Financial Services Professional
5 days ago
As a Financial Services Professional with National Bank, you will be an integral part of our Wealth Management team. Our mission is to provide exceptional client experiences by offering personalized support and guidance.
About the RoleIn this role, you will work closely with wealth advisors to deliver superior customer service and meet client needs. Your responsibilities will include supporting investment advisors in providing timely and accurate responses to client inquiries, carrying out routine financial transactions, analyzing and updating client files, and preparing portfolio management reports. You will also be responsible for ensuring adherence to compliance and risk management rules.
Your TeamNational Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with over 400,000 clients and 1,000 investment advisors across 100 branches. As a member of our team, you will have the opportunity to collaborate with experienced professionals and contribute to the success of our clients.
What We OfferWe are committed to providing a dynamic and inclusive work environment that fosters growth and development. Our benefits package includes competitive compensation, flexible group insurance, generous pension plans, and employee share ownership programs. Additionally, we offer opportunities for professional development, a hybrid work model, and flexible leave arrangements to support your work-life balance.
RequirementsTo succeed in this role, you will need:
- A completed college or university diploma in a related field;
- Two years of relevant experience in banking, insurance, or the financial industry;
- Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course;
- Excellent knowledge of Microsoft Office suite;
- Exceptional customer service skills.
Please note that salary may vary based on location and experience. We welcome applications from talented individuals who are passionate about delivering exceptional client experiences.
-
Financial Consultant for Medical Professionals
3 weeks ago
London, Ontario, Canada MD Financial Management Full timeAbout the RoleAs a Financial Consultant - Early Career Segment with MD Financial Management, you will be responsible for driving growth and retention in the medical student, resident, and new-in-practice physician communities.Key ResponsibilitiesBulk and trusted relationships with clients through active listening and needs assessment.Develop and implement...
-
London, Ontario, Canada MD Financial Management Full timeAbout This RoleAs a Financial Consultant – Early Career Segment, you will play a pivotal part in shaping the financial futures of medical students, residents, and new physicians. Your expertise will help them navigate complex financial landscapes and achieve their goals.Develop trusted relationships with clients through active listening and tailored...
-
Financial Services Professional
3 weeks ago
London, Ontario, Canada Noble Allied Inc. Full timeAbout Noble Allied Inc.Noble Allied Inc. is a leading organization in the financial sector, committed to providing top-notch services to our clients.Job SummaryWe are seeking an experienced Financial Services Professional to join our team. This role involves managing financial applications, assisting clients with their financial objectives, and promoting our...
-
Financial Analyst Professional
5 days ago
London, Ontario, Canada Ashish Tekriwal, CPA Professional Corporation Full timeCompany OverviewAshish Tekriwal, CPA Professional Corporation is a dynamic and forward-thinking organization seeking a skilled Financial Analyst Professional to join our team.SalaryThe estimated salary for this position is $65,000 - $80,000 per annum, commensurate with experience.Job DescriptionWe are looking for a detail-oriented and organized individual to...
-
Canada Financial Services Professional
2 weeks ago
London, Ontario, Canada Edward Jones Full timeEmpowering Clients, Enriching CareersAt Edward Jones, we're dedicated to delivering exceptional financial services that make a meaningful impact on our clients' lives. As a Registered Branch Associate, you'll play a vital role in achieving this mission.We're seeking a skilled and motivated professional who is passionate about building lasting relationships...
-
Medical Planner for Early Career Professionals
3 weeks ago
London, Ontario, Canada MD Financial Management Full timeOverviewWe are a leading financial management company, dedicated to providing exceptional services to medical professionals. Our mission is to help our clients achieve their financial goals and secure their future.
-
Executive Financial Services Professional
2 weeks ago
London, Ontario, Canada BDO Canada Full timeCompany Overview:BDO Canada is a leading professional services firm that provides audit, assurance, and advisory services to clients across various industries.Salary: $80,000 - $110,000 per year, depending on experience.Job Description:We are seeking an experienced Senior Accountant to join our Assurance team in London-Windsor. As a Senior Accountant, you...
-
Senior Financial Professional
3 weeks ago
London, Ontario, Canada Camp Full timeFamme & Co. is a dynamic, expanding firm with offices in the UK.We are currently looking to add a hardworking, dedicated team-oriented individual to join our ever-growing team as a Senior Staff Accountant in our London office.Job OverviewThe ideal candidate will possess excellent organizational and analytical skills, with a thorough knowledge of business...
-
London, Ontario, Canada Neo Financial Full timeAre you looking for a career that allows you to make a real difference in the lives of everyday Canadians? As a Gas and Grocery Ambassador with Neo Financial, you will be part of a dynamic team that is dedicated to helping people save money on their essential expenses.CompensationYou can expect to earn a competitive hourly rate of $20 per hour, as well as...
-
Financial Services Specialist
5 days ago
London, Ontario, Canada ENGINEERINGUK Full timeCompany OverviewWe are a leading engineering firm in the UK, providing innovative solutions to our clients. Our team of experts is passionate about delivering high-quality services that meet the evolving needs of our customers.Salary and BenefitsThe salary for this position is estimated at £60,000 - £80,000 per annum, depending on experience. In addition...
-
Senior Financial Services Specialist
5 days ago
London, Ontario, Canada TY PEAK TAX SERVICES INC. Full timeAbout UsTY PEAK TAX SERVICES INC. is a reputable organization committed to delivering exceptional financial services.
-
Professional Financial Advisor Associate
3 weeks ago
London, Ontario, Canada Edward Jones Full timeAbout the RoleWe're seeking a skilled and dedicated Professional Financial Advisor Associate to join our team at Edward Jones. As a key member of our client-facing team, you will play a vital role in helping clients achieve their financial goals.Key Responsibilities:- Gather information and collect suitability information to open new accounts- Research...
-
Financial Services AML Junior Professional
1 month ago
London, Ontario, Canada Randstad Canada Full timeJob DescriptionWe are seeking a highly skilled Junior Analyst to join our team in London. This 8-month onsite role offers a unique opportunity for an individual with experience in Financial Services and AML to develop their skills within a leading organization.About the RolePerform day-to-day activities associated with the AML program.Gather information for...
-
Financial Operations Coordinator
3 weeks ago
London, Ontario, Canada MNP Executive Search & Professional Recruitment Full timeAbout UsAt South Winds Development Co Inc., we pride ourselves on a 50-year legacy of sustainable land development and environmental stewardship. Our mission is to set the standard for eco-friendly developments by creating unique neighborhoods with a minimum of 30% greenspace.We strive to build one-of-a-kind communities and maintain the highest quality...
-
Senior Accounting Professional
3 weeks ago
London, Ontario, Canada Lunick & Co. CA Professional Corporations Full timeAt Lunick & Company Chartered Professional Accountants, we are a long-established progressive CPA accounting firm in London, Ontario. We pride ourselves on being an entrepreneurial-driven firm that fosters team collaboration and client-focused service.We are currently looking for a skilled Staff Accountant to join our rapidly growing client base. As a key...
-
Financial Services Coordinator
2 days ago
London, Ontario, Canada Disability Solutions Full timeJob DescriptionThe EBRD seeks an experienced Financial Services Coordinator to support its Operations & Service Management team in London. This role involves managing a portfolio of basic operations, leading changes to legal documentation, and collaborating with multiple teams.Key RequirementsUniversity education or equivalent work experience.General...
-
Customer Service Representative
1 week ago
London, Ontario, Canada TD Full timeOverviewIn a fast-paced and dynamic environment, our customer service representatives play a vital role in delivering legendary customer experiences to our clients. As part of the TD team, you will have the opportunity to make a meaningful impact on the business, your colleagues, and the customers and communities we serve.About UsTD is one of the world's...
-
Senior Accounting Professional
3 weeks ago
London, Ontario, Canada Huang & Associates CPAs Professional Corporation Full timeAbout Huang & Associates CPAs Professional CorporationWe are a leading accounting firm dedicated to providing exceptional services to our clients. Our team of experienced professionals is committed to delivering high-quality results with attention to detail.
-
Financial Data Administrator
4 weeks ago
London, Ontario, Canada Furious Cars Rental Services Full timeFurious Cars Rental Services is seeking a detail-oriented Financial Data Administrator to join their team. As a Financial Data Administrator, you will be responsible for maintaining accurate financial records and performing various accounting tasks.About the JobThis permanent role offers a competitive salary of $45,000 per year, plus benefits such as free...
-
Canada Financial Services Associate
3 weeks ago
London, Ontario, Canada Edward Jones Full timeBe a Key Partner in Delivering Exceptional Client ExperiencesAt Edward Jones, we're dedicated to making a positive impact in the lives of our clients and colleagues. As a Registered Branch Associate, you'll play a vital role in our client team, working under the guidance of a financial advisor. Your primary focus will be on building meaningful relationships...