Financial Services Associate

Company Overview:We are a financial services firm seeking an Associate Consultant to service our existing and growing client base.Candidates must have financial planning/financial services-specific education, although extensive experience is not required.

Job Title: Client Service AssociateWe are seeking a dynamic and client-centric individual to join our team.As a Client Service Associate, you will work closely with Investment Advisors to develop and manage client relationships. You will perform administrative and operational tasks related to clients' investment portfolios in collaboration with aligned...

3 days ago Be among the first 25 applicantsDirect message the job poster from Investors Group Securities Inc.Executive Financial Consultant, CFP, RRC at IG Wealth ManagementEstablished financial planning practice seeking Associate Consultant to service existing and growing client base. Candidates must have financial planning/financial services-specific...

Key ResponsibilitiesAssess client financial information and determine goalsPrepare and present written financial plansUpdate Know Your Client recordsPerform other compliance and day-to-day servicing activitiesWe offer comprehensive financial planning services and a full suite of complementary products, including investments, insurance, and lending.

4 days ago Be among the first 25 applicantsDirect message the job poster from Co-operatorsFinancial Advisor, McNaughton Agency Inc/Mutual Fund Investment Specialist, Co-operators Financial Investment Services Inc.Company DescriptionCo-operators is a leading Canadian financial services co-operative offering multi-line insurance and wealth products. With over...

Key Responsibilities- Leadership and Coaching: Provide guidance and direction to your team members, helping them develop their skills and reach their full potential. Foster a culture of excellence, encouraging innovation and collaboration within the team.- Customer Relationships: Build and strengthen existing and new customer relationships by providing...

At Advantage Personnel, we are seeking a highly skilled Customer Service Associate to join our team. This is a long-term opportunity with a successful company that distributes large household appliances and maintenance parts.The ideal candidate will have a minimum of 1-2 years of experience in customer-facing roles, with advanced skills in Microsoft Outlook,...

About the CompanyOur client, a prominent global restaurant franchise, is seeking a highly skilled Senior Financial Analyst. This individual will be responsible for leading various strategic ad-hoc projects and providing insightful analysis that supports key business decisions.The ideal candidate will possess strong business acumen, excellent analytical...

Relationship Manager, Commercial Financial ServicesJoin to apply for the Relationship Manager, Commercial Financial Services role at PH&N Institutional.Job SummaryWhat is the opportunity?As our Relationship Manager, Commercial Financial Services Trainee, you are in a proactive, face-to-face client relationship role in RBC's Commercial Banking platform. The...

About the CompanyOur client is a global restaurant franchise. They are looking for a Senior Financial Analyst who will be responsible for various strategic ad-hoc projects and performing analysis that supports key strategic decisions in the business. This individual will work cross-functionally with other departments and develop business cases to support the...

Title: Client Service Associate (CSA) - Planning and Scheduling - Full-timeDescription:Requisition Details:Employment Status: Regular, Full-time (1.0 FTE)Program Name: eHomecareNumber of Hours Bi-Weekly: 75Work Schedule: Days, Evenings, WeekendsOn-Call: NoExisting Vacancy: Yes - we're currently hiring candidates for an existing vacancy in this...

Job SummaryAs our Relationship Manager, Commercial Financial Services Trainee, you are in a proactive, face-to-face client relationship role in RBC's Commercial Banking platform. The program is based primarily in a Commercial Centre and lasts approximately 9 months. A mentor is assigned to coach you throughout your training. This opportunity prepares you to...

We're looking for an experienced Financial Services Product Specialist to take ownership of our product backlog and drive the development of innovative solutions for our clients.">Defining and writing clear, actionable user stories and acceptance criteriaWorking closely with sales teams to conduct product demonstrations and provide technical...

Title: Client Service Associate (CSA) - Planning and Scheduling - Full-timeDescription:Requisition Details:Employment Status: Regular, Full-time (1.0 FTE)Program Name: eHomecareNumber of Hours Bi-Weekly: 75Work Schedule: Days, Evenings, WeekendsOn-Call: NoExisting Vacancy: Yes - we're currently hiring candidates for an existing vacancy in this...

Job Description:The Skipper, Live Well is a key role within our organization, overseeing the administration and delivery of day-to-day supportive housing program operations. Reporting to the Manager of Housing Programs, you will lead a team of Tenant Support Coordinators (TSCs) in the onsite delivery of programs and services at Marlene Avenue and Winston...

Application Deadline:03/30/2025Address:195 Henry Street Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much...

Application Deadline:03/30/2025Address:195 Henry StreetJob Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more....

Application Deadline:03/30/2025Address:195 Henry Street Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much...

Application Deadline: 03/30/2025Address: 195 Henry StreetJob Family Group: Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all...

What We OfferWe provide an excellent opportunity for income and career growth, with base compensation plus commission and bonuses.Our team is committed to providing memorable service to our clients, and we are looking for someone with excellent personal skills to join us.