Financial Services Specialist

We are seeking a skilled Financial Services Specialist to join our team at OTT Financial Inc. The ideal candidate will have a strong background in finance and be able to provide exceptional client service.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake...

Job Summary: We are seeking a highly skilled Financial Services Specialist to join our team at OTT Financial Inc. As a key member of our team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial goals...

We are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial records to develop...

Job SummaryQuestrade Financial Group is committed to helping our customers become more financially successful and secure. We are looking for a skilled Financial Operations Specialist - Transfer Services to join our team.About UsWe are everything a traditional financial institution is not. At Questrade, you will be constantly moving forward, bringing the...

Financial Reporting Specialist Job DescriptionQuestrade Financial Group is committed to helping our customers achieve financial success and security. We are a collaborative team that values diversity and inclusion, and we are looking for a skilled Financial Reporting Specialist to join our team.Key ResponsibilitiesAssist with monthly, quarterly, and annual...

Job DescriptionWe are seeking a highly skilled Financial Services Coordinator to join our team at ORION Financial Services. This is a permanent position with an estimated salary of $55,000 per year.

We are seeking a skilled Financial Planning Specialist to join our team at OTT Financial Inc. The ideal candidate will have a strong understanding of financial planning principles and be able to analyze clients' financial records to develop effective financial plans.Responsibilities:Analyze clients' financial records to identify areas for improvementDevelop...

Financial Reporting Specialist RoleAt Questrade Financial Group, we are seeking a skilled Financial Reporting Specialist to join our finance team. This role is responsible for providing support to the finance team with monthly, quarterly, and annual financial reporting needs.Key ResponsibilitiesAssist with the monthly consolidation process in Netsuite,...

At CI Financial, we're committed to providing a safe and inclusive work environment where employees can thrive. As a Financial Reporting Specialist, you'll play a critical role in ensuring the accuracy and timeliness of our financial reports.Key ResponsibilitiesReview and analyze financial data to ensure compliance with regulatory requirementsPrepare and...

We are seeking a skilled Financial Data Specialist to join our team at TL Debt Management and Financial Services Inc. The ideal candidate will have experience in accounting and bookkeeping, with a strong focus on financial recordkeeping and payroll management.Key Responsibilities:Calculate and prepare cheques for payrollKeep financial records and establish,...

At CI Financial, we foster a culture that empowers employees to take ownership of meaningful work, grow through challenging projects, and work on innovative products. We are committed to providing individuals and institutions with the highest-quality investments and advice.Job OverviewThe Financial Reporting Specialist will be responsible for ensuring the...

About UsAt Questrade Financial Group, we're committed to helping our customers achieve financial success and security. Our team is dedicated to providing exceptional service and support, fostering a diverse and inclusive work environment.Job DescriptionWe're seeking an experienced Sales Onboarding Specialist to join our team. As a primary point of contact...

Job DescriptionORION Financial Services is seeking a Marketing Communications Specialist to join our team. As a Marketing Communications Specialist, you will be responsible for developing and implementing effective marketing communications strategies to promote our brand and services.Key Responsibilities:Develop and execute marketing communications plans to...

We are seeking a detail-oriented Financial Record Specialist to join our team at ALFA INTEGRATED SERVICES. In this role, you will be responsible for maintaining accurate financial records and performing various accounting tasks.Job Description:As a Financial Record Specialist, you will work independently to calculate and prepare cheques for payroll, maintain...

About FloatAt Float Financial Solutions Inc., we're a customer-obsessed and passionate team that's rethinking how companies access capital, streamline spending, and manage growth. Our innovative platform is backed by world-class investors like Tiger Global and Golden Ventures.We're seeking a talented Digital Financial Security Specialist to join our team and...

At CI Financial, we believe that our work environment should be a safe and inclusive space where everyone has the opportunity to contribute their unique perspective and ideas. We are driven by a commitment to providing individuals and institutions with high-quality investments and advice.Job OverviewWe are currently seeking a Financial Compliance Specialist...

Cash Express is seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and promoting the sale of credit and loan services.Key Responsibilities:Approve or reject loan applications based on client...

Financial Planning SpecialistAt TY PEAK TAX SERVICES INC., we are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing expert financial planning advice to our clients. This includes analyzing financial data, creating personalized financial plans, and providing...

Join Momentum Financial Services Group as a key player in driving store profitability. As a Branch Manager, you will lead and develop a team of Financial Service Representatives to promote our financial products and services to meet our customers' financial goals. Your passion for sales and leadership skills will be essential in achieving this goal. Key...

Job SummaryWe are seeking a highly skilled Regulatory Expert Lead to join our team at the Financial Services Regulatory Authority of Ontario. This is an exciting opportunity to lead and contribute to quantitative and qualitative research, development, and assessments to support departmental initiatives.About the RoleThe successful candidate will provide...