Financial associate Jobs in North York, ON
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Financial associate • north york on
Last updated: 9 hours ago
President and CEO at Optimize Wealth Management.Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals.We offer personali...Show moreLast updated: 4 days ago
Join us to build a more rewarding financial future for all Canadians.At Neo, we’re on a mission to build a more rewarding financial future for all Canadians.
Life at a rapidly scaling tech startup i...Show moreLast updated: 5 days ago
A major financial institution in Richmond Hill is seeking an Associate to provide sales support for Financial Planners.The ideal candidate will be fluent in Cantonese and Mandarin and have mutual f...Show moreLast updated: 4 days ago
Fraud Investigations & Regulatory Enforcement (FIRE).Our Financial Crime Technology practice operating under Forensic Services focuses on enabling businesses with technologies to proactively de...Show moreLast updated: 24 days ago
Our Financial Crime Technology practice, operating under Forensic Services, focuses on enabling businesses with technologies to proactively detect and prevent financial crimes.Our clients include b...Show moreLast updated: 5 days ago
Associate Director, Non-Financial Risk Management.Be among the first 25 applicants.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Reporting to...Show moreLast updated: 4 days ago
Get AI-powered advice on this job and more exclusive features.Being a traditional bank isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canad...Show moreLast updated: 12 days ago
Senior Associate, Consulting Financial Services, Insurance.At PwC, we provide professional services to our clients, with a focus on optimizing operational efficiency and effectiveness, and increasi...Show moreLast updated: 12 days ago
Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.
We are a talented team of inquisitive and agile chal...Show moreLast updated: 12 days ago
A leading financial services provider in Toronto is seeking an Equity Research Associate to support the Industrial Analyst by conducting financial analysis and preparing detailed models and reports...Show moreLast updated: 9 hours ago
Financial Service Associate, Business Banking.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...Show moreLast updated: 4 days ago
A leading financial services provider in Toronto is seeking a Financial Service Representative to join their team.This entry-level role focuses on delivering exceptional customer experiences and ac...Show moreLast updated: 2 days ago
Associate Financial Advisor at Co-operators, CGIC – Retail Sales.This role is office-based, regular full-time, with bilingual requirements (English and Mandarin / Cantonese).The Associate Financial A...Show moreLast updated: 12 days ago
The Financial Sales Associate is responsible for providing life insurance solutions to bank’s clients.He / he will work in coordination with branch.
Sales and service teams, thus we are looking for a ...Show moreLast updated: 30+ days ago
Our Financial Crime Technology practice, operating under Forensic Services, focuses on enabling businesses with technologies to proactively detect and prevent financial crimes.Our clients include b...Show moreLast updated: 1 day ago
We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...Show moreLast updated: 30+ days ago
Employment Type : Regular Full-Time.Language : This role operates in English.Additional Information : This / these role(s) is / are currently vacant.
We are a leading Canadian financial services co-operati...Show moreLast updated: 12 days ago
Be among the first 25 applicants.Continued growth has created exciting opportunities for an.The successful candidates will have the opportunity to collaborate, build and succeed as part of a team o...Show moreLast updated: 4 days ago
- Promoted
Financial Services Associate
Optimize Financial GroupToronto, ON, CAFull-time
- Promoted
Senior Associate, Financial Planning & Analysis
Neo FinancialToronto, ON, CAFull-time
- Promoted
Financial Planning Associate : Drive Client Growth
RBCRichmond Hill, York Region, CAFull-time
Financial Crimes Technology Associate
PricewaterhouseCoopersToronto, Ontario, CanadaFull-time
- Promoted
Financial Crime Technology Senior Associate
PricewaterhouseCoopers InternationalToronto, ON, CAFull-time
- Promoted
Associate Director, Non-Financial Risk Management
ScotiabankToronto, ON, CAFull-time
- Promoted
Associate Director, Financial Planning & Analysis
EQ Bank | Equitable BankToronto, ON, CAFull-time +1
- Promoted
Senior Associate, Consulting Financial Services, Insurance
PwC CanadaToronto, ON, CAFull-time
- Promoted
Associate Director, Financial Planning & Analysis
Equitable GroupToronto, ON, CAFull-time +1
- Promoted
- New!
Industrial Equity Research Associate — Financial Modeling
BMO Capital MarketsToronto, ON, CAFull-time
- Promoted
Financial Service Associate, Business Banking
CIBCToronto, ON, CAFull-time
- Promoted
Financial Services Sales Associate - Cash Handling
Money MartToronto, ON, CAFull-time
- Promoted
Associate Financial Advisor
Co-operatorsToronto, ON, CAFull-time
Financial Sales Associate
ManulifeToronto, OntarioFull-time
- Promoted
Financial Crime Technology Senior Associate
PwCToronto, ON, CAFull-time
Associate Financial Advisor
Canadian Imperial Bank of CommerceVaughan, Ontario, CanadaFull-time
- Promoted
Associate Financial Advisor
Co-operators GroupRichmond Hill, York Region, CAFull-time
- Promoted
Associate, Financial Services Group
Optimus SBRToronto, ON, CAFull-time
- Coquitlam, BC (from $ 51,000 to $ 500,000 year)
- Peterborough, ON (from $ 133,259 to $ 464,987 year)
- Saskatoon, SK (from $ 149,395 to $ 375,000 year)
- Oakville, ON (from $ 60,125 to $ 322,500 year)
- Vaughan, ON (from $ 116,146 to $ 241,273 year)
- London, ON (from $ 78,924 to $ 225,470 year)
- Sarnia, ON (from $ 162,744 to $ 197,100 year)
- Toronto, ON (from $ 71,500 to $ 190,140 year)
- Calgary, AB (from $ 54,454 to $ 184,445 year)
- Old toronto, ON (from $ 64,553 to $ 183,601 year)
Financial Services Associate
Optimize Financial GroupToronto, ON, CA4 days ago
Job type
- Full-time
Job descriptionMinimum of 2 years of applicable experience. Excellent attention to detail. Knowledge of various investment types and investment accounts. Ability to prioritize tasks and work accurately under pressure. Full‑time in‑person work. Completion or progress toward the Canadian Securities Course (CSC) or Chartered Investment Manager (CIM) designation.
President and CEO at Optimize Wealth Management
Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success.
We are looking for a Financial Service Associate to join our team. This back‑office role requires strong administrative skills along with familiarity of all core aspects of wealth management and investment account types. We are looking for people who are driven, committed, and passionate about what they do. You need to be extremely detail oriented and organized.
Role Responsibilities
- Assist the Tax Department with the compilation of necessary documentation to complete routine tax returns.
- Assist the Will and Estate Department with necessary documentation for routine will and estate plans.
- Assist the Financial Planning Department with required information to create financial plans.
- Assist the Insurance Department with information needed to provide quotes to clients interested in insurance products.
- Review and validate new account documentation.
- Evaluate information from multiple sources ensuring consistency.
- Follow up and report on missing documentation / information.
Job Requirements
Must‑have :
Nice‑to‑have :
Additional Information
Location : Toronto, Ontario, Canada.
Salary : CA$100.00 - CA$120.00.
Employment Type : Full‑time.
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