Etobicoke, On It operations analyst Jobs – 997 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
Service Desk Analyst -Level 1
Buchanan Technologies —Brampton, ON
- $30–$36 an hour
- Temporary
- Azure
- Customer service
- Research
Quick apply
Supply Chain Business Systems Analyst (IT)
Arterra Wines Canada —Mississauga, ON
- $97,301–$133,789 a year
- Full-time
- Hybrid work
- ERP systems
- Databases
- In-person
- Tuition reimbursement
IT Service Desk Analyst
Metro Supply Chain —Mississauga, ON
- $68,000–$70,000 a year
- Full-time
- Customer service
- Windows
- Analysis skills
- Disability insurance
- Dental care
Quick apply
IT Support Analyst
Third Octet —Mississauga, ON
- $40,000–$55,000 a year
- Weekends as needed
- Remote
- Customer service
- Associate's degree
- Dental care
- Vision care
Quick apply
11d
IT Support Analyst
Child Development Institute —Toronto, ON
- $70,000 a year
- Full-time
- Hybrid work
- Azure
- Microsoft Outlook
- Windows
- Flexible schedule
Quick apply
Technical Operations Analyst I
TJX Canada —Mississauga, ON
- $54,862.50–$76,807.50 a year
- Weekends as needed
- Travel
- Tuition reimbursement
11d
IT Service Desk Analyst (Level 1)
The Central Group Ltd. —Mississauga, ON
- $60,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Computer Science
- Heavy lifting
Financial Accounting Analyst
L Squared Digital Signage —North York, ON
- $65,000–$95,000 a year
- Full-time
- Microsoft Excel
- Finance
- Master's degree
- Paid time off
- Flexible schedule
Quick apply
Senior Analyst, Investment Operations
CAAT Pension Plan —Toronto, ON
- $96,800–$113,800 a year
- Full-time
- Microsoft Office
- Finance
- Bachelor's
- Wellness program
Quick apply
Senior Analyst, Actuarial (Strategic Risk)
Definity Financial Corporation —Toronto, ON
- $92,000–$142,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Bachelor's
- Tuition reimbursement
- Paid time off
Manager, Corporate Strategy Analysis
Capital One - CA —Toronto, ON
- Full-time
- Hybrid work
- Management
- Business development
- Analysis skills
Technology Lead
Solestra Group —Mississauga, ON
- $78,417.65–$130,338.30 a year
- Full-time
- Computer Science
- Engineering
- ERP systems
Quick apply
Quantitative Reasoning Analyst - AI Trainer
DataAnnotation —Greater Toronto Area, ON
- $50.00–$140.56 an hour
- Contract
- Remote
- Bilingual
- Doctoral degree
- Computer Science
- Flexible schedule
Quick apply
Programmer Analyst
Spicers Canada —Vaughan, ON
- Weekends as needed
- Computer Science
- ERP systems
- SQL
Quick apply
Senior Analyst, Loss Mitigation Tools & Segmentation
Momentum Financial Services Group —Toronto, ON
- Hybrid work
- Computer Science
- Finance
- Master's degree
- Dental care
- Vision care
Quick apply
Financial Analyst- 6 Month Contract
Anatolia Tile + Stone —Vaughan, ON
- $85,000–$90,000 a year
- Temporary
- Microsoft Excel
- Finance
- Accounting
- Dental care
- Paid time off
Quick apply
4d
Sr. HR Workday Analyst
Teranet —Toronto, ON
- $110,000–$130,000 a year
- Full-time
- Microsoft Office
- Bachelor's
- Continuous improvement
- Employee assistance program
Quantitative Analyst - AI Trainer
DataAnnotation —Vaughan, ON
- $50.00–$140.56 an hour
- Contract
- Remote
- Bilingual
- Doctoral degree
- Computer Science
- Flexible schedule
Quick apply
Telecommunication Analyst
Canaccord Genuity Corp. —Toronto, ON
- $80,000–$95,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Analysis skills

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it operations analyst jobs near etobicoke, on

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

it operations analyst jobs in etobicoke, on

Junior Financial Advisor

Service Desk Analyst -Level 1

Supply Chain Business Systems Analyst (IT)

IT Service Desk Analyst

IT Support Analyst

IT Support Analyst

Technical Operations Analyst I

IT Service Desk Analyst (Level 1)

Financial Accounting Analyst

Senior Analyst, Investment Operations

Senior Analyst, Actuarial (Strategic Risk)

Manager, Corporate Strategy Analysis

Technology Lead

Quantitative Reasoning Analyst - AI Trainer

Programmer Analyst

Senior Analyst, Loss Mitigation Tools & Segmentation

Financial Analyst- 6 Month Contract

Sr. HR Workday Analyst

Quantitative Analyst - AI Trainer

Telecommunication Analyst

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