Financial Security Solutions Specialist
5 days ago
The successful candidate will contribute to the organization's mission of safeguarding families through the delivery of personalized service and comprehensive financial planning.
Key Responsibilities:- Provide expert guidance to clients in the development of tailored financial security plans.
- Maintain current knowledge of organizational products, services, and regulatory policies through continuous engagement with management and training resources.
- Facilitate the onboarding and training of new team members, ensuring adherence to established protocols and standards.
- Adhere to all organizational compliance standards and procedures.
Requirements:
- Residency within Canada is mandatory.
- Possession of a personal laptop or desktop computer is required.
- Commitment to obtaining the Life License Qualification Program (LLQP) license, with organizational support provided.
- Demonstrated proficiency in English language communication, both written and verbal.
- Fundamental proficiency in computer operations and software applications.
Benefits:
- Remote work arrangement with flexible scheduling.
- Comprehensive training and licensing support for the LLQP.
- Access to health, dental, and vision insurance plans for employees and eligible dependents.
- Unionized employment providing job security and organizational support.
- Provision of qualified leads, eliminating the requirement for cold calling.
- Weekly remuneration with performance-based bonus opportunities.
- Opportunities for career advancement based on performance metrics.
- Participation in incentive programs with eligibility for travel and other rewards.
- Eligibility for a 10-year vested residual income plan.
-
Financial Security Specialist
4 days ago
Swift Current, Canada Serenia Life Financial Full timeAbout Us:Serenia Life Financial is a company that values human connection and kindness. We've been helping people protect those they love and live generously for close to a century. Our philosophy is centered around understanding our clients' financial needs and proactively providing solutions.Job Description:As a representative, you'll be responsible for...
-
Financial Consultant
7 days ago
Swift Current, Canada BMO Financial Full timeJob SummaryThe Financial Planner will be responsible for providing financial and investment planning advice to clients. The ideal candidate will have a strong understanding of personal finance and the ability to develop tailored solutions for clients.About UsBMO Financial is a leading financial institution dedicated to delivering exceptional customer service...
-
Financial planner
6 days ago
Swift Current, Canada BMO Financial Full timeApplication Deadline: 04/01/2025 Address: 213 Central N & Chaplin Street Job Family Group: Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds,...
-
Client Solutions Specialist
4 days ago
Swift Current, Canada Vendasta Full timeClient Solutions SpecialistSaskatoon, SaskatchewanAre you passionate about digital marketing and building strong client relationships? Do you thrive on solving complex problems and delivering exceptional customer experiences? We are looking for a Client Solutions Specialist (CSS) to join our Marketing team.About the companyThe easiest way to sell digital...
-
Customer Support Specialist
2 weeks ago
Swift Current, Canada AO Globe Life - Nzube Justin Ejifugha Full timePosition: Customer Support Specialist - Remote, Full-TimeOrganization: AO Globe LifeOverview:AO Globe Life seeks a highly motivated and professional individual to fulfill the role of Customer Support Specialist. This position offers the opportunity to provide essential financial security solutions to clients while operating in a remote, full-time capacity....
-
Financial Planner
7 days ago
Swift Current, Canada BMO Financial Full timeApplication Deadline: 04/01/2025 Address: 213 Central N & Chaplin Street Job Family Group: Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds,...
-
Financial Planner
3 weeks ago
Swift Current, Canada BMO Financial Full timeApplication Deadline:03/17/2025Address:213 Central N & Chaplin Street Job Family Group:Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds,...
-
Financial Planner
4 weeks ago
Swift Current, Canada BMO Financial Full timeApplication Deadline:03/04/2025Address:213 Central N & Chaplin StreetJob Family Group:Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement...
-
Financial Planner
4 weeks ago
Swift Current, Canada BMO Financial Full timeApplication Deadline:03/04/2025Address:213 Central N & Chaplin StreetJob Family Group:Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement...
-
Financial Management Specialist
11 hours ago
Swift Current, Canada University of Regina Full timeJob SummaryWe are looking for an experienced financial management specialist to join our team as a Financial Analyst, Research/Special Projects. This role requires a strong understanding of financial reporting procedures and processes, as well as excellent communication skills to work effectively with staff and faculty members.Responsibilities:Manage...
-
Investment Planner Specialist
7 days ago
Swift Current, Canada BMO Financial Full timeJob ResponsibilitiesThe Financial Planner will be responsible for:Conducting needs assessments and developing tailored financial plans for clientsProviding ongoing support and guidance to clients as they implement their financial plansDeveloping and maintaining relationships with clients to ensure long-term satisfaction and loyaltyCollaborating with internal...
-
Higher Education Financial Specialist
2 days ago
Swift Current, Canada University of Saskatchewan Full timeJob Overview:The University of Saskatchewan is looking for a highly skilled and experienced Higher Education Financial Specialist to join its team. This role will play a critical part in supporting the university's strategic finance initiatives and providing financial guidance to leadership teams across campus.About the Role:This is an exciting opportunity...
-
Insurance Planning Coordinator
5 days ago
Swift Current, Canada AO Globe Life - Nzube Justin Ejifugha Full timeAO Globe Life is a leading provider of financial security solutions, dedicated to safeguarding families through the delivery of personalized service and comprehensive financial planning. As a Customer Support Specialist, you will have the opportunity to work in a remote, full-time capacity, providing expert guidance to clients in the development of tailored...
-
Customer Service and Sales Professional
3 days ago
Swift Current, Canada Serenia Life Financial Full timeImagine working for a company that combines human connection with cutting-edge financial solutions. As a representative at Serenia Life Financial, you'll play a pivotal role in helping Canadians achieve financial security and stability.Responsibilities:Coordinating and compiling new business quotes and renewalsBulk portfolio maintenance and tracking,...
-
Investment Specialist
1 week ago
Swift Current, Canada BMO Financial Group Full time213 Central N & Chaplin Street Swift Current Saskatchewan,S9H 0L3 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides...
-
Career Opportunities in Insurance
15 minutes ago
Swift Current, Canada Serenia Life Financial Full timeAt Serenia Life Financial, we're dedicated to helping Canadians achieve financial security through leading-edge products and solutions. Our philosophy is built around understanding our clients' needs and providing proactive solutions that empower them to make smart choices.We're seeking a motivated self-starter who thrives in a fast-paced environment to join...
-
Insurance Career Opportunity
4 days ago
Swift Current, Canada Serenia Life Financial Full timeAt Serenia Life Financial, we're dedicated to helping Canadians achieve financial security through leading-edge products. As a representative, you'll play a vital role in creating deep relationships with clients, understanding their needs, and providing solutions to help them reach their financial goals.Key Accountabilities include coordinating new business...
-
Cloud Security Expert
4 days ago
Swift Current, Canada SaskPower Full timeSaskPower is seeking a Cloud Security Expert to join our team. In this role, you will be responsible for implementing and managing highly secure IT solutions in a regulated environment.About the PositionThe successful candidate will have experience in implementing Azure policies, RBAC, and security controls. They will also be knowledgeable about networking...
-
Insurance Advisor
4 days ago
Swift Current, Canada Serenia Life Financial Full timeLocation: SaskatchewanType: Full TimeImagine working for a company that is both Human and Kind...At Serenia Life Financial we've been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients' financial needs and to proactively provide solutions. As a Serenia Life Financial...
-
IT Specialist
4 days ago
Swift Current, Canada SaskPower Full timeAt SaskPower, we're seeking a skilled IT Specialist to join our team. As an IT Specialist, you will be responsible for planning, researching, developing, evaluating, and implementing processes, policies, and procedures related to Microsoft Azure infrastructure and configurations.About the RoleThis role is ideal for someone with expertise in Azure services...