Current jobs related to Financial Services Specialist – Toronto/GTA - Toronto, Ontario - Educators Financial Group

  • IT Support Specialist

    17 hours ago

    Toronto, Ontario, Canada company Full time

    Overview:We are seeking an experienced IT support specialist to join our team in the Greater Toronto Area. As a deskside support technician, you will be responsible for providing technical assistance and support to our users.Skillset:A minimum of 5 years of experience in IT support, with certifications such as CompTIA A+, Microsoft Certified Desktop Support...

  • Financial Operations Specialist

    34 seconds ago

    Toronto, Ontario, Canada SoHo Hotel Toronto Full time

    About SoHo Hotel TorontoThe SoHo Hotel Toronto offers a luxurious and unique experience in the heart of Toronto. As a member of Preferred Hotels and Resorts, we strive to provide an unparalleled experience for our guests.Job DescriptionWe are seeking an experienced Financial Operations Specialist to join our team. The successful candidate will be responsible...

  • Leasing and Sales Specialist

    7 days ago

    Toronto, Ontario, Canada Sterling Karamar Property Management Full time

    We are seeking a highly motivated and organized individual to join our team as a Leasing and Sales Specialist - GTA. The successful candidate will be responsible for leasing units and maintaining an occupancy rate of 100% in a portfolio of multi-residential apartments. The ideal candidate will have strong negotiation and communication skills, be able to work...

  • Financial Services Specialist

    4 hours ago

    Toronto, Ontario, Canada BMO Financial Group Full time

    Job SummaryWe are seeking a skilled Financial Services Specialist to join our team. As a key member of our operations group, you will play a critical role in ensuring the smooth delivery of our financial services.Your primary responsibility will be to provide support and guidance to our customers and internal stakeholders. This includes responding to...

  • Financial Services Specialist

    7 days ago

    Toronto, Ontario, Canada University Of Toronto Full time

    About the Role:The University of Toronto Scarborough is seeking a highly skilled Accountant to join its Financial Services team. In this role, you will be responsible for providing operational and client support to departments across the campus on matters of business finance inquiries and submissions.You will work closely with the Manager, Accounting and...

  • Financial Services Specialist

    2 days ago

    Toronto, Ontario, Canada Raymond James Financial Full time

    About the RoleWe are seeking a highly skilled Product Strategy Specialist to join our team at Raymond James Financial. This role will involve working closely with cross-functional teams to develop and implement strategic plans for our product offerings.The successful candidate will have a proven track record in product strategy and change management within...

  • Financial Data Specialist

    3 days ago

    Toronto, Ontario, Canada University of Toronto Full time

    Job OverviewThe University of Toronto seeks a Financial Data Specialist to join its team. As a key member of the Planning, Budget & Finance Office, you will play a critical role in supporting the university's planning, policy formulation, and decision-making processes.About the Team:The Planning, Budget & Finance Office is responsible for providing strategic...

  • Financial Risk Specialist

    3 days ago

    Toronto, Ontario, Canada Toronto Hydro Corporation Full time

    We are seeking an experienced Financial Risk Specialist to join our team at Toronto Hydro Corporation. As a key member of the finance department, you will be responsible for managing day-to-day operations treasury functions, including financial risk management, investor relations, business development, and insurance.Key Responsibilities:Cash Flow Analysis:...

  • Financial Operations Specialist

    7 days ago

    Toronto, Ontario, Canada Toronto District School Board Full time

    Role SummaryWe are seeking an experienced Financial Operations Specialist to join our finance team at the Toronto District School Board. As a key member of the finance department, you will provide financial guidance and support to senior management and staff.Key Responsibilities:Financial Reporting: Prepare accurate and timely financial reports for...

  • Financial Planning Associate

    1 day ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job Summary:The Financial Planning Associate - Toronto will support Senior Total Wealth Planners in the Toronto market by preparing financial plans for high net worth clients. This role requires excellent analytical and communication skills, as well as a strong understanding of comprehensive financial planning.Main Accountabilities:Prepare comprehensive...

  • Client Services Specialist

    2 days ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Client Services Specialist 5700 Yonge St, North York, ON M2M 4K2, Canada ● Toronto, ON, Canada Req #1058 Tuesday, August 20, 2024 Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be...

  • Bilingual Client Services Specialist

    2 days ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Bilingual Client Services Specialist (French/English) Toronto, ON, Canada Req #1059 Monday, August 19, 2024 Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward,...

  • Financial Institution Compliance Specialist

    6 days ago

    Toronto, Ontario, Canada IFG International Financial Group Ltd Full time

    Job DescriptionWe are seeking a skilled Transaction Management Specialist to fill a 4-month contract in Toronto. As a key member of our team, your primary responsibilities will include:- Administering compliance and account reconciliations for low to medium complexity funds- Preparing financial reports, including financial statements and audit schedules,...

  • Chief Financial Officer

    2 weeks ago

    Toronto, Ontario, Canada Camacam Full time

    Habitat for Humanity (GTA)Chief Financial OfficerLocation: Toronto, ONHabitat GTA's head office is situated in North York, Ontario on the territory of the Mississaugas of the Credit First Nation, the Anishinabewaki, the Hodenosauneega and the Wendake-Nionwentsio peoples.Are you passionate about tackling the affordable housing crisis? Are you looking for a...

  • Financial Services Representative

    2 days ago

    Toronto, Ontario, Canada DUCA Financial Services Credit Union Full time

    As a Mobile Mortgage Specialist, you will utilize consultative selling skills to originate residential mortgage and home equity loans from real estate agents, home builders, lawyers, accountants, financial planners, and other centers of influence.You will proactively create opportunities to engage in client-focused home financing conversations with the goal...

  • Financial Reporting Specialist

    3 days ago

    Toronto, Ontario, Canada Greater Toronto Airports Authority Full time

    We are seeking a Financial Reporting Specialist - Capital Assets to join our finance team at the Greater Toronto Airports Authority (GTAA). As a key member of the team, you will be responsible for preparing accurate and timely financial reports related to our capital assets. This includes preparing month-end journal entries, managing general ledger...

  • Financial Services Quality Assurance Specialist

    1 day ago

    Toronto, Ontario, Canada Randstad Full time

    About the Role:We are seeking a talented Quality Review Specialist to support our client in their Toronto office. This is an exciting opportunity for a financial professional with experience in the banking/finance industry, specifically in KYC and AML activities.In this role, you will work full-time hours, utilizing your skills to further develop within the...

  • Financial Services Specialist

    2 days ago

    Toronto, Ontario, Canada VPI Employment Services Full time

    Job OverviewThe Trust Banking Officer role at VPI Employment Services is a dynamic opportunity for individuals with a keen eye for detail and a passion for financial services. As a member of our team, you will be responsible for preparing daily reconciliations of trust accounts, investigating any discrepancies, and following up on breaks. Your attention to...

  • AML Specialist

    7 days ago

    Toronto, Ontario, Canada Randstad Full time

    We are looking for a Quality Review Specialist- AML to support our client in their Toronto office. This role involves working full-time hours, contributing to the financial services industry by reviewing and verifying compliance with regulations.Job OverviewIn this position, you will be part of a dynamic team responsible for ensuring the highest standards of...

  • Bilingual Client Services Specialist

    2 days ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Bilingual Client Services Specialist (Mandarin/English) 5700 Yonge St, North York, ON M2M 4K2, Canada ● Toronto, ON, Canada Req #1060 Friday, August 23, 2024 Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is...

Financial Services Specialist – Toronto/GTA

1 week ago

Toronto, Ontario, Canada Educators Financial Group Full time
Company Overview
Educators Financial Group is a leading financial services provider specializing in serving the education community. Our team is dedicated to delivering exceptional client experiences and helping individuals achieve their financial goals.

Salary and Benefits
This salaried position offers a competitive compensation package, including a strong benefits program and a comprehensive pension plan. You will also have access to the latest tools and technology required for success in this role.

Job Description
We are seeking a skilled Certified Financial Planner professional to join our Client Advisory Services Team in Toronto/GTA. In this role, you will develop networks to grow our client base, raise awareness of our firm and our services within the education community, and increase investments from existing clients within your assigned territory.

Required Skills and Qualifications
To be successful in this role, you will need to possess excellent communication and interpersonal skills, as well as a strong understanding of financial planning principles. A minimum of ten years of experience in the financial services industry is preferred, with a current CFP designation holder approved to be registered with a CIRO firm in the province of Ontario. Bilingualism (French) would be considered an asset.

Benefits
In addition to a competitive salary and benefits package, we offer a supportive coaching environment, regular team meetings, and quarterly all-staff corporate town hall events. This is a mobile position with the flexibility to manage your own schedule, making it ideal for self-motivated and self-managed individuals.