Financial Service Manager

**Overview**: Buduchnist Credit Union, carrying on business as BCU Financial, is seeking an enthusiastic individual with a passion for analytical thinking to join our financial institution. The Manager, Financial & Regulatory Reporting will play a highly visible and crucial role in the Accounting and Finance team by ensuring the efficient and effective...

Job Family Group: Retail Banking Sales & Service Provides outstanding service to BMO clients and potential clients. Collaborates effectively within the branch and through various channels with BMO partners to enhance the customer experience and meet overall business goals. Proactively engages with current clients and prospects by conducting needs-based...

Education: College/CEGEP - Experience: 7 months to less than 1 year **Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals - Complete credit and loan documentation - Interview applicants for loans - Prepare statements on delinquent accounts -...

Education: College/CEGEPExperience: 7 months to less than 1 yearTasksApprove 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 loan documentationInterview...

Education: Expérience: EducationCollege/CEGEPTasksApprove 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 loan documentationInterview applicants for loansPrepare...

**Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

Job Description:Company Overview:Desjardins Financial Security Independent Network is a leading financial services firm dedicated to providing exceptional wealth management and financial advisory services to our clients. With a commitment to excellence and a focus on building long-term relationships, we pride ourselves on delivering personalized financial...

Job Description:Company Overview:Desjardins Financial Security Independent Network is a leading financial services firm dedicated to providing exceptional wealth management and financial advisory services to our clients. With a commitment to excellence and a focus on building long-term relationships, we pride ourselves on delivering personalized financial...

**Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

About UsAt CWB Financial Group, we are dedicated to creating value for our stakeholders: our employees, clients, and investors. Our approach includes:Prioritizing relationships and putting people firstEmbracing innovative ideasValuing the process as much as the outcomePosition OverviewLocation: Mississauga Banking CentreCWB is committed to serving business...

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...

Job SummaryWe are seeking a highly motivated and strategic finance professional to join our team at Financial Services and Advisory. As an Associated Financial Advisor, you will play a key role in helping clients achieve their financial goals through a variety of planning services.Key Responsibilities:Develop and implement comprehensive financial plans...

Financial Services Representative Job DescriptionAt ADI & ADI FINANCIAL INC., we are seeking a highly skilled Financial Services Representative to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and financial solutions to our clients.Key Responsibilities:Review and process loan applications,...

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...

**Company Overview**: We are a leading financial advisory firm specializing in life and health insurance as well as investment products. We are seeking a motivated and knowledgeable Sales Associate Advisor to join our team and assist with managing and expanding our client base. **Key Responsibilities**: - Sales and Client Support: - Identify and pursue...

About the RoleWe are seeking a highly skilled Credit Officer to join our team at H & B Financial Group Ltd. As a Credit Officer, you will play a critical role in evaluating loan applications, approving or rejecting them, and ensuring that our company's credit and loan services are delivered to the highest standards.Key ResponsibilitiesLoan Evaluation and...

Whiteoak Ford Lincoln, division of the Rafih Auto Group, is a leading automotive dealership committed to delivering exceptional customer experiences, is seeking a highly motivated and experienced Financial Services Manager to join our dynamic team. As the Financial Services Manager, you will play a crucial role in ensuring a seamless and efficient finance...

POSITION SUMMARY:We are currently in search of a Financial Client Services Associate to enhance the operations of the Ferguson Financial Planning team at Assante Capital Management. The Financial Client Services Associate will be instrumental in managing client accounts and performing administrative functions to ensure efficient team operations.KEY...