Investment accountant • vaughan on
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers'... Show more
This role serves as KFC Canada's market planning subject matter expert, providing market planning, GIS, and analytical expertise to support development strategy and growth initiatives.The role deve... Show more
Hiring Accounts Payable for a Cosmetics Compnay.Location: Concord, ON (Hwy 7 & Jane).The Accounts Payable Coordinator opportunity presents a key role with direct exposure to senior leadership while... Show more
This posting is for an existing vacancy.This is an excellent opportunity for a motivated, career-driven professional who is eager to learn and grow within a successful organization.Prepare full not... Show more
Plan, set up and administer accounting systems.Prepare financial statements and reports.Prepare income tax returns from accounting records.Computer and technology knowledge.Specialized environmenta... Show more
Our client, a long-standing and reputable company, is seeking a meticulous and dedicated.This is a unique opportunity to become an integral part of a small, collaborative team, directly contributin... Show more
Our client is looking to bring on a Senior Accountant for a 3–6-month contract to support their finance team in a fast-paced retail and e-commerce environment.This is a great opportunity for ... Show more
Banking Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, or Russian).As we have multiple branch locations across the different markets within Greater Toronto Area, we are hiring multiple c... Show more
Are you an experienced Accountant looking for a new job opportunity?.Location: Vaughan, ON (hybrid).Are you highly proficient with Excel?.Do you have experience with handling reconciliations?.Do yo... Show more
A well-established, privately owned real estate investment and asset management firm with a significant portfolio across North America.The business operates across multiple asset classes, including... Show more
Director, Promotions & Loyalty.ETR is seeking a strategic, data-driven Director of Promotions & Loyalty to lead promotions, loyalty, and customer lifecycle marketing across one of north America’s m... Show more
The successful candidate will be responsible for managing accounts payable and receivable, journal entries, payroll (multi-country), general ledger, expenses, vendor payments, bank reconciliations,... Show more
We're looking for a .This is an opportunity to join a growing organization where you'll gain exposure to month-end reporting, tax compliance, financial analysis, fixed assets, a... Show more
Colas is a Canadian leader in transportation infrastructure - materials, construction, and maintenance.From roads to rail, airports to ports, we build some of the most important projects that conne... Show more
Company: Primerica – A Leader in the Financial Services Industry Are you ready to make a meaningful impact in people's lives while building a successful career?.Primerica, a top player in the... Show more
Our client is a manufacturing company.They are looking for a who will be.This individual will play a key role in supporting a growing manufacturing business and will work closely with operations an... Show more
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921.Known for service excellence, trusted advice, and a colla... Show more
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Show more
){kind=logo}
Description
:Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal BankerTrainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
In this role, you are expected to:
Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing theirconcerns;raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
Act as a point of contact for the frontline staff in handling customer problems
Maintain professional space in common areas as per marketing and regulatory guidelines
Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
Strive to achieve and improve service level agreements and productivity targets
Ensure documents are prepared consistent with relevant regulations and in a way properlyreflectingbusiness intentions
Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently
Job Requirements:
High school diplomaand/or1 year of relevantexperience
Post-Secondary or Undergraduate degree in related field is anasset
Completion ofIFIC or equivalent required
CFSA must be completedwithin 12 months, ifhired
Realestatesecuredlending and/orinvestment experience an asset
Sound knowledge of advanced investing and credit processes, banking solutions and conceptsin order toprovide personalized advice to customers in a fast-paced work environment
Proficiency in software tools including MS Office, and internet application
Tactful communicator able to exchange ideas and customer information in a concise and logical way
A self-initiator with strong organizational, planning and time management skills
Trainee Mobility
This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District. Upon completion of the training program, we intend to assign you to a position which will be compatible with your training. The timing of this posting will be determined by your progress in the training program and our ability toidentifyan appropriate opportunity. This may involvea transferandgeographicrelocation to another TD location within your assigned region. It is our understanding that you are mobile to any location in this region. You are also aware that your geographic mobility is a condition of this employment.
