Associate - Financial Services Professional
6 days ago
We are seeking a highly motivated and detail-oriented Associate to join our team at Royal Bank of Canada. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and support to our clients and advisors.
Key Responsibilities- Maintain accurate and up-to-date client records and account information.
- Respond to client inquiries in a timely and professional manner.
- Assist advisors in managing client portfolios and wealth management planning opportunities.
- Coordinate and prepare meetings for advisors with clients and prospects.
- Ensure compliance with internal controls and industry regulatory requirements.
- Provide administrative support to the advisor team.
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification.
- Strong skills in business applications and technology, including Microsoft Office Suite.
- Excellent time management and organization skills.
- Exceptional verbal and written communication skills.
- A comprehensive Total Rewards Program, including bonuses and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- A dynamic and collaborative work environment.
- A world-class training program in financial services.
At Royal Bank of Canada, we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.
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Financial Services Professional
2 days ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeJob Title: Financial Services ProfessionalWe are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. As a key member of our team, you will be responsible for providing exceptional financial planning and management services to our clients.Key Responsibilities:Financial Planning: Develop and implement comprehensive...
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Financial Services Professional
2 days ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeJob Title: Financial Services ProfessionalWe are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. As a key member of our team, you will be responsible for providing exceptional financial planning and management services to our clients.Key Responsibilities:Financial Planning: Develop and implement comprehensive...
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Associate - Financial Services Professional
5 days ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Associate to join our team at Royal Bank of Canada. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client relationships and identify opportunities to contact...
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Associate - Financial Services Professional
5 days ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Associate to join our team at Royal Bank of Canada. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client relationships and identify opportunities to contact...
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Associate - Financial Services Professional
5 days ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Associate to join our team at Royal Bank of Canada. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client relationships and identify opportunities to contact...
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Financial Services Professional
1 week ago
Old Toronto, Ontario, Canada BMO Financial Group Full timeAbout the RoleWe are seeking a highly motivated and ambitious Investment Banking Analyst to join our team at BMO Financial Group. As an Investment Banking Analyst, you will play a critical role in the transaction team, working with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and...
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Financial Services Professional
1 week ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Associate to join our Wealth Management team at Scotiabank. As an Investment Associate, you will play a key role in supporting our Wealth Advisors in the development and management of their client relationships.Key ResponsibilitiesIdentify new business opportunities to grow our client...
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Financial Services Professional
1 week ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Associate to join our Wealth Management team at Scotiabank. As an Investment Associate, you will play a key role in supporting our Wealth Advisors in the development and management of their client relationships.Key ResponsibilitiesIdentify new business opportunities to grow our client...
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Financial Services Professional
1 week ago
Toronto, Ontario, Canada Garthside Group Financial Inc Full timeAbout the RoleWe are seeking a highly motivated and experienced Insurance Sales Representative to join our team at Garthside Group Financial Inc. As an Insurance Sales Representative, you will be responsible for assessing potential client markets, calculating premiums, and establishing client insurance coverage.Key ResponsibilitiesMarket Assessment: Conduct...
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Associate - Financial Services Professional
1 week ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is a leading financial institution that consistently ranks among the top in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.We are seeking a resourceful, efficient and...
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Financial Services Professional
1 week ago
Toronto, Ontario, Canada Garthside Group Financial Inc Full timeAbout the RoleWe are seeking a highly motivated and experienced Insurance Sales Representative to join our team at Garthside Group Financial Inc. As an Insurance Sales Representative, you will play a key role in identifying and pursuing new business opportunities, building strong relationships with clients, and providing exceptional customer service.Key...
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Financial Services Professional
1 week ago
Toronto, Ontario, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full timeAbout the RoleAs a Financial Advisor with Desjardins Financial Security Independent Network - Rexdale #278, you will play a key role in helping individuals and families achieve their financial goals. You will provide expert advice on insurance and investment products, and work closely with clients to understand their unique needs and circumstances.Key...
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Financial Services Professional
1 week ago
Toronto, Ontario, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full timeAbout the RoleAs a Financial Advisor with Desjardins Financial Security Independent Network - Rexdale #278, you will play a key role in helping individuals and families achieve their financial goals. You will provide expert advice on insurance and investment products, and work closely with clients to understand their unique needs and circumstances.Key...
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Corporate Counsel
4 weeks ago
Toronto, Ontario, Canada Momentum Financial Services Group_new Full timePosition OverviewThe successful candidate will be required to work from the office approximately three days a week. This role demands a proactive lawyer with a strong understanding of business operations, capable of functioning both independently and collaboratively with diverse teams and external stakeholders.The Associate General Counsel will offer legal...
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Financial Services Associate
19 hours ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Financial Services Associate. In this role, you will be responsible for providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain accurate and up-to-date client records and account...
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Financial Services Associate
17 hours ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Financial Services Associate. In this role, you will be responsible for providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain accurate and up-to-date client records and account...
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Financial Services Associate
1 day ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Financial Services Associate. In this role, you will be responsible for providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain accurate and up-to-date client records and account...
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Senior Accounting Professional
1 week ago
Toronto, Ontario, Canada Financial Agency Professional Corporation Full timeJob SummaryWe are seeking a highly skilled Senior Accounting Professional to join our team at Financial Agency Professional Corporation. As a key member of our accounting department, you will be responsible for providing financial support and guidance to our clients.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate and up-to-date financial...
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Financial Services Associate
5 days ago
Toronto, Ontario, Canada Optimus SBR Full timeAbout the RoleThe PositionContinued growth has created exciting opportunities for an Associate to join our Financial Services Practice.Key Responsibilities:Collaborate with high-performing professionals to drive business growth.Build and maintain strong relationships with clients and stakeholders.Develop and implement effective financial strategies to...
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Financial Services Associate
5 days ago
Toronto, Ontario, Canada Optimus SBR Full timeAbout the RoleThe PositionContinued growth has created exciting opportunities for an Associate to join our Financial Services Practice.Key Responsibilities:Collaborate with high-performing professionals to drive business growth.Build and maintain strong relationships with clients and stakeholders.Develop and implement effective financial strategies to...