Financial director Jobs in Belleville, ON
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Financial director • belleville on
Last updated: 1 day ago
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,...Show moreLast updated: 1 day ago
An educational institution in Ontario is seeking a Director of Finance to provide senior leadership in financial management, budget oversight, and strategic planning.
This role requires at least 10 ...Show moreLast updated: 30+ days ago
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.
Alongside your own prospecting and networking activity, you are fully su...Show moreLast updated: 30+ days ago
Une banque canadienne est à la recherche d'un Banquier Personnel à Belleville, Ontario.Le candidat sera responsable de conseiller les clients sur des solutions financières personnalisées pour attei...Show moreLast updated: 1 day ago
Position DescriptionProduction DirectorDenominations : Christian and Missionary Alliance Church Size : + Position Status : Regular Full Time Reports to : Worship Pastor Works closely with : Weekend Expe...Show moreLast updated: 30+ days 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 prominent financial institution in Belleville, Ontario is seeking a Personal Banker to enhance customer relationships and provide financial advice.
In this customer-facing role, you'll advise on a...Show moreLast updated: 1 day ago
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental health and...Show moreLast updated: 3 days ago
A fintech company in Belleville, Ontario, is seeking motivated Sales Representatives to engage with the community and promote their financial products.
The role offers a guaranteed hourly wage of $2...Show moreLast updated: 24 days ago
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
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.
Alongside your own prospecting and networking activity, you are fully su...Show moreLast updated: 1 day ago
Loyalist College is built upon the lands governed by the Dish with One Spoon wampum agreement.We affirm and thank the Haudenosaunee, Anishinaabeg and Huron-Wendat nations for their continued careta...Show moreLast updated: 30+ days ago
Director Clinical Services & Intake.Salary Range : $88000 - $110000.The Director Clinical Services & Intake provides leadership and support to the Clinical Services and Intake team ensuring ...Show moreLast updated: 8 days ago
This Director of Fulfillment Operations will lead fulfillment operations, customer service, and continuous improvement culture in an omnichannel fulfillment environment.
This position will oversee d...Show moreLast updated: 30+ days ago
Our Company is the world’s leading global manufacturer of recreational and leisure equipment.We offer technically-advanced equipment and products that improve the performance of active lifestyle.Re...Show moreLast updated: 30+ days ago
Our Company is the world’s leading global manufacturer of recreational and leisure equipment.We offer technically-advanced equipment and products that improve the performance of active lifestyle.Re...Show moreLast updated: 30+ days ago
We are looking for an experienced Financial Analyst to join our team on a long-term contract basis in Belleville, Ontario.
In this role, you will leverage your expertise in financial systems and pro...Show moreLast updated: 30+ days ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.At Scotiabank we help employees build their futures – where they can be themselves, and win tog...Show moreLast updated: 30+ days ago
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.
Alongside your own prospecting and networking activity, you are fully su...Show moreLast updated: 30+ days ago
Financial Planning Consultant
CIBCBelleville, ON, CAFull-time
Strategic Finance Director | Budget & Risk Leader
Academica GroupBelleville, ON, CAFull-time
Financial Planning, Investment Retirement Planner
Royal Bank of Canada>BELLEVILLE, CanadaFull-time
Personal Banker : Build Trusted Financial Plans & Growth
TDBelleville, ON, CAFull-time
Production Director
Christian Careers CanadaOntario, CAFull-time
Director / Consultant, Regulatory Affairs
CencoraRemote, ONRemote
Full-time
Personal Banker : Financial Solutions Advisor
TD BankBelleville, ON, CAFull-time
Director, People & Culture
CMHA HPE Addictions and Mental Health ServicesBelleville, ON, CAFull-time
Sales Pro : Uncapped Commissions + Equity (FT / PT)
Neo FinancialBelleville, ON, CAFull-time +1
Financial Planning Consultant
Canadian Imperial Bank of CommerceBelleville, Ontario, CanadaFull-time
Financial Planning, Investment Retirement Planner
RBCBelleville, ON, CAFull-time
Director, Finance
Loyalist CollegeBelleville, OntarioFull-time
06-26 FTP Director, Clinical Services & Intake
Default Pathways BrandBelleville, Ontario, CanadaFull-time
Director of Fulfillment Operations
Saddle Creek Logistics ServicesOntario, CAFull-time
Controller
Job JunctureBelleville, ON CANFull-time
Controller
Joseph Michaels InternationalBelleville, ONFull-time
Financial Analyst
Robert HalfBelleville, Ontario, CanadaPermanent
Financial Advisor - Quinte Mall, Belleville
ScotiabankBelleville, ON, CAFull-time
Financial Planning, Investment Retirement Planner
0000050007 Royal Bank of CanadaBELLEVILLE, Ontario, CanadaFull-time
- Sudbury, ON (from $ 75,425 to $ 271,671 year)
- Laval, QC (from $ 86,875 to $ 263,743 year)
- Longueuil, QC (from $ 164,599 to $ 208,531 year)
- Annapolis Royal, NS (from $ 153,100 to $ 199,226 year)
- Surrey, BC (from $ 151,223 to $ 197,693 year)
- Waterloo, ON (from $ 134,400 to $ 196,595 year)
- Drayton Valley, AB (from $ 122,650 to $ 196,288 year)
- Mont-Royal, QC (from $ 152,662 to $ 196,251 year)
- Abbotsford, BC (from $ 122,650 to $ 196,031 year)
- Woodstock, ON (from $ 195,406 to $ 195,988 year)
Financial Planning Consultant
CIBCBelleville, 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.
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 CFP designation with Financial Planning Canada and in Quebec the IQPF designation.
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
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
Belleville-Bayview Mall
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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