Financial Services Professional
4 weeks ago
Are you a motivated and detail-oriented individual looking to make a difference in the financial services industry? We're seeking a skilled Financial Advisor to join our team at MD Financial Management.
Key Responsibilities:- Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Prepare and execute quarterly business plans to aid in the meeting of individual, regional, and corporate targets.
- Actively participate in prospecting and identify new business opportunities.
- Develop and implement comprehensive financial plans, including risk management, estate planning, liability management, cash flow/budgeting, education funding, tax, retirement planning, investment management, practice management, and goal setting.
- Prepare and present financial plans and specific investment strategies to clients.
- Stay up-to-date on industry regulations and MD's program and process requirements.
- Conduct financial planning seminars and information meetings to educate clients on new strategies, legislative changes, and MD Management's programs.
- Collaborate with centers of influence to increase visibility of products and services.
- Stay current on issues affecting clients' financial affairs, including income tax, investment trends, and products.
- Provide input to marketing and management on potential new products and services.
- Travel within established travel circuits to meet with clients and prospects.
- University degree in business, commerce, or a related field.
- CIRO (IIROC) licensed as a Registered Representative with completion of the Canadian Securities Course, Conduct & Practices Handbook, and 90-day training.
- Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and willingness to complete other regulatory requirements.
- Previous lending experience considered an asset.
- Strong working knowledge of financial planning and good product knowledge.
- Demonstrated track record of above-average sales in a financial services or related environment.
- 2+ years of financial planning experience within the financial services industry.
- Strong marketing skills.
- Excellent presentation skills.
- Strong communication and interpersonal skills.
-
Financial Services Professional
2 months ago
London, Ontario, Canada MD Financial Management Full timeJob Title: Financial AdvisorAre you a motivated and results-driven professional looking to make a meaningful impact in the financial services industry? We're seeking a talented Financial Advisor to join our team at MD Financial Management.About the Role:As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and...
-
Financial Services Professional
1 month ago
London, Ontario, Canada MD Financial Management Full timeAbout the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Financial Services Professional. As a key member of our team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...
-
Financial Services Professional
7 days ago
London, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full timeAbout the RoleWe're seeking highly motivated individuals to join our dynamic team at Desjardins Financial Security Independent Network - Southwestern Ontario. As a financial advisor, you'll have the opportunity to make a meaningful impact on peoples' lives by helping them achieve their financial security and realize their dreams.No prior experience in the...
-
Financial Planning and Accounting Professional
3 weeks ago
London, Ontario, Canada ASHISH PATEL PROFESSIONAL CORPORATION Full timeJob Title: Financial Planning and Accounting ProfessionalAbout the Role:We are seeking a highly skilled Financial Planning and Accounting Professional to join our team at ASHISH PATEL PROFESSIONAL CORPORATION. As a key member of our accounting team, you will be responsible for managing balance sheets, profit/loss statements, and financial records for our...
-
London, Ontario, Canada MD Financial Management Full timeAbout This RoleAs a Financial Consultant – Early Career Segment, you will play a pivotal part in shaping the financial futures of medical students, residents, and new physicians. Your expertise will help them navigate complex financial landscapes and achieve their goals.Develop trusted relationships with clients through active listening and tailored...
-
Senior Financial Services Professional
3 weeks ago
London, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Senior Financial Services Professional to join our team at Royal Bank of Canada. As a key member of our Commercial Banking team, you will be responsible for providing exceptional client service and expertise in credit advice and portfolio management.Key ResponsibilitiesLeverage your superior client discovery and...
-
Financial Services Professional
2 days ago
London, Ontario, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading bank in North America, committed to building a diverse and inclusive team culture.Earn a Competitive Salary:The estimated salary for this position is around $80,000-$120,000 per year, depending on experience and performance.Job Description:Build strong relationships with clients to generate mortgage opportunities and...
-
London, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeDesjardins Financial Security Independent Network OpportunityWe are seeking a skilled and dedicated Associate Advisor to join our team in Ottawa, Canada. This is a permanent, full-time position that offers a competitive salary and benefits package.About Us:Desjardins Financial Security Independent Network (DFSIN) is a leading financial services company with...
-
Financial Services Professional
2 weeks ago
London, Ontario, Canada Scotiabank Full timeRequisition ID: 209907At Scotiabank, we're committed to results in an inclusive and high-performing culture.About the roleWhat your role will be...Senior Financial AdvisorOur Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional...
-
Financial Services Coordinator
6 days ago
London, Ontario, Canada PHSS Support Services Full timeJob SummaryWe are seeking a detail-oriented Financial Services Coordinator to join our team at PHSS Support Services. As a key member of our finance department, you will be responsible for assisting with financial record-keeping, account management, and reporting.This is an excellent opportunity for an organized individual who is proficient in bookkeeping...
-
London, Ontario, Canada Ontario Municipal Social Services Association Full timeJob DescriptionWe are seeking a Chief Financial and Corporate Services Officer to lead our organization's financial strategy and operations. The successful candidate will have a proven track record of developing and implementing financial plans, managing budgets, and overseeing financial reporting.Key Responsibilities:Develop and implement financial plans...
-
Financial Planning and Analysis Professional
7 days ago
London, Ontario, Canada Davis Martindale Full timeJob DescriptionWe are seeking a skilled Financial Planning and Analysis Professional to join our team at Davis Martindale.ResponsibilitiesProvide expert financial planning and analysis support to clients, including budgeting, forecasting, and financial modelingDevelop and maintain complex financial models using accounting software and tools such as...
-
Financial Operations Coordinator
2 weeks ago
London, Ontario, Canada Ashish Tekriwal, CPA Professional Corporation Full timeAbout the RoleWe are seeking a skilled Financial Operations Coordinator to join our team at Ashish Tekriwal, CPA Professional Corporation. The successful candidate will be responsible for performing a range of financial tasks, including maintaining general ledgers, reconciling accounts, and preparing financial reports. This is a great opportunity for a...
-
Strategic Financial Planner
4 weeks ago
London, Ontario, Canada MD Financial Management Full timeAre you a financial planning expert looking for a new challenge? We're seeking a Strategic Financial Planner to join our team at MD Financial Management.Key Responsibilities:Develop and execute quarterly business plans to drive sales growth and meet individual and corporate targets.Build and maintain strong relationships with clients to deepen their...
-
Financial Advisor for Medical Students
3 weeks ago
London, Ontario, Canada MD Financial Management Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at MD Financial Management. As a Financial Advisor for Medical Students, you will be responsible for providing financial planning and investment advice to medical students, residents, and new physicians.Key ResponsibilitiesBuild and maintain relationships with...
-
Financial Planning Professional
3 weeks ago
London, Ontario, Canada Taxsmart Full timeJob Title: Senior Financial AnalystJob Summary:We are seeking a highly skilled Senior Financial Analyst to join our team at Taxsmart. As a key member of our accounting operations team, you will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions.Key Responsibilities:Direct staff to ensure...
-
Financial Relief Ambassador
1 day ago
London, Ontario, Canada Neo Financial Full timeWe are Neo Financial, Canada's Fastest Growing Company 2024. Our World and World Elite Mastercards have just been launched to help Canadians with their everyday essentials, such as gas and groceries.Unlike traditional rewards programs that offer confusing points, we give out actual cashback on every purchase.We're seeking passionate individuals who can...
-
Experienced Financial Consultant
4 weeks ago
London, Ontario, Canada Desjardins Financial Security Independent Network - Southwes Full timeBuild Your Future with UsAre you ready for a career change that offers flexibility and the opportunity to build your own practice? At Desjardins Financial Security Independent Network - Southwes, we provide the tools and support you need to take control of your future and create financial independence.Enjoy the Benefits of Being Your Own BossWork-life...
-
Strategic Financial Planning Specialist
1 day ago
London, Ontario, Canada MD Financial Management Full timeAre you passionate about providing expert financial guidance to clients?This role offers a unique opportunity to champion a customer-focused culture, leveraging broader Bank relationships, systems, and knowledge to deepen client relationships.Develop and execute quarterly business plans to drive growth and meet individual, regional, and corporate...
-
London, Ontario, Canada Turan Financial Full timeJob Title: Administrative AssistantJob Summary:Turan Financial is seeking an organized and detail-oriented Administrative Assistant to join our team. The successful candidate will provide administrative support to our team, ensuring seamless day-to-day operations. Key responsibilities include coordinating seminars and conferences, preparing meeting minutes,...