INSPYR SolutionsIrvine, 19 mi from Ontario
Title: Financial Analyst
Location: Irvine, CA *Hybrid*
Duration: 9+ month contract
Compensation: $35-46/hr
Work Requirement: US Citizen, GC Holder, or Authorized to work in U.S.
Responsibilities:
SOW Financial Planning Review:
• Assist...
Well&Nest LLCIrvine, 19 mi from Ontario
and experienced Chief Financial Officer (CFO) to join a dynamic team. The CFO will oversee the company's financial operations and drive strategic financial planning to support its growth objectives. The ideal candidate will have a strong background in finance...
SpindleOrange
A school in California has a pressing need for substitute Paraprofessionals for the 24/25 school year! Licensure may be required.Day by day basis, substitute setting.General duties, more information provided on assignment.Associates degree, related field preferred.If you're interested in an exciting...
SpindleCorona
A school in California has a pressing need for substitute Paraprofessionals! Licensure may be required.Day by day basis, substitute setting.Behavior students on most caseloads.General duties, more information provided on assignment.Associates degree, related field preferred.If you're interested in a...
SpindleEastvale
Join Our Substitute Pool as a Paraeducator with Spindle Staffing.Are you a dedicated paraeducator seeking flexible substitute assignments? Spindle Staffing invites passionate individuals like you to join our substitute pool in Eastvale, CA.With us, transparency is paramount - there are no hidden fee...
Tandym HealthLos Angeles, 33 mi from Ontario
A financial services firm in California is currently seeking an experienced professional to join their staff in Los Angeles as their newCertified Financial Wealth Planner. In this role, the Certified Financial Wealth Planner is responsible...
Miracle Mile AdvisorsLos Angeles, 33 mi from Ontario
Francisco, New York, Portland, Chicago, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards and we are featured in Forbes...
American Honda Motor Co IncTorrance, 39 mi from Ontario
for leading the financial planning, forecasting and profitability review activities of the Auto segment, Regional/Corporate Services (incl. investment planning), R&D, Product Regulatory and Legal – incl. partnering with Business management / providing decision...
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Experienced Financial Advisor
Desjardins Financial Security Independent Network - ON Central | Ontario | dfsingtawest.talentnest.com |
Experienced Financial Advisor
COMPANY: Desjardins Financial Security
LOCATION: Mississauga
BECOME A PART OF OUR SUCCESS STORY
Looking for an opportunity to grow your practice in the Financial Services Industry?
ABOUT US:
Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to providing exceptional wealth management and financial advisory services to our clients. With a commitment to excellence and a focus on building long-term relationships, we pride ourselves on delivering personalized financial solutions tailored to meet each client's unique needs and goals.
JOB DESCRIPTION:
We are seeking an experienced Financial Advisor to join our dynamic team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate the complexities of wealth management, investment planning, retirement planning, and estate planning.
You will leverage your expertise to provide comprehensive financial advice and develop customized strategies that align with our clients' financial objectives.
RESPONSIBILITIES:
• Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and investment preferences.
• Develop and present personalized financial plans that encompass investment management, retirement planning, tax strategies, and estate planning.
• Implement investment strategies in accordance with clients' objectives and monitor portfolio performance.
• Provide ongoing financial guidance and advice to clients, adapting strategies as their circumstances and goals evolve.
• Stay abreast of market trends, economic developments, and regulatory changes to inform investment decisions and client recommendations.
• Cultivate and maintain strong client relationships through regular communication and proactive engagement.
QUALIFICATIONS:
• Minimum of 2 years of experience as a Financial Advisor or similar role in the financial services industry.
• Proven track record of successfully managing client relationships and delivering financial planning services.
• Strong understanding of investment products, financial markets, and wealth management strategies.
• Excellent communication skills, with the ability to articulate complex financial concepts in a clear and concise manner.
• Proficiency in financial planning software and tools.
BENEFITS:
• Competitive commission package based on experience and base clientele
• Performance-based incentives and bonuses
• Professional development opportunities and support for continuing education including CFP and other industry recognised designations
• Collaborative and supportive work environment with opportunities for growth and advancement
If you are a seasoned Financial Advisor looking to join a dynamic team and make a meaningful impact on clients' financial well-being, we invite you to apply. Please submit your resume and cover letter detailing your qualifications and relevant experience.
We look forward to hearing from you!
Desjardins Financial Security Independent Network is an Equal Opportunity Employer.
COMPANY: Desjardins Financial Security
LOCATION: Mississauga
BECOME A PART OF OUR SUCCESS STORY
Looking for an opportunity to grow your practice in the Financial Services Industry?
ABOUT US:
Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to providing exceptional wealth management and financial advisory services to our clients. With a commitment to excellence and a focus on building long-term relationships, we pride ourselves on delivering personalized financial solutions tailored to meet each client's unique needs and goals.
JOB DESCRIPTION:
We are seeking an experienced Financial Advisor to join our dynamic team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate the complexities of wealth management, investment planning, retirement planning, and estate planning.
You will leverage your expertise to provide comprehensive financial advice and develop customized strategies that align with our clients' financial objectives.
RESPONSIBILITIES:
• Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and investment preferences.
• Develop and present personalized financial plans that encompass investment management, retirement planning, tax strategies, and estate planning.
• Implement investment strategies in accordance with clients' objectives and monitor portfolio performance.
• Provide ongoing financial guidance and advice to clients, adapting strategies as their circumstances and goals evolve.
• Stay abreast of market trends, economic developments, and regulatory changes to inform investment decisions and client recommendations.
• Cultivate and maintain strong client relationships through regular communication and proactive engagement.
QUALIFICATIONS:
• Minimum of 2 years of experience as a Financial Advisor or similar role in the financial services industry.
• Proven track record of successfully managing client relationships and delivering financial planning services.
• Strong understanding of investment products, financial markets, and wealth management strategies.
• Excellent communication skills, with the ability to articulate complex financial concepts in a clear and concise manner.
• Proficiency in financial planning software and tools.
BENEFITS:
• Competitive commission package based on experience and base clientele
• Performance-based incentives and bonuses
• Professional development opportunities and support for continuing education including CFP and other industry recognised designations
• Collaborative and supportive work environment with opportunities for growth and advancement
If you are a seasoned Financial Advisor looking to join a dynamic team and make a meaningful impact on clients' financial well-being, we invite you to apply. Please submit your resume and cover letter detailing your qualifications and relevant experience.
We look forward to hearing from you!
Desjardins Financial Security Independent Network is an Equal Opportunity Employer.
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