20 meilleures offres (financial advisor, burlington, on) (à pourvoir)

Associate, Financial Planner
Canaccord Genuity Corp. —Oakville, ON
- De 75 000 $ à 80 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Banking Advisor - Mississauga (Bilingual: English and Arabic/Spanish/Mandarin/Cantonese/Russian)
Royal Bank of Canada —Mississauga, ON
- Temps plein
- Bilingue
- Espagnol
- Vente
Financial Services Advisor - Virtual Branch - In-Office Position
Tandia Financial Credit Union Ltd. —Burlington, ON
- 60 899 $ par an
- Télétravail
- Diplôme d'études secondaires
- Capacités de présentation
- En présentiel
Postuler rapidement
Financial Services Advisor - Milton Branch
Tandia Financial Credit Union Ltd. —Milton, ON
- 60 899 $ par an
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Postuler rapidement
Financial Associate (RR Licensed) CIBC Wood Gundy
CIBC —Hamilton, ON
- De 48 880 $ à 56 980 $ par an
- Temps plein
- Finance
- Développement commercial
Financial Planner
BMO Financial Group —Hamilton, ON
- De 45 500 $ à 84 500 $ par an
- Temps plein
- Esprit d'analyse
- Affaires
- Compétences en communication
- Bourses d'Études
- Assurance Vie
Associate Financial Advisor (Wealth Specialist)
HYREON Talent Solutions —Burlington, ON
- De 60 000 $ à 70 000 $ par an
- Du Lundi au Vendredi
- Travail hybride
- Finance
- Baccalauréat
- Comptabilité
- Congés payés
Postuler rapidement
il y a 5 jours
Financial Planner
TD Bank —Hamilton, ON
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Développement commercial
- Baccalauréat
- Congés payés
Private Banker
National Bank of Canada —Hamilton, ON
- Temps plein
- Travail hybride
- Vente
- Service à la clientèle
- Anglais
- Programmes de Bien-être
- Programme d'Aide aux Employés
Private Banker
Royal Bank of Canada —Burlington, ON
- Temps plein
- Vente
- Anglais
- Maîtrise
Financial Planning Consultant
CIBC —Hamilton, ON
- Temps plein
- Vente
- Capacités de présentation
- En présentiel
Personal Banker
BMO Financial Group —Waterdown, ON
- De 38 500 $ à 71 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Esprit d'analyse
- Bourses d'Études
- Assurance Vie
il y a 3 jours
Trust Officer
TD Bank —Burlington, ON
- De 81 600 $ à 115 200 $ par an
- Temps plein
- Maîtrise
- Baccalauréat
- Affaires
- Congés payés
Developing Investment Advisor - Metro West
TD Bank —Hamilton, ON
- De 50 000 $ à 100 000 $ par an
- Temps plein
- Finance
- Baccalauréat
- Affaires
- Congés payés
Financial Advisor New Career
Desjardins Financial Security Independent Network - Southwestern Ontario —Hamilton, ON
- Temps plein
- Pas d'expérience requise
- Services financiers
- Compétences en communication
- Heures d'arrivée et de départ flexibles
Postuler rapidement
Financial Performance Management Consultant
Clear Insight —Oakville, ON
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Associate Investment Counsellor, Private Wealth
BMO Financial Group —Burlington, ON
- De 56 000 $ à 103 500 $ par an
- Temps plein
- Vente
- Développement commercial
- Esprit d'analyse
- Bourses d'Études
- Assurance Vie
il y a 3 jours
Financial ERP Consultant
Endeavor4 —Mississauga, ON
- De 100 000 $ à 120 000 $ par an
- Temps plein
- Télétravail
- Informatique
- Vente
- Ingénierie
Postuler rapidement
il y a 5 jours
Banking Advisor
Royal Bank of Canada —Oakville, ON
- Temps plein
- Vente
il y a 10 jours
Member Success/Sales Associate
Tandia Financial Credit Union Ltd. —Ancaster, ON
- 30,90 $ de l’heure
- Diplôme d'études secondaires
- Baccalauréat
- Compétences en communication
- Congés payés
Postuler rapidement
il y a 6 jours

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Associate, Financial Planner

Canaccord Genuity Corp. -
Oakville, ON

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Détails du poste

Temps plein
De 75 000 $ à 80 000 $ par an

Profil recherché

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Office
Finance
CFP
Compétences en communication

Description complète du poste

Salary Range: $75,000 - $80,000

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

We are currently looking for an Associate, Financial Planning to join Team LWC in our Oakville office. This role will provide support to our Senior Financial Planner and is ideal for someone looking for a long-term career in financial and retirement planning, who is looking to join a collaborative fast-paced work environment, with a growing team.

Responsibilities:

Support the Senior Financial Planner with client data gathering, plan preparation, and delivery using Conquest and internal tools.
Prepare and send introductory planning packages, including engagement letters, document requests, and questionnaires.
Support the design and implementation of insurance strategies by preparing illustrations, analyzing coverage options, and assisting in the underwriting and application process.
Accurately input and maintain client information in financial planning software and internal systems.
Assist in identifying client insurance needs through financial plan reviews and support ongoing policy servicing, including reviews, adjustments, and beneficiary updates.
Create client-friendly plan summaries and support the delivery of financial plans in meetings (in person or virtual).
Maintain accurate recordkeeping to meet audit requirements and ensure compliance standards are upheld.
Follow up with advisors and support advisor outreach as needed to move plans and client discussions forward.
Contribute to refining and documenting internal systems to enhance the wealth planning experience for both clients and the team.
Provide general support with preparing materials and documentation for client meetings.

Skills & Qualifications:

2–4 years of experience in client-facing financial planning, wealth management, or a related role.
Completion of the CFP designation.
Insurance licensed, or willingness to obtain one.
Strong understanding of financial planning fundamentals, including wealth and estate planning and insurance concepts.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Experience with financial planning software (Conquest) is considered an asset.
Highly organized with exceptional attention to detail.
Strong written and verbal communication skills, with the ability to build effective relationships with clients and team members.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Self-motivated and proactive, with a strong sense of initiative.
Ability to work both independently and collaboratively within a team environment.

#LI-VP1 #INDHP #LI-Onsite

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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financial advisor emplois - burlington, on

Associate, Financial Planner

Banking Advisor - Mississauga (Bilingual: English and Arabic/Spanish/Mandarin/Cantonese/Russian)

Financial Services Advisor - Virtual Branch - In-Office Position

Financial Services Advisor - Milton Branch

Financial Associate (RR Licensed) CIBC Wood Gundy

Financial Planner

Associate Financial Advisor (Wealth Specialist)

Financial Planner

Private Banker

Private Banker

Financial Planning Consultant

Personal Banker

Trust Officer

Developing Investment Advisor - Metro West

Financial Advisor New Career

Financial Performance Management Consultant

Associate Investment Counsellor, Private Wealth

Financial ERP Consultant

Banking Advisor

Member Success/Sales Associate

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial advisor (burlington, on)

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