Financial Services Assistant

About the Position:This is an exciting opportunity to join our team as a Licensed Sales Assistant. You will play a critical role in supporting our financial advisors, processing client transactions, and maintaining accurate records. To succeed in this position, you will need strong organizational and communication skills, as well as the ability to work...

Job OverviewThe role of the Financial Advisor Assistant at Raymond James Ltd. is a vital one, requiring an individual with exceptional administrative skills and a dependable nature. This position involves working within deadlines both independently and as part of a team, with a focus on customer service and maintaining high-quality financial services for...

OverviewCutting-edge financial solutions require cutting-edge talent. As a Financial Services Associate at CI Financial, you will play a pivotal role in shaping the future of Canadian wealth management.About UsCI Financial is one of Canada's leading investment fund companies. We're known for our innovation, adaptability, and commitment to excellence. Our...

About the PositionThis role offers a unique opportunity to work with a dynamic team and contribute to the success of our clients.Main ResponsibilitiesProvide comprehensive administrative support to 2-3 life insurance specialists, ensuring timely and accurate processing of in-force policy service requests.Serve as the first point of contact for clients,...

We are currently seeking a detail-oriented Associate Financial Services Analyst to support our financial processing team at CI Financial.About the Role:In this position, you will be responsible for accurately processing and recording fee-related transactions, collaborating with IT to ensure correct calculations and postings, and ensuring compliance with...

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 serve. We...

About UsCI Financial is a leading investment fund company in Canada, known for its innovation and ability to adapt quickly to the changing needs of investors. Our fast-paced work environment offers opportunities for advancement, making us a great place to grow your career.Career OverviewWe are currently seeking a skilled Associate to join our Corporate...

We are seeking a skilled and experienced Financial Services Professional to join our team at Educators Financial Group. In this role, you will be responsible for providing exceptional administrative support to our Client Advisory Services Team (CAST) and our clients.As a key member of our team, you will play a critical role in building, enhancing, and...

About Us\Educators Financial Group is a leading provider of financial planning and investing services exclusively to education members and their families. With a strong history dating back to 1975, we have established ourselves as the education community's trusted financial specialist.\Our mission is to empower our clients to achieve their financial goals...

Job OverviewWe are seeking a highly skilled and motivated Bilingual Client Service Associate to join our team at CI Financial. In this role, you will be responsible for providing top-notch client support to our Financial Advisors, collaborating with internal and external stakeholders to ensure seamless operations.This is an excellent opportunity for someone...

At CI Financial, we foster a culture that empowers employees to take ownership of meaningful work. As a Bilingual Client Service Associate, you will collaborate with internal and external stakeholders to deliver exceptional client support to our Financial Advisors.About the RoleThis is a client-facing position that requires a high level of experience working...

About CI Financial">At CI Financial, we pride ourselves on providing a supportive and inclusive work environment where employees can grow and thrive. As a leading global wealth management and asset management advisory services firm, we are committed to delivering exceptional client service and fostering a culture of innovation and excellence.About the...

Company DescriptionExperior Financial Group is a leading financial services firm with a unique model that combines the strengths of captive agencies, independent brokerages, and network marketing. With over 6,400 licensed associates across Canada and the U.S., the company provides comprehensive insurance and investment solutions to help families build strong...

We're seeking a skilled Financial Services Specialist to join our team at Educators Financial Group. As a key member of our sales team, you will be responsible for developing networks to grow our client base, raising awareness of our company and our services within the education community, increasing investments from existing clients within your assigned...

About UsEducators Financial Group is a leading provider of financial planning and investment services exclusively to education members and their families.We pride ourselves on being the education community's trusted financial specialist, supporting our clients on their financial journey and empowering them to reach their goals.

Job Details">We are seeking a highly skilled professional to join our TREP team as a Vice President, Tax, Retirement and Estate Planning. In this role, you will work closely with our sales teams to provide technical guidance and support, develop educational content, and stay up-to-date with changes in tax laws and regulations.">Key Responsibilities">Work...

At Neo Financial, we're revolutionizing the way Canadians manage their finances. As a Mortgage Underwriter, you'll play a critical role in shaping our mission by reviewing documentation and underwriting deals from across the country.The ideal candidate will have 2+ years of experience in the Canadian mortgage industry, with a passion for growth and...

About UsEducators Financial Group is a leading provider of financial planning and investing services to the education community. With a strong history dating back to 1975, we have established ourselves as the go-to financial specialist for educators and their families.Job DescriptionWe are seeking a highly motivated Certified Financial Planner professional...

We are seeking a highly skilled Financial Services Representative to join our team at Fairstone Financial Inc. This role is ideal for individuals who enjoy working in a dynamic environment and are passionate about providing exceptional customer service.As a Financial Services Representative, you will be responsible for contacting past due customers,...

Job Description - Financial Advisor Assistant (2500118)At Raymond James,we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.How does the...