Financial aid • toronto on
As a financial advisor, you will be responsible for assessing clients' financial situations, understanding their goals and objectives, and developing personalized financial plans to help them achie... Show more
The Analyst, Finance (“FA”) will join BAM’s Global Financial Reporting team and report to the Director, Finance.Located in our head office in Downtown Toronto, the FA role is a highly visible posit... Show more
We are committed to connecting Canadians through unique partnerships, our world-class network and content Canadians love—and our innovative team is growing.We are looking for dedicated team members... Show more
Canada’s largest private third-party property managers specializing in multi-residential property management.We are a growth orientated company with our head office located in Toronto, Ontari... Show more
Are you ready to take control of your future, unleash your entrepreneurial spirit, and build a business that’s truly YOURS?.Desjardins Financial Security Independent Network – Toronto West.It’s a c... Show more
Location: Toronto, Ontario, Canada - M3B 0A4.Duration: 06 + months (Temp to Perm).HYBRID ROLE 2 DAYS ONSITE 3 DAYS REMOTELY.The Financial Analyst role will handle financial reporting activities of ... Show more
About Nasco Staffing Solutions.Nasco Staffing Solutions ( Nasco) is a Canadian business that supplies temporary staff to special events with an emphasis on production technical labour for live ente... Show more
We are hiring an experienced Financial Controller at Aspire Software to join our growing team in Toronto and Montreal!.The Financial Controller will report to the Director of Finance.This individua... Show more
Are you a highly curious, self-motivated Accountant who genuinely loves the precision of full-cycle ledger reconciliations? We are seeking an action-oriented professional who operates with outstand... Show more
The Baycrest Corporate Centre for Geriatric Care.The Baycrest Corporate Centre for Geriatric Care (BCCGC) provides shared services for the Baycrest Seniors Care family of companies, supporting our ... Show more
Hydro One is proud to be the largest electricity transmission and distribution provider in Ontario, serving nearly 1.We have a long history in the industry with our roots dating back over 110 year... Show more
At Deloitte, our Purpose is to make an impact that matters.We exist to inspire and help our people, organizations, communities, and countries to thrive by building a better future.Our work underpin... Show more
As part of the Financial Analyst pool, you will be responsible for:.Completing assignments in areas such as: commercial and supply-chain finance, financial planning and analysis, large capital proj... Show more
The Senior Financial Analyst, Financial Reporting will be a key member of the finance team, reporting directly to the Manager, Financial Reporting.This role is responsible for supporting the day-to... Show more
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
This role is an in office position with work-from-home flexibility up to 7x a month.Working in office full-time is mandatory for the first six weeks in the role.To assist with managing the growth o... Show more
We are seeking a highly motivated and detail-oriented Financial Accountant to join our Finance team supporting the Canadian Branches of Swiss Re, covering Life and Health Reinsurance, Property and ... Show more
We are seeking a meticulous and forward-thinking Accountant to join our finance team.You will be a key player in maintaining our financial integrity as we scale.Full-Cycle Accounting & Operatio... Show more
Provide analysis and commentary to financial results.Preparation and analysis of operational and financial reports.Cost and variance analysis, yield reporting and understanding of bill of materials... Show more
Credit Sesame is a leading financial wellness platform dedicated to helping consumers achieve better financial health through cutting-edge technology and data-driven solutions.With a decade of cred... Show more
As a financial advisor, you will be responsible for assessing clients' financial situations, understanding their goals and objectives, and developing personalized financial plans to help them achieve those goals.
You will provide recommendations on investments, retirement planning, insurance, tax strategies, estate planning, and other financial matters.
Additionally, you will monitor clients' portfolios and provide ongoing advice and support to ensure their financial well-being.
Responsibilities: Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk tolerance.
Develop customized financial plans that align with clients' objectives and recommend appropriate investment strategies.
Provide guidance on retirement planning and other retirement vehicles.
Advise clients on tax-efficient investment strategies and estate planning techniques to minimize tax liabilities and preserve wealth.
Offer recommendations on insurance products, such as life insurance, disability insurance, and long-term care insurance, to mitigate financial risks.
Monitor clients' investment portfolios regularly and make adjustments as needed based on changes in market conditions or clients' goals.
Stay up-to-date on financial trends, market developments, and regulatory changes to provide informed advice to clients.
Build and maintain strong relationships with clients through regular communication and excellent service to foster long-term partnerships.
Educate clients on financial concepts, investment principles, and best practices to empower them to make sound financial decisions.
Collaborate with other professionals, such as tax advisors, attorneys, and insurance agents, to provide comprehensive financial planning solutions.
Qualifications: Bachelor's degree in finance, economics, business, or a related field; advanced degrees or professional certifications (such as HLLQP or IFIC) are preferred.
Proven experience in financial planning, investment management, or wealth management.
Strong analytical skills and attention to detail to assess complex financial situations and develop appropriate strategies.
Excellent communication and interpersonal skills to effectively interact with clients and explain financial concepts in a clear and understandable manner.
Ability to work independently and as part of a team in a fast-paced, dynamic environment.
High ethical standards and integrity, with a commitment to acting in the best interests of clients.
Proficiency in financial planning software, investment analysis tools, and Microsoft Office suite.
Powered by JazzHR
