Financial Services Associate
1 week ago
At Raymond James Ltd., we seek a skilled professional to join our team as an Account Profile Associate. In this role, you will contribute to the company's mission by providing exceptional support to our branches. Your primary responsibility will be to ensure accurate and up-to-date client profile information, which requires strong organizational and communication skills. You will also participate in various administrative tasks, including new account openings, account updates, and recurring event setups. To succeed in this position, you must have a solid understanding of finance and securities industry operations, as well as experience with dataphile application or similar electronic document management systems. Additionally, proficiency in Microsoft Office and ability to learn new applications are essential. A minimum of 1 year of industry-related experience and post-secondary education are required. We offer a comprehensive compensation package that includes a competitive salary range of $50,000 to $55,000 annually, plus performance bonuses and incentives. You will also enjoy a range of benefits, including flexible workstyles, health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and many more. Our commitment to diversity and inclusivity ensures equal opportunities for all candidates.
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Financial Services Associate
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeCompany OverviewRoyal Bank of Canada is a leading financial institution dedicated to delivering trusted advice and innovative solutions to its clients. We strive to foster an inclusive and dynamic work environment that promotes growth and development for our employees.SalaryThe estimated annual salary for this role is $75,000 - $90,000, depending on...
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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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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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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 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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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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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 Associate
2 weeks ago
Vancouver, British Columbia, Canada Disability Solutions Full timeAbout the RoleThe Financial Services Associate - Client Support is a critical member of our team at Disability Solutions. This position requires strong organizational skills and attention to detail to ensure accurate and timely completion of tasks.Responsibilities:Support branches with client profile information management.Conduct quality control reviews and...
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Compliance and Financial Management Associate
2 weeks ago
Vancouver, British Columbia, Canada Connor, Clark & Lunn Investment Management Ltd. Full timeAt Connor, Clark & Lunn Investment Management Ltd., we are seeking a highly skilled Compliance and Financial Management Associate. This role is ideal for a detail-oriented professional with experience in financial management and compliance. The successful candidate will possess excellent analytical skills, strong communication abilities, and the capacity to...
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Financial Services Consultant
2 weeks ago
Vancouver, British Columbia, Canada CIBC Full timeWe are building a client-centric banking experience at CIBC. As a member of our Personal and Business Banking Team, you will partner with Financial Advisors to help high net worth clients achieve their financial goals and set up their businesses for success.As a Financial Services Associate in the Imperial Service Team, you will provide administrative...
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Ambitious Financial Center Associate
1 week ago
Vancouver, British Columbia, Canada HAPO Community Credit Union Full timeHAPO Community Credit Union is now seeking a highly motivated and customer-focused Financial Center Associate in the Vancouver area.Key ResponsibilitiesThe ideal candidate will be responsible for delivering exceptional member service, processing financial transactions, and maintaining a clean and organized workspace.RequirementsBachelor's degree or...
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Financial Services Professional
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob OverviewWe are seeking a highly motivated and experienced Senior Associate Advisor to join our top-performing team in Vancouver. As a key member of our advisory group, you will be responsible for delivering exceptional client service and driving business growth.Compensation PackageThe estimated annual salary range for this position is $456,000 -...
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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
1 week 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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Financial Planning and Optimization Associate
3 weeks ago
Vancouver, British Columbia, Canada Tbwa ChiatDay Inc Full timeAbout the RoleWe are seeking a detail-oriented Finance Associate to join our team at LayerZero Labs. As a key member of our finance department, you will play a critical role in managing and optimizing our financial processes.Key ResponsibilitiesBudgeting & Forecasting: Assist in developing, monitoring, and updating budgets, forecasts, and financial...
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Financial Operations Manager
2 weeks 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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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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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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Senior Financial Analyst
2 weeks 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...