Financial Modeling and Client Advisor

Job DescriptionThis is a highly collaborative role that requires strong communication and analytical skills. You will work closely with clients, internal stakeholders, and deal teams to provide expert advice and solutions. You will also be responsible for developing and implementing financial models to support strategic recommendations to...

Raymond James Independent Financial Services is seeking a full-time Financial Advisor. Raymond James Ltd. is one of Canada's leading independent investment dealers offering high quality investment services to Canadians seeking customized solutions to their wealth management needs.This position demands a confident personality with a proven sales ability. The...

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

ResponsibilitiesYou will participate in the execution of equity and debt offerings, mergers and acquisitions, public-private partnerships, and principal investments. This will involve developing complex financial models for infrastructure transactions, including the use of macros and VBA programming. You will also assist in the management of due diligence...

BlueShore Financial is seeking an experienced professional to fill the role of Professional Financial Advisor Trainer. In this position, you will be responsible for developing and delivering training programs to enhance the skills and knowledge of our advisory sales team members.The ideal candidate will have a proven background in financial planning/sales...

About ZLC FinancialZLC Financial is a prestigious financial services firm with a legacy of excellence in Western Canada. We have been trusted by high-net-worth individuals, families, entrepreneurs, and successful business owners for over 70 years.We deliver tailored, independent advice to our clients, combining exceptional service with expert knowledge. Our...

About the RoleThis is an exciting opportunity to join Manulife Financial as a Client Relationship Manager, supporting the overall client experience and retention of corporate clients at their place of business. As a key field office relationship management role, you will be accountable for supporting the sales team by participating in formal and informal...

About the RoleWe are seeking a skilled Client Support Manager to join our team at ZLC Financial. As a key member of our advisor team, you will provide administrative and technical support, ensuring exceptional service delivery to our clients.Main ResponsibilitiesManage policy placement, replacements, conversions, and ensure all tasks are completed on...

Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

Job SummaryWe are seeking an experienced Financial Advisor to join our team. As a successful candidate, you will be responsible for managing client relationships and providing financial advice.Key Responsibilities:Securities licensedMaintain a strong network of clientsGrow your book of business through sales and marketing effortsDemonstrate excellent...

Job SummaryThe ideal candidate will have a proven track record of providing exceptional client service and building strong relationships with commercial clients. As a key member of our Client Relationship Team, you will be responsible for delivering top-tier financial advice and solutions tailored to each client's unique needs.Key Responsibilities:Prospect...

About the Opportunity">As a Financial Advisor at Sun Life Financial, you will have the opportunity to build a rewarding career in insurance and financial services, working closely with clients to help them achieve their financial goals and aspirations.Key Responsibilities">">Develop and implement comprehensive financial plans for clients.Identify and pursue...

Client Services CoordinatorIndividual Wealth and Insurance ManagementAre you ready to join a prestigious financial services firm with a legacy of excellence? ZLC Financial has been a trusted name in the Vancouver community for over 70 years, delivering tailored, independent advice to high-net-worth individuals, families, entrepreneurs, and successful...

About UsAt AGENTIS CAPITAL Advisors, we pride ourselves on delivering cutting-edge financial solutions to our clients. Our team of expert advisors works tirelessly to ensure that our clients receive the best possible advice and guidance. We believe in creating a culture of excellence and fostering a collaborative environment where our employees can grow and...

Client Services CoordinatorIndividual Wealth and Insurance ManagementAre you ready to join a prestigious financial services firm with a legacy of excellence? ZLC Financial has been a trusted name in the Vancouver community for over 70 years, delivering tailored, independent advice to high-net-worth individuals, families, entrepreneurs, and successful...

Key Responsibilities• Manage end-to-end execution of M&A and corporate finance transactions, ensuring seamless integration of all stakeholders and parties involved.• Provide strategic advisory to business owners on growth strategies, capital raising, exit planning, and liquidity solutions.• Develop and manage relationships with business owners,...

As a Senior Associate in our Corporate Development team, you will play a critical role in driving strategic initiatives forward in a fast-paced environment. You will have the opportunity to leverage your financial analysis and modeling skills to assess industry trends and competitive landscape, and identify potential corporate development opportunities. In...

1 week ago Be among the first 25 applicantsDirect message the job poster from Global Solutions Wealth Management Inc.CEO | Global Wealth and Tax Advisory to Successful Business Owners and Family OfficesCompany DescriptionGlobal Solutions Wealth Management Inc. is a Multi Family Office firm that provides global wealth and tax advisory to successful business...

We are seeking a Financial Modelling Specialist to join our team at the University of British Columbia. The successful candidate will support the long-term financial sustainability and strategic decision making of the University by developing and maintaining a comprehensive long-term corporate model projecting UBC's financial results for at least the next 5...

About the RoleThis is a professional relationship management position where you will be responsible for delivering top-tier financial advice to clients. As part of the Client Relationship Team, you will work closely with expert advisors to develop and execute client contact strategies tailored to each client's needs.Main ResponsibilitiesYou will use your...