Financial Services Assistant

**Progressa** Progressa helps tens of thousands of Canadians improve their financial health by paying off outstanding debt and collection items, resulting in improved credit and getting them back to living their life. **Reason to Join Progreesa!** At Progressa, we are a diverse group whose goal is to achieve measurable improvement to our customers'...

About The Job Primerica a leading financial services company in North America, is seeking ambitious individuals from all backgrounds to join our team of professionals. NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. The desired candidate should possess the following skills: You're a self-starter capable of thriving on a team Excellent...

About The Job Primerica a leading financial services company in North America, is seeking ambitious individuals from all backgrounds to join our team of professionals. NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. The desired candidate should possess the following skills: You're a self-starter capable of thriving on a team Excellent...

Education: Bachelor's degree - Experience: 2 years to less than 3 years **Tasks**: - Plan and control budget and expenditures - Hire, train, direct and motivate staff - Establish and implement policies and procedures for accounting and financial control - Establish and implement policies and procedures for buying and selling of financial products - Oversee...

Education: - Expérience: **Education**: - Bachelor's degree **Tasks**: - Plan and control budget and expenditures - Hire, train, direct and motivate staff - Establish and implement policies and procedures for accounting and financial control - Establish and implement policies and procedures for buying and selling of financial products - Oversee the...

Overview: SD Financial Services Inc. is a small General Insurance Agency. We are seeking a dedicated Part-Time Office Assistant to help with filing and office maintenance in person in North York. **Duties**: - Manage incoming and outgoing correspondence with clients, insurance companies, and the brokerage. - Send and receive memos in Broker Management...

Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families. As a...

Education: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning - Arrange for sale of...

**Job Summary** As a Lead Generator, you will be at the forefront of our sales efforts to help the Filipino community achieve their financial goals. Your role will be to connect with potential clients, share the value of our services, and set up appointments for our financial advisors. You’ll be researching leads, making initial contact, and building...

**Job Posting: Administrative Assistant** We are seeking a detail-oriented and organized Administrative Assistant to join our team. As an Administrative Assistant, you will be responsible for various administrative tasks related to document management, financial transactions, and client services. **Key Responsibilities**: - Perform administrative tasks,...

**Manager, Financial Services (MFS)** If you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager Financial Services (MFS) position. In partnership with the the Assistant General Manager, the MFS will oversee branch operations to ensure growth, profitability,...

Education: - Expérience: **Education**: - Bachelor's degree - Statistics, general - Economics, general - Accounting - Finance, general **Work setting**: - Financial management/services - Office building **Tasks**: - Evaluate financial risk - Collect financial and investment information about companies, stocks, bonds and other investments - Prepare...

**Administrative Assistant** - 2303943 Vijay Wealth Advisory of Raymond James Ltd. is looking for an Administrative Assistant to work with our team of financial professionals in our North York office. Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

Academy of Learning College is actively seeking Financial Aid Assistants to join our workforce! **Primary Responsibilities**: The primary responsibility of a Financial Aid Assistant is to guide students in their search for educationally-related financial assistant (OSAP, Second Career/Better Jobs Ontario) and determine their eligibility. They will assist...

Educators Financial Group is seeking a proactive and passionate **Client Services Representative** to provide administrative support to Educators’ Client Advisory Services Team (CAST). In this role, you will embody our brand and dedicate yourself to putting our clients first. Our clients primarily consist of members of the Ontario Secondary School Teachers...

Educators Financial Group is seeking a proactive and passionate **Client Services Representative** to provide administrative support to Educators’ Client Advisory Services Team (CAST). In this role, you will embody our brand and dedicate yourself to putting our clients first. Our clients primarily consist of members of the Ontario Secondary School Teachers...

**About us** Our goal is to provide working capital solutions to Canadian businesses. **Job Overview** **Duties** - Assist in risk analysis and evaluation of potential clients' financial backgrounds - Enter, track, and update loan data related to pricing models and deal structures in internal systems - Maintain accurate loan pricing records and assist in...

Role and Responsibilities PosPro Financial offers vehicle financing for all the following categories - ATVs, Snowmobiles, Motorcycles, Cars, Trucks, Boats, Tractors, Power Equipment RV’s, Hot Tubs/Home Improvement, Travel, and Utility Trailers. We act as a brokerage and have access to many lenders which allows us to find loan solutions for folks in almost...

Goldstein Financial Consultants is an independent Mutual Fund Dealership located in North York. It is a family owned business that has been in operations for over 50 years. **Position Summary**: The primary responsibility for this role is to ensure the seamless administration of the mutual fund SWP/RRIF/LIF module for all clients. This role will also be...

Goldstein Financial Consultants is an independent Mutual Fund Dealership located in North York. It is a family owned business that has been in operations for over 50 years. **Position Summary**: The primary responsibility for this role is to ensure the seamless administration of the mutual fund SWP/RRIF/LIF module for all clients. This role will also be...