Financial controller • 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
Location: Toronto (remote in canada).Salary Range: 30-35 CAD/h INC.The role involves supporting the MD&A team by providing key auditing and verification of highly sensitive disclosure mat... 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
Join Livingston and grow your career in the constantly changing world of international trade.Livingston is a market leader offering customs brokerage, international trade consulting, compliance and... 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
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
Pay at Intact is about much more than just salary.Multiple benefits offered to support.Wellness account and much more.Share plan & other savings: up to.Employee Share Purchase Plan (ESPP) – with In... Show more
Metergy has the energy, rapid growth and excitement of a startup, together with a rock-solid, recession-proof business that has a 45 year track record.We’re a technology company that drives huge ca... 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
H&M Group is a global company of strong fashion brands and ventures.Our goal is to prove that there is no compromise between exceptional design, affordable prices, and sustainable sol... Show more
Our client, an established ICI roofing company in the GTA, is looking for a Controller.Responsible for overseeing that all accounting and payroll functions of the corporations are properly carried ... 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
We are seeking a proactive Financial Analyst to join the FP&A team at a leading global media agency network in Toronto.This role is focused on staffing budgets, compensation tracking, and client pr... Show more
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our... Show more
Discover an Exciting New Opportunity with Advantage Global Controller About Advantage Group International Advantage Group International is the global intelligence partner transforming B2B collabora... Show more
Our client is a growing HVAC and mechanical services business.They are looking for a Controller to join their team!.Opportunity to gain valuable experience in an industry leading Private Equity fir... Show more
Document Controller with 5+ years of post-graduate experience.Ensures that document management aligns to policy and procedures for the organization and meets contractual obligations.Maintains accur... Show more
Join Our Team as a Financial Planner.Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on mak... 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
){kind=logo}