Financial Services Consultant

About the RoleThis is an exciting opportunity for a Financial Services Consultant to join a growing female-led financial advisory firm based in Western Canada. The successful candidate will have a proven track record in managing a book of business of $20M+ and strong corporate and personal tax knowledge.Provide comprehensive financial advisory services,...

We are looking for a highly motivated and results-driven Mortgage Specialist to join our team at BMO Financial. As a key member of our mortgage lending team, you'll be responsible for developing and executing effective marketing and sales programs to drive business results.You'll work closely with our branch teams to properly hand off customers, finalize...

Are you a sales professional looking for a new challenge? Do you have a passion for helping customers achieve their financial goals? We're seeking a talented Mortgage Specialist to join our team at BMO Financial Group.About the RoleThis role involves building relationships with referral networks, identifying sales opportunities, and developing effective...

About the RoleWe are seeking a Financial Services Specialist to join our team at BMO Financial Group.This is an exciting opportunity for individuals who are passionate about delivering exceptional customer service and have a strong understanding of financial products and services.Key ResponsibilitiesCultivate and maintain relationships with customers to...

Manager Financial Services If you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager Financial Services (MFS) position. In partnership with the General Manager, the MFS will oversee branch operations to ensure growth, profitability, service and operational...

Manager Financial Services If you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager Financial Services (MFS) position. In partnership with the General Manager, the MFS will oversee branch operations to ensure growth, profitability, service and operational...

Manager Financial ServicesIf you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager Financial Services (MFS) position. In partnership with the General Manager, the MFS will oversee branch operations to ensure growth, profitability, service and operational...

Manager Financial ServicesIf you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager Financial Services (MFS) position. In partnership with the General Manager, the MFS will oversee branch operations to ensure growth, profitability, service and operational...

Company OverviewBlueShore Financial is a world-class, award-winning organization that prides itself on providing exceptional client service. With over 80 years of experience in the financial services industry, we have established ourselves as a leader in our field.We are committed to fostering diversity within our community and welcome individuals from all...

About This OpportunityAt BMO Financial Group, we are seeking a talented Financial Services Advisor to join our team. The successful candidate will be responsible for advising clients on home financing solutions and developing relationships with referral networks to drive mortgage business growth.Key Responsibilities:Advise clients on home financing solutions...

We are looking for a skilled and experienced Wealth Management Assistant to join our team at ZLC Financial. In this role, you will support our advisors in delivering tailored solutions to our high-net-worth clients, ensuring seamless execution of complex financial transactions and unparalleled client satisfaction.Your primary responsibilities will include...

Raymond James Ltd. offers a unique opportunity for experienced financial planners to join our team as Senior Wealth Strategists.About the RoleThis senior role is part of our Total Wealth Solutions team, responsible for delivering exceptional service to support advisory teams and their client families. The successful candidate will work with high-net-worth...

As a Financial Services Associate 2, you are an integral part of the sales and service team at BlueShore Financial. In this essential role, you promote and sell BlueShore Financial products and services while recognizing opportunities for mutually beneficial product/service offerings. In this role, you work directly with clients responding to a wide variety...

OverviewAt BlueShore Financial, we are committed to fostering a culture of diversity, equity, and inclusion. As a Manager Financial Services, you will play a critical role in ensuring the growth, profitability, service, and operational excellence of our branch operations.Key ResponsibilitiesManage direct reports, including recruitment, retention, development...

At BMO Financial Group, we are seeking a highly skilled and detail-oriented individual to join our team as a Financial Services Coordinator. This role will provide administrative support to Investment Advisors and their teams, ensuring seamless day-to-day operations and exceptional client service.About the RoleThis is an exciting opportunity for someone who...

As a Financial Services Associate 2, you are an integral part of the sales and service team at BlueShore Financial. In this essential role, you promote and sell BlueShore Financial products and services while recognizing opportunities for mutually beneficial product/service offerings. In this role you work directly with clients responding to a wide variety...

Job DescriptionBMO Financial Group is seeking a highly skilled and motivated individual to fill the role of Residential Lending Consultant. This position will provide personalized mortgage solutions to customers, helping them achieve their dream of homeownership.The ideal candidate will have a strong understanding of the mortgage lending process, excellent...

About This RoleThis leadership position is responsible for managing branch operations, providing mentorship and sales coaching, and delivering world-class client service in our unique Financial Spa on Lonsdale in North Vancouver.Key ResponsibilitiesManage direct reports, including recruitment, retention, and development of goals.Coach and develop employees...

**Company Overview:**BlueShore Financial is a world-class organization that promotes and sells its products and services. In this role, you will work directly with clients to provide exceptional service using the Four Pillars approach – Banking, Investments, Credit, and Insurance.**Job Description:**This role is part of the sales and service team at...

About CI FinancialAt CI Financial, we believe that everyone deserves access to high-quality investments and advice. Our commitment to excellence drives us to deliver exceptional results for our clients.We are seeking a detail-oriented and organized Sales and Service Administrator to join our Assante Private Client team. As an enthusiastic and positive...