Financial Services Professional

About the JobAs a Financial Services Professional, you will be responsible for delivering exceptional customer service and providing expert financial guidance to our clients. This includes analyzing client needs, identifying opportunities to grow their wealth, and recommending suitable investment solutions.You will work collaboratively with internal...

At Wise Riddell Financial Group, we strive to deliver exceptional financial services that meet our clients' unique needs. As a leading full-service financial services firm, we offer a range of services including investment advice and wealth management.About the Position:We are seeking an experienced financial services professional to join our team as a...

Job DescriptionThe Financial Services Professional will be responsible for analyzing and approving or declining credit applications from consumers and businesses. You will work closely with customers to understand their financial needs and provide tailored solutions.Key Responsibilities:Evaluate creditworthiness of applicants and make recommendations for...

Role OverviewThe Advisor Transition Specialist plays a vital role in supporting the transition of existing advisors at Manulife Wealth Inc., ensuring a seamless process and minimal disruption to their businesses.This role involves working closely with the field team to provide key support to existing advisors during transitions, implementing a welcome...

**Company Overview**Taxplace Professional Corporation is a reputable firm specializing in accounting and tax services.We provide comprehensive financial planning solutions to individuals, departments, and companies. **Job Description**As a Financial Planning Specialist at Taxplace Professional Corporation, you will play a key role in identifying clients'...

**Job Overview**Sagen is seeking a highly skilled Financial Services Professional to join our team. As a Finance Associate, you will play a key role in providing exceptional customer service while processing cash premium and recoveries.This is a 12-month contract with the possibility of extension.**Key Responsibilities**Process cash premium batches and daily...

Company OverviewRaymond James Ltd. is a leading Canadian investment dealer providing high-quality products and services to individuals seeking customized solutions for their wealth management needs.The Portage Cross Border Wealth Management team in Oakville, Ontario, seeks an experienced Associate Financial Advisor/Financial Planner to support the growing...

Job OverviewWe are seeking a skilled Financial Planning and Taxation Specialist to join our team at TAXPLACE PROFESSIONAL CORPORATION.About the RoleThis is a permanent full-time position with a competitive hourly rate of $42.00 per hour, working 30 hours per week.The ideal candidate will have 1-2 years of experience in taxation and accounting, with strong...

Osborne Financial Search is pleased to present a unique opportunity for a seasoned Financial Director to join our client, a rapidly growing HVAC distribution company. With operations across Canada and the United States, this business is poised for continued growth and expansion.The successful candidate will be responsible for overseeing all aspects of...

Job DescriptionDescriptionWhat is the Opportunity?Raymond James Ltd. is one of Canada's leading independent investment dealers, with a complete offering of high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Specifically, the Portage Cross Border Wealth Management team located in Oakville,...

About Our Team:We are a dynamic team of financial professionals at Dreamforce Services Inc. who are dedicated to providing exceptional service and expertise to our clients. We are seeking a talented CORPORATE ACCOUNTANT to join our team as a Business Financial Analyst. The successful candidate will be responsible for managing the financial records and...

We are seeking a highly experienced Head of Financial Planning to join our client's leadership team. As a key member of the executive team, this individual will be responsible for driving the company's financial strategy and ensuring the effective implementation of financial plans.The ideal candidate will have a strong background in finance and planning,...

Job DescriptionWe are seeking a highly skilled Trust and Estate Professional to join our team. As a key member of our wealth management group, you will be responsible for providing high-quality sales and service to clients, while ensuring compliance with all regulatory requirements.Deliver exceptional client experiences through personalized guidance and...

At WellStat, we're seeking a seasoned Senior Financial Analyst to join our dynamic finance team. As a key member of the group, you'll play a crucial role in shaping our financial strategy and ensuring seamless operations.Job Summary:The Senior Financial Analyst will be responsible for:Indirect Tax Compliance: Oversee the preparation and filing process of...

Company OverviewBanque Nationale du Canada is a leading financial institution in Canada, dedicated to providing exceptional customer service and support. Our team of professionals is committed to helping clients achieve their financial goals and objectives.

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management. Investment Review, Investment Analysis, Retirement Analysis, New Client, Insurance Analysis, Pension Review & Analysis ~...

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management. Investment Review, Investment Analysis, Retirement Analysis, New Client, Insurance Analysis, Pension Review & Analysis ~...

Application Deadline:06/20/2025Address:100 King Street WestJob Family Group:Retail Banking Sales & ServiceWe are currently hiring Financial Planners for various locations in the Greater Toronto Region.Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides...

Role Summary:We are seeking an experienced accounting professional to join our team as a Financial Reporting Specialist. The successful candidate will have strong technical skills in financial reporting and auditing, as well as excellent communication and interpersonal skills. As a Financial Reporting Specialist, you will be responsible for assisting in the...

We are a leading full-service financial services firm operating in Ontario. Our success is attributed to our principles and personal, long-term approach to financial planning, investing, and financial management.Key Responsibilities:Preliminary investment recommendations for review.Data retrieval from investment managers.Data validation and accuracy...