Financial Services Professional

1 day ago

Brampton, Ontario, Canada Financial Services Full time
About Us

We are a dedicated team of financial experts committed to delivering exceptional financial planning and investment management services to our clients. Our passion is helping individuals and families achieve their financial goals through personalized strategies and unparalleled expertise.

Position Overview

As a Financial Services Professional, you will support our Senior Financial Advisors in delivering comprehensive financial planning and advisory services. You will play a crucial role in assisting clients with their financial needs, building relationships, and contributing to the overall success of our firm.

Key Responsibilities
  • Client Support: Assist with client onboarding, preparation of financial plans, and regular client reviews. Respond to client inquiries and provide exceptional customer service.
  • Financial Planning: Collaborate with senior advisors to develop and implement customized financial plans, including retirement planning, investment strategies, tax planning, and estate planning.
  • Research and Analysis: Conduct research on investment products, market trends, and financial strategies. Analyze client portfolios and performance reports to ensure alignment with their goals.
  • Administrative Tasks: Prepare client presentations, documentation, and reports. Maintain accurate and up-to-date client records in compliance with regulatory requirements.
  • Compliance: Ensure all financial activities adhere to industry regulations and company policies. Stay informed about changes in financial regulations and industry best practices.
  • Professional Development: Continuously enhance knowledge of financial products, services, and market trends. Pursue relevant certifications and training to advance in the financial advisory profession.
Attributes
  • Client-focused with a commitment to delivering high-quality service.
  • Ability to work both independently and as part of a team.
  • Eagerness to learn and grow within the financial advisory profession.

  • Financial Services Professional

    1 week ago

    Brampton, Ontario, Canada Financial Services Full time

    About Our Financial Services TeamWe are a dedicated team of financial professionals passionate about providing exceptional financial planning and investment management services to our clients.Our Mission: To help individuals and families achieve their financial goals through personalized strategies and unparalleled expertise.Our Services:Financial Planning...

  • Financial Services Professional

    7 days ago

    Brampton, Ontario, Canada Financial Services Full time

    About Our Financial Services TeamWe are a dedicated team of financial professionals passionate about providing exceptional financial planning and investment management services to our clients.Our Mission: To help individuals and families achieve their financial goals through personalized strategies and unparalleled expertise.Our Services:Financial Planning...

  • Financial Services Professional

    1 week ago

    Brampton, Ontario, Canada Financial Services Full time

    About Our Financial Services TeamWe are a dynamic and innovative financial services company dedicated to providing exceptional financial planning and investment management services to our clients. Our team is passionate about helping individuals and families achieve their financial goals through personalized strategies and unparalleled expertise.Job...

  • Financial Services Professional

    1 week ago

    Brampton, Ontario, Canada Financial Services Full time

    About Our Financial Services TeamWe are a dynamic and innovative financial services company dedicated to providing exceptional financial planning and investment management services to our clients. Our team is passionate about helping individuals and families achieve their financial goals through personalized strategies and unparalleled expertise.Job...

  • Financial Services Professional

    4 days ago

    Brampton, Ontario, Canada Financial Services Full time

    About UsWe are a leading provider of comprehensive financial planning and investment management services to individuals and families. Our team is dedicated to delivering exceptional results through personalized strategies and unparalleled expertise.Job OverviewAs an Associate Financial Advisor, you will play a crucial role in supporting our Senior Financial...

  • Financial Services Professional

    5 days ago

    Brampton, Ontario, Canada Financial Services Full time

    About UsWe are a leading provider of comprehensive financial planning and investment management services to individuals and families. Our team is dedicated to delivering exceptional results through personalized strategies and unparalleled expertise.Job OverviewAs an Associate Financial Advisor, you will play a crucial role in supporting our Senior Financial...

  • Accounting Professional

    6 days ago

    Brampton, Ontario, Canada DYNAMONT BOOKKEEPING & FINANCIAL SERVICES Full time

    About the RoleWe are seeking a highly skilled Accounting Professional to join our team at Dynamont Bookkeeping & Financial Services. As a key member of our team, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and performing various accounting tasks.Key ResponsibilitiesFinancial Record...

  • Accounting Professional

    1 week ago

    Brampton, Ontario, Canada DYNAMONT BOOKKEEPING & FINANCIAL SERVICES Full time

    About the RoleWe are seeking a highly skilled Accounting Professional to join our team at Dynamont Bookkeeping & Financial Services. As a key member of our accounting team, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and performing various accounting tasks.Key ResponsibilitiesFinancial...

  • Accounting Professional

    1 week ago

    Brampton, Ontario, Canada DYNAMONT BOOKKEEPING & FINANCIAL SERVICES Full time

    About the RoleWe are seeking a highly skilled Accounting Professional to join our team at Dynamont Bookkeeping & Financial Services. As a key member of our accounting team, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and performing various accounting tasks.Key ResponsibilitiesFinancial...

  • Accounting Professional

    6 days ago

    Brampton, Ontario, Canada DYNAMONT BOOKKEEPING & FINANCIAL SERVICES Full time

    About the RoleWe are seeking a highly skilled Accounting Professional to join our team at Dynamont Bookkeeping & Financial Services. As a key member of our team, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and performing various accounting tasks.Key ResponsibilitiesFinancial Record...

  • Professional Resume Services Expert

    51 minutes ago

    Brampton, Ontario, Canada Professional Resume Services Canada] Full time

    Professional Resume Services Canada **Unlock Your Job Search Potential** At Professional Resume Services Canada, we understand the importance of a well-crafted resume in today's competitive job market. Our expert team provides professional guidance in crafting tailored resumes and cover letters that optimize your chances of success. **Our Services...

  • Financial Services Specialist

    1 day ago

    Brampton, Ontario, Canada LendX Financial Inc. Full time

    Job SummaryLendX Financial Inc. is seeking a skilled Financial Services Specialist to join our team. As a key member of our loan operations department, you will be responsible for reviewing and processing loan applications, providing exceptional client service, and ensuring compliance with regulatory requirements.Key ResponsibilitiesLoan Application Review:...

  • Financial Services Specialist

    1 day ago

    Brampton, Ontario, Canada LendX Financial Inc. Full time

    Job SummaryLendX Financial Inc. is seeking a skilled Financial Services Specialist to join our team. As a key member of our loan operations department, you will be responsible for reviewing and processing loan applications, providing exceptional client service, and ensuring compliance with regulatory requirements.Key ResponsibilitiesLoan Application Review:...

  • Financial Clerk

    1 day ago

    Brampton, Ontario, Canada RAJWANT RANDHAWA FINANCIAL SERVICES Full time

    Job Title: Bookkeeper About the Role: We are seeking a highly skilled Bookkeeper to join our team at RAJWANT RANDHAWA FINANCIAL SERVICES. As a Bookkeeper, you will be responsible for maintaining accurate financial records, processing transactions, and preparing financial statements. Responsibilities: * Maintain accurate and up-to-date financial records,...

  • Financial Clerk

    1 day ago

    Brampton, Ontario, Canada RAJWANT RANDHAWA FINANCIAL SERVICES Full time

    Job Title: Bookkeeper About the Role: We are seeking a highly skilled Bookkeeper to join our team at RAJWANT RANDHAWA FINANCIAL SERVICES. As a Bookkeeper, you will be responsible for maintaining accurate financial records, processing transactions, and preparing financial statements. Responsibilities: * Maintain accurate and up-to-date financial records,...

  • Bookkeeper - Financial Record Keeper

    1 week ago

    Brampton, Ontario, Canada Scilltech Professional Services Inc Full time

    Job SummaryWe are seeking a highly skilled Bookkeeper to join our team at Scilltech Professional Services Inc. As a Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate and...

  • Bookkeeper - Financial Record Keeper

    1 week ago

    Brampton, Ontario, Canada Scilltech Professional Services Inc Full time

    Job SummaryWe are seeking a highly skilled Bookkeeper to join our team at Scilltech Professional Services Inc. As a Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate and...

  • Professional Resume Services Expert

    1 week ago

    Brampton, Ontario, Canada Professional Resume Services Canada] Full time

    Unlock Your Career Potential with Our Expert Resume ServicesAt Professional Resume Services Canada, we understand the importance of a well-crafted resume in today's competitive job market. Our team of experts is dedicated to providing personalized guidance in creating tailored resumes and cover letters that showcase your skills and experience.Our Services...

  • Professional Resume Services Expert

    1 week ago

    Brampton, Ontario, Canada Professional Resume Services Canada] Full time

    Unlock Your Career Potential with Our Expert Resume ServicesAt Professional Resume Services Canada, we understand the importance of a well-crafted resume in today's competitive job market. Our team of experts is dedicated to providing personalized guidance in creating tailored resumes and cover letters that showcase your skills and experience.Our Services...

  • Financial Services Specialist

    3 days ago

    Brampton, Ontario, Canada LendX Financial Inc. Full time

    Job SummaryLendX Financial Inc. is seeking a skilled Financial Services Specialist to join our team. As a key member of our loan operations department, you will be responsible for reviewing and processing loan applications, providing exceptional client service, and ensuring compliance with regulatory requirements.Key ResponsibilitiesLoan Application Review:...