Services Jobs in Toronto, ON
Financial Services professional
PFSL investments CanadaToronto, ON, CA
Client Services Representative
PrimericaToronto, ON, CA
Administrator, Office Services
Goodmans LLPToronto, ON, CA
Financial Services Representative
Primerica - Toronto, ONNorth York, ON, CA
nursing services manager - medical services
CareOnDemandNorth York, ON, CA- Promoted
Product Director Role; Lawyer Services
Randstad CanadaEtobicoke, Ontario, CA
Solutions Architect, Financial Services, Financial Services
Amazon Web Services Canada, Inc.Toronto, Ontario, CAN
Social Services Opportunities
The Pod GroupGreater Ontario Area, ON, CA
Production Services Specialist
Extreme ReachToronto, ON, CA
Client Services Manager
proSapientToronto, ON, CA
professional services manager - business services
The Eagles Enterprises Inc.North York, ON, CA
Client Services Representative
American Income Life AO - Justine JansenToronto, ON, CA- Promoted
Financial Services Manager
CollaberaEtobicoke, ON, Canada
Financial Services Coordinator - Financial Services
York Region District School BoardOntario, Canada- Promoted
Manager, Member Services
CAAT Pension PlanToronto, ON, Canada
professional services manager - business services
Torinit Technologies Inc.Toronto, ON, CA
Food Services Assistant, Food Services
Sinai HealthToronto, ON, Canada- Promoted
Emergency Services Manager
destinationone ConsultingToronto, Ontario, Canada
Supervisor, Environmental Services
Hennick Bridgepoint Hospital, Sinai HealthToronto, ON, CA
Online Services Intern
ACCES EmploymentToronto, ON, CAFinancial Services professional
PFSL investments CanadaToronto, ON, CA- Quick Apply
Client Consultation & Needs Assessment : Meet with clients to assess their financial needs, goals, and risk tolerance. Conduct thorough reviews of client financial situations, including income, assets, liabilities, and financial goals. Provide tailored advice on investment, insurance, retirement, and tax planning. Financial Planning & Strategy Development : Develop and implement personalized financial plans that align with clients' goals. Create strategies for asset management, tax efficiency, retirement planning, and estate planning. Recommend financial products such as investments, life insurance, and annuities based on client needs. Investment & Portfolio Management : Provide guidance on investment strategies, including portfolio diversification and asset allocation. Monitor client portfolios and recommend adjustments to ensure alignment with market conditions and client goals. Stay informed about market trends, economic conditions, and new investment products. Client Relationship Management : Build and maintain long-term relationships with clients through regular communication and updates on financial progress. Address client inquiries and concerns, providing ongoing advice and support. Educate clients about financial concepts and help them make informed decisions. Sales & Business Development : Identify new business opportunities by networking and prospecting potential clients. Collaborate with other professionals, such as accountants, attorneys, and business owners, to offer comprehensive financial services. Meet or exceed sales targets for financial products and services. Compliance & Regulatory Adherence : Ensure that all recommendations and financial strategies comply with industry regulations and standards. Maintain up-to-date knowledge of relevant financial laws, regulations, and best practices. Handle sensitive client information with confidentiality and integrity. Ongoing Professional Development : Attend workshops, seminars, and training sessions to stay informed on industry trends, new products, and regulatory changes. Obtain and maintain industry certifications (e.g., CFP®, CFA®, or FINRA licenses) as required. Resumes without phone number or foreign phone numbers will not be considered. Powered by JazzHR