Toronto, On Financial administrative Jobs – 1298 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
Associate, Account Transfers
Canaccord Genuity Corp. —Toronto, ON
- $50,000–$55,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Virtual Assistant (Work from home)
Qureos Inc —Toronto, ON
- $30–$35 an hour
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Employee assistance program
12h
Senior Dental Treatment Coordinator/Team Lead
Confidential —Toronto, ON
- $28.00–$36.57 an hour
- Full-time
- Medical office experience
- Supervising experience
- Human resources
Quick apply
Chiropractor Needed in Calgary Alberta
Massage Addict —Toronto, ON
- $49.50–$106.00 an hour
- Full-time
- Relocation assistance
- Dental care
Quick apply
Electrical Estimator
Smith and Long Limited —Etobicoke, ON
- $80,000–$120,000 a year
- Immediate opening
- Microsoft Excel
- Microsoft Office
- Project management
- Wellness program
- Disability insurance
Quick apply
11d
Real Estate Law Clerk (Residential and Private Lending)
Prudent Law —Mississauga, ON
- $60,000–$80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Dental care
- Paid time off
Quick apply
Supervisor, Diagnostic Medical Genetics
Sinai Health —Toronto, ON
- $47.94–$59.96 an hour
- Overtime
- Laboratory experience
- Project management
- Quality Control
4d
Accounts Receivable & Billing Administrator English/French Bilingual
Richmond Advisory Services —Markham, ON
- $50,000–$55,000 a year
- Immediate opening
- Bilingual
- Microsoft Excel
- Customer service
Quick apply
Family Lawyer
Noori Law —Toronto, ON
- $80,000–$95,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
10d
SERVICE MANAGER-HVAC
Marcotto Mechanical Contractors Inc. —Vaughan, ON
- $100,000–$140,000 a year
- Full-time
- Management
- Customer service
- Maintenance
- Dental care
- Vision care
Quick apply
11d
Accounting Manager
SFIR Consulting Ltd. —North York, ON
- $90,000–$100,000 a year
- Full-time
- Hybrid work
- Finance
- Bachelor's
- Accounting
- Profit sharing
- Dental care
Quick apply
10d
Dental Clinic Manager
Confidential —Mississauga, ON
- $75,000–$85,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
Quick apply
9d
Law Clerk
Juzkiw Law —North York, ON
- $45,000–$70,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Electromechanical Field Service Technician III
Giesecke+Devrient —Toronto, ON
- $65,000–$75,000 a year
- Full-time
- Bilingual
- English
- High school diploma or GED
Dental Hygiene Treatment Coordinator
Toothlife Studio —Toronto, ON
- $27–$30 an hour
- Full-time
- Administrative experience
- In-person
- Communication skills
- Dental care
- Vision care
Quick apply
3d
Senior Executive Assistant Top-Producing Real Estate Team
Harvey Kalles Real Estate —Toronto, ON
- $60,000–$75,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Communication skills
Quick apply
4d
Estimator - Plumbing and Sheet Metal
Smith and Long Limited —Markham, ON
- $110,000–$130,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Plumbing
- Disability insurance
- Dental care
Quick apply
11d
Accountant
Confidential —Toronto, ON
- $55,000–$75,000 a year
- Part-time
- Hospitality
- Microsoft Excel
- Administrative experience
Quick apply
Bilingual Credit Specialist A/R - Mississauga, On
PATTISON Outdoor Advertising —Mississauga, ON
- $60,000 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Word
- Microsoft Excel
- Dental care
- Tuition reimbursement
Quick apply
8d

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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

financial administrative jobs in toronto, on

Junior Financial Advisor

Associate, Account Transfers

Virtual Assistant (Work from home)

Senior Dental Treatment Coordinator/Team Lead

Chiropractor Needed in Calgary Alberta

Electrical Estimator

Real Estate Law Clerk (Residential and Private Lending)

Supervisor, Diagnostic Medical Genetics

Accounts Receivable & Billing Administrator English/French Bilingual

Family Lawyer

SERVICE MANAGER-HVAC

Accounting Manager

Dental Clinic Manager

Law Clerk

Electromechanical Field Service Technician III

Dental Hygiene Treatment Coordinator

Senior Executive Assistant Top-Producing Real Estate Team

Estimator - Plumbing and Sheet Metal

Accountant

Bilingual Credit Specialist A/R - Mississauga, On

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