Financial Services Consultant

Requisition ID: 182710 Join 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...

Vic Pipke Financial Professional is seeking a highly motivated and experienced Professional Financial Services Broker and Team Leader to join our team.In this role, you will have the opportunity to work in a fast-paced environment, driving business growth and development through innovative strategies and tactics.Your primary responsibility will be to lead a...

As a Financial Services Professional at ATB Financial, you will play a key role in providing expert advice and guidance to clients on a wide range of financial products and services.The ideal candidate will have a strong understanding of banking products and services, as well as experience working in a fast-paced environment. You will be expected to possess...

Loan Solutions ConsultantLoan Solutions ConsultantLocation: Calgary North, AlbertaJob Type: Full-time Permanent PositionAbout UsFairstone Financial is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. Our culture is built on strong values and leadership principles that define the...

**Work Setting**: - Financial institution **Type of Loan Experience**: - Personal **Specific Skills**: - Review and update credit and loan files - Promote sale of credit and loan services - Prepare statements on delinquent accounts - Interview applicants for loans - Forward irreconcilable accounts for collector action - Complete credit and loan...

Loan Solutions ConsultantLoan Solutions ConsultantApply locations: Calgary North, AlbertaTime type: Full timePosted on: Posted YesterdayJob requisition id: R22186WHO WE ARE:Fairstone Financial is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. With a focus on customer service and...

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 packages! **Summary** Responsible for providing exceptional customer service and promoting the business of AAR **Main Responsibilities** - Maintain absolute...

As a Financial Services Professional at Arrow Financial Business, you will have the opportunity to make a real difference in the lives of our customers. Our team is committed to helping individuals and families achieve their financial goals through personalized advice and guidance.We are seeking a Senior Advisor - Wealth Management to join our team. In this...

Education: Secondary (high) school graduation certificate - Experience: Will train **Tasks**: - Compile records of deposit, loan and mortgage payments - Prepare real estate rentals, sales and listings data - Store, update and retrieve financial data - Sort, verify and process financial transactions - Verify and balance transactions - Calculate service...

First Nations Financial Governance ConsultantsBOMCAS Canada's First Nations Financial Governance Consultants are dedicated to building financial sovereignty within Indigenous communities. By collaboratively designing financial governance structures, economic development plans, and capacity-building initiatives, they empower communities to control their...

We are seeking a highly skilled Technical Underwriting Consultant to join our team at Definity Financial Corporation. The successful candidate will have a strong background in property and casualty underwriting, with a focus on risk management and mitigation strategies.The Technical Underwriting Consultant will be responsible for developing and implementing...

**About Sun Life Financial**Sun Life Financial is a global company with a passion for helping individuals, families, and businesses achieve lifetime financial security and live healthier lives.We're committed to innovation, sustainability, and customer satisfaction. Our purpose is to help our clients make informed decisions about their financial futures, and...

Loan Solutions ConsultantLoan Solutions ConsultantApply locations: Calgary North, AlbertaTime type: Full timePosted on: Posted YesterdayJob requisition id: R22186WHO WE ARE:Fairstone Financial is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. With a focus on customer service and...

Company OverviewFairstone Financial Inc. is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. With a focus on customer service and community engagement, Fairstone helps individuals and businesses meet their financial needs through flexible and accessible lending options.The company's...

or equivalent experience **Work Setting**: - Insurance company - Investment company **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence - Provide investment advice and recommendations to...

Company OverviewAt ATB Financial, our purpose is to empower our clients, team members, and communities. Our values-driven culture fosters a high-performance environment where collaboration and innovation thrive.About the RoleThis role is responsible for delivering exceptional face-to-face service to ATB clients. You will identify client needs, match them...

We are an independently contracted financial services brokerage headquartered in Edmonton, Alberta, Canada.Our company offers the ability to work from remote locations and/or from home with flexible hours.The successful candidates will be responsible for providing financial education to those we serve, including personal and commercial finance strategies,...

Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Identify clients' financial goals and objectives - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning - Arrange for sale of financial products and investments -...

Job OverviewVic Pipke Financial Professional is seeking an experienced and results-driven Financial Services Expert to join our team as a contracted hybrid role. As a Professional Business Development Lead, you will be responsible for the financial education of our clients, providing expert advice on personal and commercial finance strategies, insurance...

About BOMCAS Canada: BOMCAS Canada is a distinguished accounting firm dedicated to delivering exceptional financial solutions tailored to a diverse clientele. Rooted in expertise, innovation, and client-centric values, we excel in providing unparalleled service in the dynamic landscape of finance. Our team of professionals upholds the highest standards of...