- Recherche d'emploi
- Old toronto, ON
- professional services consultant
Professional services consultant Offres d'emploi - Old toronto, ON
Financial Services professional
PFSL investments CanadaToronto, ON, CAProfessional Services Intern
Axis CommunicationsToronto, ON , CanadaDirector, Professional Services
Nue.io CareersToronto, Ontario, .CADirector, Professional Services
Leaders RecruitingToronto, Ontario, CAAdministrative Shared Services Professional
DeloitteToronto, ONConsultant, Wellbeing Services
AonToronto, Ontario, CanadaProfessional Services Specialist (Global Remote)
Passion.ioToronto, Ontario, Canada- Offre sponsorisée
Professional Services Senior Consultant
Sage CityOld Toronto, ON, CanadaProfessional Services Consultant - Email Fraud Defense
ProofpointToronto, Canadaprofessional services manager - business services
The Eagles Enterprises Inc.North York, ON, CAImplementation Consultant, Professional Services (bilingual)
Quadramed Affinity CorporationOntario, CanadaBUSINESS OPPORTUNITY, professional services
Boardroom AdvisorsToronto, Toronto, CanadaVice President, Global Professional Services
HootsuiteToronto, ONProject Manager - Professional Services
SoftchoiceToronto, ON, CA- Offre sponsorisée
Experienced Consultant, Coaching & Leadership Professional
Holistic Working LifeOntario, CanadaSolution Consultant, Amazon Business Professional Services
Amazon.com.ca, Inc.Toronto, Ontario, CAN- Offre sponsorisée
- Nouvelle offre
Vice President of Professional Services
MediSolutionON, CanadaDirector, Professional Services, Security Solutions
BellToronto, ONJPC -1458 - Director, Professional Services
ITS GlobalToronto, Ontario- Offre sponsorisée
- Nouvelle offre
Consultant, SR&ED Services (French-speaking)
BDO CanadaToronto, CAFinancial Services professional
PFSL investments CanadaToronto, ON, CA- Quick Apply
Client Consultation & Needs Assessment : Meet with clients to assess their financial needs, goals, and risk tolerance. Conduct thorough reviews of client financial situations, including income, assets, liabilities, and financial goals. Provide tailored advice on investment, insurance, retirement, and tax planning. Financial Planning & Strategy Development : Develop and implement personalized financial plans that align with clients' goals. Create strategies for asset management, tax efficiency, retirement planning, and estate planning. Recommend financial products such as investments, life insurance, and annuities based on client needs. Investment & Portfolio Management : Provide guidance on investment strategies, including portfolio diversification and asset allocation. Monitor client portfolios and recommend adjustments to ensure alignment with market conditions and client goals. Stay informed about market trends, economic conditions, and new investment products. Client Relationship Management : Build and maintain long-term relationships with clients through regular communication and updates on financial progress. Address client inquiries and concerns, providing ongoing advice and support. Educate clients about financial concepts and help them make informed decisions. Sales & Business Development : Identify new business opportunities by networking and prospecting potential clients. Collaborate with other professionals, such as accountants, attorneys, and business owners, to offer comprehensive financial services. Meet or exceed sales targets for financial products and services. Compliance & Regulatory Adherence : Ensure that all recommendations and financial strategies comply with industry regulations and standards. Maintain up-to-date knowledge of relevant financial laws, regulations, and best practices. Handle sensitive client information with confidentiality and integrity. Ongoing Professional Development : Attend workshops, seminars, and training sessions to stay informed on industry trends, new products, and regulatory changes. Obtain and maintain industry certifications (e.g., CFP®, CFA®, or FINRA licenses) as required. Resumes without phone number or foreign phone numbers will not be considered. Powered by JazzHR