Financial Services Assistant
1 week ago
Royal Bank of Canada offers a unique opportunity to gain in-depth experience as an Administrative Assistant within our Wealth Management team. This role will provide you with the chance to work alongside experienced professionals and develop essential skills in client service, time management, and communication.
The successful candidate will be responsible for coordinating meetings, preparing materials, and providing exceptional client service. You will also have the opportunity to support Advisor teams with client onboarding, account maintenance, and project-related tasks.
To succeed in this role, you must possess strong Microsoft Office Suite skills, excellent time management and organization skills, and the ability to provide world-class client service. A Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification would be an asset. Experience in the securities industry is also desirable.
In return, Royal Bank of Canada offers a competitive salary of $42,000 per year, commensurate with experience. We strive to provide a dynamic, collaborative, and progressive work environment that fosters growth and development. Our comprehensive training program will equip you with the knowledge and skills necessary to excel in your role.
As a member of our team, you will have access to a range of benefits, including flexible work arrangements, professional development opportunities, and a comprehensive compensation package. We are committed to building inclusive teams and an equitable workplace where everyone feels valued and respected.
If you are a motivated and detail-oriented individual looking to launch your career in financial services, we encourage you to apply for this exciting opportunity. Please note that candidates must meet the eligibility requirements outlined above to be considered for this role.
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Financial Services Manager
2 weeks ago
Vancouver, British Columbia, Canada Momentum Financial Services Group Full timeAre you a sales-driven leader with a passion for driving store profitability? We're seeking an experienced Financial Services Manager to lead and develop a team of Financial Sales Representatives at Momentum Financial Services Group.About the RoleAs a Financial Services Manager, you will be responsible for driving store profitability by leading and...
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Financial Services Specialist
2 months ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeAccounting 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...
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Vancouver, British Columbia, Canada Klay Nelson Financial Services Inc Full timeJob OverviewKlay Nelson Financial Services Inc, a reputable firm based in Vancouver, British Columbia, is seeking an experienced Administrative Assistant to join their team.
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Financial Planning and Analysis Leader
3 weeks ago
Vancouver, British Columbia, Canada LGM Financial Services Full timeRole OverviewThis leadership position is responsible for driving financial planning, analysis, and decision support across the organization.Job SummaryWe are seeking an experienced Financial Planning and Analysis (FP&A) leader to play a key role in driving financial success and informed decision-making at LGM Financial Services.Key ResponsibilitiesLead FP&A:...
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Financial Services Specialist
3 weeks ago
Vancouver, British Columbia, Canada Blueshore Financial Full timeAbout UsBlueShore Financial is a leading financial institution in British Columbia, with $7 billion in assets under administration and 390 employees. Our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.Salary RangeThe base salary for this role is $50,000 to $75,000, with the majority of total income coming from...
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Financial Services Manager
3 weeks ago
Vancouver, British Columbia, Canada IFG - International Financial Group Full timeIFG - International Financial Group is an accounting firm in Vancouver that provides a range of financial services. We are seeking a highly skilled and experienced Manager to join our team.The ideal candidate will have a strong background in accounting and assurance, with a minimum of five years' experience in a public accounting firm. They will also possess...
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Vancouver, British Columbia, Canada BlueShore Financial Full time $94,000 - $115,000About the RoleWe are seeking an experienced Strategic Financial Planner and Business Development Leader to join our team at BlueShore Financial. As a key member of our finance team, you will play a pivotal role in shaping our financial strategy and overseeing budgeting, forecasting, and financial analysis for our organization.As a leader in financial...
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Assistant en service client relationnel
3 weeks ago
Vancouver, British Columbia, Canada BMO Financial Group Full timeL'assistant en service client relationnel de BMO Groupe financier a pour mission de fournir un service exceptionnel aux clients, tout en étant le lien entre les conseillers en placement et leurs équipes. Le rôle consiste à coordonner les activités de marketing, à soutenir les opérations en succursale, à traiter les demandes des clients et à...
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Financial Loan Specialist
2 weeks ago
Vancouver, British Columbia, Canada Spring Financial Inc Full timeJob DescriptionWe are seeking a skilled Financial Loan Specialist to join our team at Spring Financial Inc. In this role, you will be responsible for reviewing and approving loan applications, conducting credit evaluations, and developing business relationships with clients.Key Responsibilities:Review and approve/reject loan applications based on...
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Financial Planning Strategist
6 days ago
Vancouver, British Columbia, Canada Ventum Financial Corp Full timeUnlock Your Potential as a Financial Planning Strategist at Ventum Financial CorpWe're a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, renowned for our client-centric approach and entrepreneurial spirit. Our company, Ventum Financial Corp, offers unbiased investment solutions, professional management, and...
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Senior Financial Analyst
4 weeks ago
Vancouver, British Columbia, Canada Definity Financial Full timeAbout Definity Financial">Definity Financial is the parent company to some of Canada's most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance.">Career Opportunity">We are seeking a Senior Financial Analyst - Data Insights Specialist to join our team. This role...
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Financial Operations Manager
1 week ago
Vancouver, British Columbia, Canada Spring Financial Inc. Full time**About Us**Spring Financial Inc. is a leading fintech company that has revolutionized the lending process for millions of Canadians since its inception in 2014.We have successfully simplified the lending process and provided a wide range of solutions to effectively manage various financial circumstances, making us the largest fintech loan originator in...
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Financial Services Administrator
3 weeks ago
Vancouver, British Columbia, Canada TD Bank Full timePrivate Trust Private Client Service Associate Job OpportunityWe are seeking a highly motivated and detail-oriented Financial Services Administrator to join our team in Vancouver, BC. This is an exciting opportunity to gain valuable experience in the financial services industry.About TD BankTD Bank is one of Canada's leading financial institutions, providing...
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Responsable des Services Financiers de Crédit
3 weeks ago
Vancouver, British Columbia, Canada BMO Financial Group Full timeRésumé du poste :Vous êtes un professionnel expérimenté en matière de crédit, et vous cherchez un défi stimulant ? Nous sommes à la recherche d'un responsable des services financiers de crédit qui pourra s'adapter à nos besoins changeants.Tâches clés : Apporter une expertise technique au processus d'octroi de crédit ;Analyser les données pour...
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Senior Sales Team Lead
3 weeks ago
Vancouver, British Columbia, Canada Momentum Financial Services Group Full timeAbout Momentum Financial Services GroupMomentum Financial Services Group is a leading financial services provider in North America. With over 400 retail locations and a presence in local communities and cities across Canada, we offer access to cash and related financial products to help customers achieve their financial goals.Salary and BenefitsThe...
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Senior Financial Analyst
1 week ago
Vancouver, British Columbia, Canada Definity Financial Full timeDefinity Financial is a leading insurance company in Canada, offering innovative solutions to its customers. Our team is committed to excellence and provides value-added insights to our stakeholders.About the RoleWe are seeking an experienced Senior Financial Analyst - Strategic Insights to join our team. The successful candidate will be responsible for...
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Financial Administrator for Community Services
3 weeks ago
Vancouver, British Columbia, Canada Parkgate Community Services Society Full timeAbout the RoleWe are seeking a highly skilled Financial Administrator to join our team at Parkgate Community Services Society. This is a full-time permanent position, working Monday to Friday, 35 hours per week.Job SummaryThe key functions of this role will be using a variety of Accounting Software applications with duties relating but not limited to...
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Estate Planning Financial Services Specialist
3 weeks ago
Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full timeEstablish a successful career as an Estate Planning Financial Services Specialist with Quantum Management Services Ltd. in Vancouver, BC.Salary: $75KAbout the RoleThis dynamic position requires expertise in financial planning, wealth preservation, and insurance products to drive new business opportunities while maintaining high standards of client service...
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Estate Planning Expert for Financial Services
2 weeks ago
Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full timeCompany OverviewQuantum Management Services Ltd. is a leading financial services company seeking an experienced Estate Planning Specialist to join their team in Vancouver.SalaryThe estimated salary for this position is $80,000 - $120,000 per year, depending on experience and qualifications.Job DescriptionThis role requires expertise in financial planning,...
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Financial Services Coordinator
3 weeks ago
Vancouver, British Columbia, Canada Edward Jones Full timeWe are seeking a highly skilled and motivated Financial Services Coordinator to join our team. As a key member of our branch office, you will be responsible for delivering exceptional personalized service to clients and assisting in the development of strategies for the upcoming year.About UsAt Edward Jones, we are proud to be a Fortune 500 company where...