15 meilleures offres (financial planner, oakville, 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
Entry-Level Financial Services Sales Trainee
Canadian Wealth Planners —Mississauga, ON
- De 45 890 $ à 95 680 $ par an
- Temps plein
- Travail hybride
- Vente
- Service à la clientèle
- Baccalauréat
- Assurance Invalidité
- Travail à domicile
Postuler rapidement
il y a 11 jours
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
BMO Financial Group —Mississauga, ON
- De 45 500 $ à 84 500 $ par an
- Temps plein
- Esprit d'analyse
- Affaires
- Compétences en communication
- Bourses d'Études
- Assurance Vie
Risk Analyst
AtkinsRéalis —Mississauga, ON
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
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 4 jours
Risk Manager
AtkinsRéalis —Mississauga, ON
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Investment Advisor
Royal Bank of Canada —Mississauga, ON
- Temps plein
- Vente
- Affaires
- Marketing
Community General Manager II
CIBC —Oakville, ON
- Temps plein
Leader
Edward Jones —Mississauga, ON
- De 115 900 $ à 197 300 $ par an
- Temps plein
- Microsoft Office
- Finance
- Esprit d'analyse
- Régimes de participation aux bénéfices
Investment Retirement Planner - Mississauga
Royal Bank of Canada —Mississauga, ON
- Temps plein
- Développement commercial
- Réseaux informatiques
- Heures d'arrivée et de départ flexibles
Mobile Mortgage Specialist - Metro West
TD Bank —Mississauga, ON
- Temps plein
- Vente
- Service à la clientèle
- Congés payés
Mobile Mortgage Specialist
TD Bank —Mississauga, ON
- Temps plein
- Vente
- Service à la clientèle
- Congés payés
Cost Controller
AtkinsRéalis —Mississauga, ON
- Temps plein
- Travail hybride
- Microsoft Word
- Microsoft Excel
- Compétences rédactionnelles
Community General Manager (Secondment)
CIBC —Mississauga, ON
- Temps plein
- En présentiel
11 h

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Real Estate Development Analyst / Development Coordinator
Sierra Corporation —North York, ON
The role will combine financial analysis, project coordination, municipal approvals support, market research, reporting, and general development management.
À partir de 85 000 $ par an
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Financial Planner
BMO Financial Group —Toronto, ON
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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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 emplois - oakville, on

Associate, Financial Planner

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Financial Planner

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Associate Investment Counsellor, Private Wealth

Risk Manager

Investment Advisor

Community General Manager II

Leader

Investment Retirement Planner - Mississauga

Mobile Mortgage Specialist - Metro West

Mobile Mortgage Specialist

Cost Controller

Community General Manager (Secondment)

Explore jobs in cities nearby

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

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