Insurance and Financial Planning Coordinator

Unlock Your Potential as a Financial Planning Strategist at Ventum Financial CorpWe're a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, renowned for our client-centric approach and entrepreneurial spirit. Our company, Ventum Financial Corp, offers unbiased investment solutions, professional management, and...

About UsBlueShore Financial is a leading financial institution in British Columbia, with $7 billion in assets under administration and 390 employees. Our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.Salary RangeThe base salary for this role is $50,000 to $75,000, with the majority of total income coming from...

Company Overview">AMC Insurance is a leading provider of comprehensive insurance solutions for individuals and businesses. We are committed to helping our clients secure their financial future through expert advice and tailored insurance plans.

About Enotecca Wineries and Resorts IncWe are a dynamic organization that offers an exciting opportunity for a Financial Planning Specialist to join our team.Estimated Salary: $120,000 - $180,000 per annumJob DescriptionKey Responsibilities:Budget Management: Develop and implement effective budgeting strategies to ensure optimal financial performance.Policy...

About Quantum Management Services Ltd.Quantum Management Services Ltd. is a leader in the financial industry, offering comprehensive solutions to its clients. We are seeking an experienced Financial Planning Specialist (FPS) to join our team in downtown Vancouver. As a key member of our team, you will be responsible for collaborating with Investment Advisors...

**Job Summary:**We are seeking an experienced Estate Wealth Manager to join our team at Quantum Management Services Ltd. in Vancouver, BC.This is a permanent position that requires expertise in financial planning, wealth preservation, and insurance products to deliver comprehensive solutions for clients.Key Responsibilities:Create tailored financial plans...

Job OverviewWe are seeking a seasoned Estate Planning Specialist to join our team at Quantum Management Services Ltd. in Vancouver, BC. As an expert in financial planning and wealth management, you will be responsible for collaborating with Investment Advisors to deliver comprehensive financial solutions.Key Responsibilities:- Prepare tailored financial...

Role OverviewThis leadership position is responsible for driving financial planning, analysis, and decision support across the organization.Job SummaryWe are seeking an experienced Financial Planning and Analysis (FP&A) leader to play a key role in driving financial success and informed decision-making at LGM Financial Services.Key ResponsibilitiesLead FP&A:...

About the Role:">We are seeking a talented Commercial Insurance Solutions Specialist to join our team at Northbridge Financial Corporation. This is an exciting opportunity to work with a leading commercial insurance provider, helping Canadian businesses navigate complex risks and achieve their goals.Key Responsibilities:">">Customize insurance solutions for...

Job OverviewVentum Financial Corp is seeking a skilled Estate Planning Specialist to join our team. This role requires expertise in financial planning, wealth preservation, and insurance solutions.Key Responsibilities:Prepare comprehensive financial plans for clients, including retirement projections and recommendations for CPP/OAS payments, RIF conversions,...

As a leading insurance provider in Canada, Western Financial Group has over 220 locations across the country and employs over 2,100 team members. Our actions are guided by our core values of Truthfulness, Fairness, Value, and Loyalty.We take pride in delivering exceptional insurance solutions to our customers, empowering them to live confidently. As an...

OverviewA dynamic and rewarding opportunity awaits an experienced Personal Lines Insurance Advisor to join our team at AMC Insurance. In this role, you will be responsible for providing personalized insurance solutions to clients in Metro Vancouver, ensuring their financial security through comprehensive risk management strategies.We are seeking a highly...

Job OverviewWestern Financial Group is seeking a dedicated and experienced Insurance Branch Manager to lead our team in Nanaimo, BC. As a key member of our organization, you will be responsible for managing and supporting your team to achieve sales targets while focusing on employee engagement and client retention.About the RoleThis is a full-time position...

Job DescriptionAt Raymond James Ltd., we're seeking a seasoned Financial Planning Expert to join our team of professionals dedicated to delivering exceptional service to high net worth clients. As a key member of our Total Wealth Solutions team, you'll be responsible for providing comprehensive financial planning services, analyzing client needs, and...

Job OverviewWe are seeking a highly motivated and customer-focused Insurance Sales Professional to join our team at Western Financial. As an Insurance Advisor, you will be responsible for providing exceptional service to our clients, ensuring their insurance needs are met in a timely and efficient manner.Company OverviewWestern Financial is one of Canada's...

About UsAMC Insurance is expanding its commercial insurance services and seeks a skilled professional to join its team in Burns Lake, BC. As a commercial insurance advisor, you will collaborate with the commercial team to develop and promote new and renewal business for clients.Salary and BenefitsThe successful candidate can expect a competitive salary...

About Our ClientWe are seeking an experienced Financial Planning Strategist to join our team in Vancouver, BC. In this role, you will collaborate with Investment Advisors to deliver comprehensive financial planning and retirement projections.Key ResponsibilitiesDevelop personalized financial plans tailored to client needs.Provide recommendations on CPP/OAS...

About Definity Financial">Definity Financial is the parent company to some of Canada's most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance.">Career Opportunity">We are seeking a Senior Financial Analyst - Data Insights Specialist to join our team. This role...

Job OverviewA commercial insurance advisor is required to join our team at AMC Insurance in Burns Lake, BC. This role involves collaborating with the commercial team to develop and promote new and renewal business for clients.Salary Information$70,000.00-$90,000.00 per year, plus commission pay.Job Responsibilities* Prepare RFQs, proposals, and binders for...

About the RoleWe are seeking a highly organized and detail-oriented Strategic Financial Operations Coordinator to join our team. This role will provide administrative support to our Wealth & Estate Planning Specialists, assisting with insurance planning and financial planning responsibilities.Key ResponsibilitiesAdministrative Responsibilities (15%):Notify...