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Assistant financial Jobs in Burlington, ON

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Assistant financial • burlington on

Last updated: 16 hours ago

Associate Financial Advisor

royal city recruitmentHamilton, Ontario, Canada
CA$65,000.00–CA$75,000.00 yearlyCA$65,000.00–CA$75,000.00 yearly
Full-timeFull-time

This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth.The Associate Financial Advisor will identify prospects in both personal and business ma... Show more

 • New!

Specialist-Financial Analyst, Bids & Proposals

l3 harris technologiesWaterdown, Ontario
CA$80,000.00–CA$105,000.00 yearlyCA$80,000.00–CA$105,000.00 yearly
Full-timeFull-time

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do.Our employees are unified in a shared dedication to our customers’ mission and quest ... Show more

Assistant Manager

tim hortonsBurlington, ON
CA$48,000.00 yearlyCA$48,000.00 yearly
Full-timeFull-time

Shore Restaurants, proudly operating as Tim Hortons, is a locally Canadian owned and operated franchise group based in the vibrant city of Oakville, Ontario.Since opening our first location in 2001... Show more

Administrative Assistant

abl employmentWaterdown, ON
CA$43,000.00–CA$50,000.00 yearlyCA$43,000.00–CA$50,000.00 yearly
Full-timeFull-time

Our client is seeking a detail-oriented Administrative Assistant with strong organizational and communication skills, experienced in managing client documentation, prioritizing correspondence, and ... Show more

Finance Manager, Yardi and Financial Systems

vacoBurlington, ON, CA
CA$115,000.00–CA$125,000.00 yearlyCA$115,000.00–CA$125,000.00 yearly
PermanentPermanent

Our client is a real estate investment company.They are looking for a Finance Manager, Yardi and Financial Systems to join their team!.Comprehensive Benefits Coverage.System Administration & Config... Show more

 • Promoted

Assistant Manager

jysk canadaBurlington, ON, ca
CA$43,000.00–CA$48,000.00 yearlyCA$43,000.00–CA$48,000.00 yearly
Full-timeFull-time
Quick Apply

Are you looking for something more than just a job? Are you looking for a community, a partnership, a team, and an opportunity to learn and grow in your career?.As one of world’s leading, and faste... Show more

Assistant Manager

wendy sBurlington, ON, CA
Full-timeFull-time

In this role, you will support the General Manager by providing coaching to the team and creating and supporting a fun, inviting work environment where the team feels respected and valued.You will ... Show more

Financial Represetnative

serenia life financialBurlington, Ontario, Canada
Full-timeFull-time

We have a lot to be proud of at.For more than a century, we have helped Canadians protect the people and things that matter most while making a meaningful difference in the communities we serve.Wha... Show more

Financial Advisor New Career

desjardins financial security independent network southwestern ontarioHamilton, Ontario, Canada
Full-timeFull-time

Desjardins Financial Security Independent Network (DFSIN) Southwestern Ontario is looking for ambitious, motivated individuals ready to build a rewarding career in financial services.Whether you're... Show more

Licensed Assistant

manulifeCAN, Ontario, Burlington, 5045 South Service Rd, Suite 101
CA$50,000.00 yearlyCA$50,000.00 yearly
Full-timeFull-time

The Licensed Assistant plays a key role in supporting our Corporate Advisors by handling administrative tasks, client service, and account management.This individual must hold relevant securities l... Show more

Chief Financial Officer Western Ontario

cfo centreHamilton, ON, ca
Part-timePart-time

The CFO Centre is actively looking for experienced Fractional CFOs in our Western Ontario region to join the team, with particular interest in CFOs who bring manufacturing and/or construction exper... Show more

Strategic Planning & Financial Assessment Advisor - Spanish Required

cuso internationalBurlington, Ontario
PermanentPermanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Cuso International is supporting.AN... Show more

 • Promoted

Desjardins Financial Services Sales Rep

richard demille desjardins insurance agentBurlington, Ontario, Canada
Full-time +1Full-time +1

Financial Services Sales Advisor.Desjardins Agent Team Member.Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working ... Show more

Life Insurance and Financial Services Sales Representative

ippolito insurance financial servicesStoney Creek, Ontario, Canada
CA$60,000.00–CA$80,000.00 yearlyCA$60,000.00–CA$80,000.00 yearly
Full-timeFull-time

We are an Independently owned Desjardins agency and have been recognized as one of the top performing agencies in Canada.We hire people who use their skills and passion at work because our customer... Show more

Veterinary Assistant

mhmiBurlington, Ontario, Canada
Full-timeFull-time

Veterinary Assistant - Burlington .Do you love working with people just as much as you love working with pets? Are you someone who enjoys staying busy, building relationships, and helping a team p... Show more

Dental Assistant

portway dentistryStoney Creek, Ontario, Canada
Part-time +1Part-time +1
Quick Apply

Dental Assistant (Level II CDA preferred) required for our family dental practice.This is a maternity leave, ending in Spring 2027, with a possibility of permanent hire.Days required are Mondays 10... Show more

Financial Advisor

0000050007 royal bank canadaNORTH DUNDAS, Ontario, Canada
Full-timeFull-time

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our... Show more

Physiotherapy Assistant

arvan rehab groupHamilton, Ontario, Canada
CA$16.00 hourlyCA$16.00 hourly
Part-timePart-time
Quick Apply

We are currently looking for a Physiotherapy Assistant (PTA) for a Long Term Care client in.Working under the direct or indirect supervision of the Physiotherapist, our assistants will work in clos... Show more

Executive Assistant to the Chief Financial Officer

good shepherd centresHamilton, ON, CAN
CA$33.10–CA$39.48 hourlyCA$33.10–CA$39.48 hourly
Full-timeFull-time
Quick Apply

HOURS: Monday to Friday, 8:30am - 4:30pmRate of Pay: $33.Starting salary will be determined by factors such as relevant experience, qualifications, internal equity, and market conditions)Reason For... Show more

Legal Assistant

aztex enterprisesBurlington, ON, Canada
RemoteRemote
Full-timeFull-time
Quick Apply

Administrative Support & Territory Coordination.Provide comprehensive administrative support to the sales team, ensuring efficient territory management and organized tracking of sales metrics.M... Show more

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Associate Financial Advisor

Associate Financial Advisor

royal city recruitmentHamilton, Ontario, Canada
16 hours ago
Salary
CA$65,000.00–CA$75,000.00 yearly
Job type
  • Full-time
Job description

Title: Associate Financial Advisor

Employment type: Full Time

Work Model: In office

Salary Range: $65,000-$75,000 + commissions

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth.

The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations.

What you’re responsible for:

  • Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
  • Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
  • Proactively complete client reviews focusing on life and wealth management products.
  • Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
  • Complete front-line risk assessment and selection, following underwriting guidelines.
  • Complete home, commercial and farm inspections as required.
  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
  • Respond to and investigate client questions and concerns, resolve client complaints, and escalate issues appropriately

What to expect:

  • You will travel occasionally.
  • You are required to have a valid driver’s license and insurance.
  • Strict confidentiality with respect to client’s medical history, financial status, and other personal information.
  • Extended work hours, including weekends, may be required during peak periods.
  • This role involves direct contact with clients and/or service providers in their environment.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

To be successful:

  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
  • You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
  • You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
  • You build trusting relationships and provide guidance to support the development of peers.

To join our team:

  • Successful completion of a post-secondary degree or diploma issued by an accredited college or university.
  • Life license (LLQP), with a Mutual Funds license considered an asset.
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
  • A minimum of two (2) years sales experience or related business or marketing experience is preferred.
  • Knowledge of insurance products and strong underwriting skills is an asset.

What we offer:

  • Partnership with our internal team of advanced financial planning experts and resources of the wealth planning, and insurance planning specialists.
  • Specialized internal training and ongoing development support throughout your career.
  • Opportunities to give back to your community
  • A competitive compensation package and benefits program