Financial Consultant
3 weeks ago
Job Overview: The Financial Consultant is responsible for advising clients on financial matters, including investments, retirement planning, insurance, and other financial strategies. This role involves understanding clients' financial goals, assessing their financial situation, and recommending tailored financial products and services to meet their needs. The consultant will work with individuals, families, and businesses to develop comprehensive financial plans that align with their long‑term objectives. Key Responsibilities Appointment Scheduling: Manage calendars, appointments, meetings, and follow‑ups efficiently Client Interaction: Conduct check‑ins to understand client needs and maintain strong relationships Administrative Coordination: Oversee client accounts, handle claims, update records, and process payments Event Support: Assist with operational and administrative management for events Task Management: Organise and prioritise tasks to meet deadlines Qualifications Local Diploma/A‑Level equivalent & above Working Conditions Compensation: Competitive salary and performance‑based bonuses. Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad. #J-18808-Ljbffr
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Financial Consultant
7 days ago
, , Canada IFG International Financial Group Ltd Full timeOverview Our client, a well‑established company in the West end, is looking to hire a Financial Consultant for an initial three‑month period. As the Financial Consultant – External Reporting, you will report to the Manager, Financial Reporting. If you are looking for a workplace where you have an opportunity to build on your accounting career, we need...
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Financial Consultant
2 days ago
, , Canada NetDynamic Consulting Inc. Full timeJoin to apply for the Financial Consultant role at NetDynamic Consulting Inc. About NetDynamic Consulting NetDynamic Consulting is a certified SuiteSuccess partner and official NetSuite Alliance partner. We have delivered hundreds of successful ERP implementations across industries, serving clients with tailored cloud solutions that scale with their...
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Financial Services Consultant
4 days ago
, , Canada Globhut Full timeAbout the Company Our client is a fast‑growing real‑estate technology company (subscription‑based/SaaS model) looking for an experienced Part‑Time Financial Consultant to help us realign and strengthen our accounting function during a critical transition phase. What We’re Looking For We need a consultant who is: Based in Ontario and fully...
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Senior Underwriting Consultant, Risk Management
3 weeks ago
, AB, Canada Manulife Financial Full timeAre you ready to make an impact and steer the future of insurance in a digital world? We're on the hunt for an innovative Senior Underwriting Consultant to join our forward-thinking team. If you're passionate about blending risk management with data insights and cutting-edge digital solutions, we want to hear from you! As a Senior Underwriting Consultant,...
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Financial Consultant
4 days ago
, BC, Canada Primacorp Ventures Inc Full timeJob Overview The Financial Consultant will provide critical support to the finance team during the transition to Yardi and throughout the year-end reporting cycle. This role is responsible for troubleshooting Yardi-related issues in collaboration with the vendor, performing intercompany allocations and reconciliations, and addressing the accounting...
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Financial Planning Consultant
2 weeks ago
, , Canada Sun Life Full timeJoin to apply for the Financial Planning Consultant role at Sun Life . Job Description 3 days ago Be among the first 25 applicants. You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues—experts in their fields—who are eager to...
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Epicor Financial Consultant
3 weeks ago
, , Canada The Planet Group Full time1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Epicor Financial ConsultantAbout Us:Our client is a leading consulting partner specializing in ERP solutions for manufacturing companies. They are dedicated to helping clients streamline their operations and maximize their investment in technology. Their...
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Epicor Implementation Consultant
2 weeks ago
, , Canada Teccweb Solutions Full timeEpicor Implementation Consultant - Financials (100% Remote from Canada or USA) TeccWeb, a member of the Alan Allman Associates Ecosystem, is one of North America's largest providers of Epicor ERP services, founded in 2014. TeccWeb is an Epicor Service Partner specializing in the implementation and optimization of Epicor ERP solutions for mid-market companies...
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Financial Planning Consultant
2 weeks ago
, , Canada Mercor Full timeBase Pay Range $55.00/hr - $70.00/hr About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position Details Position: Finance Professional Type: Contract Compensation:...
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SAP S4 Financials Consultant
2 weeks ago
, , Canada Enterprise Solutions Inc. Full timeJob Title: SAP S4 Financials Consultant Location: Remote (Canada) Employment Type: Contract We are seeking a highly experienced SAP S4 Financials Consultant with deep expertise in SAP Finance modules and strong customer-facing abilities. The ideal candidate will have significant leadership experience, global implementation exposure, and the ability to...