Financial Services Manager

4 days ago


Prince George, British Columbia, Canada Sun Life Financial Full time

**Job Title:** Senior Advisor

**Job Summary:** We are seeking a Senior Advisor to join our team at Sun Life Financial. The successful candidate will be responsible for managing a team of advisors and overseeing the day-to-day operations of our office.

**Key Responsibilities:**

  • Manage a team of advisors and oversee the day-to-day operations of our office
  • Provide technical advice and support to team members
  • Ensure team members are meeting their performance targets
  • Coordinate activities with other work units or departments
  • Establish work schedules and procedures
  • Examine and verify the accuracy of work
  • Identify workers' training needs
  • Prepare and submit reports
  • Resolve work problems, provide technical advice and recommend measures to improve productivity and product quality
  • Train staff/workers in job duties, safety procedures and company policies
  • Conduct performance reviews
  • Perform same duties as workers supervised
  • Recruit and hire staff
  • Coordinate, assign and review work
  • Maintain operation of computer systems, equipment, machinery and arrange repair work to ensure business continuity and customer service delivery
  • Requisition materials and supplies
  • Organize and maintain inventory
  • Ensure compliance with government regulations
  • Consult with government regulatory agencies
  • Maintain inspection records and complete inspection reports
  • Direct and control corporate governance and regulatory compliance procedures

**Requirements:**

  • 3-4 years of experience in a leadership or management role
  • Excellent communication and interpersonal skills
  • A valid driver's license

Why Join Us?

We offer a competitive salary and benefits package, including free parking available on site.


  • Financial Planner

    6 days ago


    Prince George, British Columbia, Canada BMO Financial Full time

    Application Deadline:03/24/2025Address:1445 Central Street West Job Family Group:Retail Banking Sales & ServiceWe are hiring Financial Planners for opportunities in our Prince George and Quesnel markets.Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with...


  • Prince George, British Columbia, Canada Sun Life Financial Full time

    Sun Life Financial is a leading financial services company that offers a wide range of insurance and investment products. We are currently seeking a highly skilled and experienced professional to join our team as a Financial Advisor.In this role, you will be responsible for coordinating activities with other work units or departments, establishing work...


  • Prince George, British Columbia, Canada BMO Financial Full time

    Why Join UsBMO Financial Group offers a dynamic and inclusive work environment that supports professional growth and development. As a Financial Planner, you will have the opportunity to work with a diverse range of clients, develop your expertise in financial planning, and contribute to the success of our organization.What We Offer:A competitive salary and...


  • Prince George, British Columbia, Canada BMO Financial Full time

    About UsBMO Financial Group is a leading financial institution that helps individuals, families, and businesses achieve their financial goals. We are committed to providing exceptional customer service and supporting our communities through various initiatives.Role Overview:This is a senior-level role that requires strong leadership skills, strategic...


  • Prince George, British Columbia, Canada RPMGlobal Full time

    Job DescriptionKey Responsibilities:1. Collaborate with engagement teams to plan, prepare, and execute financial statement reviews and compilations2. Prepare monthly and annual bookkeeping for clients, including budgeting and resource allocation3. Assist with payroll and HST calculations, as well as respond to CRA requests for information4. Supervise and...


  • Prince George, British Columbia, Canada BMO Financial Full time

    OverviewBMO Financial Group is a leading financial institution committed to helping individuals, families, and businesses achieve their financial goals. As a Financial Planner, you will play a critical role in delivering exceptional customer experiences and driving business growth.Job Summary:This is a challenging and rewarding role that requires strong...


  • Prince George, British Columbia, Canada Sun Life Financial Full time

    **About Us**Sun Life Financial is a leading provider of insurance and financial services. Our mission is to help our clients achieve their long-term financial goals.**Job Description**We are seeking a Senior Advisor to join our team. As a Senior Advisor, you will be responsible for managing a team of advisors and overseeing the day-to-day operations of our...

  • Senior Advisor

    4 days ago


    Prince George, British Columbia, Canada Sun Life Financial Full time

    **Overview**Sun Life Financial is a leading provider of insurance and financial services. We are committed to helping our clients achieve their long-term financial goals.**Job Summary**We are seeking a Senior Advisor to join our team. As a Senior Advisor, you will be responsible for managing a team of advisors and overseeing the day-to-day operations of our...


  • Prince George, British Columbia, Canada Scotiabank Full time

    About the RoleWe're looking for a highly motivated and results-driven Financial Services Specialist to join our team. As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Your Key ResponsibilitiesDevelop and execute business development plans for...


  • Prince George, British Columbia, Canada ENGINEERINGUK Full time

    MNP is a leading national accounting, tax and business advisory firm in Canada. We are proud to be Canadian and provide business strategies and solutions that empower our clients.As a Financial Services Analyst Intern, you will be part of our Assurance & Accounting team. This diverse team of professionals is dedicated to exceeding clients' unique needs...


  • Prince George, British Columbia, Canada CWB Financial Group Full time

    At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Role Specifications Location: British Columbia BC...

  • Branch Manager

    3 weeks ago


    Prince George, British Columbia, Canada Western Financial Group Full time

    Career Opportunities: Branch Manager (81255)We are one of Canada's Top Employers, Join UsDoes leading a team to achieve sales goals and incentives excite you? Do you see yourself as not just a manager, but a leader?Branch ManagerAs a Branch Manager with Western Financial Group, you will use your Insurance expertise to effectively manage and support your team...


  • Prince George, British Columbia, Canada Dentalcorp Health Services LTD. Full time

    About UsFamily Dental Care – Spruceland is a leading provider of family and cosmetic dentistry services in Northern British Columbia. Our purpose is to provide the best care for our patients, empowering our people and practices with resources and technology to deliver exceptional care and patient outcomes.The Ideal CandidateWe are looking for a talented...

  • Financial Planner

    4 days ago


    Prince George, British Columbia, Canada Scotiabank Full time

    Requisition ID: 210877Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as 'Investment Specialist' under the Mobile Advice Team). Join a purpose...


  • Prince George, British Columbia, Canada Scotiabank Full time

    Company Overview:Scotiabank is a leading bank in the Americas, guided by its purpose: "for every future". The organization helps customers, their families, and communities achieve success through a range of advice, products, and services.Job Description:The Financial Planning Expert will contribute to the overall success of MD Wealth in Canada. This involves...

  • Financial Planner

    5 days ago


    Prince George, British Columbia, Canada Scotiabank Full time

    Title: Financial Planner - Prince GeorgeRequisition ID: 210877Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. As a dedicated entrepreneur,...


  • Prince George, British Columbia, Canada Integris Credit Union Full time

    Company OverviewAt Integris Credit Union, we are dedicated to helping our clients achieve their financial goals. Our team of experienced professionals is committed to providing expert advice and guidance to ensure that our members have the tools they need to succeed.SalaryThe successful candidate for this position will be eligible for a guaranteed salary of...


  • Prince George, British Columbia, Canada Parallel Lumber Group Full time

    Job Summary:We are seeking a seasoned Chief Financial Officer to drive our financial operations forward. As a key member of the leadership team, you will be responsible for developing and implementing financial strategies that align with our company's short-term and long-term objectives.Responsibilities:Strategic Financial Leadership: Develop and implement...


  • Prince George, British Columbia, Canada Parallel Lumber Group Full time

    Company Overview:Parallel Lumber Group is a dynamic and growth-oriented company in the wood manufacturing industry. Our mission is to provide high-quality products and exceptional customer service to our clients across North America.Job Description:The Chief Financial Officer will be responsible for:Developing and implementing financial strategies that align...


  • Prince George, British Columbia, Canada Canfor Full time

    This is an exciting opportunity for a detail-oriented individual to join our team as a Senior Operations Accountant. As a key member of the Canfor Pulp finance team, you will play a critical role in supporting the organization's goals and objectives by providing high-quality financial and statistical analysis.The successful candidate will have strong...