Jobs – Financial Services Representative

**Description: - Permanent Full Time- The Financial Services Representative uses expertise to identify and meet the needs of clients, offering right-sized advice and product solutions to improve the financial, physical and mental well-being of Canadians. They support special client-facing initiatives and are responsible to develop new clients and preserve...

AAR Financial offers a positive work environment that encourages their staff to work and grow your career. We offer inclusive in house training for all positions as well as incentive / benefits packagesSummaryResponsible for providing exceptional customer service and promoting the business of AARMain Responsibilities Maintain absolute professionalism when...

Your next jobyour new joie de vivreManitoba's oldest financial cooperative is inviting you to become part of its people.We're currently looking to fill the following position in Winnipeg (Dakota):MEMBER SERVICE REPRESENTATIVE(Full-time, permanent)More about the position:You will be one of our ambassadors of good cheer as you welcome members to the branch and...

Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...

Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...

At Neo, we're disrupting the future of finance. Our suite of products speaks for itself; high-interest daily operating accounts - Neo Money - investment funds - Neo Invest - digital mortgages - Neo Mortgages - and most notably, the Neo Card, which was voted the best cashback card in Canada in 2021. We've raised $299M with world-class investors, and are one...

Job DescriptionReporting to the Chief Financial Officer, the Financial Accountant supports the LP Team to ensure the accurate and efficient execution of the financial reporting processes.Perform day-to-day accounting activities, including accounts payable, invoicing, accounts receivable, and daily trust account settlements;Prepare month-end closing...

_Come Build a Better Financial Future for all Canadians_At Neo, we're building a more rewarding financial experience for all Canadians. Life at a rapidly expanding tech startup is demanding, exhilarating, and not for everyoneFrom world-class creative minds to brilliant engineers, it's high-performing people that make Neo a workplace with passion and...

Requisition ID: 186938Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant to join our team.As a Financial Consultant, you will be accountable for...

AtCWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as...

NOW HIRINGCustomer Service Representative, Winnipeg Branch- Permanent Full-time_About UsFirst Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the...

Education: Expérience: EducationNo degree, certificate or diplomaWork settingFinancial institutionTasksApprove or reject applications, or recommend applications for approval or rejectionAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goalsComplete credit and...

Your next jobyour new joie de vivreManitoba's oldest financial cooperative is inviting you to become part of its people.We're currently looking for people to fill the following position in Winnipeg (Lakewood) / Ile des Chenes.MEMBER SERVICE ADVISOR(Approximate 20-month term, Full-time)More about the positionThe Member Service Advisor (MSA) creates and...

NATIONAL OCCUPATION CODE 64400 POSITION TYPE PERMANENT, FULL-TIME About The Role Reporting to the Branch Manager, you will join the Customer Service team at our Winnipeg branch. As a Customer Service Representative, you will assist customers with a variety of financial activities, like making deposits, withdrawals, bill payments, and cashing...

We are a sales and marketing company based out of Toronto Ontario, looking for motivated and passionate Customer Service Representatives that want to make a difference Looking for full time schedules, Monday to Friday. Please review the following info for more detailsCustomer Service Representative Job Responsibilities: Serves customers by providing product...

Meet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. Research and evaluate loan applicant's financial status, references, credit history and ability to repay the loan. Maintain an active knowledge of loan products including continuous training on those products. Utilize professional judgement to...

_Your next jobyour new joie de vivre_Manitoba's oldest financial cooperative is inviting you to become part of its people.We're currently looking for people to fill the following position in Winnipeg (Provencher Branch)MEMBER SERVICE ADVISOR(Full-time, permanent)More about the positionThe Member Service Advisor (MSA) creates and sustains life-long...

AtCWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as...

Assiniboine Credit Union is hiring for the position of a Permanent Full Time Member Service Representative Floater.About this opportunity: The Permanent Full Time Member Service Representative Floater is a fulltime position (37.5 hours per week) Availability to work evenings and weekends is a requirement for this role This position will be required to work...

We are one of Canada's Top Employers, Join UsAre you motivated by sales goals and incentives?Do you enjoy identifying and generating new sales opportunities?SALES REPRESENTATIVE - COMMERCIAL INSURANCEUnlimited earning potential for our B2B Sales Team in WinnipegMake your mark as a top sales representative in a growing industry. You will celebrate success by...