Jobs: assistant financial

Job Summary: **Duties**: - Support the Bookkeeper in maintaining accurate financial records - Assist with accounts payable and accounts receivable, income and expenses - Create and distribute financial reports - Assist with bank reconciliations - Help with payroll processing tasks Qualifications: - Previous experience with Quickbooks bookkeeping -...

**About us** Cardinal Financial Alliance is a small business in Toronto, ON. We are professional, agile, and innovative. Our work environment includes: - Modern office setting LLQP certification a must have. I'm a financial advisor looking for a Financial Advisor assistant to help handle my large list of clients. I have one advisor assistant which I...

**About us** Cardinal Financial Alliance is a small business in Toronto, ON. We are professional, agile, and innovative. Our work environment includes: - Modern office setting LLQP certification a must have. I'm a financial advisor looking for a Financial Advisor assistant to help handle my large list of clients. I have one advisor assistant which I...

**Financial Advisor Assistant** - 2301732 Sophia Financial Group is looking for a Financial Advisor Assistant to join our wonderful team. This position requires a person with superior written and oral communication skills, a keen attention to detail and a positive attitude. Social values and community contribution are as important to us as delivering...

**Markham Centre Financial **is a client-oriented and community-driven diversified financial services firm offering a broad range of professional services from tax and financial planning to asset management and insurance advisory, among other unparalleled high-touch services. The dedicated team of professionals possessing in-depth knowledge and expertise...

**Financial Planning Assistant** As a junior member of a financial planning team, your job duties will include gathering and reviewing client financial records, modeling possible financial scenarios, and using software to prepare documents with charts, graphs, and other visual aids. You will support our financial advisors by helping prepare for meetings and...

**About us** Wolfond Financial is a small business in Regina, SK S4S 6W8. We are fast-paced, customer-centric, and supportive. Our work environment includes: - Modern office setting - Growth opportunities Wolfond Financial is looking for an experienced Administrative Financial Assistant to join our team. You will support a growing practice and a...

**EDMOND FINANCIAL GROUP** is a forward-thinking financial services company with a passion for sustainability and a commitment to helping make our community — and our world — a better place. For more than thirty years, we have lived by the simple truth that people don’t care how much you know until they know how much you care. That is why we strive to...

**Financial Advisor Assistant** - 2400963 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

**Who are we?** WSC Financial Solutions is a multi-advisor corporation associated with Sun Life Financial, located in Oakville Ontario. We are a 15-member team, specializing in financial planning, wealth management and insurance strategies. Our clients include high net worth individuals and families, business owners, professionals, and group insurance...

Job Overview: We are currently looking for a skilled and experienced Assistant Financial Advisor to join our team. As an Assistant Financial Advisor, your primary responsibility would be to assist the firm's owner in providing comprehensive financial advice and guidance to our clients. Your role would involve helping our clients achieve their financial goals...

**Who are we ?** WSC Financial Solutions is a multi - advisor corporation associated with Sun Life Financial, located in Oakville Ontario. We are a 14-member team, specializing in financial planning, wealth management and insurance strategies. Our clients include higher net worth individuals and families, business owners, professionals, and group insurance...

**EDMOND FINANCIAL GROUP** is a forward-thinking financial services company with a passion for sustainability and a commitment to helping make our community — and our world — a better place. For more than thirty years, we have lived by the simple truth that people don’t care how much you know until they know how much you care. That is why we strive to...

BDDM Financial Consulting Co., Ltd. upholds professional professionalism and the concept of understanding customer needs from their perspectives, and strictly selects insurance products and investment products of all Canadian insurance companies for you. These include: life insurance, critical illness insurance, disability insurance, travel insurance and...

**About us** We are a small team of financial advisors with over 30 years of industry experience. We specialize in life insurance, group insurance, various individual health & dental insurance, and investments including registered and non-registered accounts (primarily segregated funds and mutual funds). **Role Description** This is a full-time...

**About Us** Flexiti is one of Canada’s fastest growing fintech lenders. We aim to make our customers’ lives more affordable and help our retail partners grow their sales by offering flexible financing options. Through our award-winning omni-channel platform, customers can be approved instantly to shop with their FlexitiCard®, which they can use online...

Job description Advisor Assistant: Seeking an organized and motivated individual, with the ability to problem solve, research, and react in a professional manner to serve as the key support person for a busy financial advisor. Key Skills and Qualifications: - Verbal and Written Communication - Listening and Problem Solving - Client Focused -...

A job opportunity for those obtaining great planning and organization skills. A dynamic person with the ability to create workflows, speak on the phone with assertiveness, self-motivated and has multi-tasking ability. The role is best suited for those with experience in segregated fund investment accounts, life insurance processing, data collection,...

**Financial Advisor - Burnaby Branch** Delivering senior advisory services in our Financial Spa in Burnaby, this position is responsible for fostering valued relationships with an established book of assigned clients by promoting financial wellness across all credit, investment, insurance and banking products. The Financial Advisor will collaborate with...

CAPCORP Financial Corporation is one of Canada’s leading independent financial services companies. We help business owners maximize the value of their greatest asset - their business. Employing leading experts in the fields of retirement planning, estate planning, succession planning, charitable bequests and insurance brokering, we provide our clients with...