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Junior financial analyst Jobs in Ajax, ON

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Junior financial analyst • ajax on

Last updated: 9 days ago

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

ScotiabankOshawa, ON, CA
Full-time

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for cont... Show more

Senior Journeyperson Gasfitter — Class A

HRS Talent SolutionsOshawa, ON, Canada
CA$45.00 hourly
Full-time
Quick Apply

Senior Journeyperson Gasfitter — Class A.Day shift, with possible overtime, on-call rotation, or project-based work depending on employer needs.This opportunity is best suited to a senior-level gas... Show more

Junior Sales Representative

Generations CleaningWhitby, Ontario, Canada
CA$50,000.00 yearly
Full-time
Quick Apply

Junior Inside/Outside Sales Rep - Unlimited Cap on Commission!.Generations Cleaning is a trusted commercial janitorial services provider serving the Greater Toronto Area.We deliver professional, hi... Show more

Financial Planning & Analysis Manager

AmrizeAjax, Ontario, Canada
Full-time

Join Amrize as a Financial Planning & Analysis Manager and help construct what's next.If you're ready to put your skills to work on projects that matter - and build a career with a company that's b... Show more

 • Promoted

Investment Advisor

0000050599 RBC Dominion Securities Inc.PICKERING, Ontario, Canada
CA$34.50 hourly
Full-time

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

OPEN: Financial Analyst

Rodan Energy SolutionsOshawa, CA
CA$26.00 hourly
Full-time

We are currently requesting resumes for the following position.Thursday, April 30th, (5:00PM EST).Project review + document support for CRA filings.Review projects at the work-detail/activity leve... Show more

Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>OSHAWA, Canada
Full-time

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 more

Claims Consultant-Surety

Intact Financial CorporationAjax, 59 Westney Rd S
CA$118,700.00 yearly
Full-time

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

Project Control Cost & Schedule Analyst (Nuclear)

Black & McDonald LimitedPickering, Ontario, Canada
CA$85,000.00 yearly
Full-time

Black & McDonald's Power Generation team is growing! If you are committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you.Th... Show more

Inbound Sales Executive

VentureTech SolutionsPickering, ON, CA
Full-time
Quick Apply

INBOUND SALES EXECUTIVE WANTED QUALIFIED AND PROVEN INBOUND CALLS PROVIDED COLLECTIONS/CONSOLIDATION AND CREDIT CARD DEBT EXPERIENCE PREFERRED, NOT REQUIRED Lead Type:     ... Show more

Regional Retail Manager

American Iron & MetalAjax, ON, CA
Full-time

Quebec, Ontario, New Brunswick, and Nova Scotia are backed by 400+ employees who are passionate about reinventing the market for used cars and helping to create a greener environment for generation... Show more

OPEN: Senior Financial Processing Analyst

Rodan Energy SolutionsOshawa, CA
CA$26.00 hourly
Full-time

We are currently requesting resumes for the following position.Senior Financial Processing Analyst.Provide support to Controller/Manager through system enhancement and support, analysis and problem... Show more

Data Analyst - EPESI (Enterprise Performance Evaluation & Strategic Initiative)

Durham Community Health CentreOshawa, ON, CA
CA$65,000.00 yearly
Full-time +2
Quick Apply

Data Analyst – EPESI (Enterprise Performance Evaluation & Strategic Initiative).Job Posting Deadline for Internal Candidates:.Position Status: This is a Non-Bargaining Unit position.This postin... Show more

Kids Instructor

Life Time>Ajax, Ontario, Canada
CA$17.60 hourly
Full-time

The Kids Instructor provides best-in-class, educational/fitness-minded programming for our children.They organize, instruct and implement safe, fun and entertaining activities and games for childre... Show more

OPEN: Senior Financial Processing Analyst

CPUS Engineering Staffing Solutions Inc.Oshawa
Full-time

Provide support to Controller/Manager through system enhancement and support, analysis and problem-solving in regard to one or more of the following areas: Project and enhancement work planning and... Show more

Oshawa Power | Accounts Receivable Analyst

The MEARIE GroupOshawa, Ontario, Canada
Full-time

Oshawa Power Group of Companies is a parent company of fiber optic, district energy and renewable generation businesses, and the local electricity distribution company that supplies electricity to ... Show more

FinOps Product Owner/Practitioner

CPUS Engineering Staffing Solutions Inc.Oshawa
Full-time

The FinOps Product Owner leads the vision, strategy, and execution of financial operations (FinOps) initiatives centered around Microsoft Azure.This role connects engineering, finance, and business... Show more

OPEN: Finance Planning and Analysis (FP&A) Project Manager

Rodan Energy SolutionsOshawa, CA
CA$26.00 hourly
Full-time

We are currently requesting resumes for the following position.Finance Planning and Analysis (FP&A) Project Manager.Thursday, July 23rd, (5:00PM EST).The Project Manager is responsible for pla... Show more

Customer Experience Associate - Future Opportunities

The Toronto-Dominion Bank (Canada)Brooklin, Ontario
Part-time

Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent custo... Show more

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Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

ScotiabankOshawa, ON, CA
30+ days ago
Job type
  • Full-time
Job description

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

  • Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
  • Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
  • Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
  • Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
  • Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
  • Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.


Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the CIFP/CFP designation or bank recognized equivalent.
  • Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
  • Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.


What’s in it for you?

  • Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
  • An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
  • A supportive work environment that promotes work-life balance.
  • Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

#financialplanner