Financial Services Coordinator

About the RoleThe ideal candidate will have extensive experience in Canadian and cross-border financial planning, as well as a deep understanding of all Canadian investment solution structures and accounts. They will possess excellent verbal, written, and interpersonal communication skills, with the ability to build strong relationships with clients and...

About Serenia Life FinancialWe have been helping Canadians achieve financial security through leading-edge products for close to a century. Our approach is centered around understanding our clients' financial needs and providing proactive solutions.We value building deep relationships with our clients through being human and kind. This approach enables them...

In this role as Financial Operations Coordinator, you will be responsible for coordinating and executing financial operations within the Vancouver Island Health Authority. Your key responsibilities will include ensuring the accuracy and timeliness of financial data, maintaining relationships with external partners and stakeholders, and contributing to the...

Job DescriptionSupport investment advisors in providing exceptional customer service and meet client requests.Carry out routine operations related to financial transactions, including purchases and sales of securities, transaction adjustments, deposits, withdrawals, transfers, and currency conversions.Analyze, open, and update client files, produce portfolio...

Location: British ColumbiaType: Full TimeImagine working for a company that is both Human and Kind...At Serenia Life Financial, we've been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients' financial needs and to proactively provide solutions. As a Serenia Life Financial...

In this role as Servicing Coordinator - Payroll, you will oversee all aspects of Payroll processing, including bi-weekly payroll cycles. You will also provide a coordinated and consistent approach to the delivery of Payroll services, ensuring compliance with relevant laws and regulations.A key responsibility will be to develop and recommend budgets, monitor...

At Raymond James, we develop, collaborate, decide, deliver, and improve together.Raymond James Ltd. is Canada's leading independent investment dealer, offering high-quality investment products and services to Canadians seeking customized solutions for their wealth management needs.Certified Financial Planner, ideally with a CRPC (USA) or CPA designationAre...

We are currently seeking a Marketing & Communications Coordinator to join our team. The Marketing & Communications Coordinator is responsible for providing all aspects of administrative support to the Marketing & Communications Team. This role involves many different functions, including the coordination of scheduling and logistics, handling confidential...

Serenia Life Financial OverviewWe are a company that has been dedicated to helping Canadians achieve financial security through innovative products for nearly a century. Our focus is on understanding our clients' financial needs and providing tailored solutions.We strive to build lasting relationships with our clients by embodying the values of being human...

About VancityVancity is a member-owned credit union built on the principles of inclusion and social justice. With a relentless commitment to their values, they have challenged the status quo and broken down barriers since 1946. Their bold commitments include making Vancity net-zero by 2040 across all mortgages and loans, pursuing strategies for Indigenous...

Job DescriptionFinancial Analyst - BudgetsCompetition Number: 25/30Posting Scope: Internal / ExternalPosted Date: February 20, 2025Closing Date: March 6, 2025, 4:30 PM PSTDepartment: FinancePosting Type: Continuous (Regular Full-Time)Work Schedule: Monday to Friday (35 hour work week)Salary: $48.05 per hour, Pay Grade 14Job Code: 4222Employee Group: This is...

At Coastal Community, we are seeking an Account Manager to support our Capital Region. This role requires someone with experience in financial services, including loans, investments, and personal mortgages.About the RoleThis position involves growing new and existing relationships with customers, working closely with a team of professionals to offer a range...

Company OverviewAt Coast Capital Savings, we're committed to building a better future for our members. As a member-owned cooperative, we prioritize their needs and goals, offering personalized financial services and support.We've been serving our community for over 80 years, with a strong focus on innovation, collaboration, and social responsibility. Our...

Service Coordination Specialist - (208083)Royal Jubilee Hospital - Victoria, BC V8R 1J8 CA (Primary)Work Area (FBA Only): Multi-SiteTravel Requirement: NoShift Start Time/End Time: 08:30-17:22Days Off: Not specifiedVacancy Type: Regular FTSalary Range (Hourly Rate): $50.48 - $50.48Paid FTE: 1.0Worked BI-WEEKLY HOURS: 75Planned Start Date: Jan. 15...

**Job Description**As an Insurance Sales Producer at Western Financial Group, you will play a crucial role in identifying and acquiring new business opportunities in Personal Lines or Commercial Lines Insurance. Your expertise and professional network will enable you to deliver tailored insurance solutions to clients, ensuring their needs are met and...

Finance & Operations Coordinator Ammolite Technology - Victoria, BC (In-Office Position) About Us: Ammolite Technology is a growing IT managed service provider serving small to medium-sized businesses across Western Canada. As we continue to grow we are looking to add a Finance & Operations Coordinator to our team. Role Overview: We're seeking a...

Job SummaryThis Administrative Coordinator role provides essential clerical support services to a multi-disciplinary team, requiring excellent organizational and communication skills.Coordinate scheduling, maintain client charts, and process referrals, ensuring accurate and timely completion of tasks.Operate a multi-line switchboard, respond to inquiries,...

Job OverviewThe City of Victoria's Finance department has an exciting opportunity for a skilled professional to join our team as a Financial Analyst – Budgets. This role works closely with teams across the organization to support planning, coordination, and development of operating and capital budgets.We are looking for a critical thinker, innovator, and...

GFL Environmental Inc. is currently seeking a highly skilled and detail-oriented Billing Coordinator to join our team in the Victoria office.About the RoleThe successful candidate will possess exceptional communication skills, with the ability to multitask in a fast-paced environment. This position requires an enthusiastic individual who presents a...

Job SummaryThe Salvation Army is seeking a dedicated and detail-oriented Coordinated Services Manager to oversee the Trades Start program, ensuring smooth day-to-day operations and long-term success. This role involves coordinating program activities, building relationships with stakeholders, and monitoring participant progress.Main Responsibilities:Develop...