20 meilleures offres (financial planner, etobicoke, 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
Corporate Accountant
Grand & Toy —Vaughan, ON
- De 58 300 $ à 96 200 $ par an
- Temps plein
- Microsoft Excel
- Systèmes PGI
- Comptabilité
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
Real Estate Development Analyst / Development Coordinator
Sierra Corporation —North York, ON
- À partir de 85 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Excel
- Ingénierie
Postuler rapidement
il y a 10 jours
Financial Analyst & Planner
Olympian Financial Inc. —Toronto, ON
- De 68 000 $ à 92 000 $ par an
- Temps partiel
- Travail hybride
- Microsoft Powerpoint
- Bilingue
- Microsoft Word
- Régimes de participation aux bénéfices
- Programmes de Bien-être
Postuler rapidement
il y a 13 jours
Financial Planner
BMO Financial Group —Toronto, ON
- De 45 500 $ à 84 500 $ par an
- Temps plein
- Esprit d'analyse
- Affaires
- Compétences en communication
- Bourses d'Études
- Assurance Vie
il y a 13 jours
Student Financial Planner
CDI College —Scarborough, ON
- De 40 000 $ à 45 000 $ par an
- Embauche urgente
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
il y a 4 jours
Wealth Advisor/Financial Planner
Fidelity Investments —Toronto, ON
- De 100 000 $ à 140 000 $ par an
- Temps plein
- Télétravail
- Bilingue
- Anglais
- Baccalauréat
- Régimes de participation aux bénéfices
- Bourses d'Études
Associate, Financial Planning
Wellington-Altus Private Wealth Inc. —Toronto, ON
- De 70 000 $ à 100 000 $ par an
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Vie
Financial Planner (Evergreen)
Raymond James Financial, Inc. —Toronto, ON
- De 75 000 $ à 90 000 $ par an
- Temps plein
- Microsoft Office
- Diplôme universitaire non requis
- Déplacements à prévoir
- Plan d'actionnariat des employés
- Bourses d'Études
il y a 12 jours
Financial Planner
TD Bank —Mississauga, ON
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Développement commercial
- Baccalauréat
- Congés payés
il y a 11 jours
Financial Planning Associate – Bilingual
Royal Bank of Canada —Mississauga, ON
- Temps plein
- Bilingue
- Finance
Wealth Planning Quality Analyst
Releady —Toronto, ON
- De 37 $ à 42 $ de l’heure
- Temps plein
- Bilingue
- Microsoft Word
- Microsoft Excel
Postuler rapidement
Trade Revenue Manager
The Clorox Company —Brampton, ON
- De 109 104 $ à 159 104 $ par an
- Temps plein
- Microsoft Excel
- Vente
- Baccalauréat
- Congés payés
il y a 9 jours
Financial Planner - North York
TD Bank —North York, ON
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Développement commercial
- Baccalauréat
- Congés payés
FINANCIAL PLANNER AND CONTROLLER - DIGITAL AND TECHNOLOGY (HYBRID)
Green Shield —Toronto, ON
- De 94 406 $ à 142 069 $ par an
- Anglais
- Capacités de présentation
- Sens de l'organisation
Investment Counsellor, BMO Private Wealth
BMO Financial Group —Mississauga, ON
- De 69 000 $ à 129 000 $ par an
- Temps plein
- Microsoft Excel
- Vente
- Développement commercial
- Bourses d'Études
- Assurance Vie
Financial Planner
Royal Bank of Canada —Vaughan, ON
- Temps plein
- Développement commercial
il y a 11 jours
Senior Capital Planner
Turner & Townsend —Toronto, ON
- De 125 000 $ à 175 000 $ par an
- Temps plein
- Travail hybride
- Ingénierie
- Finance
- Esprit d'analyse
- Assurance Dentaire
Postuler rapidement
Client Service Advisor
Ontario Pension Board —Toronto, ON
- 95 000 $ par an
- Temps plein
- Esprit d'analyse
- Déplacements à prévoir
- Compétences en communication
Wealth Advisor
Nicola Wealth —Toronto, ON
- Travail hybride
Postuler rapidement

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

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Associate, Financial Planner

Canaccord Genuity Corp. -
Oakville, ON

Postuler dès maintenant

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 Planner - North York

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

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