Pickering, On Financial representative Jobs – 137 Openings This Week

Licensed Assistant
Allan Small Financial Group/IA Private Wealth —Scarborough, ON
- $50,000–$70,000 a year
- Full-time
Quick apply
French Bilingual Financial Commercial Collections Officer
SinglePoint Group International —Toronto, ON
- $20–$25 an hour
- Monday to Friday
- Hybrid work
- Bilingual
- Microsoft Excel
- Microsoft Outlook
Quick apply
6d
Bank Customer Service and Retention Representative - Bilingual
CT Bank —Ontario
- $23.59 an hour
- Part-time
- Bilingual
- Customer service
- English
9d
Wireless Sales Representative
The Mobile Shop —Markham, ON
- $50,000–$60,000 a year
- Weekends as needed
- Customer service
- In-person
- Retail sales
- Store discount
- Dental care
Quick apply
8d
Bilingual French First Party Collector
SinglePoint Group International —Toronto, ON
- $20 an hour
- Hybrid work
- Bilingual
- Microsoft Excel
- Microsoft Outlook
Quick apply
1d
Bank Teller/CSR (Mandarin speaking)
Team Global —Thornhill, ON
- $20–$21 an hour
- Full-time
- Bilingual
- Sales
- Customer service
Quick apply
11h
Wireless Sales Representative
The Mobile Shop —Ajax, ON
- $50,000–$60,000 a year
- Weekends as needed
- Customer service
- In-person
- Retail sales
- Store discount
- Dental care
Quick apply
8d
Financial Service Representative
Money Mart —Oshawa, ON
- $18.50–$20.50 an hour
- Sales
- Customer service
- High school diploma or GED
- Dental care
- Tuition reimbursement
Quick apply
Hybrid Collections Representative - Toronto, ON
Transworld Systems Inc. —Toronto, ON
- $18–$22 an hour
- Full-time
- Hybrid work
- Bilingual
- English
- Computer skills
7d
Corporate Roadside Assistance Representative - BILINGUAL
CT Financial Services —Ontario
- $22.82 an hour
- Part-time
- Remote
- Bilingual
7d
Corporate Client Service Representative
Medavie —Ontario
- $61,221–$68,873 a year
- Full-time
- Hybrid work
- Bilingual
- Salesforce
- English
- Dental care
2h
Surveillance Analyst, DI Business Surveillance – PWM Wealth Business Controls
TD Bank —Markham, ON
- $59,500–$84,000 a year
- Full-time
- Microsoft Office
- Bachelor's
- Organizational skills
- Paid time off
7d
Bilingual Collections Representative (FR/EN)
goeasy —Pickering, ON
- $22–$29 an hour
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Excel
Quick apply
Business Development Representative - Lease Financing
Mayo & Associates Ltd —Ajax, ON
- $50,000–$100,000 a year
- Full-time
- Hybrid work
- Math
- Bachelor's
- Financial services
- Dental care
- Paid time off
Quick apply
Business Analyst
Tetra Tech —Pickering, ON
- $70,000–$85,000 a year
- Microsoft Excel
- ERP systems
- Finance
Financial Service Representative
easyfinancial —Oshawa, ON
- $19–$20 an hour
- Full-time
- Sales
- Negotiation
Quick apply
Insurance Representative
Desjardins Insurance Nicole Fulcher Agency —Uxbridge, ON
- $48,000–$70,000 a year
- Full-time
- Sales
- Customer service
- Presentation skills
- Dental care
- Paid time off
Quick apply
Collections Representative
LendCare —Pickering, ON
- $20 an hour
- 8 hour shift
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
Insurance Sales Representative
Dan Piedimonte - Desjardins Insurance Agent —Ajax, ON
- Full-time
- Sales
- Communication skills
Quick apply
Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario
Scotiabank —Oshawa, ON
- Sales

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financial representative jobs near pickering, on

Licensed Assistant

Allan Small Financial Group/IA Private Wealth
Scarborough, ON

Quick apply

Job details

Full-time
$50,000–$70,000 a year

Qualifications

Post-secondary education
CSC

Full job description

Summary

The Licensed Assistant’s primary focus is to assist the advisor in the day-to-day trading and the administration of the business. To assist the advisor, manage the portfolios and help provide the best service and advice possible.

Location

Toronto

Description

Delivers a high level of client service by:

· Supporting advisor with the review of client portfolios to ensure alignment with risk profile and applicable investment objectives

· Gathering research and product information from internal and external sources

· Entering client trades as directed by client and/or advisor

· Staying up-to-date with regulatory rules and trading activities regarding client accounts

Ensures effective client administration by:

· Following up with clients on missing documentation as per industry regulatory requirements

· Maintaining client files and information

· Ensuring daily trades and system account entries are timely and accurate

· Responding to client inquiries in a professional and responsive manner

· Resolving issues and implementing client transactions expeditiously and accurately

· Issuing instructions for client withdrawals, deposits, swaps and transfers

· Ensuring all client interactions are accurately documented

· Understanding the required documentation for all client account types

Provides marketing assistance to the advisor by:

· Identifying opportunities to acquire additional assets and/or increase revenue with existing clients (e.g. referrals, consolidation of assets, insurance, etc.)

· Developing, distributing and maintaining marketing materials

Supports the growth of the advisor business by:

· Assisting in idea generation

· Recommending ways to provide additional value to clients and increase office efficiency

Contributes to the effective functioning of the team by:

· Building effective working relationships across the team and with corporate head office

· Maintaining a high level of client service standards

· Facilitating a culture of open and honest communication with team and especially the advisor

· Actively participating and contributing to team meetings

· Encouraging the generation of new ideas and process improvements

· Actively sharing knowledge and experience to enhance the development of all team members

Educational requirements

· Canadian Securities Course (CSC)

· Conduct and Practices Handbook course (CPH)

· Investment Representative Training (IRT)

· Post-secondary education

Working conditions

The role operates within a standard office environment. The office is a fast-paced, often high stress, environment with multiple demands. The job requires the ability to multitask on a regular basis.

Job Type: Full-time

Pay: $50,000.00-$70,000.00 per year

Benefits:

On-site parking

Work Location: In person

Quick apply

Refine Your Search

financial representative jobs in pickering, on

Licensed Assistant

French Bilingual Financial Commercial Collections Officer

Bank Customer Service and Retention Representative - Bilingual

Wireless Sales Representative

Bilingual French First Party Collector

Bank Teller/CSR (Mandarin speaking)

Wireless Sales Representative

Financial Service Representative

Hybrid Collections Representative - Toronto, ON

Corporate Roadside Assistance Representative - BILINGUAL

Corporate Client Service Representative

Surveillance Analyst, DI Business Surveillance – PWM Wealth Business Controls

Bilingual Collections Representative (FR/EN)

Business Development Representative - Lease Financing

Business Analyst

Financial Service Representative

Insurance Representative

Collections Representative

Insurance Sales Representative

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

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