Financial Services Professional
6 days ago
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 OverviewWe 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.
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.
CompensationThe estimated salary for this position is $51,400 - $72,600 CAD per year, based on your location and experience.
About TD BankAt 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.
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Financial Services Professional
4 weeks ago
Calgary, Alberta, Canada INDER SANDHU ACCOUNTING & TAX SERVICES INC. Full timeJob 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...
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Financial Services Professional
2 months ago
Calgary, Alberta, Canada beBee Professionals Full timeBeBee 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...
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Life Insurance Sales Professional
4 weeks ago
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Insurance Sales Professional
3 weeks ago
Calgary, Alberta, Canada Neilson Financial Services Full timeAbout Neilson Financial ServicesNeilson Financial Services is a leading provider of life insurance solutions, dedicated to helping individuals and families secure their financial future.
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Financial Bookkeeping Professional
4 weeks ago
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Financial Services Coordinator
4 weeks ago
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Financial Protection Specialist
1 week ago
Calgary, Alberta, Canada Neilson Financial Services Full timeAbout UsAt Neilson Financial Services, we're dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.
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Executive Financial Services Manager
3 weeks ago
Calgary, Alberta, Canada CWB Financial Group Full timeAbout 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...
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Calgary, Alberta, Canada Selina Pan Professional Corp. Full timeJob 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...
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Executive Financial Services Professional
4 weeks ago
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Financial Services Professional
1 week ago
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Financial Administrator
2 weeks ago
Calgary, Alberta, Canada Accel Professional Corporation Full timeAre 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.
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Wealth Management Professional
6 days ago
Calgary, Alberta, Canada Up Financial Full timeEstablish 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...
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Senior Financial Strategist
3 days ago
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AML Investigations Leadership Role
1 week ago
Calgary, Alberta, Canada Neo Financial Full timeTransform 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...
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Accounting Professional for Financial Management
3 weeks ago
Calgary, Alberta, Canada INDER SANDHU ACCOUNTING & TAX SERVICES INC. Full timeJob 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...
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Financial Clerk
4 weeks ago
Calgary, Alberta, Canada Accel Professional Corporation Full timeWe 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...
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Head of Product
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Calgary, Alberta, Canada Neo Financial Full timeAbout 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...
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Strategic Wealth Management Professional
7 days ago
Calgary, Alberta, Canada Up Financial Full timeUp 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...
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Accounting Professional
4 weeks ago
Calgary, Alberta, Canada Accel Professional Corporation Full timeJob 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...