Financial Services Professional

1 day ago


Timmins, Ontario, Canada 2628340 Ontario Inc Full time
Job Title: Financial Services Professional

We are seeking a highly skilled Financial Services Professional to join our team at 2628340 Ontario Inc. As a key member of our team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities:
  • Identify clients' financial goals and objectives
  • Analyze clients' financial records
  • Develop financial plans for clients
  • Supervise staff
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
  • Arrange for sale of financial products and investments
  • Assist in the planning and execution of financial statement audits
Requirements:
  • College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
  • 1 year to less than 2 years of experience
  • Permanent employment
  • 40 hours per week
  • English as the primary language of work
Personal Qualities:
  • Attention to detail
  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Interpersonal awareness
  • Judgement
  • Organized
  • Team player


  • Timmins, Ontario, Canada 2628340 Ontario Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Business Development Manager to join our team at 2628340 Ontario Inc. As a key member of our organization, you will be responsible for identifying and pursuing new business opportunities, building and maintaining strong relationships with clients, and driving revenue growth.Key...


  • Timmins, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...Deliver exceptional customer service by taking a proactive approach to understanding customer needs and providing expert advice.Educate customers on relevant financial products and services, and help them build comprehensive plans to achieve their goals.Nurture strong, long-standing relationships with customers and...


  • Timmins, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...Deliver exceptional customer service by taking a proactive approach to understanding customer needs and providing expert advice.Educate customers on relevant financial products and services, and help them build comprehensive plans to achieve their goals.Nurture strong, long-standing relationships with customers and...


  • Timmins, Ontario, Canada Scotiabank Full time

    About the RoleAs a Financial Advisor, Investment & Retirement Planning, you will be a key member of our branch sales team, responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role will be to establish/deepen investment and primary banking relationships with existing...


  • Timmins, Ontario, Canada Scotiabank Full time

    About the RoleAs a Financial Advisor, Investment & Retirement Planning, you will be a key member of our branch sales team, responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role will be to establish/deepen investment and primary banking relationships with existing...


  • Timmins, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and wealth management strategies.Work closely with customers to create comprehensive financial plans that meet their individual needs.Identify and pursue business...


  • Timmins, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and wealth management strategies.Work closely with customers to create comprehensive financial plans that meet their individual needs.Identify and pursue business...


  • Timmins, Ontario, Canada Scotiabank - Global Banking and Markets Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank - Global Banking and Markets. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesCustomer Relationship Building: Develop and...


  • Timmins, Ontario, Canada Scotiabank - Global Banking and Markets Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank - Global Banking and Markets. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesCustomer Relationship Building: Develop and...


  • Timmins, Ontario, Canada Baker Tilly Canada Cooperative Full time

    Job DescriptionBaker Tilly Canada Cooperative is a leading provider of accounting and financial services to businesses and organizations in Northern Ontario. We are seeking a highly skilled and experienced Senior Accountant to join our team.Key ResponsibilitiesLead year-end planning and coordination with clients to ensure timely and accurate financial...


  • Timmins, Ontario, Canada Baker Tilly Canada Cooperative Full time

    Job DescriptionBaker Tilly Canada Cooperative is a leading provider of accounting and financial services to businesses and organizations in Northern Ontario. We are seeking a highly skilled and experienced Senior Accountant to join our team.Key ResponsibilitiesLead year-end planning and coordination with clients to ensure timely and accurate financial...


  • Timmins, Ontario, Canada Baker Tilly Full time

    Baker Tilly SNT is a locally owned full-service accounting firm in Northern Ontario with offices in various locations. We are uniquely structured to provide you with local partner leadership and accountability supported by both national and international resources. Baker Tilly SNT has more than 100 staff serving over 3,000 clients in diverse fields in the...


  • Timmins, Ontario, Canada Baker Tilly Full time

    Baker Tilly SNT is a locally owned full-service accounting firm in Northern Ontario with offices in various locations. We are uniquely structured to provide you with local partner leadership and accountability supported by both national and international resources. Baker Tilly SNT has more than 100 staff serving over 3,000 clients in diverse fields in the...


  • Timmins, Ontario, Canada Baker Tilly Canada Full time

    About Baker Tilly CanadaBaker Tilly Canada is a leading provider of accounting and business advisory services. Our team of experts is dedicated to helping clients achieve their financial goals.Job SummaryWe are seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for providing high-quality financial...


  • Timmins, Ontario, Canada Baker Tilly Canada Full time

    About Baker Tilly CanadaBaker Tilly Canada is a leading provider of accounting and business advisory services. Our team of experts is dedicated to helping clients achieve their financial goals.Job SummaryWe are seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for providing high-quality financial...


  • Timmins, Ontario, Canada Reliable Cleaning Services Full time

    About Reliable Cleaning ServicesWe are a reputable cleaning services company seeking a skilled and detail-oriented individual to join our team as a Cleaning Professional. As a Cleaning Professional, you will be responsible for maintaining a clean and safe environment for our clients.Job SummaryWe are looking for a reliable and hardworking individual to work...


  • Timmins, Ontario, Canada Reliable Cleaning Services Full time

    About Reliable Cleaning ServicesWe are a reputable cleaning services company seeking a skilled and detail-oriented individual to join our team as a Cleaning Professional. As a Cleaning Professional, you will be responsible for maintaining a clean and safe environment for our clients.Job SummaryWe are looking for a reliable and hardworking individual to work...


  • Timmins, Ontario, Canada Reliable Cleaning Services Full time

    About Reliable Cleaning ServicesWe are a reputable cleaning services company seeking a skilled and detail-oriented individual to join our team as a Cleaning Professional. As a Cleaning Professional, you will be responsible for maintaining a clean and safe environment for our clients.Job SummaryWe are looking for a reliable and hardworking individual to work...


  • Timmins, Ontario, Canada Reliable Cleaning Services Full time

    About Reliable Cleaning ServicesWe are a reputable cleaning services company seeking a skilled and detail-oriented individual to join our team as a Cleaning Professional. As a Cleaning Professional, you will be responsible for maintaining a clean and safe environment for our clients.Job SummaryWe are looking for a reliable and hardworking individual to work...


  • Timmins, Ontario, Canada 2789590 Ontario Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at 2789590 Ontario Inc. as a key member of our financial services department.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.Investment...