Career Opportunities in Financial Planning
4 days ago
About the Role:
As a Financial Advisor, you will be a key member of our branch sales team responsible for driving success by meeting or exceeding negotiated deposit and investment sales goals. You will establish and deepen relationships with existing customers, as well as those referred by branch partners, through effective management of your assigned portfolio.
You will conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning. Using financial planning skills, you will create customized financial strategies and solutions to meet their needs.
- Main Responsibilities:
- Establish and deepen relationships with existing and new customers
- Conduct comprehensive reviews for assigned customers
- Create customized financial strategies and solutions
- Educate customers on complex investment and retirement planning
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
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Mississauga, Ontario, Canada Edward Jones Full time**About Us**We are Edward Jones, a Fortune 500 company that values people over profits. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned.Our purpose is to partner for positive impact, improving the lives of our clients, colleagues, and communities. We're an innovative, flexible, and...
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Mississauga, Ontario, Canada Community Choice Financial Family of Brands Full timeOverviewWe are a leading consumer specialty finance organization, providing our customers and team members the Power of Choice with over 10 brands represented across 24 states. Our mission is to help people get access to short-term financial services when they need it most.We offer a range of career opportunities, including Customer Service Representative...
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Operations Financial Planning
2 weeks ago
Mississauga, Ontario, Canada Puratos Full timeOperations Financial Planning & Analysis ManagerJob DetailFunctional area: FinanceJob Location: CAN - MississaugaCountry/Region: CanadaWho are you? ProfessionalsPermanent/Temporary: PermanentWorking time: Full TimeReq ID: 33562Join the MagicOur MissionAt Puratos, we create innovative food solutions for the health and well-being of people everywhere. As the...
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Financial Planning Analyst
6 days ago
Mississauga, Ontario, Canada OSL Retail Services Corporation Full timeAt OSL Retail Services Corporation, we're seeking a highly skilled Senior Financial Analyst to join our finance team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to provide exceptional support to our business units.Key Responsibilities:Perform financial reporting and ad-hoc business...
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Financial Planning Strategist
3 days ago
Mississauga, Ontario, Canada Edward Jones Full timeAt Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being.About UsWe are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we...
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Career Opportunities in Kansas City
2 days ago
Mississauga, Ontario, Canada Community Choice Financial Family of Brands Full timeWe are seeking ambitious achievers and experienced leaders to join our team. Our company, the Community Choice Financial Family of Brands, is a leading consumer specialty finance organization in the U.S.Our workplace awards and recognition include being a Military Friendly Employer for 2022, 2023, and 2024, and a Top Employer for Hispanic and Latinos by HLPA...
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Supervisor, Financial Planning
1 week ago
Mississauga, Ontario, Canada Alectra Inc. Full timeThe OpportunityJob Posting Number: 2024-320Position: Supervisor, Financial Planning & Analysis (Rebasing)Temporary #15-18 months contractLocation: Mississauga (Derry Rd)(Hybrid: Remote/In-office)Reports to: Manager, Financial ReportingBusiness Group: Finance & Supply Chain ManagementDivision: Planning & AnalysisHours per Week: 35Rate of Pay: Commensurate...
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Career Development Specialist
7 days ago
Mississauga, Ontario, Canada Community Choice Financial Family of Brands Full timeAbout UsCommunity Choice Financial Family of Brands is a leading consumer specialty finance organization in the U.S. We provide our customers and communities with access to short-term financial services through over 10 brands across 1,500 brick-and-mortar stores and online product offerings.We are committed to helping people across the country achieve their...
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Financial Planning Strategist
4 days ago
Mississauga, Ontario, Canada Edward Jones Full timeEdward Jones is a Fortune 500 company where people come first.">We are proud to be privately-owned, placing the focus on our clients rather than shareholder returns.">Our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.">We are an innovative, flexible, and inclusive...
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Insurance Sales Career Opportunities
3 days ago
Mississauga, Ontario, Canada American Income Life AO - Michaela Ejifugha Full timeAbout UsAmerican Income Life AO - Michaela Ejifugha is a leading provider of affordable life insurance and financial protection to working-class families, unions, associations, and businesses. Our mission is to help individuals secure their future while building a rewarding career with unlimited growth potential.Job ResponsibilitiesWe are seeking motivated...
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Financial Planning Manager
7 days ago
Mississauga, Ontario, Canada Samsung Electronics America Full timeFinancial Planning and AnalysisSamsung Electronics America is seeking an experienced Financial Planning Manager to join our Financial Analysis team.Key ResponsibilitiesFinancial Planning and BudgetingDevelop and maintain financial plans and budgets to align with business objectives.Analyze sales data and market trends to identify opportunities and...
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Financial Planning Expert
2 days ago
Mississauga, Ontario, Canada Inacre conseil inc. Full timeAt Inacre Conseil Inc., we are seeking a talented Financial Planning Expert to join our dynamic team. As a key player in driving financial success, you will be responsible for developing and optimizing financial forecasting models to support strategic planning.The ideal candidate will possess a strong foundation in financial analysis, forecasting, and...
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Senior Financial Planning and Analysis Manager
4 weeks ago
Mississauga, Ontario, Canada OSL Retail Services Full timeIt's an exciting time to be at OSL Retail Services, working for a people focused company that's at the top of its game. The momentum we've generated in recent years with our commitments to client customers, innovation, business results, and an entrepreneurial spirit has created energy, enthusiasm, and engagement among our employees that is pushing us to new...
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Mississauga, Ontario, Canada Co-operators Full timeSenior Group Underwriter Role at Co-operatorsWe are seeking a seasoned insurance professional to join our team as a Senior Group Underwriter. In this role, you will play a crucial part in assessing risk and providing superior client service.About the Opportunity:You will be responsible for analyzing industry trends, financial stability, and claims experience...
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Career Day in Kansas City, MO
7 days ago
Mississauga, Ontario, Canada Community Choice Financial Family of Brands Full timeOverviewJoin us for Career Day in Kansas City, MOFriday, March 21st, 202510AM - 5PMTitlemax Of Kansas City, MO #14100 Independence AveKansas City, MO 64124(816) 241-0829If you're ambitious and ready for more--join a company that fuels your drive with real opportunities for professional and financial growth.Community Choice Financial Family of Brands ("CCF")...
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Career Day in Kansas City, MO
3 days ago
Mississauga, Ontario, Canada Community Choice Financial Family of Brands Full timeOverviewJoin us for Career Day in Kansas City, MOFriday, March 21st, 202510AM - 5PMTitlemax Of Kansas City, MO #14100 Independence AveKansas City, MO 64124(816) 241-0829If you're ambitious and ready for more--join a company that fuels your drive with real opportunities for professional and financial growth.Community Choice Financial Family of Brands ("CCF")...
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Financial Planning and Analysis Expert
5 days ago
Mississauga, Ontario, Canada Puratos Full timeWe are looking for an experienced Strategic Financial Planner to join our team at Puratos. The successful candidate will have a strong background in financial planning and analysis, with a proven track record of driving business insights and improving operational efficiencies.About the Role:The Operations Financial Planning & Analysis Manager is responsible...
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Financial Planning Manager
23 hours ago
Mississauga, Ontario, Canada RBC Full timeAbout the RoleThe Senior Manager, Initiatives and Distribution Finance role is a critical position that requires strong financial planning and analysis skills, as well as excellent communication and interpersonal skills.The successful candidate will be responsible for providing financial and strategic advice in support of the Distribution business in...
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Career Development Opportunities
6 days ago
Mississauga, Ontario, Canada Community Choice Financial Family of Brands Full timeOur company is committed to providing our customers with the power of choice. We strive to be a leader in consumer specialty finance, offering a wide range of products and services that meet the needs of our customers.We are seeking ambitious achievers and experienced leaders to join our team as Customer Service Representatives or Management professionals....
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Retail Financial Planning and Analysis Manager
4 weeks ago
Mississauga, Ontario, Canada OSL Retail Services Full timeIt's an exciting time to be at OSL Retail Services, working for a people focused company that's at the top of its game. The momentum we've generated in recent years with our commitments to client customers, innovation, business results, and an entrepreneurial spirit has created energy, enthusiasm, and engagement among our employees that is pushing us to new...