Ontario Junior financial Jobs – 1291 Openings This Week

Junior Financial Advisor
Ferguson Financial Planning | CI Assante Wealth Management Ltd. —Mississauga, ON
- From $75,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Paid time off
Quick apply
PLC Programmer - Automation Controls
Osella Technologies —Oldcastle, ON
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Profit sharing
- Dental care
Quick apply
Chartered Professional Accountant
Chapman Welton LLP —Toronto, ON
- $75,000–$90,000 a year
- Full-time
- Master's degree
- Analysis skills
- Accounting
- Dental care
- Vision care
Quick apply
Junior Staff Accountant
Interactive Sports Technologies —Markham, ON
- $45,000–$70,000 a year
- Full-time
- Microsoft Excel
- English
- Bachelor's
- Dental care
- Paid time off
Quick apply
Commercial Litigation Lawyer (minimum 5 years of experience)
Lee, Bowden, Nightingale LLP —Woodbridge, ON
- From $150,000 a year
- Full-time
- Writing skills
- Research
- In-person
- Dental care
- Paid time off
Quick apply
Senior Staff Accountant
Melo LLP —Kingsville, ON
- $65,000–$75,000 a year
- Full-time
- Hybrid work
- Master's degree
- Bachelor's
- QuickBooks
- Disability insurance
- Paid time off
Quick apply
5h
Family Law Lawyer
Douglas Law Firm —Barrie, ON
- Full-time
- Writing skills
- Research
- Analysis skills
- Disability insurance
- Dental care
Quick apply
Junior Accounting Administrator
Lakeridge Auto Gallery —Ajax, ON
- From $40,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Disability insurance
- Dental care
Quick apply
10d
Financial Analyst
Confidential —Kingsville, ON
- From $55,000 a year
- Full-time
- No experience needed
- Bachelor's
- In-person
Quick apply
Software Engineer - Mobile
Meitou Inc. —North York, ON
- $66,656.81–$104,957.97 a year
- Full-time
- Java
- JavaScript
- APIs
- Dental care
Quick apply
Junior Accountant
Porter Engineered Systems —Windsor, ON
- $45,000–$70,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- English
- Dental care
- Paid time off
Quick apply
11d
Account Manager - 2-3 Years Public Accounting Experience Required
DiPaola DiPietro & Little Professional Corporation —St. Catharines, ON
- $75,000–$90,000 a year
- Overtime
- Hybrid work
- Bachelor's
- Accounting
- In-person
- Dental care
- Paid time off
Quick apply
Accounting Manager
Confidential —Hamilton, ON
- $80,000–$100,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- English
- Dental care
- Life insurance
Quick apply
7d
Finance Manager
Confidential —Cambridge, ON
- $90,000–$120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Finance
- Analysis skills
- Designated paid holidays
- Dental care
Quick apply
Senior Salesforce Developer
The Minto Group —Ottawa, ON
- $120,000–$150,000 a year
- Full-time
- Azure
- Sales
- Salesforce
- Paid time off
Quick apply
Office Manager
Naturopathic Labs —Barrie, ON
- $25–$30 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Supervising experience
Quick apply
Senior Salesforce Developer
The Minto Group —Toronto, ON
- $120,000–$150,000 a year
- Full-time
- Azure
- Sales
- Salesforce
- Paid time off
Quick apply
Claims Expert, Treaty Casualty Claims
SCOR —Toronto, ON
- $115,000–$141,000 a year
- Hybrid work
- Customer service
- Master's degree
- Analysis skills
- Designated paid holidays
- Disability insurance
Senior Bookkeeper
Accountapotamus Inc. —Kanata, ON
- $30–$35 an hour
- Overtime
- Microsoft Excel
- English
- No university degree
- Disability insurance
- Dental care
Quick apply
12d
JR Accounts Receivable Clerk
Stubbe's Workforce Inc —Harley, ON
- $55,000–$60,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Finance
Quick apply

I want to receive the latest job alerts for junior financial in ontario

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

junior financial jobs near ontario

Junior Financial Advisor

Ferguson Financial Planning | CI Assante Wealth Management Ltd.
Mississauga, ON

Quick apply

Job details

Full-time
From $75,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Investment
Microsoft Excel
Microsoft Outlook
Salesforce
Post-secondary education
Microsoft Office
Master's degree
CFP
Bachelor's
Financial services
CSC
Business
Chartered Financial Analyst
Communication skills

Full job description

Please note that this is a full-time position, and in-office attendance in the Mississauga office is required 5 days per week.

SUMMARY OF ROLE:

We are currently seeking a Junior Financial Advisor to join our team in Mississauga and support the operations of the Ferguson Financial Planning team at CI Assante Wealth Management Ltd. The Junior Financial Advisor will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team.

In this role, the successful candidate will have the following:

QUALIFICATION REQUIREMENTS:

A minimum of two (2) years’ experience in the securities, mutual fund &/or financial planning industry.
Post-secondary education required.
An understanding of mutual funds, ETFs, stocks, bonds and other investment products.
Experience with Salesforce, Conquest and Snap Projections a strong asset
Professional designation such as Chartered Accountant, Chartered Financial Analyst, Certified Financial Planner or MBA.
Successful completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) prior to hire date (valid & completed within the last three years);
Upon hire, the Assante Wealth Management 90-Day training program must be successfully completed;
Successful completion of the Wealth Management Essentials Course (WME) within 24 months of hire date;
Successful completion of Insurance License within 24 months of hire date;
Successful completion of Certified Financial Planner designation within 60 months of hire date
Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations
Proven skills in financial literacy and/or advice capacity with the ability to educate and convey important financial goals and concepts to prospects and clients.
Strong client service, prospecting and cross-selling skills to build/maintain relationships with prospects, clients, employees and management
Ability to meet deadlines and work effectively under pressure
Excellent interpersonal/relationship building and communication skills: verbal, written and presentational
MS Office Suite (Word, Excel, Outlook, & PowerPoint) and proficiency in industry software a must

ROLE & RESPONSIBILITIES:

Contacting clients and setting up meetings to review their investment portfolio and provide ongoing investment advice.
Conduct in-depth reviews of client’s financial circumstances and determine their financial objectives and goals. Based on the information gathered prepare a detailed Financial Plan and present that Plan to them.
Research the marketplace and provide clients with information on new and existing products and services. Provide a complete risk analysis of all new products and ensure that they are appropriate for the client.
As part of your marketing initiative, you will be required to hold client and prospecting seminars. The seminars should be specific to a particular product or concept with the objective of obtaining new clients or more assets from existing clients.
Manage the client database through Navigator. Notes for all client meetings to be maintained in Navigator and any changes to client’s situations to be updated accordingly.
Work with clients, as required, to assist them in obtaining bank financing, getting their Wills & Powers of Attorney prepared, incorporating their businesses and resolving income tax related issues.
Attend our weekly staff meeting.
Adhere to all compliance and regulatory requirements.

Ferguson Financial Planning, an independently owned and operated branch of CI Assante Wealth Management Ltd., welcomes and encourages applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the recruitment process. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

To learn more about us, please visit our website at fergusonfinancialplanning.com.

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

Dental care
Extended health care
Paid time off

Ability to commute/relocate:

Mississauga, ON L5B 3J1: reliably commute or plan to relocate before starting work (required)

Application question(s):

What character in a book or movie would best describe you... who is it and why?

Education:

Bachelor's Degree (required)

Experience:

Financial services: 2 years (required)

Willingness to travel:

100% (required)

Work Location: In person

Quick apply

Refine Your Search

junior financial jobs in ontario

Junior Financial Advisor

PLC Programmer - Automation Controls

Chartered Professional Accountant

Junior Staff Accountant

Commercial Litigation Lawyer (minimum 5 years of experience)

Senior Staff Accountant

Family Law Lawyer

Junior Accounting Administrator

Financial Analyst

Software Engineer - Mobile

Junior Accountant

Account Manager - 2-3 Years Public Accounting Experience Required

Accounting Manager

Finance Manager

Senior Salesforce Developer

Office Manager

Senior Salesforce Developer

Claims Expert, Treaty Casualty Claims

Senior Bookkeeper

JR Accounts Receivable Clerk

I want to receive the latest job alerts for junior financial in ontario

Related Searches

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected