Best professionals offering financial services services in Toronto
Get free quotes from professionals.
Amanda Hirtenstein
Director of Transformation & Risk Management
Accounting / Finance
Financial services professional with primary expertise in project management, risk & regulation. Also a domain expert in investor services & payments. ...
WAHEED SADIQ
ADMINISTRATOR, LOGISTIC AND MANUFACTURING
Customer Service / Support
I am highly motivated and ready to excel in any capacity i found myself for actualisation of corporate goals and objective. Improving the output and ...
Kevin Miller
Financial Services & Compliance Program Manager
Upper Management / Consulting
After more than 10 years’ experience leading progressively more senior teams within major Financial Institutions, I find a great deal of satisfaction ...
Venkatesh Nagalla
Recent UT Austin Graduate Seeking Full Time Roles
Accounting / Finance
Hi everyone! · I am currently a recent grad (August 2023 Graduation) pursuing a Finance major in the required Accounting track with a Real Estate cert ...
Joseph Ezeh
Business Administrator
Administrative
I am skilled in customer service excellence, financial transaction accuracy, administrative planning, onboarding support, expert in tools like Microso ...
Pratik Patel
Bookkeeper / Financial Analyst
Accounting / Finance
I am currently provinding Financial Services to businesses including Bookkeeping, Accounting, Monthly Reports, Payroll Services, Tax Compliation Servi ...
ED URIBE
Finances and languages
Accounting / Finance
I'm a professional business person who offers finances and also speak English.
Financial Services in Toronto, Ontario
About the Service
Financial services are professional services that help individuals, businesses, and organizations manage their financial transactions, investments, and other financial activities.
To perform financial services, professionals typically require a bachelor's degree in finance, accounting, or a related field, and may also need certifications such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP).
Recommended Accreditations and Certifications
Industry professionals may also choose to obtain certifications such as Certified Public Accountant (CPA) or Chartered Professional Accountant (CPA, CA) to demonstrate their expertise and commitment to their field.
Tips for Choosing the Best Service Provider
When choosing a financial service provider, clients should look for professionals with relevant experience, qualifications, and a good reputation in the industry.
Frequently Asked Questions
- What experience do you have in financial services?
- What certifications do you hold?
- Can you provide references from previous clients?
- How will you help me achieve my financial goals?
Useful References
For more information on financial services, clients may want to consult resources such as the Financial Planning Standards Board (FPSB) or the Canadian Securities Administrators (CSA).
Average Prices for Financial Services in Toronto, Ontario
The average hourly fee for financial services in Toronto, Ontario is between $75 and $150 CAD.
The fee varies depending on the complexity of the task, the experience of the professional, and the location of the client. For example, the average hourly fee for financial services in Vancouver, British Columbia is between $60 and $120 CAD, while in Montreal, Quebec it is between $80 and $140 CAD.
It is essential to note that these prices are only estimates and may vary depending on the specific requirements of the client and the service provider.
Requesting a Quote
When requesting a quote for financial services, clients should provide as much information as possible about their needs and requirements. This will enable the service provider to provide a more accurate quote and ensure that the client receives the best possible service.
Once the client has selected a service provider, they can request a quote by providing their contact information and a detailed description of their needs. The service provider will then respond with a quote that includes the scope of work, the estimated time required, and the total cost of the service.
The client can then review the quote and decide whether to accept it or request a revision. If the client accepts the quote, the service provider will begin working on the project and deliver the results within the agreed-upon timeframe.
Fees for Financial Services freelancers
The average daily fee for experienced freelancers is $200 CAD.
The fee varies depending on the city in which they are located. For instance, the average daily fee for a financial services freelancer in Vancouver, British Columbia is $180 CAD while in Montreal, Quebec is $220 CAD or in Calgary, Alberta is $200 CAD.
financial services jobs near Toronto
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We are seeking a motivated and knowledgeable FSR-Life Insurance Specialist to join our team. · Contributing to the development and sustainable growth of the agency's investment assets and providing client-centric investment services. · Engaging with prospects to proactively build ...
Brampton, ON Brampton, Ontario1 week ago
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We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · To learn more about CIBC, please visit Our team members have what they need to make a meaningful impact and are ...
Etobicoke2 weeks ago
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We provide professional services to our clients, optimizing operational efficiency and effectiveness. · Analyze client needs and develop operational strategies. · Provide guidance and support to help clients streamline processes, improve productivity, and drive business performan ...
Toronto3 weeks ago