Financial Service Specialist
2 weeks ago
ATB is a financial institution that aims to make it possible for our clients, team members, and communities. We exist to live by our values, which are the foundation of our high-care, high-performance culture.
The RoleThis role involves creating a remarkable client experience by acquiring, deepening, and retaining everyday and business relationships. The Everyday Banking Advisor is responsible for actively engaging clients to improve their financial picture, leveraging financial wellness conversations to deepen relationships and complete revenue-generating activities.
Key Responsibilities- Actively engage clients in saving time and money, improving their financial picture, and financial wellness conversations while increasing revenue-generating activities.
- Provide advice and fulfill advisory and sales solutions to ATB360 clients to enhance the overall entrepreneurial experience.
- Consistently source leads to Retail, Business, or Wealth colleagues to complete more in-depth or time-consuming requests for the best client experience.
- Generate revenue and achieve individual, team, organizational goals, while contributing to sales strategy.
- Educate customers and fulfill in self-serve banking options and assist clients with external applications.
- Peer mentor for the branch team to level up skill sets and proficiency within the client experience.
- Weeks 1-5 of 360 Degreed Learning Path completed prior to commencement of EBA role.
- Complete minimum 4-week Genesys and Customer Interaction Flow training program.
- Understand and utilize Customer Interaction Flow (CIF) with every customer.
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Financial Services Specialist
2 weeks ago
Calgary, Alberta, Canada BMO Financial Full timedescription2.html.Driving Growth and Delivering ResultsWe are looking for a highly motivated and experienced Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for developing and executing effective marketing and sales programs to drive business results. This includes identifying sales opportunities, cultivating...
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Financial Reporting Specialist
3 days ago
Calgary, Alberta, Canada ATB Financial Full timeAs a Financial Reporting Specialist at ATB, you will play a key role in leading the development and implementation of accounting policy, including ESG reporting and disclosures. This 18-month term opportunity offers a challenging and rewarding experience for a highly skilled professional.About the RoleThe successful candidate will possess in-depth knowledge...
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Financial Services Quality Reviewer
2 weeks ago
Calgary, Alberta, Canada Neo Financial Full timeCompany OverviewNeo Financial is a rapidly expanding tech startup in the Canadian fintech industry. Our mission is to build a more rewarding financial experience for all Canadians. We strive to deliver high-quality services and foster a culture of teamwork, ownership, and professional integrity.The RoleWe are seeking a Mortgage Loan Review Specialist to join...
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Financial Services Representative
2 weeks ago
Calgary, Alberta, Canada ATB Financial Full timeAbout the Role: As a Mortgage Specialist at ATB Financial, you will play a pivotal part in helping Albertans achieve their dream of homeownership. With an award-winning culture and a province-wide branch network, we offer a unique blend of entrepreneurship and stability. You will be responsible for growing ATB's mortgage business in your assigned territory...
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Financial Services Specialist
4 days ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a Financial Services Specialist to join our team. As a key member of our organization, you will be responsible for taking a proactive approach to discovering customer needs and providing expert advice.Your primary focus will be on building strong relationships with our customers and developing personalized financial strategies...
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Financial Compliance Specialist
2 weeks ago
Calgary, Alberta, Canada IFG International Financial Group Ltd Full time**Job Overview**We are seeking a highly skilled Financial Compliance Specialist to join our team at IFG International Financial Group Ltd. This exciting opportunity is for a Contract Auditor, SOX Compliance & Advisory position that will play a key role in ensuring the company's financial processes are compliant with regulatory requirements.About the RoleThis...
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Underwriting Specialist, Definity Financial
6 days ago
Calgary, Alberta, Canada Definity Financial Corporation Full timeJob SummaryWe are seeking an experienced Underwriting Specialist to join our team at Definity Financial Corporation. The successful candidate will be responsible for underwriting different types of transactions, including renewals and policy changes, and working with the IRCA team to maintain a profitable insurance portfolio.
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Financial Planning Specialist
2 weeks ago
Calgary, Alberta, Canada IFG International Financial Group Ltd Full time**Company Overview:**IFG International Financial Group Ltd. is a leading company in the energy sector, and we are looking for a talented Financial Planning Specialist to join our team.The selected candidate will be responsible for preparing financial statements, collaborating with business operations, and supporting management discussion and analysis.The...
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Senior Financial Regulatory Advisor
5 days ago
Calgary, Alberta, Canada Neo Financial Full timeJob SummarySr. Compliance Specialist Needed for Fast-Growing Fintech CompanyNearly 10 years after its inception, Neo Financial continues to push the boundaries of traditional financial services. As one of Canada's top-ranked fintechs, we offer unparalleled opportunities for growth and professional development.ResponsibilitiesThe Senior Compliance Specialist...
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Financial Planning and Analysis Specialist
1 week ago
Calgary, Alberta, Canada Western Financial Group Full timeYour Day-to-DayAs a Financial Planning and Analysis Specialist, you will be responsible for:Developing Annual and Long-Term Operating Plans and Capital Plans (cash & debt)Providing financial analysis for business cases to support business decision making, including Net Present Value and discounted cash flowsConducting research on macroeconomic and...
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Financial Services Credit Specialist
1 day ago
Calgary, Alberta, Canada Scotiabank Full timeJob OverviewWe are seeking an experienced and skilled individual to fill the role of Financial Services Credit Specialist, reporting directly to our Wealth Structuring Team. In this position, you will be responsible for providing expert credit analysis and structuring services to high net worth clients.
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Financial Services Advisor
2 weeks ago
Calgary, Alberta, Canada ATB Financial Full timeAbout ATB FinancialWe exist to make a meaningful difference in the lives of our clients, team members, and communities. Our purpose is not just a statement - it's a guiding principle that shapes every decision we make and every action we take. At ATB, we're committed to living our values, which we call the ATB ID.Our high-care, high-performance culture is...
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Financial Services Professional
3 days ago
Calgary, Alberta, Canada ATB Financial Full timeAbout Us">At ATB Financial, we're dedicated to making a positive impact in the lives of our clients and communities. Our purpose is more than just a statement – it's a commitment we live every day through our values.">Career Opportunity">We're looking for a talented Financial Services Professional to join our team as an Everyday Banking Advisor 2. In this...
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Risk Management Specialist
2 weeks ago
Calgary, Alberta, Canada Intact Financial Full timeRisk Management Specialist Job DescriptionWe're seeking a highly skilled Risk Management Specialist to join our Large Commercial Surety team. In this role, you'll be responsible for analyzing financial data, identifying potential risks, and developing strategies to mitigate those risks. Your expertise in financial analysis, risk assessment, and...
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Financial Services Advisor
1 week ago
Calgary, Alberta, Canada ATB Financial Full timeWe're seeking a Financial Services Advisor to join our team at ATB Financial. As an Everyday Banking Advisor 3, you will play a key role in delivering exceptional client experiences and providing human-centred advice and assistance to our clients.">About the JobThis is a challenging and rewarding opportunity to provide outstanding experience directly to all...
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Specialist, Financial Services
4 days ago
Calgary, Alberta, Canada RECRUITMENT PARTNERS Full timeAbout the RoleContract Financial Specialist, Revenue Accounting and InvoicingWe are seeking a highly motivated Contract Financial Specialist, Revenue Accounting and Invoicing to join our team.You will be responsible for reviewing comprehensive models to determine monthly and annual settlements, reviewing complex revenue accounting models, and liaising with...
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Financial Services Professional
2 weeks ago
Calgary, Alberta, Canada ATB Financial Full time**About ATB Capital MarketsWe are a wholly-owned subsidiary of ATB Financial, an Alberta-based institution with offices in Toronto, Calgary, Edmonton and Denver. Our team of experts provides a full suite of financial service solutions to our clients.Our ServicesAdvice on mergers and acquisitions (M&A), divestitures and private equityEquity capital markets,...
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Financial Operations Specialist
2 weeks ago
Calgary, Alberta, Canada IGM Financial Full timeAt IGM Financial, we are committed to providing exceptional client service and operational excellence. As a Client Service Coordinator, you will play a critical role in ensuring the smooth operation of our region office.About the RoleThe Client Service Coordinator will be the first point of contact for internal and external clients, providing a high level of...
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Calgary, Alberta, Canada Kestra Financial Independent Advisor Full timeAbout the RoleWe are seeking a highly skilled Client Service Associate to support our Financial Advisors in providing exceptional service to clients. As a key member of our team, you will be responsible for assisting with client meetings, managing client needs, and maintaining accurate records.ResponsibilitiesSupport Financial Advisors with client meeting...
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Financial Services Manager
2 weeks ago
Calgary, Alberta, Canada CI Financial Full timeCompany OverviewAt CI Financial, we take pride in being an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since our inception, we have consistently anticipated and responded to the changing needs of investors. Our commitment to providing individuals and...