Financial Services Administrator

**About Us**Raymond James is a leading independent investment dealer that offers high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.We foster a supportive team environment that promotes personal career growth, drawing on previous experience as an Administrative Assistant in a financial...

Job Description - Financial Advisor Assistant (2402997)At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealer offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.How does the...

**Job Overview**The primary role of the Financial Advisor Assistant is to support a team of financial advisors and the Branch Manager by ensuring the office is managed efficiently and effectively. This includes entering client trades, servicing client requests, processing trade instructions by phone, and ensuring client paperwork is up to date and...

Overview of M.Y. Private WealthM.Y. Private Wealth is a second-generation family practice with over a century of experience in the financial planning industry. As an independent agency of Raymond James Ltd., we pride ourselves on being one of Saskatoon's leading wealth management teams.Why Choose Us?Joining M.Y. Private Wealth offers the advantage of...

About the JobWe are seeking a skilled Mortgage Specialist to join our team at BMO Financial Group. As a Mortgage Specialist, you will be responsible for developing and executing effective marketing and sales programs to drive business results.You will cultivate and build relationships with referral networks to generate new mortgage business and increase...

Raymond James Ltd. is a leading independent investment dealer that offers high-quality investment products and services to Canadians seeking customized solutions for their wealth management needs. As a Private Client Group Intern, you will have the opportunity to contribute to the company's success by performing various tasks and responsibilities.About UsWe...

Financial Analyst, Shared Services Primary Purpose: As a Financial Analyst within the Finance SBA team, we partner with colleges and units across campus to support strategic finance initiatives focused on the University Plan 2025 in being the university the world needs (nīkānītān manācihitowinihk; ni manachīhitoonaan). Nature of Work:   Our...

About the Job:This is a fantastic opportunity for a motivated and detail-oriented Credit Analyst to join our Commercial Banking team in Canada. As a key member of our team, you will provide essential support to (Sr) Client Relationship Managers, ensuring seamless client service administration and timely fulfillment of loan fundings.Main...

Raymond James Ltd, a leading independent investment dealer, offers wealth management services to high-net worth individuals and their families. Our full-service approach focuses on developing individualized and independent financial strategies aimed at reducing taxes, protecting assets, and accumulating wealth.About UsM.Y. Private Wealth is a...

The Financial Services Leader will play a critical role in driving business growth and profitability at The Targeted Strategies Group. This position will require a proven track record of success in managing client relationships, providing ongoing service, and collaborating with cross-functional teams to develop targeted sales materials.Key...

BMO Financial offers a unique opportunity for individuals to excel in the field of mortgage lending. As a Mortgage Specialist, you will play a crucial role in helping customers achieve their dream of homeownership.Key Responsibilities:Build and maintain relationships with a referral network to generate new business opportunitiesDevelop and execute effective...

At Raymond James Ltd, we are committed to delivering exceptional wealth management services to our clients. Our team of experienced professionals provides personalized advice and guidance to help our clients achieve their financial goals.About UsM.Y. Private Wealth is a trusted name in Saskatoon's financial community, with over a century of combined...

**Key Responsibilities**Foster and support client relationships by liaising with clients, responding to requests, and demonstrating proactive problem-solving.Support clients' general day-to-day administrative and trade requests in a timely and confidential manner.Handle incoming and outgoing phone calls with clients and respond to requests for...

We recognize the importance of effective financial management in achieving our mission to deliver quality healthcare services.The Vice President, Finance and Chief Financial Officer is pivotal in driving our organization's financial performance and growth.This leader will lead teams responsible for financial planning, budgeting, and risk management.Key...

Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service and building long-lasting relationships with our clients.About the RoleThe ideal candidate will have a strong understanding of financial services and be able to communicate...

Job DescriptionWe are seeking a skilled and experienced professional to join our team as a Financial Services Advisor. In this role, you will be responsible for providing expert financial advice to clients, helping them navigate complex financial situations, and delivering tailored solutions to meet their needs.Key Responsibilities:Provide expert financial...

M.Y. Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high-net worth individuals and their families.This opportunity is for a Financial Advisor or team of advisors, with a current book of business, who would like to gain the freedom and multiple benefits of joining an independent IIROC firm. The...

About the RoleThis is a key position in our branch where you will play a critical role in providing exceptional customer service and advice to individuals and small businesses.You will work closely with customers to understand their financial needs and provide personalized solutions that meet their goals. This includes promoting and offering a full suite of...

About Our TeamWe are a team of dedicated professionals who are passionate about helping our customers achieve their financial goals. Our team is committed to delivering exceptional service and building strong relationships with our customers.Your RoleAs a Senior Financial Advisor, you will play a key role in providing expert advice and guidance to our...

Responsibilities and QualificationsWe are seeking a motivated and results-driven individual to fill the position of Client Relationship Consultant at U.S. Bank. In this role, you will be responsible for developing and maintaining strong relationships with clients, identifying opportunities to improve their financial well-being, and delivering exceptional...