Financial Services Consultant

Company OverviewMomentum Financial Services Group is a leading financial services provider in North America with over 400 retail locations and a legacy of serving customers for over 40 years.

Job DescriptionWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at KLAY NELSON FINANCIAL SERVICES INC.About the Role:Assist in implementing policies and procedures to ensure seamless day-to-day operationsRecord and prepare minutes of meetings, seminars, and conferencesDetermine and establish office...

About the RoleLGM Financial Services is seeking a highly skilled and experienced Senior Financial Manager to join our team. As a key member of our finance department, you will play a critical role in driving the financial success of our organization.Key ResponsibilitiesLead and manage the Corporate Accounting Team, providing guidance and support to ensure...

Accounting and Reporting ExpertAs a key member of our Finance team, you will provide comprehensive accounting services to our branches and subsidiaries. This role involves preparing monthly financial statements and reports for the credit union and its subsidiaries, as well as working with the Finance team to prepare year-end consolidated and unconsolidated...

Job DescriptionAt Envision Financial, we are seeking a highly skilled Member Advisor to provide exceptional service to our members. The successful candidate will be responsible for delivering personalized financial solutions and building strong relationships with our customers.Key Responsibilities:Provide front-line member service to triage and manage member...

We're seeking a highly skilled Senior Claims Consultant, Surety to join our team at Intact Financial. This role is a key part of our National Surety Claims Department, responsible for handling complex claims on surety bonds.About the RoleAs a Senior Claims Consultant, Surety, you will work closely with our Surety Underwriting team to develop and recommend...

About the RoleWe are seeking a highly organized and detail-oriented Executive Assistant to join our team at KLAY NELSON FINANCIAL SERVICES INC. As an Executive Assistant, you will provide administrative support to our management team and be responsible for ensuring the smooth operation of our daily activities.Key ResponsibilitiesPolicies and Procedures:...

Contract Opportunity for Financial Business AnalystWe are seeking a highly skilled Financial Business Analyst to join our client's talented team on a 6-month contract with a strong probability of extension.What's in it for you:Competitive market hourly ratesA 6-month contract with potential for extensionAs a consultant with our client, you'll have the...

Description du rôle Nous sommes à la recherche d'un consultant en services financiers expert pour rejoindre notre équipe de conseillers. En tant que membre de cette équipe, vous bâtirez et ferez croître votre portefeuille de clients en offrant une gestion relationnelle personnalisée, un soutien aux services financiers et un service à la...

As a key member of our team at WH Financial Services Ltd., you will be responsible for assessing potential client markets and establishing client insurance coverage. You will also ensure that all necessary policy requirements are completed and monitor insurance claims and respond to clients' enquiries. This role requires excellent customer service skills...

LGM Financial Services is a leading provider of warranty, finance, and insurance services to the Canadian automotive industry.With a presence since 1998, we supply quality products and training solutions to over 1,200 Canadian franchised new car dealerships. Our strong partnerships with automotive manufacturing brands include BMW/MINI, Kia, Mazda, Volvo,...

At MDRT Financial Service Corp, we are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. In this role, you will be responsible for reviewing and evaluating new administrative procedures, establishing work priorities, and ensuring procedures are followed and deadlines are met. You will also be responsible for...

About LGM Financial ServicesLGM Financial Services is a national leader in providing warranty, finance and insurance services to the Canadian automotive industry. With over 25 years of experience, we have successfully supplied quality products and leading training solutions to over 1,200 Canadian franchised new car dealerships.Accountant Role OverviewWe are...

About the RoleLGM Financial Services Inc. is a national leader in providing warranty, finance, and insurance services to the Canadian automotive industry. The company has been successfully supplying quality products and leading training solutions to Canadian car dealerships since 1998.This role contributes to the creation of an environment that supports...

LGM Financial Services Inc. is a leading provider of warranty, finance, and insurance services to the Canadian automotive industry.As the Manager, Financial Planning & Analysis (FP&A), you will play a key leadership role in driving financial planning, analysis, and decision support across the organization.

    Grow your career with Sun Life as a Financial Consultant.    As a Sun Life Financial Consultant, you will have the opportunity to build a successful business, providing financial solutions to clients and helping them achieve their long-term goals.    Key responsibilities include:Prospecting within your network and community to grow your...

At MDRT Financial Service Corp, we are seeking a highly skilled Financial Services Coordinator to join our team. As a key member of our administrative staff, you will be responsible for reviewing and evaluating new administrative procedures, establishing work priorities, and ensuring procedures are followed and deadlines are met.The ideal candidate will have...

About G&F Financial GroupG&F Financial Group, founded by Gulf & Fraser and Interior Savings, is a leading credit union in BC with over $ billion in total assets under administration. With a strong presence across the province, our employees work to serve over , members who live and work across BC.We strive to create a future where everyone in our communities...

At MDRT Financial Service Corp, we are seeking a highly organized and detail-oriented Financial Services Coordinator to support our team in delivering exceptional administrative services. The successful candidate will possess strong analytical and problem-solving skills, with the ability to prioritize tasks and manage multiple projects simultaneously.The...

Job OverviewWe are seeking a highly skilled Senior Financial Planning Consultant to join our team at Royal Bank of Canada. This is an excellent opportunity for experienced professionals to leverage their expertise in financial planning and advice to help clients achieve their goals.The ideal candidate will have a strong background in sales and customer...