Financial Services Associate

OverviewCutting-edge financial solutions require cutting-edge talent. As a Financial Services Associate at CI Financial, you will play a pivotal role in shaping the future of Canadian wealth management.About UsCI Financial is one of Canada's leading investment fund companies. We're known for our innovation, adaptability, and commitment to excellence. Our...

Job OverviewWe are seeking a highly skilled and motivated Bilingual Client Service Associate to join our team at CI Financial. In this role, you will be responsible for providing top-notch client support to our Financial Advisors, collaborating with internal and external stakeholders to ensure seamless operations.This is an excellent opportunity for someone...

At CI Financial, we foster a culture that empowers employees to take ownership of meaningful work. As a Bilingual Client Service Associate, you will collaborate with internal and external stakeholders to deliver exceptional client support to our Financial Advisors.About the RoleThis is a client-facing position that requires a high level of experience working...

Financial Operations Processing Associate page is loadedFinancial Operations Processing AssociateApply locations Toronto, ON time type Full time posted on Posted 2 Days Ago job requisition id JR3036At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work,...

At Wellington-Altus Financial Inc., we are seeking a highly skilled Financial Manager Associate to join our team. In this role, you will be responsible for supporting the development and maintenance of all approved products.The ideal candidate will possess a Bachelor's degree in business administration, accounting, finance, or a similar field of study, with...

About the RoleThis is an exciting opportunity to work as a Financial Services Associate at Willis Towers Watson. You will contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement of employer group benefit programs.Key TasksInterface with carriers, vendors, and client service teams to ensure quality...

Role SummaryThis Senior Financial Planning Associate position provides comprehensive support to a Wealth Advisor team in developing personalized financial plans for clients. As a key member of our team, you will collaborate with internal specialists to deliver exceptional client experiences. Your expertise in financial planning, combined with your ability to...

About Morrison FinancialMorrison Financial Services Limited is a boutique financial services company founded in 1987 by David Morrison. Since that time, it has grown organically through the development and delivery of specialized lending products. The Company's lending programs include, but are not limited to, mortgage financing for real estate builders and...

Are you passionate about providing exceptional client service and staying up-to-date on the latest tax regulations? As a Financial Services Associate at RSM Canada, you will have the opportunity to work with a diverse range of clients and make a real impact on their financial well-being.Your primary responsibilities will include preparing tax returns,...

About UsCI Financial is a leading investment fund company in Canada, known for its innovation and ability to adapt quickly to the changing needs of investors. Our fast-paced work environment offers opportunities for advancement, making us a great place to grow your career.Career OverviewWe are currently seeking a skilled Associate to join our Corporate...

The Financial Services Regulatory Authority of Ontario (FSRA) is a leader in regulating financial services and pensions. As a key member of the FSRA leadership team, you will be responsible for providing direction and leadership in the development, implementation, and delivery of Insurance Prudential Supervision programs, services, and initiatives.Key...

Talent Attraction Associate (6 Month Contract)At Neilson, we're dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors...

We're seeking a Financial Services Professional to join our team at BMO Financial Group. As a key member of our investment operations team, you'll play a crucial role in ensuring the smooth execution and completion of responsibilities for our managed account programs.Main Responsibilities:Assist in the processing and review of trades as a result of...

The Financial Service Associate at Scotiabank is responsible for providing exceptional service to our customers throughout their banking journey.As a key member of our Canadian Banking Branch network, you will act as a lobby leader, ensuring customers are appropriately triaged and assisted. This includes identifying and fulfilling simple sales opportunities,...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. As a...

Duties and ResponsibilitiesAs a member of our accounting team, you will be responsible for:Participating in the month-end close process and reporting, including journal entries, reconciliations for key accounts, and analyzing key financial metrics and monthly variances.Assisting in the preparation of quarterly and annual financial statements and group...

Talent Acquisition ExpertiseWe are seeking an experienced Recruitment Operations Associate to join our team at Neilson Financial Services. In this role, you will leverage your expertise in high-volume recruitment to drive business results.You will work closely with our hiring managers to develop and implement effective recruitment strategies, maintain...

Job Description:VPI Employment Services seeks a detail-oriented and organized Fund Accountant to maintain the accounting records of Client portfolios, ensuring accurate and timely net asset values for each client. This role requires a strong understanding of financial statements, audit information packages, and tax returns.About the Role:Maintain accurate...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB OVERVIEW ...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.JOB OVERVIEWAs...