ZipRecruiter

Log In

1

Financial Service Associate Jobs in Toronto, ON (NOW HIRING)

Optimize Financial Group

Be Seen First

Financial Services Associate

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 ...

Money Mart

Financial Service Representative

Oshawa, ON · On-site

Branch location: 16 Simcoe St N GENERAL FUNCTION Financial Service Representatives support Money ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.

Money Mart

Financial Service Representative

Toronto, ON · On-site

Branch location: 15 Keele St GENERAL FUNCTION Financial Service Representatives support Money Mart ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.

Money Mart

Financial Service Representative

Oshawa, ON · On-site

Branch location: 301 Wentworth St W GENERAL FUNCTION Financial Service Representatives support ... One or more years of experience as a Retail Sales Associate, Sales Representative or similar role.

next page

Showing results 1-20

All JobsFinancial Service Associate JobsFinancial Service Associate Jobs in Toronto, ON

Financial Service Associate information

What is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

What are the most commonly searched types of Financial Service jobs in Toronto, ON?

The most popular types of Financial Service jobs in Toronto, ON are:

What cities near Toronto, ON are hiring for Financial Service Associate jobs?

Cities near Toronto, ON with the most Financial Service Associate job openings:

Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in Toronto, ON as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Financial Services Associate

Toronto, ON • On-site

Optimize Financial Group
See more jobs at Optimize Financial Groupexternal

Other

Re-posted 19 days ago

Job description

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:

  • Assisting the Tax Department through the compilation of necessary documentation required for the Tax team to effectively complete routine tax returns
  • Assisting the Will and Estate Department through the compilation of necessary documentation required for the Will and Estate Department team to effectively complete routine Will and Estate plans
  • Assisting the Financial Planning Department through the compilation of necessary information required for the Financial Plan team to effectively complete financial plans
  • Assisting the Insurance Department through the compilation of necessary information required for the Insurance team to effectively provide quotes to clients who are interested in insurance product offerings
  • Reviewing and validating new account documentation
  • Evaluating information gathered from multiple sources ensuring consistency
  • Following up and reporting on missing documentation/information

Job Requirements:

Must-have:

  • A minimum of 2 years of applicable experience
  • Excellent attention to detail
  • Knowledge of various investment types and investment accounts
  • Ability to prioritize tasks and work accurately under pressure
  • Ability to work in person full-time

Nice-to-have:

  • Completion or working towards the completion of the Canadian Securities Course (CSC) or Chartered Investment Manager (CIM) designation

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.

#J-18808-Ljbffr

Apply