High-Value Financial Consultant

Transforming Financial Services with Neo FinancialWe are seeking a highly skilled Lead Product Manager to join our team in Calgary, AB and lead the development of our financial products. As a member of our product management team, you will be responsible for defining product vision and strategy, guiding engineering teams, and working closely with...

About Neo FinancialAt Neo Financial, we're revolutionizing the financial services industry by providing Canadians with a more rewarding experience. Our company has experienced incredible growth, earning us recognition as LinkedIn's Top Startup in Canada for 2022 and 2023.We've built a strong foundation of talented individuals who share our passion for...

About MD Management LimitedMD Management Limited, a division of Scotia Wealth Management, is a leading provider of comprehensive financial services. With a commitment to excellence and customer satisfaction, we strive to deliver exceptional results in an inclusive and high-performing environment.We are seeking a talented Senior Financial Consultant to join...

About the RoleAs a seasoned Senior Advisor, you will play a crucial role in MD Management Limited's success by contributing to the overall client value performance in Canada. Reporting to the Regional Manager, your primary objective will be to execute specific individual goals, plans, and initiatives that align with the team's business strategies and...

BMO is seeking a skilled Senior Financial Services Consultant to join our team. This role will be responsible for providing expert financial guidance and advice to clients, helping them achieve their long-term goals.The ideal candidate will have 3-5 years of experience in the financial industry and hold a related post-secondary degree. They will be...

Job OverviewBMO Financial Group is seeking a highly skilled Investment Associate to join our team. As an Investment Associate, you will play a key role in developing and building a profitable business by partnering with senior investment professionals.Responsibilities* Build trust and strong client relationships to determine individual investment needs and...

Job OverviewAgrawal Associates, a well-established financial planning practice, is seeking a motivated and entrepreneurial individual to join our team as a High Net Worth Financial Planning Associate. This role offers an exciting opportunity to grow the business, work with private wealth management support teams, and develop skills in financial planning and...

Agrawal Associates is a well-established, client-centered financial planning practice seeking a highly motivated and disciplined individual with an entrepreneurial spirit to help grow its business.As a Strategic Financial Consultant, you will have front of the line access to Private Wealth Management Support, including an Advanced Financial Planning Team,...

Unlock Your Potential with Sun Life FinancialJob Overview:Sun Life Financial, a leading provider of financial services, seeks an experienced High Net Worth Underwriter to join our dynamic team. As a key member of our organization, you will play a vital role in shaping the future of our company and contributing to the success of our clients.Salary:$100,000 -...

We're seeking an experienced Mortgage Underwriter to join our team at Neo Financial. As a key player in our lending process, you'll be responsible for reviewing documentation and underwriting deals from across the country.The RoleYou will successfully deliver mortgages from application stage through to funding with the support of your Mortgage...

Transforming Lives through Financial ExpertiseBMO is committed to empowering individuals to achieve their financial goals. As an Expert Financial Consultant, you will play a pivotal role in providing personalized advice and solutions to customers, helping them navigate the complexities of personal finance.Key Responsibilities:Develop and implement tailored...

Join Neo Financial as a Full-Time Head of ProductEstimated Salary: $180,000 - $220,000 per year (dependent on experience)About UsNavigate the world of fintech with Neo Financial, a rapidly growing tech startup based in Calgary, AB. We're revolutionizing financial services for Canadians by building a more rewarding experience.Our team is comprised of...

BURNCO LLC is seeking a highly skilled Expert Oracle Financial Consultant – Finance Specialist to join our team based out of Calgary, Alberta. Reporting to the Application Support Lead and working closely with the IT Team.Job OverviewWe are looking for an individual with extensive experience in managing, implementing, and supporting General Ledger (GL),...

Company OverviewMD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented and enthusiastic Senior Financial Consultant to join our team in Calgary.We are committed to creating an inclusive environment where each individual brings their unique skills and experiences. If you require accommodation during the...

Empower clients' financial well-being through expert portfolio management. As a Senior Financial Strategist, you will leverage financial acumen to drive growth, mitigate risk, and deliver meaningful impact in ATB's energy lending portfolio. This role requires strong analytical skills to assess risk, identify opportunities, and develop strategic...

Role OverviewWe are seeking a talented Senior Advisor, Performance Management to contribute to the overall success of the MD Client Value Performance in Canada.As a key member of our team, you will assist MD clients and their families in achieving their personal financial goals, leveraging your experience and strong client focus to prepare comprehensive...

Experience a fulfilling career with MD Financial Management, a renowned division of Scotia Wealth Management, in Calgary.You will play a pivotal role in driving the success of the MD Client Value Performance in Canada by executing specific goals, plans, and initiatives that align with the team's business strategies and objectives. You will work closely with...

About the OpportunityIn this pivotal role as a Strategic Financial Planning Consultant at RBC, you will be an integral part of the Wealth Management Services team. Your mission is to collaborate with esteemed Advisors to deliver tailored financial planning solutions that cater to the distinct needs of High Net Worth (HNW) clients. As a trusted partner, you...

Neo Financial is a rapidly expanding tech startup building a more rewarding financial experience for Canadians.We're looking for a full-time Systems Administrator to join our Corporate Technology team in Calgary, AB.This challenging role includes planning and implementing technical solutions and collaborating with teams throughout the organization.The ideal...

**About Neo Financial**We're a rapidly expanding tech startup building a more rewarding financial experience for all Canadians. Our team of high-performing individuals is passionate about transforming financial services for the better.**Job Title:** Mortgage Loan Review SpecialistAs a critical member of our quality control team, you will play a key role in...