Financial Services Administrator

Key Responsibilities:- Provide personalized advice and needs analysis to clients.- Sell life and critical illness insurance solutions that meet client needs.- Develop and maintain strong relationships with clients and prospects through effective communication.- Meet sales targets and quality measures on a regular basis.- Stay up-to-date with industry trends...

**Office Administrator - for Ryco Financial** At Ryco, we believe in giving everyone access to the best, unbiased financial advice. This requires us to continually learn, strive to be better every day, and offer additional solutions for our clients compared to what traditional big banks offer. Finally, we pride ourselves on the level of service we provide...

**What you will do** - Prepare and send out invoices to clients and follow up on outstanding invoices for payments - Maintain accurate financial records, including accounts payable and receivable, expense tracking, and budget management. - Analyze financial data to identify trends, discrepancies, and opportunities for cost savings or revenue growth. -...

Award-winning Advantage Personnel is currently recruiting for an experienced Financial Administrator to join our team in New Brunswick. As an Entry-Level Accounting Clerk, you will be responsible for maintaining financial data, processing invoices, reconciling accounts, and assisting with general administrative duties.We require someone with a solid...

Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

Company OverviewFairstone Financial Inc. is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing.We focus on customer service and community engagement, helping individuals and businesses meet their financial needs through flexible and accessible lending options.Salary and BenefitsAs a...

Company Overview:Foresters Financial Services, Inc. has a rich history dating back to 1874, when we set out to provide access to life insurance for average, working families. Today, we provide a range of life insurance, savings, retirement, and investment solutions that help families achieve long-term financial health and security.We believe in creating...

Job Description:At Foresters Financial Services, Inc., we are seeking a highly skilled Inside Sales Representative-Western Canada to join our team. The successful candidate will be responsible for promoting our life insurance and financial products to Independent Financial Advisors through World Financial Group (WFG).The ideal candidate will have excellent...

Inside Sales Representative-Western Canada (BC)Career OpportunityRole TitleInside Sales Representative-Western Canada (BC)Purpose of roleThe Inside Sales Representative (ISR) is responsible for increasing overall business results by promoting Canada Protection Plan and Foresters Financial products and services to Independent Financial Advisors through World...

About Puzzle Financial Inc.Puzzle Financial Inc. is revolutionizing the accounting software industry by creating modern, user-friendly solutions that empower companies to take control of their finances.Our platform connects with popular fintech tools to provide real-time financial insights to founders and finance teams. We're committed to helping businesses...

About the RoleWe are seeking a skilled Mortgage Business Development Specialist to join our team at BMO Financial Group. As a key member of our mortgage business development team, you will play a vital role in cultivating relationships with referral networks and driving new mortgage business.ResponsibilitiesCultivate and manage relationships with referral...

**Job Overview**We are seeking a highly motivated and organized Cash Management Associate to join our team at Stantec Consulting International Ltd. As a Cash Management Associate, you will be responsible for managing cash flow, performing collections, and providing excellent customer service.About the JobThis role involves working closely with our accounting...

We are seeking an experienced Financial Services Director to lead our team in providing exceptional customer experiences. As a key member of our organization, you will be responsible for overseeing sales, managing overdue accounts, and maximizing portfolio growth through direct engagement with customers.Our ideal candidate is a compassionate and...

About the RoleWe are seeking a highly skilled Financial Services Consultant to join our team at BMO Financial. As a key member of our organization, you will play a critical role in helping customers achieve their home ownership goals.Key ResponsibilitiesDevelop and execute effective marketing and sales programs to drive business results.Cultivate, build, and...

Transforming futures through expert financial guidance.About the RoleAt Scotiabank, we strive to deliver exceptional service to our customers. Our Financial Advisors are essential members of our Canadian Banking Branch network, dedicated to providing a holistic approach to customer needs.Key ResponsibilitiesFoster strong relationships with customers by...

Position: Financial Advisor Who we are: Basic Financial Services is a firm of experienced and knowledgeable professionals who build and assist in the implementation of comprehensive financial plans using a client first approach. We provide a full range of finical solutions with a focus on Financial Planning, Investments, Insurance and...

Toyota Plaza is seeking a positive, out-going full-time Financial Services Manager to join our team of dealership professionals. In this position you will: - Tailor financing options to match each client's unique situation. - Help customers — some facing a challenging credit rating — obtain a suitable financing solution. - Advise clients on how to...

Cabot Ford Lincoln is seeking a full-time Financial Services Manager to join our team of dealership professionals. In this position you will: - Tailor financing options to match each client's unique situation. - Help customers — some facing a challenging credit rating — obtain a suitable financing solution. - Advise clients on how to re-establish weak...

Cabot Ford Lincoln is seeking a full-time Financial Services Manager to join our team of dealership professionals. In this position you will: - Tailor financing options to match each client's unique situation. - Help customers — some facing a challenging credit rating — obtain a suitable financing solution. - Advise clients on how to re-establish weak...

At Stantec Consulting International Ltd., we are seeking a detail-oriented and proactive Financial Services Specialist to join our team. The successful candidate will be responsible for collecting payments, communicating with debtors, and updating software systems. This is an excellent opportunity for someone who enjoys working in a collaborative environment...