Canadian Financial Advisor

Job Title: Accounting SpecialistWe are seeking a detail-oriented and organized accounting specialist to join our team.This role is ideal for someone who takes full ownership of their work, communicates directly with clients, and can independently manage files from start to finish.Take full ownership of assigned files, managing engagement work from planning...

Job SummaryThis is a part-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing personalized financial planning, guiding clients on retirement planning, managing investments, and offering general financial advisory services.ResponsibilitiesProvide comprehensive financial guidance to clients, including retirement...

Job Title: Financial ProfessionalA skilled and independent financial professional is required to join our team. This role is ideal for someone who takes full ownership of their work, communicates directly with clients, and can manage files from start to finish.Key Responsibilities:Manage engagement work from planning through completion with minimal...

Business Development PositionThis position is focused on promoting our financial services to Registered Investment Advisors. You will be responsible for representing us in sales efforts, obtaining new clients, and growing existing client revenue.You will work with partners and internal employees on sales efforts, developing territory sales plans, and...

Senior Financial Planning ProfessionalA challenging opportunity has arisen for a Senior Financial Planning Specialist to take on the role of monitoring client investment portfolios, preparing recommendations for advisors, and creating quarterly/annual client performance reports.About the RoleWe are seeking a qualified professional with expertise in financial...

Executive Financial Strategist OpportunityBuild a Legacy in Corporate SolutionsSeeking an entrepreneurial Senior Financial Advisor to spearhead Corporate Solutions activities, offering the freedom to build your own business with Pru Life UK as backing. Focused on crafting bespoke financial solutions for high-value corporate clients addressing challenges like...

Job Title: Financial Operations Specialist">Job DescriptionAs a Financial Operations Specialist, you will play a crucial role in managing our company's financial activities from the comfort of your own home.This is an excellent opportunity to work with a dynamic team and utilize your accounting skills to contribute to our growth and success.Required Skills...

Key roles and responsibilities of this position include cold outreach to potential clients, qualifying prospects, scheduling quality appointments for financial advisor meetings, informing prospects about next steps in the process, following prescribed processes for appointment setting, maintaining consistent communication within a designated time zone,...

We are seeking a Senior Financial Planning and Reporting Analyst to join our organization.This is a remote work opportunity, with U.S. Central Time hours.About the RoleLead key initiatives across financial planning, business partnership, and process innovation to drive strategic decision-making and operational excellence.Manage the monthly forecast and...

Are you looking for a rewarding career in accounting and finance?Job DescriptionWe are seeking an experienced Accountant/Finance Advisor to join our team. The successful candidate will be responsible for managing day-to-day financial transactions, reconciling sales taxes, payroll taxes, 401k, and bank accounts, as well as processing accounts receivable and...