Financial Services Manager
1 month ago
We are seeking a highly skilled Financial Sales and Service Supervisor to join our team at Infinity Wealth Solutions Inc. As a key member of our team, you will be responsible for providing exceptional customer service, managing financial transactions, and developing business relationships.
Key Responsibilities:- Approve or reject loan applications, or recommend applications for approval or rejection
- Assist clients in achieving their financial objectives, such as business expansion, debt management, and investment
- Complete credit and loan documentation, and submit applications to management
- Research and evaluate loan applicants' financial status, references, credit, and ability to repay loans
- Network to develop business relationships, promote financial services, and attract corporate and individual customers
- Secondary (high) school graduation certificate
- Urban area work setting
- Excellent oral and written communication skills
- Attention to detail, ability to work under pressure, and meet tight deadlines
- Client focus, efficient interpersonal skills, and team player
- Permanent employment
- 37.5 hours per week
- English language of work
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Financial Services Professional
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeTianxin Financial Services Corp is seeking a skilled Financial Services Professional to join our team. The ideal candidate will have a Bachelor's degree and 1 year to less than 2 years of experience in the financial industry. Key responsibilities include:Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial...
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Financial Services Professional
3 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob SummaryTianxin Financial Services Corp is seeking a skilled Financial Services Professional to join our team. As an Investment Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesIdentify clients' financial...
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Financial Services Officer
3 weeks ago
Hamilton, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeRole SummaryDUCA Financial Services Credit Union Ltd. is seeking a highly skilled and motivated Financial Services Officer to join our dynamic Hamilton branch. As a key member of our team, you will play a vital role in helping our members achieve their financial goals and improve their overall well-being.Key ResponsibilitiesEstablish and maintain strong...
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Financial Services Officer
4 weeks ago
Hamilton, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeFinancial Services Officer Job DescriptionAt DUCA Financial Services Credit Union Ltd., we're seeking a highly skilled Financial Services Officer to join our dynamic team. As a key member of our branch advisory team, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Establish strong relationships with members...
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Financial Services Officer
4 weeks ago
Hamilton, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeFinancial Services Officer Job DescriptionAt DUCA Financial Services Credit Union Ltd., we're seeking a highly skilled Financial Services Officer to join our dynamic team. As a key member of our branch advisory team, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Establish strong relationships with members...
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Financial Planning Expert
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob SummaryTianxin Financial Services Corp is seeking a skilled Financial Planning Expert to join our team. As a key member of our wealth management team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesDevelop and implement...
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Financial Services Officer
4 weeks ago
Hamilton, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeJob Title: Financial Services OfficerDUCA Financial Services Credit Union Ltd. is seeking a highly skilled and motivated Financial Services Officer to join our team. As a Financial Services Officer, you will play a key role in helping our members achieve their financial goals by providing expert advice and guidance on a range of financial products and...
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Financial Services Officer
4 weeks ago
Hamilton, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeJob Title: Financial Services OfficerDUCA Financial Services Credit Union Ltd. is seeking a highly skilled and motivated Financial Services Officer to join our team. As a Financial Services Officer, you will play a key role in helping our members achieve their financial goals by providing expert advice and guidance on a range of financial products and...
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Financial Planning Specialist
3 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Tianxin Financial Services Corp. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the financial industry.The Financial Planning Specialist will be responsible for identifying clients' financial goals and objectives, analyzing their financial records,...
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Financial Planning Expert
3 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeAt Tianxin Financial Services Corp, we are seeking a skilled Financial Planning Expert to join our team. The ideal candidate will have a strong background in education and experience in financial planning, with a focus on identifying clients' financial goals and objectives. Key responsibilities include analyzing clients' financial records, developing...
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Financial Planning Advisor
3 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeFinancial Planning AdvisorTianxin Financial Services Corp is seeking a skilled Financial Planning Advisor to join our team. As a Financial Planning Advisor, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients'...
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Financial Planning Expert
3 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeWe are seeking a skilled Financial Planning Expert to join our team at Tianxin Financial Services Corp. The ideal candidate will have a strong background in education and experience in financial planning, with a focus on identifying clients' financial goals and objectives.The successful candidate will have a Bachelor's degree or equivalent experience, and...
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Financial Planning Consultant
59 minutes ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob DescriptionWe are seeking a skilled Financial Planning Consultant to join our team at Tianxin Financial Services Corp.Job SummaryThis role involves working closely with clients to identify their financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Client Consultation: Meet...
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Financial Planning Expert
2 days ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeEducation: Bachelor's degree is required for this role, or equivalent experience in a related field.Experience: 1 year to less than 2 years of experience in investment planning, or a related field.Key Responsibilities:Identify clients' financial goals and develop tailored financial plans to achieve them.Conduct thorough analyses of clients' financial records...
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Financial Services Manager
2 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob Title: Financial Services ManagerJob Summary: We are seeking a highly skilled Financial Services Manager to join our team at Infinity Wealth Solutions Inc. The successful candidate will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and researching loan applicants' financial status.Key...
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Financial Record Manager
7 days ago
Hamilton, Ontario, Canada Sab 13Ji tax and accounting services Full timeFinancial Record Manager Job SummaryWe are seeking a highly skilled Financial Record Manager to join our team at Sab 13Ji tax and accounting services.The ideal candidate will have a strong background in bookkeeping and financial management.Key Responsibilities:Calculate and prepare cheques for payrollKeep financial records and maintain and balance various...
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Financial Services Manager
4 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob Title: Financial Sales and Service SupervisorWe are seeking a highly skilled Financial Sales and Service Supervisor to join our team at Infinity Wealth Solutions Inc.Job Summary:The Financial Sales and Service Supervisor will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit...
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Financial Services Manager
4 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob Title: Financial Sales and Service SupervisorWe are seeking a highly skilled Financial Sales and Service Supervisor to join our team at Infinity Wealth Solutions Inc.Job Summary:The Financial Sales and Service Supervisor will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit...
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Financial Services Manager
3 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob Title: Financial Services ManagerJob Summary: We are seeking a highly skilled Financial Services Manager to join our team at Infinity Wealth Solutions Inc. The successful candidate will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and researching loan applicants' financial status.Key...
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Financial Services Manager
4 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob Title: Financial Sales and Service SupervisorWe are seeking a highly skilled Financial Sales and Service Supervisor to join our team at Infinity Wealth Solutions Inc. As a key member of our team, you will be responsible for providing exceptional customer service, managing financial transactions, and developing business relationships.Key...