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financial consultant
5 days ago
INDOCAN STUDY INC Toronto, CanadaEducation: · Expérience: · Education · Bachelor's degree · Business administration and management, general · Tasks · Identify clients' financial goals and objectives · Analyze clients' financial records · Develop financial plans for clients · Arrange for sale of financial produ ...
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Financial Consultant
1 week ago
SRED Toronto, Canadahas built a revolutionary AI NLP- powered SR&ED platform to modernize the approach to SR&ED consulting. With our team of high caliber SR&ED experts, we use our powerful platform to automate the painful documentation process for our clients. · If you are an Excel wizard with finan ...
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Financial Consultant
1 week ago
SRED Toronto, CanadaPosition No.: · Title: Financial Consultant (Fully Remote) · Type: Permanent · No. of Positions: 1 · Location: GTA · **Company**: · We're We've modernized SR&ED consulting with a powerful AI-based platform that automates the painful process of documentation for our clients. · * ...
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Financial Consultant
1 week ago
SRED Toronto, CanadaJoin us at - an industry-leading SaaS platform designed to automate research and development tax credit-based financing for our clients. · We're looking for an energetic, confident, bright, detail-oriented, self-motivated multi-tasking professional with exceptional extraordinary ...
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Financial Consultant
6 days ago
SRED Toronto, CanadaAre you someone who is great with math, have an interest in tax and passionate about innovation in Canada? · We are seeking a Financial Consultant with a keen interest in tax planning and accounting to join our team. We will provide you the training you need to help our clients t ...
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Financial Consultant
1 week ago
SRED Toronto, CanadaAre you someone who is great with math, have an interest in tax and passionate about innovation in Canada? · We are seeking a Financial Consultant with a keen interest in tax planning and accounting to join our team. We will provide you the training you need to help our clients t ...
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Financial Consultant
3 days ago
SRED Toronto, CanadaAre you someone who is great with math, have an interest in tax and passionate about innovation in Canada? · We are seeking a Financial Consultant with a keen interest in tax planning and accounting to join our team. We will provide you the training you need to help our clients t ...
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Financial Consultant
3 days ago
SRED Toronto, CanadaAre you someone who is great with math, have an interest in tax and passionate about innovation in Canada? · We are seeking a Financial Consultant with a keen interest in tax planning and accounting to join our team. We will provide you the training you need to help our clients t ...
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Financial Systems Consultant
1 day ago
Toronto Hydro Toronto, CanadaThe Financial Systems Consultant provides support to the Finance division to address needs and determine how people, methods, and technology can be combined to deliver high quality results. The Consultant will need to liaise with Business Units to provide expertise in financial d ...
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Lead Financial Consultant
1 week ago
SRED Toronto, Canadaisn't just a place to work; it's a dynamic frontier where we revolutionize the way businesses navigate the intricate maze of Canadian tax regulations. We are on a mission to unleash the full potential of tax efficiency for our clients, and we're looking for a Senior Financial Con ...
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Workday Financials Consultant
1 day ago
Kognitiv Toronto, CanadaKognitiv Inc. seeks to be the best in the Workday ecosystem in both customer and employee satisfaction. We believe happy employees go hand-in-hand with happy customers. We truly believe that if our employees feel engaged, challenged, and empowered every day, they will provide top ...
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Financial Solutions Consultant
1 week ago
Aquila Software Group Toronto, Canada**Who We Are** · Emphasys Software has been a part of Aquila, a division of Constellation Software Inc., since 2008. Unapologetically unique, responsive to the needs of multiple markets, and acting as a thought partner to ensure success, Aquila invests in category-defining B2B/B2 ...
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Financial Sales Consultant
2 days ago
EkWill Inc Toronto, CanadaWe are looking for a sales consultant with experience in the financial services, mutual funds, mortgages, insurance or real estate development industry for a full time opportunity. · **Duties**: · - Leading initiatives to generate and engage with business partners to build new bu ...
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Financial Messaging Consultant
1 week ago
Incentage AG Toronto, CanadaWe are looking for a **Financial Messaging Consultant** with several years of experience in the banking environment, or with a technical background, to join our Professional Services team in **Toronto**. · **In focus** · · **Your task** · Do you like to work with above-average ...
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Financial Messaging Consultant
5 days ago
Incentage AG Toronto, Canada**Toronto - Canada** · Can you imagine a change? For our new office in Toronto, we are looking for a Financial Messaging Consultant with several years of experience in the banking environment (preferably in securities but also good if it's in payments), or with a technical backgr ...
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Public Financial Management IT Consultant
3 days ago
Compest Solutions Inc Toronto, Canada**Job Title**: · - Public Financial Management Consultant · **Location**:Toronto, Ontario, Canada** · **Position Type-Regular** Full-Time Salary · **Please reply** with your **expected Salary range--** · Exp - 10+ YEARS · **Sectoral Experience (Public Financial management System ...
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Associate Workday Financial Consultant
3 days ago
Kognitiv Toronto, CanadaKognitiv Inc. seeks to be the best in the Workday ecosystem in both customer and employee satisfaction. We believe happy employees go hand-in-hand with happy customers. We truly believe that if our employees feel engaged, challenged, and empowered every day, they will provide top ...
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Financial Services Consultant- Wealth
1 week ago
Sun Life Toronto, CanadaYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...
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Oracle Financial Functional Consultant
1 day ago
EBF Toronto, CanadaOn Behalf our Government Client we are looking a contract **Senior Oracle Financials Specialist** · **Title**: Oracle Cloud Specialist - Fusion Cloud · **Description** · **Deliverables**: · Consultant is expected to deliver the following key deliverables throughout the project li ...
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Financial Services Consultant- Wealth
1 day ago
Sun Life Toronto, CanadaYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...
Associate Financial Consultant - Ontario, Canada - Canadian Imperial Bank of Commerce
Description
Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id We're building a relationship-oriented bank for the modern world.
As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking Centre where you'll make a meaningful difference in our clients' lives.
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve their financial goals.
You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.
You're flexible to work our banking centre hours which may include evenings and weekends.To help deliver a great client experience, you're flexible to work at multiple banking centres within a reasonable travel distance.
To successfully perform the work, you'll be on-site full-time .Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
Ensure clients' investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities.Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Business development - Create relationships by networking with clients' families and friends to uncover opportunities and refer to appropriate partners.
Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
Your critical thinking skills help to inform your decision making.You find meaning in relationships and surround yourself with a diverse network of partners. You have current accreditation and good standing inMutual Funds License (Canadian Securities Course or Investment Funds in Canada). It's an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.
You have obtained the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented Similar Jobs (2)Financial Services Associate
locations Victoria, BC time type Full time posted on Posted 9 Days Ago Senior Trust Officer, Estate & Trust Services, Wealth Management
locations 2 Locations time type Full time posted on Posted 18 Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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