Administrative Assistant, Financial Services - Greater Toronto Area
3 weeks ago

Job summary
We are an independent financial advisory practice operating within DFSIN working primarily with high-net-worth individuals and business owners specialized in retirement and estate planning.
Responsibilities
- Serve as a primary point of contact for clients by answering calls and responding to emails promptly professionally.
Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
This is a full-time hybrid role for a Financial Services Representative at Primerica. · ...
19 hours ago
Join our team as a Remote Financial Coach and make a meaningful impact while growing your own business. We offer comprehensive training and mentorship, flexible work schedule – work remotely from anywhere, unlimited earning potential with a performance-based compensation structur ...
2 weeks ago
The Legal Counsel will provide practical legal advice across a range of corporate commercial regulatory compliance corporate governance and strategic partnerships. · ...
1 month ago
Bilingual (Fr/Eng) Financial Services Representative - 12 month contract
Only for registered members
We are looking for a Financial Services Representative in Canada. The Financial Services Representative uses expertise to identify and meet the needs of clients, · Proactively contact clients and answer inbound inquiriesProvide advice and account / policy maintenance services usi ...
1 month ago
As a Dealer Development Manager for SecureDrive, you will be responsible for developing and expanding the company's presence in independent and franchise dealerships across your territory. You will prospect strategically to identify new partnership opportunities, conduct consulta ...
3 days ago
We are seeking a Performance Specialist to strengthen dealership performance across our national network. The successful candidate will work directly with Fixed Operations dealers' teams to enhance their understanding of LGM products, improve claims practices, reduce loss costs a ...
3 weeks ago
Meet Our Team As a Manager to Solutions Consulting team for Canada you will collaborate and manage a team of Solutions Consultants while working cross functionally with product managers software developers analysts business officers and other groups to ensure the successful execu ...
3 weeks ago
This role as Financial Advisor involves providing expert financial guidance and tailored solutions to clients. · ...
1 month ago
We are looking for an OFSAA developer to join our team in Toronto or Vancouver. · ...
2 weeks ago
++A privately backed financial services firm is hiring a Controller to support a regulated Canadian broker-dealer. · +Lead Canadian regulatory finance, including CIRO reporting and Form 1 filings. · ...
1 month ago
A Business Unit Support – Information Technology leader to guide a team in delivering business unit support and financial analysis. · Deliver financial reports and statements with varying time lines. · Conduct standard analysis in support of all relevant financial reports. · ...
3 weeks ago
We're proud to be recognized as one of the 2024 Best Workplaces in the Financial Services and Insurance sector. · This is a salaried position with an annual short-term incentive plan bonus, strong benefits package and competitive pension plan. · Health Benefits Plan; · Defined be ...
1 month ago
This full-time Underwriter role is a hybrid position based in the Greater Toronto Area, Canada, with the flexibility to work partially from home. The Underwriter will be responsible for assessing mortgage applications... · ...
1 week ago
This is a full-time hybrid role for a Financial Advisor located in the Greater Toronto Area, Canada, · with flexibility for partial remote work.The Financial Advisor will assist clients with financial planning, · designing retirement and investment strategies, · and offering expe ...
1 month ago
This is a full-time role for a Tax Technician located in the Greater Toronto Area. The Tax Technician will be responsible for preparing and filing tax returns, ensuring compliance with tax laws, and assisting with tax planning and advisory services. · ...
1 month ago
This role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. · Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial p ...
1 month ago
Metrolinx is connecting communities across the Greater Golden Horseshoe. · ...
1 month ago
We are looking for an experienced Senior Consultant to help business owners optimize their group benefits and corporate tax & estate structures. · ...
3 weeks ago
We are seeking an experienced Branch Manager to lead and oversee all aspects of branch operations. · ...
4 weeks ago
The Senior Property Manager is responsible for leading the full operational and financial management of assigned condominium corporations. · ...
2 weeks ago