Financial Advisor/financial Services Specialist

Job OverviewBMO Financial offers a challenging and rewarding career opportunity as an Enterprise Financial Consultant. As a key member of our team, you will play a vital role in delivering financial solutions to our clients.We are seeking a motivated and experienced professional to join our team in this dynamic role. The successful candidate will have a...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

About the RoleWe are seeking an experienced Senior Financial Services Team Lead to join our team at Momentum Financial Services Group. In this role, you will be responsible for leading and developing a team of Financial Sales Representatives to promote our financial products and services to meet our customers' financial goals.

Education: College/CEGEP - Experience: 2 years to less than 3 years **Work setting**: - Urban area **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 - Open new personal...

Company OverviewMomentum Financial Services Group is a leading financial services provider in North America with over 400 retail locations and a history of serving local communities for over 40 years.We offer access to cash and related financial products to help customers achieve their financial goals under the Money Mart brand in Canada and Insta Cheques in...

Financial Advisor Career OverviewSun Life Financial offers a unique opportunity for motivated and skilled individuals to excel in their careers as financial advisors. With a focus on building long-term relationships with clients and providing expert advice, this role is perfect for those who enjoy helping others achieve their financial goals.

Job SummaryWe are seeking a detail-oriented Financial Accountant to prepare financial reports, maintain ledgers and statements, and perform various accounting tasks for Freedom Financial Agency.Responsibilities:Prepare financial reports and statements, including trial balances and reconciliationsMaintain general ledgers, accounts payable, and accounts...

Education: Bachelor's degree - Experience: 1 year to less than 2 years **Work setting**: - Brokerage house - Consulting firm **Tasks**: - Advise on and participate in the financial aspects of contracts and calls for tender - Analyze investment projects - Assist in preparing operating and investment budgets - Develop, implement and use tools for managing...

Education: - Expérience: **Education**: - Master's degree **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish objectives for the organization and formulate or approve policies and...

Education: Master's degreeExperience: 2 years to less than 3 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and...

Work Term: Permanent - Work Language: English - Hours: 30 hours per week - Education: Bachelor's degree - Experience: 5 years or more **Work setting**: - Financial management/services **Budgetary responsibility**: - $500,001 - $1,500,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs -...

52 Peel Centre Drive Brampton Ontario,L6T 0E2 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...

**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families and communities achieve success through a range of advice, products and services.We value unique skills and experiences each individual brings to the Bank, and are committed to creating an inclusive and accessible...

**About our Client**: Our Client is looking for a Finanical Services Representative specializing in** Life Insurance **to join their team. We are seeking a passionate advisor who is familar with Life Insurance products including**:T**erm** Life Insurance, **Whole **Life Insurance, **Universal **Life Insurance, and **C**ritical Illness...

**We are one of Canada’s Top Employers, Join Us Today** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Commercial Insurance Advisor** As a Commercial Insurance Advisor, you are a key player in supporting our Commercial lines clients....

**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...