Toronto, On Financial planning advisor Jobs – 717 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
Relationship Advisor
OPTrust —Toronto, ON
- $104,540–$128,773 a year
- Full-time
- Hybrid work
- Databases
- Bachelor's
- Communication skills
- Dental care
- Tuition reimbursement
4h
Senior Manager, Corporate Services Sourcing
Scotiabank —Toronto, ON
- Finance
- Master's degree
- Bachelor's
12d
Corporate Tax Manager
Vaco by Highspring —Toronto, ON
- $65 an hour
- Contract
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Vision care
Quick apply
7d
Senior Financial Analyst - Financial Planning & Analysis
Runnymede Healthcare Centre —Toronto, ON
- $98,378–$115,098 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Oracle
- Wellness program
- Dental care
Quick apply
International Business Strategy and Planning Analyst - Canada based
Flexpipe Systems —Vaughan, ON
- $100,000–$135,000 a year
- Microsoft Powerpoint
- Microsoft Excel
- Engineering
- Disability insurance
- Dental care
Senior Manager, Supplier Management
Scotiabank —Toronto, ON
- Master's degree
- Bachelor's
- Financial services
12d
Director of Infrastructure and Policy, Moosonee, ON
Weeneebayko Area Health Authority —Ontario
- $70.41–$84.19 an hour
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Presentation skills
- Dental care
- Employee assistance program
Quick apply
Senior Audit Manager, AML IB (Bilingual Spanish/English)
Scotiabank —Toronto, ON
- Bilingual
- Spanish
- Microsoft Excel
6d
Senior Manager, Financial Planning & Analysis (FP&A)
Opusing LLC —Toronto, ON
- $47.86 an hour
- Full-time
- Microsoft Excel
- SQL
- Analysis skills
Quick apply
4d
Senior Audit Manager AML/ATF and Sanctions
Scotiabank —Toronto, ON
- Management
- Analysis skills
- Bachelor's
10d
Project Coordinator
Genieall —Toronto, ON
- $44,223.34–$60,724.13 a year
- Full-time
- Azure
- Computer Science
- PMP
- Dental care
- Paid time off
Quick apply
Vice-President, Finance and Administration
XTL Transport, Logistics, Distribution —Etobicoke, ON
- Full-time
- Finance
- Master's degree
- Administrative experience
Quick apply
Audit Manager, AML/ATF and Sanctions
Scotiabank —Toronto, ON
- Management
- Analysis skills
- Bachelor's
10d
Sales Director, Experior
IVARI —Toronto, ON
- $98,000–$132,000 a year
- Weekends as needed
- Remote
- Bilingual
- English
- Presentation skills
- Dental care
Quick apply
Accounting Manager
Make Space —Vaughan, ON
- $70,000–$80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- QuickBooks
Quick apply
Salesforce Technical Lead-Financial Services Cloud (FSC)
Staffmax Staffing and Recruiting —Toronto, ON
- $120,000 a year
- Full-time
- Azure
- DevOps
- Bachelor's
Quick apply
3d
946 EN - Principal Advisor, Segment & Product Analytics
Export Development Canada | Exportation et développement Canada —Toronto, ON
- $112,006–$149,341 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- Sales
- Relocation assistance
Quick apply
6d
Sales Director, Greatway
IVARI —Toronto, ON
- $98,000–$132,000 a year
- Full-time
- Presentation skills
- No university degree
- Travel
- Dental care
Quick apply
Relationship Manager, Creative Industries
FirstOntario Credit Union —Toronto, ON
- $59,078–$81,233 a year
- Full-time
- Hybrid work
- Sales
- Finance
- No university degree
- Employee assistance program
Quick apply

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financial planning advisor jobs near toronto, 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

financial planning advisor jobs in toronto, on

Junior Financial Advisor

Relationship Advisor

Senior Manager, Corporate Services Sourcing

Corporate Tax Manager

Senior Financial Analyst - Financial Planning & Analysis

International Business Strategy and Planning Analyst - Canada based

Senior Manager, Supplier Management

Director of Infrastructure and Policy, Moosonee, ON

Senior Audit Manager, AML IB (Bilingual Spanish/English)

Senior Manager, Financial Planning & Analysis (FP&A)

Senior Audit Manager AML/ATF and Sanctions

Project Coordinator

Vice-President, Finance and Administration

Audit Manager, AML/ATF and Sanctions

Sales Director, Experior

Accounting Manager

Salesforce Technical Lead-Financial Services Cloud (FSC)

946 EN - Principal Advisor, Segment & Product Analytics

Sales Director, Greatway

Relationship Manager, Creative Industries

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