Corporate Financial Advisor Jobs in Burlington, ON
A Corporate Financial Advisor plays a critical role in the finance industry. They offer strategic financial advice and direction to corporations to assist them in making informed decisions regarding investments, capital structure, cash management, and financial planning. This professional applies their knowledge of financial markets, tax laws, and insurance to help companies reach their financial objectives. They may also conduct risk assessments, prepare financial statements, and provide analysis of financial data to inform corporate strategy. Their understanding of corporate finance helps businesses optimize their financial performance, manage risk, and increase profitability.
To be an effective Corporate Financial Advisor, certain skills and qualifications are essential. They should have strong analytical, decision-making and problem-solving abilities, as well as excellent communication skills to present complex financial information in an understandable way. A bachelor's degree in finance, accounting, or related field is typically required, though many institutions prefer candidates with a Master's in Business Administration (MBA) or a Certified Financial Planner (CFP) certification. Prior to this role, a professional may have gained experience as a Financial Analyst, Investment Banker, or Corporate Financial Consultant. These roles often provide the necessary skills in analytical thinking, financial reporting, and strategic planning that are critical for success as a Corporate Financial Advisor.
- Hamilton, ON (8 miles from Burlington, ON)
- 7 hours ago
- Hamilton, ON (8 miles from Burlington, ON)
- 7 hours ago
Must-have Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) Completed Certificate in Financial Services Advice, offered through the CSI (i.e....
Senior Financial Advisor - Eglinton & Mavis, Mississauga, ON
- Mississauga, ON (17 miles from Burlington, ON)
- 11 hours ago
- Mississauga, ON (17 miles from Burlington, ON)
- 11 hours ago
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Bramalea City Centre, Brampton, ON
- Brampton, ON (24 miles from Burlington, ON)
- 3 days ago
- Brampton, ON (24 miles from Burlington, ON)
- 3 days ago
management and private banking, corporate and investment banking, and capital markets....
Financial Advisor - Grimsby, Ontario
- Grimsby, ON (16 miles from Burlington, ON)
- 3 days ago
- Grimsby, ON (16 miles from Burlington, ON)
- 3 days ago
management and private banking, corporate and investment banking, and capital markets....
- Oakville, ON (8 miles from Burlington, ON)
- 9 days ago
- Oakville, ON (8 miles from Burlington, ON)
- 9 days ago
How youll succeed Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan....
Senior Financial Advisor - Bramalea & Sandalwood, Brampton, ON
- Brampton, ON (24 miles from Burlington, ON)
- 13 days ago
- Brampton, ON (24 miles from Burlington, ON)
- 13 days ago
management and private banking, corporate and investment banking, and capital markets....
Sr. Financial Advisor - CIRO-ID (Hamilton, Burlington, Oakville)
- Hamilton, ON (8 miles from Burlington, ON)
- 14 days ago
- Hamilton, ON (8 miles from Burlington, ON)
- 14 days ago
Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning....
Financial Advisor - CIRO-ID (Urban)
- Oakville, ON (8 miles from Burlington, ON)
- 16 days ago
- Oakville, ON (8 miles from Burlington, ON)
- 16 days ago
Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning....
- Milton, ON (11 miles from Burlington, ON)
- 16 days ago
- Milton, ON (11 miles from Burlington, ON)
- 16 days ago
Must-have Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) Completed Certificate in Financial Services Advice, offered through the CSI (i.e....
Senior Financial Advisor- Heartland Town Centre, Mississauga
- Mississauga, ON (17 miles from Burlington, ON)
- 30+ days ago
- Mississauga, ON (17 miles from Burlington, ON)
- 30+ days ago
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Sheridan Centre, Mississauga
- Mississauga, ON (17 miles from Burlington, ON)
- 30+ days ago
- Mississauga, ON (17 miles from Burlington, ON)
- 30+ days ago
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Clarkson, Mississauga, ON
- Mississauga, ON (17 miles from Burlington, ON)
- 30+ days ago
- Mississauga, ON (17 miles from Burlington, ON)
- 30+ days ago
management and private banking, corporate and investment banking, and capital markets....
Financial Advisor, Investment & Retirement Planning - Eglinton & Creditview, Mississauga, ON
- Mississauga, ON (17 miles from Burlington, ON)
- 45+ days ago
- Mississauga, ON (17 miles from Burlington, ON)
- 45+ days ago
Wed love to work with you if you have: Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent) A minimum three years experience of financial planning and investment...
Senior Financial Advisor - Hamilton, ON
- Hamilton, ON (8 miles from Burlington, ON)
- 90+ days ago
- Hamilton, ON (8 miles from Burlington, ON)
- 90+ days ago
management and private banking, corporate and investment banking, and capital markets....
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Burlington, ON
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Burlington, ON offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Advisor position
- Networking
- Individual Counseling
- Military Background
- Events
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Capital Budgeting
- Financial Planning
- Mutual Funds
- Wealth Management
- Retirement Planning
- Hyperion Financial Management
- Securities and Exchange Commission
- Capital Markets
- Relationship Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Performance Management
- Financial Management
- Finance
- Sales Management
- Relationship Management
- Strategy Development
- Risk Management
- Business Development
- Implementation
- Consulting
- Written Communication
- Flexibility
- Coaching
- Employee Development
- Sales
- Regulations
- Multitasking
- Policy Development
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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