Financial Services Specialist

Key Responsibilities and QualificationsAs a Senior Compliance Specialist at Neo Financial, your key responsibilities will include:* Developing and maintaining extensive knowledge of federal and provincial compliance laws and regulations* Assisting in the implementation, development, and review of internal policies and procedures to ensure alignment with...

As a Financial Partnerships Specialist at Neo Financial, you will be responsible for expanding our Partner Network by introducing retail brands to our Business Solutions. You will work closely with our team to create a great first impression and build a pipeline of qualified leads.Responsibilities:Working with our team to expand our Partner NetworkDeveloping...

In today's fast-paced financial landscape, it's more important than ever to have a solid understanding of our clients' needs and goals. As a Banking Services Specialist, you will play a critical role in helping our clients achieve their financial objectives.Your responsibilities will include:Providing expert advice and guidance on banking products and...

At ATB Financial, we're dedicated to building a workforce reflective of those within our communities. We strive to create a culture where our team members are equipped with what they need to succeed – their way.As a Mortgage Operations Student, you'll play a vital role in supporting various internal and external audiences, including ATB mortgage services,...

Role: Administrative Specialist (Tax)Length: 3 Month ContractLocation: Calgary, AB (5 Days on-site)Rate: $25-27/hourYour new companyHays Specialist Recruitment has partnered with a leading professional services firm in Canada. We are currently hiring an Administrative Specialist to join their Tax Division on a 3 month contract basis. This candidate will be...

We're committed to empowering our team members to drive innovation and excellence in everything they do. As ATB Financial's next Advisory Services Risk & AML Team; AML & Compliance Specialist, you will play a vital role in shaping the future of our organization.This role involves working closely with various teams across ATB, including Business and Corporate...

Job SummaryWe are seeking a highly skilled Tax Operations Analyst III to join our team at ATB Financial. In this role, you will play a key part in ensuring the efficient and accurate completion of day-to-day account maintenance activities. You will also be responsible for administering our FACTA, CRA, and QI Compliance program, as well as non-plan tax...

We are seeking a highly skilled Wealth Management Associate or Wealth Advisor to join our team at Northfront Financial.About the RoleAs a key member of our wealth management team, you will provide support to Portfolio Managers in helping clients achieve their financial goals. This includes gathering and analyzing financial data, developing sound financial...

OverviewAt ATB Financial, we are dedicated to providing exceptional financial services to our clients. As an Associate Director of Commercial Lending, you will play a key role in maintaining strong client relationships and ensuring the profitability of our portfolio.

**Career Opportunities**">As a student intern with our Wealth Management team, you will have the opportunity to develop valuable skills and gain hands-on experience in the financial services industry.You will work closely with our experienced Financial Advisors to provide administrative support and assist with tasks such as closing zero balance accounts,...

Transforming Financial Services for the BetterWe're on a mission to revolutionize financial services in Canada, and we're looking for a Senior Human Resources Business Partner to join our team.At Neo Financial, we're not just building a company - we're building a movement. We're passionate about creating a more rewarding financial experience for all...

**About Us**Near Financial is a cutting-edge fintech company dedicated to providing innovative financial solutions to Canadians. With a strong focus on customer satisfaction and a commitment to excellence, we're making waves in the financial services industry.We're on a mission to create a more rewarding financial experience for all Canadians. To achieve...

About ATB FinancialAt ATB Financial, we strive to make a positive impact on our clients' lives and the communities we serve. Our core values are built around creating a high-care, high-performance culture that empowers our team members to drive business success.We're committed to building a workforce reflective of those within our communities, and a culture...

About the RoleWe are seeking a highly motivated and results-driven individual to join our team as a Senior Financial Services Specialist. In this role, you will be responsible for providing expert advice and guidance to our customers, helping them achieve their financial goals.Taking a proactive approach to understanding customer needs and...

About Neo FinancialNeo Financial is a rapidly growing fintech company transforming financial services for Canadians. Our goal is to provide a more rewarding financial experience through innovative products and services. As a Senior Compliance Specialist, you'll join a high-performing team of professionals who are passionate about making a difference in the...

About ATB FinancialAt ATB Financial, we exist to make it possible for our clients, team members and communities. Our purpose goes beyond mere aspiration; we're committed to living by our values every day.We strive to create a high-care, high-performance culture that consistently earns us recognition as one of Canada's top employers. This culture is upheld by...

Our Corporate Banking group is a highly specialized team of experts who provide a full suite of financial services solutions including corporate banking, loan syndications, project finance, trade finance, debt capital markets, rates, FX, commodities & fixed income sales & trading, M&A advisory, acquisitions and divestitures (A&D) and private equity, and...

Join Our Mission to Revolutionize Financial ServicesWe're on a mission to transform financial experiences for Canadians, and we're looking for a talented Lead Product Designer to join our team!As a key member of our product design team, you will work closely with cross-functional teams to drive design vision and strategy across our product suite. Your...

Freelance Social Media/Digital Marketing Specialist Part-time/Contract Positions Available | Remote/Hybrid | Calgary, AB Up Financial is a Wealth Management firm that specializes in providing comprehensive financial planning and sophisticated investment advice. We believe in high-value communication—our digital presence should reflect the same level of...

Overview of Our ClientOur client is a renowned leader in the Canadian legal market, known for their expertise in Capital Markets, M&A, Project Finance, and Banking. With a strong commitment to excellence, they strive to deliver outstanding results for their clients and colleagues alike. About the RoleWe are seeking a talented Junior Corporate and Financial...