Financial services representative Jobs in Richmond Hill, ON

As part of the financial planning & analysis team, we are looking for a strategic and analytical thinker who has strong relationship building skills and has the ability to tailor verbal and written… management team at AIR MILES to develop and manage forecasts and financial plans on a monthly…

) Completed Certificate in Financial Services Advice, offered through the CSI (i.e. …Personal Financial Service Advice and Financial Planning I…) 2-3 years of proven sales experience in the financial services industry, handling credit and investments Demonstrated ability to build trust and maintain long-term client relationships Digital…

With offices in Toronto and Vancouver, we are looking for a motivated, customer focused Customer Service Representative to join our team in Toronto…: Company events Dental care Extended health care Paid time off Vision care Schedule: 8 hour shift Experience: Call Center: 1 year (Preferred) Financial Services…

investment, tax and financial planning income tax knowledge very helpful 5 years minimum experience must have investment license Job Types…

for Canada's largest Financial & Insurance Service providers. …As a member of the team, you'll leverage the value of product information through direct customer contact in order to promote our client’s services…We pride ourselves on our people and the close working relationships we have with long standing clients, market leaders in Financial, Utilities and Business Services…

, market leaders in Financial, Utilities and Business Services. …: Minimum 1-2 years of customer service or related experience , contact centre experience is an asset High school diploma or GED preferred Strong customer service and troubleshooting skills Exceptional…

: Who We Are BGIS is a leading provider of customized facility management and real estate services…With our combined team of over 6, 500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients’ businesses…

POSITION: Client Service Representative LOCATION: Toronto, ON. …STATUS: Full-time JOB OVERVIEW We are currently seeking a Client Service Representative to join our growing Support team…ABOUT US CI Investment Services (previously BBS Securities Inc.) is registered in all Provinces and Territories of Canada as an Investment Dealer…

As a Licensed Financial Services Consultant (FSC) in our newly created Connect Advice team your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives…At Sun Life Financial the client is at the centre of everything we do…

The Financial Services Representative is responsible for creating raving fans by providing an exceptional client experience…Specific Job Duties Operational Standards Continually strive to achieve financial targets through the delivery of exceptional client service…

The Senior Financial Analyst, Internal Controls will play a key role in implementation and execution of internal control program at Spin Master as part of NI 52-109 compliance across various business units…Identify the risks to the integrity of the Company’s financial statements within each process and controls that are in place to mitigate those risks…

Financial Analyst, FP&A The FP & A Financial Analyst will be a key member of the Financial Planning and Analysis team, assisting in the preparation and analysis of business results on periodic basis…Analyze Financial Income Statement at a plant and production line level by performing root cause analysis for the variances between actuals, prior periods and budget on a periodic basis…

As a Senior Financial Services Representative, you’ll build relationships with clients, understand their goals, provide tailored service, and recommend the right products and solutions that will enable their financial success. … You'll Succeed Client Engagement - Meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan…

You’ll use your knowledge of financial services products to help clients with their day-to-day banking needs…As a Customer Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members…

Senior Financial Analyst, Operations As the Financial Analyst, you will work as a business partner in providing overall financial support in making informed strategic decisions & Financial / Business Analysis…Build analytical models to perform ad-hoc financial analysis to provide a broad perspective on financial impact and make recommendations to Management…

As a Senior Financial Services Representative…, you’ll build relationships with clients, understand their goals, provide tailored service, and recommend the right products and solutions that will enable their financial success. …

Senior Financial Analyst, Reporting As Financial Analyst, you will be responsible for preparing periodic financial statement with analysis forming part of schedules and notes…Primary Responsibilities: Analyze the Financial statement periodically with explanations for variances Prepare management reports with detailed analytical insights Assisting in forecasting and cashflow projection…

The Financial Analyst shall take accountability for decisions made and conduct oneself in a respectful and ethical manner in representing the company’s interests…Job Title: Financial Analyst, VMC Reports To: Vice President, Business Analysis Department…

) Our client, hi-tech material manufacturer is looking for a finance professional to facilitate the finance and accounting process along with preparation of reports and financial presentations…Responsibilities: Create financial reports and monthly presentations for management review Prepare forecast models as required…

We are seeking a finance/accounting professional for the position of Financial Analyst…The individual will assist senior members of the Finance Team in providing support to various Business Units as well as assist with financial reporting…

The Financial Analyst will report to directly to the CFO and will be responsible for Analyzing the financial status of the organization by collecting, monitoring, and studying data and recommending… (but are not limited to): Assists Chief Financial Officer in the development of the budget, planning and other corporate financial requirements…

: Secure Messenger Live Chat Video & Voice Chat Co-Browsing Screen Sharing Agent Desk PROSPECTIVE CUSTOMERS Financial Services - Banks, Wealth Management, Mortgage, Insurance Company SALES CYCLE… selling into Financial Service is a must EDUCATION Degree in either business administration…

and Tax data to be consolidated with other Shared LE components in order to prepare consolidated Financial & tax information to be provided to PWC. …Represent GE (together with PwC…AKA Job Title: Contract OC STAT and Tax SFA Vat Audits 1 Need a SENIOR Financial Analyst - MUST HAVE experience with VAT AUDITS specifically…

, you will: Be responsible for the preparation & review of complex multi-business financial statements by ensuring they are accurately prepared and meet disclosure requirements under Canadian GAAP…Review financial processes at GE businesses, provide observations on areas for improvements and highlight best practices amongst other GE businesses…

The impact you will have: There are two kinds of financial analysts in this world – those who are comfortable operating in the unknown, who can spot patterns…At Softchoice, a company whose mission is to unleash innovation across North America’s largest and most exciting businesses, it should be clear the kind of Senior Financial Analyst we are looking for. …

You’ll use your knowledge of financial services products to help clients with their day-to-day banking needs…As a Customer Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members…

Job Title: Financial Analyst Reports To: Vice President, Development Financial Analysis Department…: Portfolios Position Summary Provide financial analysis and ancillary support in all aspects of the land development process. …

About the Opportunity Assist the Finance team with Financial decision-making, budgeting…+ years of experience as a Financial Analyst, handling costing, budgeting/forecasting, and month-end reporting CPA designated or in the process of obtaining your CPA designation Large…