, we're seeking a diligent Financial Services Professional to join our team. In this role, you will be responsible for approving or rejecting loan applications, assisting clients in achieving their financial goals, and completing credit and loan documentation. Additionally, you will be tasked with interviewing...
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Financial Services Professional
3 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeAbout the RoleWhat You'll Be Doing...Building strong relationships with customers to understand their financial needs and goals.Providing expert advice and guidance on financial products and services to help customers achieve their objectives.Developing and implementing comprehensive financial plans to meet customers' needs and exceed their...
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Financial Services Professional
3 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeAbout the RoleWhat You'll Be Doing...Building strong relationships with customers to understand their financial needs and goals.Providing expert advice and guidance on financial products and services to help customers achieve their objectives.Developing and implementing comprehensive financial plans to meet customers' needs and exceed their...
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Financial Services Professional
4 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will play a key role in building and maintaining relationships with our high-value clients, providing them with expert advice and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and...
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Financial Services Professional
4 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will play a key role in building and maintaining relationships with our high-value clients, providing them with expert advice and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and...
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Financial Services Professional
2 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeAbout the RoleKey ResponsibilitiesDevelop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on financial products and services to help customers achieve their objectives.Work collaboratively with colleagues to identify and pursue business opportunities and drive sales growth.Stay...
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Financial Services Professional
2 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeAbout the RoleKey ResponsibilitiesDevelop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on financial products and services to help customers achieve their objectives.Work collaboratively with colleagues to identify and pursue business opportunities and drive sales growth.Stay...
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Financial Services Professional
2 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeRequisition ID: 208691At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the roleWhat your role will be...As a Financial Advisor, you'll be responsible for:Providing expert advice and...
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Senior Financial Analyst
3 weeks ago
Oakville, Ontario, Canada financial-advisor Full timeSenior Financial AnalystOur client is seeking a highly skilled Senior Financial Analyst to join their team. As a key member of the financial planning and analysis team, you will be responsible for providing financial insights and analysis to support business decisions.Key Responsibilities:Develop and maintain financial models and forecasts to support...
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Senior Financial Analyst
3 weeks ago
Oakville, Ontario, Canada financial-advisor Full timeSenior Financial AnalystOur client is seeking a highly skilled Senior Financial Analyst to join their team. As a key member of the financial planning and analysis team, you will be responsible for providing financial insights and analysis to support business decisions.Key Responsibilities:Develop and maintain financial models and forecasts to support...
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Financial Services Professional
4 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will play a key role in building and maintaining relationships with our high-value clients, providing them with expert advice and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and...
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Financial Services Professional
4 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will play a key role in building and maintaining relationships with our high-value clients, providing them with expert advice and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and...
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Accounting Professional
2 weeks ago
Oakville, Ontario, Canada Ricky Chawla CPA Professional Corporation Full timeJob Title: Accounting ProfessionalWe are seeking an experienced Accounting Professional to join our team at Ricky Chawla CPA Professional Corporation.Key Responsibilities:Prepare and maintain accurate financial records and ledgersCalculate and prepare cheques for payroll and other financial transactionsReconcile accounts and prepare financial...
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Financial Services Professional
7 days ago
Oakville, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the financial services industry. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice,...
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Financial Services Professional
4 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityWe are seeking a skilled and experienced Financial Advisor to join our team at RBC. As a Financial Advisor, you will play a key role in building and maintaining relationships with our high-value personal and small business clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet clients' needs and goalsProvide...
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Financial Services Professional
4 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityWe are seeking a skilled and experienced Financial Advisor to join our team at RBC. As a Financial Advisor, you will play a key role in building and maintaining relationships with our high-value personal and small business clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet clients' needs and goalsProvide...
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Financial Services Professional
7 days ago
Oakville, Ontario, Canada Scotiabank Full timeRequisition ID: 208691At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our clients.About the RoleKey Responsibilities:• Proactively discover customer needs and provide relevant insights and expert...
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Financial Services Professional
3 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeAbout the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on financial products and services to help customers achieve their objectives.Work collaboratively with colleagues to identify and pursue business opportunities and drive sales...