Individual Financial Services Administrator

Job Description Life Benefits Solutions, a Division of People Corporation, is a Group Insurance & Retirement Broker servicing Indigenous employers across Canada. We specialize in designing programs that support the unique needs of indigenous and non-indigenous employees and employers. We are adding an Individual Financial Services Coordinator to our...

Job DescriptionLife Benefits Solutions, a division of People Corporation, is a Group Insurance & Retirement Broker servicing Indigenous employers across Canada. We specialize in designing programs that support the unique needs of indigenous and non-indigenous employees and employers.We are adding an Individual Financial Services Coordinator to our growing...

Job Summary We are a rapidly growing financial brokerage expanding in Winnipeg, and now expanding in Winnipeg Manitoba and Montreal. We are currently looking to bring on-board Financial Service Representative and Financial Planners to our positive and upbeat work environment. Financial Service Representatives provide clients with advice on financial...

**Job Summary** We are a dedicated financial advisory firm in Winnipeg, Manitoba, consisting of a Financial Planner that is geared to help our clients meet their Financial goals. We pride ourselves on our high level of service, and expertise on risk management, estate planning, tax planning, Insurance as well as Investment planning. We are seeking a...

**Company Description** LP Financial Planning Services Ltd is a Winnipeg based CIRO dealer that has been supporting financial advisors for over three decades 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...

We are seeking a highly skilled Financial Services Representative to join our team at BMO Financial Group.This is an exciting opportunity for a motivated individual to grow their career in the financial services industry.About the RoleAs a Financial Services Representative, you will be responsible for providing exceptional customer service and sales support...

Education: - Expérience: **Education**: - Secondary (high) school graduation certificate **Tasks**: - Evaluate daily operations - Identifying and investigating compliance issues - Plan and control budget and expenditures - Plan and organize daily operations - Hire, train, direct and motivate staff - Establish and implement policies and procedures for...

We are currently searching for an Administrative Assistant to join a terrific team of outgoing investment and insurance professionals. The Administrative Assistant contributes to the success of the business by providing administrative support directly to the financial advisors and clients. Working both independently and within a small team, the...

Job SummaryWe are seeking a highly skilled Financial Administrator to join our team at the Divine Mortgage Group.About UsThe Divine Mortgage Group is a leading provider of mortgage services, dedicated to delivering exceptional results for our clients. Our team is passionate about helping individuals and families achieve their financial goals.Key...

**About Us** Ventum Financial Corp. (Ventum) is a leading independent Canadian financial services firm headquartered in Toronto, Ontario with significant operations in Vancouver, British Columbia and 13 offices nationwide. Formed through a recent merger that fueled substantial growth, Ventum is distinguished by its entrepreneurial spirit and client-centric...

**Overview** **Responsibilities** - Conduct thorough assessments of clients' financial situations to develop tailored financial plans. - Provide expert advice on investment strategies, retirement planning, tax optimization, and estate planning. - Maintain accurate records of client interactions and financial plans using data entry skills. - Schedule and...

Job Title**:Financial Administrator** Department: Administration Reports To: Executive Director Status: Permanent Full time Work Hours: Monday to Friday **Purpose and Accountability**: In keeping with the mission of the agency, reporting to the Executive Director, and working in cooperation and consultation with the management team, finance committee, staff...

Meet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. - Research and evaluate the 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...

Meet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. - Research and evaluate the 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...

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...

**What it's like to be a Federated Associate Office Services Administrator** The Associate Office Services Administrator is responsible for managing the assigned Office Services and facilities-related activities within the Winnipeg office. They work in conjunction with manager and Office Services administrators to ensure that all routine and non-routine...

**Position Overview** Reporting to the Senior Financial Officer, the Financial Specialist, Shared Services is responsible for supporting selected First Nation clients across Canada through remote accounting and on-going training. **Accountabilities** - Develop relationships with assigned clients that have an approved Financial Administration Law (FAL) to...

En tant que Spécialiste des Services Financiers chez BMO Groupe financier, vous jouerrez un rôle clé dans l'offre de services exceptionnels aux clients actuels et potentiels.La salaire estimée pour ce poste est de $52 400.00 - $94 300.00 par an.Description du poste :Résoudre les besoins financiers complexes des clients et recommander des solutions...

Requisition ID: 196286 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are committed to investing in our employees and helping you continue your career at Scotiabank. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and...

Job Title: Outreach & Benefits Facilitator Department: Tax Team Anticipated Start Date: January 2025 Hours: 8:30-4:30pm, Monday to Friday. Up to 2 days remote per week (May-Jan); non-remote 5 days/week (Feb-Apr) Location: 516 - 294 Portage Ave, and various community settings within Winnipeg **Salary**: $24/hour, 40 hours per week with extended health...