Financial consultant Jobs in Scarborough, ON
Last updated: 4 days ago
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.
You'll work with dynamic colleagues - experts in their f...Show moreLast updated: 6 days ago
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.That’s why we p...Show moreLast updated: 16 days ago
We are offering contract employment opportunity for a Financial Analyst in the Utilities / Infrastructure industry located in Markham, Ontario.
As a Financial Analyst, you will be at the heart of our ...Show moreLast updated: 4 days ago
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
Education : College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Experience : 2 years to less than 3 years.
Collect financial and investment information ab...Show moreLast updated: 30+ days ago
Our client, a leading player in the manufacturing industry, is looking for an ambitious and detail-oriented Financial Analyst to join their dynamic team in a permanent capacity.Based in downtown To...Show moreLast updated: 30+ days ago
We are seeking a Senior Consultant to join our team in Toronto.This role is aimed at people who have some experience in financial modelling and are looking to work in a dynamic and world-class fina...Show moreLast updated: 18 days ago
As a member of Wealth Management Services, your role is to help our advisors become proficient and consistent users of the myGPS software with targeted clients (both current and prospective).Provid...Show moreLast updated: 30+ days ago
Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients.
Each day, our professionals provide exceptional service, helping client...Show moreLast updated: 30+ days ago
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.Financial Risk Manag...Show moreLast updated: 7 days ago
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Health Solutions business group within Aon.Applica...Show moreLast updated: 30+ days ago
Experience : 3 years to less than 5 years.Identify clients' financial goals and objectives.Analyze clients' financial records.
Develop financial plans for clients.Arrange for sale of financial produc...Show moreLast updated: 30+ days ago
Financial Crimes Sales ManagerTorontoKYC / AMLA unique opportunity to join a global financial services consulting business to lead their Canadian Financial Crimes solutions sales capability.Key crite...Show moreLast updated: 4 days ago
Other locations : Primary Location Only.At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best vers...Show moreLast updated: 9 days ago
As an integral member of the Family Office Services (FOS) team, this position supports the entire RBC sales force in Canada (Investment Advisors, Associates, Financial Planners, Investment & Retire...Show moreLast updated: 30+ days ago
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.Financial Risk Manag...Show moreLast updated: 8 days ago
- Promoted
Financial Support Consultant
Sun Life FinancialToronto, ON, CanadaFull-time
Financial Advisory Consultant
Royal Bank of Canada>TORONTO, Canada 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
The Goal Getters AssociatesToronto, Ontario 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 Planning & Retirement Consultant
Co-operatorsON, CACA$63.00–CA$106.00 hourly
Full-time
- Promoted
Financial Analyst
Robert HalfMarkham, ON, CACA$30.00–CA$33.00 hourly
Temporary
Quick Apply
Financial System Consultant
CB CanadaToronto, Ontario, CanadaCA$60.00–CA$65.00 hourly
financial analysis consultant
Rexton Developments LTDNorth York, ON, CACA$28.85 hourly
Permanent
- Promoted
Financial Analyst
Randstad CanadaToronto, Ontario, CAPermanent
Quick Apply
- Promoted
Financial Consultant Analyst
Opal Corporate ConnectionsToronto, Ontario, Canada 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 fi...Show moreLast updated: 30+ days ago
- Promoted
Financial Modelling Senior Consultant
Operis Group plc.Old Toronto, ON, CanadaFull-time
Financial Planning Consultant
0000050599 RBC Dominion Securities Inc.TORONTO, Ontario, CanadaCA$34.50 hourly
Full-time
SR&ED Tax & Financial Consultant
BDOBay St,TorontoCA$45.00–CA$70.00 hourly
Full-time
Consultant / Senior Consultant, Financial Risk Management (Non-Quant)
KPMG-CanadaToronto, Ontario, CanadaFull-time
Consultant - Broking and Financial Management
AonToronto, Ontario, CanadaCA$25,000.00 yearly
financial consultant
INDOCAN STUDY INCScarborough, ON, CACA$35.90 hourly
Permanent
Canadian Financial Regulation Consultant
Fitch RatingsToronto, CA At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority.
Your voice will be heard allowing you to ...Show moreLast updated: 30+ days ago
- Promoted
Financial Crimes Solutions Sales Consultant
LorienToronto, ON, CanadaFull-time
- Promoted
Senior Consultant, Financial Accounting Advisory Services (Treasury)
Ernst & Young Advisory Services Sdn BhdToronto, ON, CanadaFull-time
Financial Planning Software Solutions Consultant
RBC - Royal BankToronto, ONCA$60.00–CA$65.00 hourly
Consultant / Senior Consultant, Financial Risk Management (Non-Quant)
KPMGToronto, Ontario, CanadaFull-time
Financial Support Consultant
Sun Life FinancialToronto, ON, Canada6 days ago
Job type
- Full-time
Job descriptionPost-secondary education and 5 years experience working with technology / software (contact management systems, needs analysis, financial planning) and current advisor tools Solid knowledge of the fundamentals of the Sun Life business (e.g. life, health and wealth products) Collaborates effectively with team members and other business units Focuses on the customer : Builds relationships with customers by understanding and responding to their needs Communicates confidently : Shares relevant information in a direct, compelling, and transparent fashion Generates innovative solutions : Thinks creatively to positively impact the business Above average technology literacy Above average understanding of advisor business practices Experience in requirements and process analysis - i.e. in understanding the needs and requirements of the end user Ability to articulate business needs and requirements clearly and effectively Ability to focus on details while maintaining a big picture perspective of the project and business goals Excellent communication skills Excellent organizational skills Strong team player with an ability to work well under pressure Agile and flexible; able to think and act quickly on their feet Time management skill Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide Prior experience working with sales tools and financial planning software (Conquest) The opportunity to move along a variety of career paths with amazing networking potential Flexible Benefits from the day you join to meet the needs of you and your family We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work Canada We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description :
Reporting to the Manager, Financial Planning Tools and Training, this role provides business technical support in the development, implementation, maintenance, and effectiveness of the holistic needs analysis / planning sales tools. The primary focus of the incumbent in this role will be to work closely with Estate & Financial Planning Services (EFPS) and Financial Planning Consultants in supporting the business / technical platform, to assist advisors in developing their technical skills and knowledge. The incumbent will also assist the Sun Life SLFD advisor to build basic holistic needs analysis in One Plan (Conquest) based on the Needs Based Selling Practice.
What will you do?
- Replying to email requests for assistance delivered to the shared inbox within the 24 hours service level agreement
- Manage and maintain files in shared inbox, Salesforce, OneNote and SharePoint sites relating to requests received specific to Conquest support
- Configure business elements of Conquest following all established protocols. For example : coordinate manual provisioning for Production, Training and UAT environments, and track for audit purposes
- Track defect and enhancement requests to assist and align to the Conquest Product Owner for monthly releases
- As the support consultant, you play a key role in the testing for business, including testing defect fixes
- Liaise directly with Conquest Planning support team as needed to obtain business and technical related support
- Escalates technical issues regarding access issues to Conquest, to correct business units for solution. For example, Salesforce integration, WalkMe support and ServiceNow requests
- Provide basic technical / needs analysis training support for Sun Life SLFD advisors, field managers / staff, EFPS and head office business partners, as required via Training and / or Production environment for Conquest
- Liaise with Manager of Financial Planning Tools and Training to monitor and evaluate issues / gaps that create potential training and / or marketing opportunities for the SLFD field managers and advisors
What do you need to succeed?
What's in it for you?
Salary Range : 56,000 - 93,000
Job Category : Sales - Distribution Support
Posting End Date : 02 / 02 / 2025
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