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
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
Our client is a global organization that acquires, operates, and grows software companies specializing in the Travel and Leisure industry.With a decentralized business model, they focus on operatio... Show more
Our Substations group is currently looking to add a.Calgary, AB; Markham, ON or Port Hawkesbury, NS.Reporting to the Manager, Business Performance, we are seeking an experienced construction accoun... Show more
Are You Ready to Make It Happen at Mondelēz International?.Unisciti alla nostra missione per guidare il Futuro dello Snacking.Dovrai effettuare operazioni finanziarie dettagliate, transazioni e str... 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
Journal Entries Month-End Close Product Costing ERP SAP Advanced Excel Waste and overtime variances Partner with operations and finance teams business analytics, waste reporting, month-end closing,... Show more
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients.You provide ongoing comprehensive reviews of your clients’ financial circumstances, cre... 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 solutions.At H&M,... Show more
At Alstom, we understand transport networks and what moves people.From high-speed trains, metros, monorails, and trams, to turnkey systems, services, infrastructure, signalling and digital mobility... Show more
Are you a designated CPA with proven experience steering financial operations inside private, entrepreneurial or owner operated businesses?.Do you have hands on mastery of project acounting, includ... Show more
This opportunity suits someone who enjoys working with numbers and building relationships with operational teams.Prepare monthly results and investigate financial discrepancies.Review revenue, expe... Show more
Founded in 2010, Genuine Comfort is a leading distributor of Air Conditioners (AC) and Packaged Terminal Air Conditioners (PTAC) across Canada & Mid-North USA.We are dedicated to “Delivering Comfor... Show more
Dentons is designed to be different.Our Firm leads the way in a rapidly changing legal marketplace.We challenge the status quo and deliver consistent results as well as uncompromising quality and v... 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
Our client is a prominent player in the natural resources sector, overseeing major industrial operations.They are seeking a financial leader to drive financial management, regulatory compliance, an... Show more
Senior Financial Analyst / Financial Analyst – Client Services & Finance Projects.Toronto, Ontario / Hybrid / Remote (depending on assignment requirements).CAD $35–$42 per hour (depending on ex... 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
