
Financial Services Assistant
2 days ago
CI Financial is a global wealth management and asset management advisory services company. We're seeking a skilled Sales and Service Administrator to join our team and provide administrative support to advisors with various financial tasks.
About the JobThis role requires an individual with excellent organizational and communication skills, as well as the ability to manage multiple tasks simultaneously. You will be responsible for preparing new account paperwork, verifying transaction completion, and maintaining databases and records.
Key Responsibilities- Coordinate workflow with other departments.
- Liaise with internal departments, ICs, and Custodians to maintain strong relationships.
- Prepare trade documents and verify transaction completion.
- Manage email flow and coordinate meetings, travel arrangements, and logistical details.
- Perform ad hoc administrative tasks as needed.
To be successful in this role, you will need:
- A minimum of 2-3 years of administrative assistant experience.
- Experience in a Financial Services environment.
- Knowledge of investment products, such as Mutual Funds and RRSPs.
- Strong oral and written communication skills, complemented by strong interpersonal skills.
- Detail-oriented and able to work well under pressure.
We offer a dynamic work environment, flexible hours, and a range of benefits, including equipment purchase programs, training reimbursement, and employee savings plans.
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Manager Financial Services
4 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeManager 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...
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Manager Financial Services
4 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeManager 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...
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Manager Financial Services
2 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeManager 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...
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Manager Financial Services
1 week ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeManager 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...
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Financial Services Coordinator
6 days ago
Vancouver, British Columbia, Canada Raymond James Financial Full timeJob OverviewWe are seeking a Financial Services Coordinator to join our team. This is a 6-month contract position with opportunities for growth and development.The successful candidate will be responsible for coordinating a wide variety of tasks involving financial services, including processing transactions in registered plans (RRSPs, RESPs, RRIFs, LIFs,...
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Financial Services Associate 2
2 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeAs 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...
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Financial Services Associate 2
2 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeAs 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...
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Financial Services Manager
5 days ago
Vancouver, British Columbia, Canada Spring Financial Full timeAbout Our CompanyFounded in 2014, Spring Financial has revolutionized the lending process for Canadians, providing a comprehensive range of financial solutions to effectively manage their financial circumstances.With a strong presence in the fintech industry, we have become the largest loan originator in Canada, servicing over 80,000 monthly applicants.We...
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Financial Services
3 weeks ago
Vancouver, British Columbia, Canada Vaco Recruiter Services Full timeVaco Boston has partnered with our client in Jersey City, NJ to find an individual to fill an Entry Level Finance role.Responsibilities:1. Performs monthly financial reporting tasks2. Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis3. Performs...
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Assistant Manager, Financial Services
4 days ago
Vancouver, British Columbia, Canada Raymond James Financial Full timeRaymond 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.About the JobThis position offers the opportunity to join an established team, as well as further leadership development through interaction with other key...
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Director of Financial Services
5 days ago
Vancouver, British Columbia, Canada First National Financial LP Full timeAbout the Role:This is an exciting opportunity to join a dynamic team as a Senior Mortgage Professional. As the Associate Director, Commercial Financing, you will play a key role in driving business growth and developing strategic partnerships.Key Responsibilities:• Develop and analyze construction/development pro-forma as of various multi-unit housing...
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Director of Financial Operations
3 days ago
Vancouver, British Columbia, Canada BlueShore Financial Full time $71,700 - $84,300Company OverviewBlueShore Financial is a division of Beem Credit Union, offering expert advice and expertise to its clients. With over 80 years in the financial services industry, our innovative strategy prioritizes exceptional team performance.SalaryThe target salary range for this role is $71,700 - $84,300 per year, plus a variable performance bonus....
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Branch Services Director
4 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeBlueShore Financial is a unique financial institution that provides a premium and sophisticated experience for our clients and employees. As a Branch Services Director, you will play a key role in overseeing branch operations, ensuring growth, profitability, and service excellence.The successful candidate will have strong banking operations experience and be...
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Financial Operations Associate
9 hours ago
Vancouver, British Columbia, Canada Raymond James Financial Full timeJob Overview:Raymond James Financial is a leading investment dealer offering high-quality investment products and services. As a Registered Plans Associate, you will be responsible for various administrative tasks relating to registered plans.About the Role:The successful candidate will work closely with financial advisors, sales assistants, and internal...
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Financial Accountant
1 week ago
Vancouver, British Columbia, Canada Raymond James Financial Full timeJob Description - Financial Accountant (2500205)At Raymond James,we develop,we collaborate,we decide,we deliver, andwe 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 role impact...
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Vancouver, British Columbia, Canada BlueShore Financial Full timeJob DescriptionWe are seeking a highly skilled Strategic Financial Performance Coach and Talent Development Expert to join our team at BlueShore Financial.About Us:BlueShore Financial is a leading financial services provider on the West Coast, known for our commitment to delivering exceptional client experiences. Our innovative approach and expert advice...
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Financial Service Representative
2 weeks ago
Vancouver, British Columbia, Canada First Credit Union Full timeCourtenay, BC, Canada Req #234Friday, February 7, 2025Join Our TeamLocation: Comox Valley (Courtenay and Cumberland Branches)Join a team where passion meets purpose At First Credit Union, we take pride in being one of B.C.'s Top Employers—a reflection of our team members who value meaningful work, opportunities for growth, and making a difference. As a...
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Assistant Financial Controller
2 days ago
Vancouver, British Columbia, Canada Bureau Veritas Group Full timeBureau Veritas is a global leader in testing, inspection, and certification (TIC) services, operating across various industries to help clients manage risk, enhance performance, and ensure compliance with quality, health and safety, environmental, and social responsibility standards. As an accredited certification body, Bureau Veritas attests that...
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Investment Services Assistant
20 hours ago
Vancouver, British Columbia, Canada Raymond James Financial Full timeJob SummaryWe are seeking a highly motivated and detail-oriented individual to join our Asset Management Services team as a Investment Services Assistant. The successful candidate will be responsible for providing administrative support to the team, including monitoring incoming communications, generating quarterly statements, and maintaining accuracy of...
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Vancouver, British Columbia, Canada BlueShore Financial Full timeFinancial Planning and Sales Development Training Specialist (12 Month Term)The Financial Planning and Sales Development Training Specialist will collaborate as an expert advisor with our retail operations and business leadership to identify, design, implement and evaluate learning solutions that enhance sales performance and support the achievement of...