Senior Financial Advisor
4 days ago
Company Description we suggest you enter details here Role Description This is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely with clients to understand their financial goals and help them make informed decisions to secure their financial future. Qualifications Certified Financial Planner (CFP) certification, CIM, CFA, or PFP helpfulBachelor's degree in Finance, Business, Economics, or related fieldProven experience in financial planning, investment management, and retirement planningStrong knowledge of financial products, investment strategies, and market trendsExcellent communication and interpersonal skillsAbility to explain complex financial concepts in an easy-to-understand mannerDetail-oriented with strong analytical and problem-solving skillsProficiency in financial planning software and Microsoft Excel
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Senior Financial Advisor
4 days ago
Canada Huxton Black Full timeCompany Description we suggest you enter details here Role Description This is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely with...
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Senior Financial Advisor
5 days ago
Canada Huxton Black Full timeCompany Description we suggest you enter details here Role Description This is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely...
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Senior Financial Advisor
5 days ago
Canada Huxton Black Full timeCompany Description we suggest you enter details here Role Description This is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely with...
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Senior Financial Advisor
1 week ago
Canada, CA Huxton Black Full timeCompany Description we suggest you enter details here Role Description This is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely with...
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Senior Financial Advisor
5 days ago
Canada Huxton Black Full timeCompany Description we suggest you enter details here Role Description This is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely with...
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Senior Financial Planning Specialist
7 days ago
Canada Huxton Black Full timeJob OverviewHuxton Black is seeking a Senior Financial Advisor to join our team. As a key member of our financial services division, you will be responsible for providing expert financial guidance and investment recommendations to clients.
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Financial Advisor
1 week ago
Canada Alba Inc. Full time**About the Role**: The Financial Advisor will be responsible for communicating directly with clients regarding their investments and general inquiries, maintaining current knowledge of investment markets, practices and trends and integrating them into client and advisor conversations, and ensuring that the highest level of customer service is provided at...
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Financial Advisor
1 week ago
Alberta, Canada, Canada Veres Career Consulting Full timeWe at Veres Career Consulting, a specialized recruitment agency, are searching for talented FINANCIAL ADVISORS on behalf of our client, one of Canada's leading wealth management firms.This opportunity is ideal for professionals looking to take the next step in their careers, either as part of a collaborative team or as independent practice owners.Ideal...
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Financial Services Senior Consultant
4 weeks ago
Canada Aligned Capital Partners Inc. Full timeAligned Capital Partners Inc. is a dynamic investment dealer with a growing presence in Burlington.We are seeking an experienced Senior Investment Operations Associate to join our Client Experience team, providing top-notch support to Financial Advisors.The ideal candidate will be the primary point of escalation for complex inquiries and will lead a team of...
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Senior Customs
5 days ago
Canada Livingston International Full timeThe Senior Customs & Trade Advisor must be capable of interfacing with all levels of a client environment from senior executive management to operational employees to build, maintain and grow relationships with clients. Strong regulatory, analytical, financial, business communication and organizational skills are required while meeting all consulting...
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Senior Customs
6 days ago
Canada Livingston International Full timeThe Senior Customs & Trade Advisor must be capable of interfacing with all levels of a client environment from senior executive management to operational employees to build, maintain and grow relationships with clients. Strong regulatory, analytical, financial, business communication and organizational skills are required while meeting all consulting...
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Senior Customs
1 week ago
Canada, CA Livingston International Full timeThe Senior Customs & Trade Advisor must be capable of interfacing with all levels of a client environment from senior executive management to operational employees to build, maintain and grow relationships with clients. Strong regulatory, analytical, financial, business communication and organizational skills are required while meeting all consulting...
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Senior Customs
5 days ago
Canada Livingston International Full timeThe Senior Customs & Trade Advisor must be capable of interfacing with all levels of a client environment from senior executive management to operational employees to build, maintain and grow relationships with clients. Strong regulatory, analytical, financial, business communication and organizational skills are required while meeting all consulting...
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Financial Advisor
4 weeks ago
Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full timeWealth Management Advisor OpportunityGestion de patrimoine Diligence - Patrimoine Manuvie is seeking a highly motivated and entrepreneurial-minded individual to join our team as a Wealth Management Advisor.About the Role:As a Wealth Management Advisor, you will play a key role in meeting with clients to review their portfolios, prospecting targeted clients,...
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Customs Trade Advisor Senior Leader
7 days ago
Canada Livingston International Full timeWe are seeking a highly skilled Customs Trade Advisor to join our team at Livingston International. The successful candidate will be responsible for generating new revenue for the company, building and maintaining relationships with clients, and providing expert advice on customs laws and regulations.The ideal candidate will have 8 years of progressive...
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Collections Advisor Montréal
7 months ago
Canada Scotiabank Full timeRequisition ID: 192820 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Scotia Dealer Advantage is one of Canada’s largest and fastest growing Special Finance companies providing automotive financing programs nationwide. We build partnerships with authorized independent and franchise automobile...
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Compensation Advisor
7 months ago
Canada National Bank of Canada Full timeBeing a Compensation Strategy Advisor for the Bank's business sectors means collaborating in the development, implementation, and administration of compensation programs and policies for different employee groups. Your leadership, relationship-building skills, advice, and support on all compensation-related matters will positively impact the various business...
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Risk Advisor
3 weeks ago
Canada, CA Apex Systems Full timeRisk AdvisorApex Systems is a global IT services provider, and our staffing practice is seeking a highly motivated and experienced Intermediate/Senior Risk Advisor to join our client, a Big 5 Bank, and play a critical role in strengthening their internal controls and risk management framework.Client: Big 5 BankLocation: Downtown Toronto. 1 day in...
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Senior Oracle Financial Systems Specialist
3 weeks ago
Canada Insight Global Full time**About the Role**We are seeking a highly skilled Senior Oracle Financial Systems Specialist to join our team at Insight Global.Job Summary:This is an exciting opportunity for an experienced Oracle E-Business Suite (EBS) professional to support a critical engagement with a global consulting firm. As a Senior Oracle Financial Systems Specialist, you will be...
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Financial Advisor
7 months ago
Canada Gestion Finance Conseil Full timeEducation: Other trades certificate or diploma - Experience: Experience an asset **Work setting**: - Urban area - Private sector **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning -...