Metis Financial Services Representative

About Our Company8Twelve Financial Technologies Inc. is a fast-growing network of experienced mortgage agents, brokers and brokerages - the right partner for your business.Our Proprietary Technology With our very own customized end-to-end mortgage brokerage platform (INFIN8), we are disrupting the financial technology industry from the front lines.The JobWe...

Manager 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...

Manager 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...

Courtenay, 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...

Role OverviewWe are seeking a highly skilled Benefits Representative to join our team at Pierre Strand. As a key member of our organization, you will play a pivotal role in helping families protect their assets and secure their futures.Primary Responsibilities:Engage with clients to understand their financial goals and concerns.Present tailored solutions to...

What you will be doing:Over 800,000 Canadians apply for a personal loan with Spring Financial each year. As an Outbound Customer Service Representative, you will play a critical role as the first point of contact for these applicants. Your job will be to reach out to these prospects over the phone and guide them step-by-step through the application and...

- Job category: Customer Service and Administrative SupportCall center, Individual Insurance / Hybrid / Vancouver / Permanent, full time / Start as soon as possibleAre you passionate about customer service and want to work for a dynamic company? Look no further. We want to meet youWe have a permanent customer service representative position that is perfect...

This role is being posted by Navacord on behalf of Waypoint Benefits & Financial Services. This is an on-site position working out of the Vancouver location.Position SummaryThe Client Service Representative, Financial Services, supports multiple Financial Advisors with administrative duties such as data management, meeting preparation, file management, and...

Job DescriptionCompany OverviewCI Financial is a leading global wealth management and asset management advisory services provider. With a commitment to excellence, we aim to deliver exceptional investment solutions to individuals and institutions. Our vision is built on the principles of providing innovative products, fostering a culture of diversity and...

Financial Services Coordinator This is a dynamic role that requires exceptional organizational skills and attention to detail. As a Financial Services Coordinator, you will provide administrative support to our advisors and clients, ensuring timely and accurate completion of tasks. Key Responsibilities: Process new business applications for life insurance...

As 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...

About UsCIP is a leading global wealth management and asset management advisory services provider. Our mission is to deliver exceptional investment solutions to individuals and institutions through innovative products and a customer-centric approach. At CIP, we value diversity, equity, and inclusion and strive to create a workplace that is both challenging...

Application Deadline: 05/06/2025 Address: 8683 Kerr 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, retirement savings...

Application Deadline:05/06/2025Address:8683 Kerr 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, retirement savings...

Application Deadline:05/06/2025Address:8683 Kerr 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, retirement savings...

Job Description Job Description Salary: $60,000 + Commission About Northlake Financial Corp.Northlake Financial team is growing If you are a committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you.Why Work for us?Northlake understands the needs of its employees. Northlake Financial is...

As 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...

Job DescriptionIn this role, you will play a critical part in helping Spring Financial achieve its mission of providing accessible and affordable personal loans to Canadians. As an Outbound Customer Service Representative, your primary responsibility will be to contact prospective customers who have applied for a personal loan and guide them through the...

Job OverviewMortgage Specialists at BMO Financial Group play a vital role in helping customers achieve their dream of home ownership. As a Mortgage Specialist, you will be responsible for cultivating relationships with referral networks, identifying sales opportunities, and developing effective marketing and sales programs to drive business results.Key...

This role is being posted by Navacord on behalf of Waypoint Benefits & Financial Services. This is an on-site position working out of the Vancouver location. The Client Service Representative, Financial Services, supports multiple Financial Advisors with administrative duties such as data management, meeting preparation, file management, and internal and...