Financial Services Manager
4 weeks ago
Job Summary: We are seeking a highly skilled Financial Sales and Service Supervisor 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 completing credit and loan documentation.
Key Responsibilities:
- Approve or reject loan applications based on financial status, references, and credit history
- Assist clients with financial objectives such as business expansion, debt management, and investment
- Complete credit and loan documentation, including research and evaluation of loan applicants
- Network to develop business relations and promote the sale of loan and investment services
Requirements:
- Secondary (high) school graduation certificate
- 1 to less than 7 months of experience
- Urban area work setting
- Fast-paced environment with tight deadlines
- Excellent oral and written communication skills
- Client focus, efficient interpersonal skills, and judgement
What We Offer:
- Permanent work term
- 37.5 hours per week
- English language work environment
-
Financial Services Professional
3 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...
-
Financial Services Professional
4 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...
-
Financial Services Officer
4 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...
-
Financial Planning Expert
3 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...
-
Financial Planning Specialist
4 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,...
-
Financial Planning Expert
4 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...
-
Financial Planning Advisor
4 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'...
-
Financial Planning Expert
4 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...
-
Financial Planning Consultant
7 days 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...
-
Financial Services Advisor
2 days ago
Hamilton, Ontario, Canada Wayne Nichols Insurance & Financial Services Ltd. Full timeWayne Nichols Insurance & Financial Services Ltd. is a leading provider of insurance and financial services in North America. We are seeking a highly skilled and motivated individual to join our team as a Life Insurance Representative.Salary: $65,000 - $80,000 per year, depending on experienceAbout the JobThis is an exciting opportunity for individuals who...
-
Financial Planning Expert
1 week 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...
-
Senior Financial Planning Advisor
2 days ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeAbout Tianxin Financial Services CorpWe are a reputable financial services corporation dedicated to providing exceptional investment solutions to our clients.Job Title: Senior Financial Planning AdvisorSalary:$70,000 - $100,000 per yearJob DescriptionCompany OverviewTianxin Financial Services Corp is a leading provider of investment services. Our team of...
-
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...
-
Financial Record Manager
2 weeks 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...
-
Financial Services Manager
4 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...
-
Financial Services Manager
3 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob SummaryWe 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 ResponsibilitiesApprove or reject loan...
-
Financial Services Manager
4 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Services Manager to join our team at Infinity Wealth Solutions Inc. The ideal candidate will have a strong background in financial sales and service, with excellent communication and interpersonal skills.Key ResponsibilitiesApprove or reject loan applications, or recommend applications for approval or...
-
Financial Services Manager
4 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeAt Infinity Wealth Solutions Inc., we are seeking a highly skilled Financial Services Manager to join our team. The successful candidate will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation.Key Responsibilities:Approve or reject loan applications based on...
-
Financial Services Manager
2 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob SummaryInfinity Wealth Solutions Inc. is seeking a highly skilled Financial Services Manager to oversee the financial operations of our organization.Key Responsibilities:Approve or reject loan applications, recommending approval or rejection as necessaryAssist clients in achieving their financial objectives, such as business expansion and debt...
-
Financial Management Specialist
1 week ago
Hamilton, Ontario, Canada SAB 13JI Immigration Services InC. Full timeWe are seeking a highly skilled Financial Management Specialist to join our team at SAB 13JI Immigration Services Inc. The ideal candidate will have a strong background in bookkeeping and accounting, with experience in maintaining general ledgers and financial statements.Key Responsibilities:Calculate and prepare cheques for payrollKeep financial records and...