Financial consultant Jobs in Keswick, ON
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Financial consultant • keswick on
Last updated: 1 day ago
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 our clients.
At CIBC, we embrace your strength...Show moreLast updated: 1 day ago
Job Description : - Senior Environmental Consultant Main purpose of job : .Project management of environmental claims projects including all aspects of fieldwork data gathering, risk assessment and fa...Show moreLast updated: 18 days ago
Independently review client documentation in preparation and during inspection process (drawings, studies, maintenance logs, etc.
Perform visual inspections of building systems using professional ex...Show moreLast updated: 30+ days ago
Our client is sourcing a Financial Analytics Consultant for a 12-month contract.Assist with ARR (Annual Recurring Revenue) reporting, ensuring accuracy, consistency, and alignment with SaaS best pr...Show moreLast updated: 3 days ago
Financial Planner, Scotia Financial Planning - Barrie.Be among the first 25 applicants.Financial Planner, Scotia Financial Planning - Barrie.
Join a purpose driven winning team, committed to results...Show moreLast updated: 30+ days ago
Chrysler : Automotive Sales Consultant.Do you have a passion for cars and a drive to succeed? Are you ready to turn your energy and enthusiasm into a rewarding career? Then step on the gas and apply...Show moreLast updated: 30+ days ago
Plus opportunity to earn Commissions and Bonuses.Join Legend Boats as our Retail Memory Maker / Marketing Coordinator!.Were seeking a customer-focused retail professional who thrives on creating me...Show moreLast updated: 30+ days ago
Are you looking to join one ofCanada's Greatest Places to Workand be a part of making it even better?.Better Workdays Start Here is Mister Safety Shoes mission for both its customers and its te...Show moreLast updated: 11 days ago
The Mortgage Consultant pro-actively markets and promotes Capital City Home Loans financial products to meet established loan quality and production goals.
The Mortgage Consultant represents the com...Show moreLast updated: 30+ days ago
The role of a Health & Safety Consultant is crucial in ensuring that organizations maintain safe and healthy working environments for their employees.
This is a field-based position, working in Wind...Show moreLast updated: 30+ days ago
Medefer is a pioneer in virtual‑first specialist healthcare.Founded by NHS consultants over a decade ago, we were delivering consultant‑led virtual outpatient care well before “virtual hospitals” b...Show moreLast updated: 1 day ago
Our team members are at the heart of everything we do.At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on ...Show moreLast updated: 30+ days ago
A leading marketing agency in Ontario is looking for a Field Sales Representative.The role includes educating customers about financial products and driving sales for a trusted Canadian brand.You w...Show moreLast updated: 18 days ago
Financial Strategy and Planning.Assists the Manager of Financial Strategy and Planning / Deputy Treasurer with developing, monitoring and reporting of related overarching corporate financial strategi...Show moreLast updated: 1 day ago
A respected retail company located in East Gwillimbury is seeking a Part Time Retail Sales Consultant to join their team.
You will engage customers, assist with their needs, and provide exceptional ...Show moreLast updated: 8 days ago
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 our clients.
At CIBC, we embrace your strength...Show moreLast updated: 1 day ago
The role of a Health & Safety Consultant is crucial in ensuring that organizations maintain safe and healthy working environments for their employees.
This is a field-based role and a valid G licens...Show moreLast updated: 30+ days ago
Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.We’ve earned prestigious accolades including being named one of.
Canada’s Top Growing Companies.TIME Magazine’s 2025 list...Show moreLast updated: 9 days ago
A leading marketing agency in Canada is seeking a highly motivated Sales Representative for in-store engagement.You will educate customers about financial products on behalf of a trusted Canadian b...Show moreLast updated: 11 days ago
Financial Planning Consultant
Canadian Imperial Bank of CommerceBradford West Gwillimbury, ON, CAFull-time
- Promoted
Senior Environmental Consultant
Seed Environmental LimitedOntario Centre (Queensville), caFull-time
Facilities Assessment Consultant
GordianRemote, Ontario, CanadaRemote
Full-time
- Promoted
Financial Analytics Consultant
Vaco by HighspringEast Gwillimbury, ON, CATemporary
Financial Planner, Scotia Financial Planning - Barrie
ScotiabankBradford West Gwillimbury, Simcoe County, CAFull-time
- Promoted
Sales Consultant
400 ChryslerInnisfil, ON, CanadaFull-time
- Promoted
Retail Sales Consultant / Marketing Coordinator
Legend BoatsInnisfil, ON, CanadaFull-time
- Promoted
Retail Sales Consultant (Part Time)
Mister Safety ShoesEast Gwillimbury, ON, CanadaPart-time +1
Mortgage Consultant - NC
Capital City Home LoansAny locationFull-time
Health & Safety Consultant
PayrollOntarioPermanent
Specialist Registrar Cardiology. Remote working opportunity
Medefer Reframing HealthcareGeorgina, ON, CARemote
Full-time
Director / Consultant, Regulatory Affairs
CencoraRemote, ONRemote
Full-time
In-Store Financial Advisor - Flexible Pay & Commission
Kognitive Marketing IncInnisfil, ON, CAFull-time
Senior Financial Analyst
Town of GeorginaKeswick, ON, CAFull-time +1
Retail Safety Gear Sales Consultant
Mister Safety Shoes, Inc.East Gwillimbury, ON, CAPart-time
Financial Services Associate
CIBCBradford West Gwillimbury, ON, CAFull-time
Health & Safety Consultant
Portfolio GroupOntarioPermanent
Financial Service Representative
easyfinancialBradford West Gwillimbury, Ontario, CanadaFull-time
In-Store Financial Sales Pro with Flexible Schedule
Kognitive Sales SolutionsInnisfil, ON, CAFull-time
- Windsor, ON (from $ 44,588 to $ 375,000 year)
- Richmond Hill, ON (from $ 55,965 to $ 285,526 year)
- Richmond, BC (from $ 55,965 to $ 285,526 year)
- Guelph, ON (from $ 149,680 to $ 276,747 year)
- Niagara Falls, ON (from $ 129,135 to $ 185,174 year)
- Slave Lake, AB (from $ 106,163 to $ 182,888 year)
- Sylvan Lake, AB (from $ 106,163 to $ 182,888 year)
- East York, ON (from $ 97,500 to $ 159,114 year)
- North York, ON (from $ 97,500 to $ 159,114 year)
- Mississauga, ON (from $ 78,000 to $ 155,569 year)
Financial Planning Consultant
Canadian Imperial Bank of CommerceBradford West Gwillimbury, ON, CA1 day ago
Job type
- Full-time
Job descriptionYou're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results. You are a certified professional. You have completed the Canadian Securities Course (CSC). Conduct and Practices Handbook Course (CPH) is required. Status of Registered Representative (if required) or status of IIROC. Successful designation of CFP (Certified Financial Planner) is required. If in Quebec, the (IQPF) designation is required. You have knowledge. Investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group. Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability. We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program , defined benefit pension plan , an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. Subject to plan and program terms and conditions CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
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 our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you’ll be doing
You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. As a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that specializes in wealth management solutions working in partnership with CIBC banking centre based advisors for their clients. The team operates within the Canadian Investment Regulatory Organization (CIRO). Each Financial Planning Consultant will be accredited with their Certified Financial Planning designation (CFP) with Financial Planning Canada and in Quebec the (IQPF) designation.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How you’ll succeed
- Product Knowledge and Support – Provide subject matter expertise of industry, economic and market impact on the business, legislation, competitors, regulators, trends, etc. typically acquired through 7 - 10 years of financial advisory / sales experience with high net worth clients. Extensive investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.
- Analysis – Engage with clients in a discovery advice conversation to understand, define and analyze their priorities and family dynamic, identifying opportunities to optimize financial planning strategies to build wealth and recommend solutions that align. Analyze clients financial situation and investment portfolios and align recommendations to clients goals. Prepare and present holistic financial plans using CIBC financial planning tools that encompass retirement, education, intergenerational estate considerations while incorporating future income requirements and consideration.
- Service Focus – Provide clients insights on the current economic and market environment and the effect on their investment portfolios. Educate Advisors and relationship managers about the role and the value proposition of the Financial Planning Consultant utilizing strong interactive and presentation skills to convey both factual and conceptual information.
- Partnership – Share results of client discussions and coordinate the delivery of products / services sold with the relationship manager. Identify opportunities to make referrals to other CIBC subsidiaries involved in client asset management and discuss with the relationship manager.
- Collaboration – Work as a team with relationship managers within the banking centre network in order to identify current and potential High Value Clients with investment, business transition and estate planning needs and obtain referrals. Conduct regular information sessions / seminars for relationship managers.
Who you are
#LI-TA
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
What you need to know
Job Location
Bradford-549 Holland St., W.
Employment Type
Regular
Weekly Hours
37.5
Skills
Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Retirement Planning, Work Collaboratively
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