Be Seen First
Toronto, ON · On-site
We are looking for a Financial Service Associate to join our team. This back-office role requires strong administrative skills along with familiarity of all core aspects of wealth management and ...
Quick apply
Be Seen First
Toronto, ON · On-site
We are looking for a Financial Service Associate to join our team. This back-office role requires strong administrative skills along with familiarity of all core aspects of wealth management and ...
Complete all other job-related duties as directed by Management. * Maintain availability to work ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.
Complete all other job-related duties as directed by Management. * Maintain availability to work ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.
Complete all other job-related duties as directed by Management. * Maintain availability to work ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.
Complete all other job-related duties as directed by Management. * Maintain availability to work ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.
Complete all other job-related duties as directed by Management. * Maintain availability to work ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.
Complete all other job-related duties as directed by Management. * Maintain availability to work ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.
Complete all other job-related duties as directed by Management. * Maintain availability to work ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.
Complete all other job-related duties as directed by Management. * Maintain availability to work ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.
Complete all other job-related duties as directed by Management. * Maintain availability to work ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.
Complete all other job-related duties as directed by Management. * Maintain availability to work ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.
Complete all other job-related duties as directed by Management. * Maintain availability to work ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.
Complete all other job-related duties as directed by Management. * Maintain availability to work ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.
Toronto, ON · Hybrid
CA$76K - CA$87K/yr
... managers, business interviewers, and recruitment professionals. Our teams are equipped with ... Service Corp. (COPSSC)
Toronto, ON · Hybrid
CA$76K - CA$87K/yr
... managers, business interviewers, and recruitment professionals. Our teams are equipped with ... Service Corp. (COPSSC)
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Quick apply
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Quick apply
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Toronto, ON · On-site
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Quick apply
Toronto, ON · On-site
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Toronto, ON · On-site
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Quick apply
Toronto, ON · On-site
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Toronto, ON · On-site
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Quick apply
Toronto, ON · On-site
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Mississauga, ON · On-site
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Quick apply
Mississauga, ON · On-site
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Quick apply
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
Toronto, ON · On-site
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Quick apply
Toronto, ON · On-site
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Newmarket, ON · On-site
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Quick apply
Newmarket, ON · On-site
CA$19 - CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Toronto, ON · On-site
CA$19 - CA$20/hr
Since day one, we've been helping Canadians break through financial barriers and take control of ... Manage the health of your branch's portfolio by ensuring accounts are in good standing and ...
Quick apply
Toronto, ON · On-site
CA$19 - CA$20/hr
Since day one, we've been helping Canadians break through financial barriers and take control of ... Manage the health of your branch's portfolio by ensuring accounts are in good standing and ...
| Aspect | Associate Financial Service Manager | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a bachelor's degree; certifications like Series 6 or 7 are common | Requires a bachelor's degree; often holds certifications like Series 7, Series 66, or CFP |
| Work Environment | Works within financial institutions, supporting client service and operations | Works directly with clients to provide financial planning and investment advice |
| Employer & Industry Usage | Used in banks, investment firms, and financial service companies | Used across financial planning firms, banks, and independent advisory practices |
The Associate Financial Service Manager typically supports financial operations and client service within financial institutions, often focusing on administrative and operational tasks. In contrast, a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies. While both roles require relevant certifications and industry experience, their primary functions and client interaction levels differ significantly.
Toronto, ON • On-site
Full-time
Re-posted 16 days ago
Optimize Financial Group is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success.
We are looking for a Financial Service Associate to join our team. This back-office role requires strong administrative skills along with familiarity of all core aspects of wealth management and investment account types. We are looking for people who are driven, committed and who are passionate about what they do. You need to be extremely detail oriented and organized.
As a member of the Financial Services Team, your role would entail:
Job Requirements:
Must-have:
Nice-to-have:
Use of Artificial Intelligence in Recruitment
As part of our recruitment and selection process, we may use technology-enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job-related criteria, qualifications, and business requirements.
