Financial Services Professional

6 days ago


Calgary, Alberta, Canada TD Bank Full time

The Client Service Associate role at TD Bank offers a dynamic and challenging opportunity to support the success of our Financial Planners in Calgary, Alberta.

Job Overview

We are seeking an experienced professional to provide exceptional sales and service support to our clients. As a Client Service Associate, you will be responsible for responding to client inquiries, assisting with new account openings, and providing sales support to our Financial Planners.

Responsibilities
  • Client Support: Respond to client inquiries, provide options and solutions, and ensure timely completion of administrative tasks.
  • Sales Support: Assist Financial Planners in identifying net asset growth and revenue opportunities.
  • Data Analysis: Gather and analyze data to identify and solve complex problems.
Requirements

To succeed in this role, you must have advanced knowledge of business, operations, and regulatory environments. You should also possess excellent communication and problem-solving skills.

Compensation

The estimated salary for this position is $51,400 - $72,600 CAD per year, based on your location and experience.

About TD Bank

At TD Bank, we are committed to enriching the lives of our customers, communities, and colleagues. We offer a total rewards package that reflects our investment in our colleagues' financial, physical, and mental well-being.



  • Calgary, Alberta, Canada INDER SANDHU ACCOUNTING & TAX SERVICES INC. Full time

    Job SummaryWe are seeking a highly skilled Financial Services Professional to join our team at Inder Sandhu Accounting & Tax Services Inc. as an Accounting and Bookkeeping Specialist.About the RoleIn this dynamic role, you will be responsible for maintaining financial records, preparing cheques for payroll, calculating fixed assets and depreciation, and...


  • Calgary, Alberta, Canada beBee Professionals Full time

    BeBee Professionals is looking for a Financial Services Professional to join our team in Calgary. The ideal candidate will have a strong background in corporate finance and be able to provide financial advice and services to clients.Responsibilities will include:Developing and executing financial strategiesProviding financial analysis and managing financial...


  • Calgary, Alberta, Canada Neilson Financial Services Full time

    Neilson Financial Services is a leading provider of life insurance solutions in Canada. We are seeking a highly skilled and driven Life Insurance Sales Advisor to join our team in Calgary, Alberta.About the RoleThis is a fantastic opportunity for a sales professional who wants to make a difference in people's lives by helping them secure their financial...


  • Calgary, Alberta, Canada Neilson Financial Services Full time

    About Neilson Financial ServicesNeilson Financial Services is a leading provider of life insurance solutions, dedicated to helping individuals and families secure their financial future.


  • Calgary, Alberta, Canada Global Sky Immigration Services Inc. Full time

    Job Title: Financial Bookkeeping ProfessionalWe are seeking a skilled Financial Bookkeeping Professional to join our team at Global Sky Immigration Services Inc.Job Description:The successful candidate will be responsible for maintaining accurate financial records, establishing and balancing various accounts using manual and computerized bookkeeping systems....


  • Calgary, Alberta, Canada Selina Pan Professional Corp. Full time

    We are seeking a highly organized Bookkeeping and Financial Data Specialist to join our team at Selina Pan Professional Corp.The ideal candidate will have a strong foundation in bookkeeping principles and practices, with the ability to maintain accurate and up-to-date financial records.The successful candidate will be responsible for calculating and...


  • Calgary, Alberta, Canada Neilson Financial Services Full time

    About UsAt Neilson Financial Services, we're dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.


  • Calgary, Alberta, Canada CWB Financial Group Full time

    About CWB Financial GroupCWB Financial Group is a leading financial institution dedicated to building value for its people, clients, and investors. We strive to create long-term relationships by providing exceptional service, expertise, and guidance.Job OverviewThe AVP, Real Estate Lending position at CWB Financial Group offers an exciting opportunity to...


  • Calgary, Alberta, Canada Selina Pan Professional Corp. Full time

    Job Title:Financial AdministratorCompany Overview:Selina Pan Professional Corp. is seeking an experienced financial administrator to join our team.Estimated Salary:$45,000 - $55,000 per yearJob Description:We are looking for a highly organized and detail-oriented individual to assist with various financial tasks, including preparing general ledgers, journal...


  • Calgary, Alberta, Canada BMO Full time

    BMO is a leader in the financial industry, and we're seeking an Executive Financial Services Professional to join our team.As an Executive Financial Services Professional, you'll have the opportunity to work with clients to understand their financial goals and develop personalized plans to help them achieve success.You'll be responsible for providing expert...


  • Calgary, Alberta, Canada RBC Full time

    Company OverviewRBC is a leading financial institution with a strong brand and reputation. Our commitment to innovation and growth has enabled us to build a trusted network of clients and partners.SalaryThe estimated salary for this role is $80,000 - $120,000 per year, depending on experience and qualifications.Job DescriptionThis role offers the opportunity...


  • Calgary, Alberta, Canada Accel Professional Corporation Full time

    Are you looking for a challenging role in financial management? Accel Professional Corporation is seeking a highly skilled Financial Administrator to join our team. As a key member of our accounting department, you will be responsible for managing various financial tasks and ensuring the accuracy and integrity of our financial records.


  • Calgary, Alberta, Canada Up Financial Full time

    Establish a Thriving Wealth Management PracticeWe are seeking an experienced Financial Advisor to join our team at Up Financial, a leading wealth management firm. As an independent contractor, you will have the autonomy to run your practice while benefiting from our comprehensive support system.About Us: Up Financial is a boutique wealth management firm...


  • Calgary, Alberta, Canada Neo Financial Full time

    Transforming Financial Services for the BetterWe are seeking a seasoned Treasury Manager to join our Finance team in Calgary, AB. As our next Senior Financial Strategist, you will play a pivotal role in optimizing our capital deployment and cash management activities.Key Responsibilities:Oversee the debt facilities management program by coordinating lender...


  • Calgary, Alberta, Canada Neo Financial Full time

    Transform Your Career with Neo FinancialWe're seeking a seasoned AML Investigations leader to join our dynamic team at Neo Financial. As a key member of our Anti-Money Laundering (AML) team, you'll play a pivotal role in enabling our high-growth portfolio through sound risk management principles.About the RoleThis is a unique opportunity for an experienced...


  • Calgary, Alberta, Canada INDER SANDHU ACCOUNTING & TAX SERVICES INC. Full time

    Job DescriptionWe are seeking an experienced Accounting Bookkeeper to join our team at INDER SANDHU ACCOUNTING & TAX SERVICES INC.About the RoleThis is a permanent position requiring 35 to 40 hours of work per week. The ideal candidate will have excellent oral communication skills, be organized and reliable, with the ability to work under pressure and meet...

  • Financial Clerk

    4 weeks ago


    Calgary, Alberta, Canada Accel Professional Corporation Full time

    We are seeking a skilled Financial Clerk to join our team at Accel Professional Corporation.Job DescriptionThe successful candidate will be responsible for providing financial support to our organization. This includes calculating and preparing cheques for payroll, fixed assets and depreciation, as well as maintaining general ledgers and financial...

  • Head of Product

    4 weeks ago


    Calgary, Alberta, Canada Neo Financial Full time

    About the RoleAt Neo Financial, we're looking for a skilled Head of Product to join our team in Calgary, AB.The successful candidate will lead the product vision, strategy, and execution for one of our financial product verticals.Develop a deep understanding of our financial product stack from a user, technical, operations, business, and design...


  • Calgary, Alberta, Canada Up Financial Full time

    Up Financial, a pioneering Wealth Management firm, seeks an experienced Financial Advisor to join their dynamic team. This role offers a unique opportunity for professionals looking to transition from captive firms or banks to a more independent and client-centric environment.As a Wealth Management Professional, you will be responsible for providing...


  • Calgary, Alberta, Canada Accel Professional Corporation Full time

    Job DescriptionWe are seeking an experienced Bookkeeper to join our team at Accel Professional Corporation.About the RoleThis is a permanent position with a salary of approximately $45,000 - $55,000 per year, depending on experience. The ideal candidate will have 1-2 years of bookkeeping experience and be proficient in MS Excel, Word, and Windows.Key...