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Financial consultant Jobs in East York, ON

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Financial consultant • east york on

Last updated: 3 days ago
Financial Consultant

Financial Consultant

ManulifeToronto, Ontario
Full-time
Kickstart Your Career as a Financial Consultant (Wealth & Retirement).Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? At Manulife, we're committed ...Show moreLast updated: 3 days ago
Financial Planning Consultant

Financial Planning Consultant

Royal Bank of Canada>TORONTO, Canada
Full-time
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office role...Show moreLast updated: 30+ days ago
CPM / EPM Consultant – Financial Close

CPM / EPM Consultant – Financial Close

The Goal Getters AssociatesToronto, Ontario
Full-time
We are looking for dynamic, goal-oriented individuals to join our Financial Close Practice (FC).Ideal candidates will have 5+ years of applicable experience working with leading Corporate / Enterpris...Show moreLast updated: 30+ days ago
Financial Consolidation Consultant

Financial Consolidation Consultant

ProphixEtobicoke, ON, CA
Full-time
Quick Apply
See what you can do with Prophix.Prophix helps finance teams work with greater flexibility and confidence through Prophix One™, our Financial Performance Platform. We bring planning, reporting, and ...Show moreLast updated: 30+ days ago
Financial System Consultant

Financial System Consultant

CB CanadaToronto, Ontario, Canada
Permanent +1
Financial Systems Analyst / Manager.Our client located in Markham Toronto, is looking for a Financial Systems Consultant for a 18 months contract opportunity. Working on a remote model and reporting t...Show moreLast updated: 30+ days ago
Financial Planning Consultant

Financial Planning Consultant

0000050599 RBC Dominion Securities Inc.Toronto, Ontario
Full-time
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office role...Show moreLast updated: 30+ days ago
Consultant, Vendor Management Simplii Financial

Consultant, Vendor Management Simplii Financial

Canadian Imperial Bank of CommerceToronto, Ontario, Canada
Full-time
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
Senior Consultant Risk and Compliance (Financial Crimes)

Senior Consultant Risk and Compliance (Financial Crimes)

SiaToronto, Ontario, Canada
Full-time
Develop and implement AML and sanctions compliance programs tailored to clients specific needs and regulatory requirements. Conduct comprehensive risk assessments to identify potential money launder...Show moreLast updated: 30+ days ago
  • Promoted
Engagement Manager - Financial Consultant -(North America - Fulltime)

Engagement Manager - Financial Consultant -(North America - Fulltime)

NetDynamic Consulting Inc.Toronto, Canada
Full-time
NetDynamic Consulting is a certified SuiteSuccess partner and official NetSuite Alliance partner.We have delivered hundreds of successful ERP implementations across industries, serving clients with...Show moreLast updated: 24 days ago
Senior Consultant - Risk and Compliance (Financial Crimes)

Senior Consultant - Risk and Compliance (Financial Crimes)

SIAToronto, ON, Canada
Full-time
Sia is a next-generation, global management consulting group.Founded in 1999, we were born digital.Today our strategy and management capabilities are augmented by data science, enhanced by creativi...Show moreLast updated: 30+ days ago
  • Promoted
Financial Consultant

Financial Consultant

Vaco by HighspringEtobicoke , Ontario, Canada
Temporary
Our client is sourcing a Financial Consultant for a 3-month contract.Manage day to day accounting and provide oversight to Accounting team. Prepare and manage month end close process.Planning, direc...Show moreLast updated: 28 days ago
  • Promoted
SAP Financial Consultant

SAP Financial Consultant

IFG - International Financial GroupToronto, Canada
Full-time
Hybrid – 2 days onsite + 4th Friday monthly.Our client, a leading financial institution, is seeking.SAP Finance initiatives and platform enhancements. Lead SAP Finance functional design and delivery...Show moreLast updated: 19 days ago
  • Promoted
Financial Planning Consultant

Financial Planning Consultant

RBC Dominion SecuritiesToronto, Canada
Full-time
RBC Dominion Securities RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Legal Consultant (Contract) - Financial Services

Senior Legal Consultant (Contract) - Financial Services

ZSA CanadaToronto, Canada
Temporary
A leading staffing and recruiting firm in Canada is seeking an experienced Legal Counsel for a 3–6 month contract.This role involves managing contract drafting, negotiation, and compliance matters,...Show moreLast updated: 24 days ago
  • Promoted
Consultant, Financial Crimes

Consultant, Financial Crimes

KPMG LLP CanadaToronto, Canada
Full-time
Overview At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause turning insight into opportunity for clients and communities around the world.At KPMG, we ...Show moreLast updated: 30+ days ago
Financial Services Consultant- Wealth

Financial Services Consultant- Wealth

Sun LifeToronto, Ontario, Canada
Full-time
You are as unique as your background experience and point of view.Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields...Show moreLast updated: 30+ days ago
Consultant, Financial Crimes

Consultant, Financial Crimes

KPMGToronto, Ontario, Canada
Full-time
At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause turning insight into opportunity for clients and communities around the world.At KPMG, we don't jus...Show moreLast updated: 30+ days ago
Financial Consultant Analyst - Industrial

Financial Consultant Analyst - Industrial

Opal Corporate ConnectionsToronto, ON, ca
Full-time
Quick Apply
You perform financial analysis of files for the commercial client segment of high complexity, formulate recommendations and draw up financial packages. You serve as a resource person for financing f...Show moreLast updated: 3 days ago
Analyst / Consultant / Senior Consultant, AML Analytics - Financial Engineering & Modeling

Analyst / Consultant / Senior Consultant, AML Analytics - Financial Engineering & Modeling

DeloitteToronto, Ontario, Canada
Permanent
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 moreLast updated: 30+ days ago
People also ask
Financial Consultant

Financial Consultant

ManulifeToronto, Ontario
3 days ago
Job type
  • Full-time
Job description

Kickstart Your Career as a Financial Consultant (Wealth & Retirement)

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? At Manulife, we're committed to making every day better for people around the world. If you're an ambitious individual who shares our values and is eager to begin your journey as a sales professional in financial advising, we’d love to hear from you!

Manulife Wealth and Asset Management provides comprehensive financial and investment solutions, including financial planning and insurance, to clients across the wealth spectrum. As a Financial Consultant, you will play a vital role Providing investment solutions and guidance to employees transitioning from their current employer. You'll understand their investment and financial needs to guide and assist them in planning their future.

Position Responsibilities :

Proactively call and receive calls from existing group retirement plan members who are leaving or have left their employer retirement plan to discuss their investment options and offering various Manulife’s Investment Solutions.

Engage in one-on-one needs-based conversations over the phone with group retirement plan members.

Educate members on the benefits of various investment options and communicate our value proposition.

Review and provide investment guidance on Group Retirement investments.

Prepare financial illustrations to help members plan their retirement income.

Guide members through need-based analysis and develop personalized action plans.

Identify referral opportunities by understanding clients’ preferences and situations.

Consolidate external investments

Why This Role is Perfect for You :

An amazing opportunity to start your career as a financial consultant and grow within a dynamic company.

Develop and hone your skills as a sales professional in the financial services industry.

Base salary with full benefits, followed by a comprehensive sales incentive program.

Required Qualifications :

Licensing : You will need to obtain the Life License Qualification Program (LLQP) before starting. Financial support for obtaining this license will be provided.

Education : Post-secondary education is an asset.

Preferred Qualifications :

Prior experience as an investment advisor or MFDA / IIROC license is preferred

Ability to articulate value propositions effectively over the phone.

Strong active listening skills to understand clients’ needs.

Attention to detail in recording customer information accurately.

High integrity, always putting the client at the center of every conversation.

A strong compliance mindset and commitment to staying informed about our products and services.

What Motivates You :

Passion for customer service, with a focus on listening, engaging, and acting for the benefit of clients.

Curiosity and an innovative mindset to discover new approaches and drive business outcomes.

Team-oriented, thriving in collaborative environments.

Ownership of your work, building solutions that focus on what truly matters.

Integrity and courage to do what is right and speak up when necessary.

Commitment to diversity and inclusion, contributing to a welcoming workplace for all.

When you join our team :

We’ll empower you to learn and grow the career you want.

We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

As part of our global team, we’ll support you in shaping the future you want to see.

#LI-WAM

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .

Manulife is an Equal Opportunity Employer

At Manulife / John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife / John Hancock policies. To request a reasonable accommodation in the application process, contact .

Working Arrangement

Hybrid

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education / training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact for additional information.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption / surrogacy and wellness benefits, and employee / family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.