Current jobs related to Financial Operations Coordinator - Oakville, Ontario - With-Seidelin Private Wealth Management, iA Private Wealth

  • Financial Operations Coordinator

    3 days ago

    Oakville, Ontario, Canada Sagen Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team. As a key member of our Finance department, you will play a vital role in ensuring the smooth operation of our Energy Efficient Rebate Program.Your primary responsibility will be to review and process rebate applications, ensuring accuracy and...

  • Chief Financial Officer

    1 week ago

    Oakville, Ontario, Canada Osborne Financial Search Full time

    Direct message the job poster from Osborne Financial Search.Our client is a diversified HVAC distribution company with operations across Canada and the United States. The company is on an exciting growth journey—both organically and through strategic mergers and acquisitions—which have added scale and diversification. The business is active in...

  • Financial Services Coordinator

    5 days ago

    Oakville, Ontario, Canada Manulife Financial Full time

    Role OverviewThe Advisor Transition Specialist plays a vital role in supporting the transition of existing advisors at Manulife Wealth Inc., ensuring a seamless process and minimal disruption to their businesses.This role involves working closely with the field team to provide key support to existing advisors during transitions, implementing a welcome...

  • Financial Services Coordinator

    3 days ago

    Oakville, Ontario, Canada Banque Nationale du Canada Full time

    About the Opportunity:">Banque Nationale du Canada is seeking a Financial Services Coordinator to join our Wealth Management team. In this role, you will support wealth advisors and deliver exceptional client service, leveraging your analytical and problem-solving skills to drive success.">About Your Key Responsibilities:">">You will analyze and resolve...

  • Front Store Operations Coordinator

    6 days ago

    Oakville, Ontario, Canada Shoppers Drug Mart Full time

    The Role:We're seeking a highly skilled Front Store Operations Coordinator to join our team! As a key member of our operations team, you'll play a critical role in driving business results and delivering exceptional customer experiences.Your primary responsibility will be to assist the Front Store Manager in managing the human, physical, and financial...

  • Financial Transaction Coordinator

    7 days ago

    Oakville, Ontario, Canada Naylor Building Partnerships Inc. Full time

    Naylor Building Partnerships Inc. is currently seeking an experienced professional to fill the role of Accounts Receivable Coordinator. This position plays a vital part in maintaining the smooth operation of our corporate head office in Oakville.Job Description:Company OverviewNaylor Building Partnerships Inc. is a dynamic organization that prioritizes...

  • Financial Services Coordinator

    7 days ago

    Oakville, Ontario, Canada Sagen Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. As a key member of our Accounts Payable department, you will play a crucial role in reviewing and processing rebate applications for our Energy Efficient Rebate Program.About the RoleReview and validate rebate applications for accuracy and...

  • Financial Analyst, Research Financial Planning

    3 weeks ago

    Oakville, Ontario, Canada Wise Riddell Financial Group Full time

    We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management. Investment Review, Investment Analysis, Retirement Analysis, New Client, Insurance Analysis, Pension Review & Analysis ~...

  • Financial Analyst, Research Financial Planning

    7 days ago

    Oakville, Ontario, Canada Wise Riddell Financial Group Full time

    We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management. Investment Review, Investment Analysis, Retirement Analysis, New Client, Insurance Analysis, Pension Review & Analysis ~...

  • Financial Operations Manager

    6 days ago

    Oakville, Ontario, Canada Government of Canada - Central Full time

    About the JobWe are seeking an experienced Financial Operations Manager to join our team at the Government of Canada - Central.Key ResponsibilitiesManage budgets, forecasting, and reporting for multiple departmentsDevelop and implement financial policies and proceduresCollaborate with stakeholders to identify and mitigate financial risksEstablish and...

  • Senior Operations Coordinator Role

    18 hours ago

    Oakville, Ontario, Canada Jace Holdings Ltd. Full time

    We are seeking an experienced and skilled individual to join our team as a Senior Operations Coordinator. As a key member of our retail operation, you will play a vital role in ensuring the smooth day-to-day operation of our stores.Key Responsibilities:Manage inbound and outbound inventory processesManage total store expensesEnsure efficient operation of the...

  • Strategic Financial Planner

    7 days ago

    Oakville, Ontario, Canada Wise Riddell Financial Group Full time

    We are a leading full-service financial services firm operating in Ontario. Our success is attributed to our principles and personal, long-term approach to financial planning, investing, and financial management.Key Responsibilities:Preliminary investment recommendations for review.Data retrieval from investment managers.Data validation and accuracy...

  • Financial Project Coordinator, Data Analysis

    7 days ago

    Oakville, Ontario, Canada Eunasolutions Full time

    About the RoleEunasolutions is a leading provider of purpose-built cloud-based solutions that power critical administrative functions and financial operations for the public sector. As a Financial Project Coordinator, you will be part of our collaborative team, working closely with finance and accounting operations functions to assist with special...

  • Financial Planning Associate

    3 weeks ago

    Oakville, Ontario, Canada Wise Riddell Financial Group Full time

    We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management.We are looking for an energetic, self-motivated individual to deliver exemplary service to all our clients through...

  • Financial Planning Associate

    7 days ago

    Oakville, Ontario, Canada Wise Riddell Financial Group Full time

    We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management.We are looking for an energetic, self-motivated individual to deliver exemplary service to all our clients through...

  • Financial Planning Associate

    1 week ago

    Oakville, Ontario, Canada Wise Riddell Financial Group Full time

    We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management.We are looking for an energetic, self-motivated individual to deliver exemplary service to all our clients through...

  • Financial Operations Assistant

    3 days ago

    Oakville, Ontario, Canada Eunasolutions Full time

    Euna Solutions is a leading provider of innovative cloud-based solutions for the public sector. As an Accounting Associate Co-Op, you will be part of our collaborative team assisting with special projects and tasks related to finance and accounting operations.This role requires strong attention to detail, excellent communication skills, and problem-solving...

  • Coordinator, Regulatory Operations

    4 weeks ago

    Oakville, Ontario, Canada Xcenda Full time

    Coordinator, Regulatory OperationsApplyLocations: Oakville, ON; Remote, ONTime Type: Full TimePosted on: Posted YesterdayJob Requisition ID: R252382Our team members are at the heart of everything we do. At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on that purpose....

  • System Operations Coordinator

    5 days ago

    Oakville, Ontario, Canada Independent Electricity System Operator Full time

    The Independent Electricity System Operator is looking for a skilled System Operations Coordinator to join our team. In this role, you will assist in the implementation of market power mitigation processes in the energy and operating reserve markets.Your responsibilities will include assisting in the execution and administration of processes related to the...

  • Strategic Financial Leader

    6 days ago

    Oakville, Ontario, Canada UCB S.A. Full time

    About the RoleThe Head of Financial Planning will act as an independent active member in the local leadership team and play a critical role in strategic decision making when ensuring the implementation and respect of our global processes/policies in Finance, Operational Excellence and Procurement.Key ResponsibilitiesLeads and manages the I2I team in...

Financial Operations Coordinator

1 week ago

Oakville, Ontario, Canada With-Seidelin Private Wealth Management, iA Private Wealth Full time
Company Overview

We are With-Seidelin Private Wealth Management, iA Private Wealth, a family office style wealth planning/management financial planning practice delivering meticulous financial plans and execution for successful Canadians. We adhere to the highest ethical, regulatory, and fiduciary standards.


Job Responsibilities

You will be the lead client service provider for about 30 families. Your responsibilities will include:

  • responding to their inquiries
  • taking care of all their administrative needs
  • updating their paperwork
  • keeping their files up to date
  • working with them to ensure they are up to date with registered plan contributions
  • organizing client deposits and withdrawals and confirming with clients when done
  • completing customized quarterly portfolio reports
  • maintaining our unique New Worth Growth Plan system for your clients
  • assisting with organizing annual planning and review meetings
  • keep our client relationship software (ACT) up to date
  • address and process life and long-term disability insurance inquiries (under iA Private Wealth Insurance) and ensure that payments are processed on time

Requirements

The successful candidate must fully understand what it takes to deliver an unparalleled client experience, and must be able to work effectively in a fast-paced environment. They should also possess strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. Proficiency in Microsoft Office, particularly Excel and Word, is essential. Licenses such as insurance licenses are considered advantageous.