Publié il y a 58 mois
Investment Advisor Associate
@ Bay Street Staffing
Toronto, Ontario
En bref
Bay Street Staffing is hiring a full-time Investment Advisor Associate in Toronto to support a well-established private wealth management advisor. The role covers account records, financial reporting and client presentations. Candidates need 3 to 4 years of financial associate experience and the Canadian Securities Course (C.S.C.). The firm offers a medical package, RRSP matching and a bonus pool.
Responsabilités :
- Manage account records
- Analyze financial data
- Update financial spreadsheets, reports and accounting discrepancies
- Prepare reports and client presentations
- Manage day-to-day financial procedures
Résumé des exigences :
- Canadian Securities Course (C.S.C.)
- 3 to 4 years or more as a financial associate
- Bachelor's degree in finance or accounting preferred
- Extensive knowledge of accounting procedures and standards
- Proficiency in integrated financial management software
Outils et compétences
Source et dates
Type de source non vérifié · zoho
- Date publiée par l’employeur
- 2022-02-13
- Première détection par notre source
- 2026-10-15
- Mise à jour du dossier source
- 2026-10-15
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Finance et comptabilité |
| Expérience | 3 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Horaire | jour |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | C.S.C. |
| Formation | Baccalauréat (préféré) |
| Domaines d’études | Finance, Accounting |
| Avantages mentionnés | Régime de retraite, Prime de rendement |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Bay Street Staffing
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Bay Street Staffing is Canada's leading boutique recruitment agency.
Description complète de l’entreprise
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after matches between candidates and employers. Today’s challenging business climate demands that companies hire the best talent to maintain a competitive edge. Bay Street Staffing’s consultants offer specialized insight into local markets, employment trends, global networks and the impact on the Canadian workforce.
- Abonnés LinkedIn
- 131 054
- Personnes associées sur LinkedIn
- 38
- Bureaux déclarés
- 301 King St. West 2nd Floor, Toronto, ON M5V1J5, CA
- Autres noms enregistrés
- Bay Street Staffing
- Spécialités
- Recruitment
- Human resources
- Talent Acquisition
- Sales
- Capital Markets
- Agile
- Fintech
- Scrum
- Team Management
- Agile Methodologies
- Marketing
- Social Media Marketing
- CIM
- Finance
- Securities
- Investments
- Business Development
- and Employee Engagement
- Le profil indique une agence de recrutement
- Oui
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after…
| Champ | Valeur |
|---|---|
| Secteur | Staffing and Recruiting |
| Taille | 11-50 employees |
| Siège social | Toronto, ON |
| Type d’organisation | Privately Held |
| Fondée en | 2010 |
| Spécialités | RecruitmentHuman resourcesTalent AcquisitionSalesCapital MarketsAgileFintechScrumTeam ManagementAgile Methodologies |
| Offres sur Jobsy | 40 |
| Voir la page |
Investment Advisor Associate - Toronto
This role is an associate position to support our financial advisor client. A well established advisor with a private wealth management firm in Toronto.
The outstanding financial associate will be one whose expertise in accurate reporting and efficient account management and an established understanding of private wealth management is widely accepted.
Who you are:
A detail oriented experienced associate with
- exceptional collaboration and communication skills
-superb organizational skills
-great analytical and problem-solving abilities
-extensive knowledge of accounting procedures and standards
-proficiency in integrated financial management software
-observes best practices in financial management and experience in a similar environment
Duties:
-manage account records
-analyze financial data
-manage account records
-update financial spreadsheets, reports, and accounting discrepancies
-preparing reports
-organize and conduct presentations for clients
-manage day to day financial procedures
Qualifications:
-C.S.C.
-3 to 4 years experience or more working as a financial associate
-Bacherlor’s degree in the finance or accounting would be considered a plus
The firm offers a great medical package, R.R.S.P. matching, an opportunity to participate in a bonus pool and a great opportunity to grow within the firm.
Journal
Visible seulement par vous. Conservé sur cet appareil, et dans votre compte une fois connecté.