Financial Services Associate

Company 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...

Are 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...

Delivering Exceptional Customer ExperienceAbout BMOBMO is a leading financial institution dedicated to providing innovative solutions to its customers. Our commitment to exceptional service and customer satisfaction drives our business forward.Job DescriptionWe are seeking an experienced Senior Financial Services Associate to join our team. As a key member...

Role 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:...

Job OverviewVentum Financial Corp is seeking a skilled Estate Planning Specialist to join our team. This role requires expertise in financial planning, wealth preservation, and insurance solutions.Key Responsibilities:Prepare comprehensive financial plans for clients, including retirement projections and recommendations for CPP/OAS payments, RIF conversions,...

Job OverviewKlay Nelson Financial Services Inc, a reputable firm based in Vancouver, British Columbia, is seeking an experienced Administrative Assistant to join their team.

At BMO, we are committed to delivering exceptional service to our customers and prospects. Our Part-Time Financial Services Associate plays a vital role in achieving this goal by identifying customer needs and providing advice and guidance on financial solutions that meet their best interests.Job SummaryThis is a part-time role with a minimum guarantee of...

IFG - 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...

Private 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...

About 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...

About 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...

About UsRaymond James Ltd. is Canada's leading independent investment dealer, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Our company values integrity, conservatism, and independence, and we expect our associates to embody these principles in their daily work.We are...

Welcome to Raymond James, where we prioritize people-first culture and equal opportunities for all candidates! As a Financial Services Liaison, you will be part of a dynamic team that supports the Private Client Group business operations in Canada. Your key responsibilities will include:Key ResponsibilitiesAssist in the training and support of Financial...

At 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...

We 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...

HAPO 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...

Job 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 -...

Job 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...

Unlock 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...

Job Description: As a Financial Services Coordinator, you will play a vital role in supporting the success of our organization. We are seeking a highly motivated and organized individual to join our team as a Account Profile Associate. In this position, you will provide support to branches by ensuring clients' profile information is accurate and readily...