Financial Services Coordinator

As a Financial Services Coordinator, you will be responsible for assisting our customers with their financial needs. This includes making outbound calls, collecting customer information, and providing guidance on our loan products.Job DutiesYour primary responsibilities will include:Making outbound calls to customers who have applied for a personal...

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...

Key ResponsibilitiesThis role involves providing high-quality administrative and operational support to our financial and investment planning services. Key responsibilities include:Coordinating marketing activities and sales materials to support client and prospect conversations.Determining appropriate communication and service regarding all aspects of...

At BMO Financial Group, we are driven by a shared purpose to boldly grow the good in business and life. As a Client Service Assistant, you will play a vital role in supporting our Investment Advisors and branch operations with day-to-day administration and exceptional client service.Your key responsibilities will include coordinating marketing activities,...

Job DescriptionIn this role, the successful candidate will be an enthusiastic and positive person with excellent organizational, communication and computer skills, along with the ability to prioritize and manage a complex workload. The individual will work with, coordinate, and follow up on workflow with other company departments, liaise and maintain strong...

Financial Services Role OverviewThis Administrative Assistant - Financial Services role involves providing support to the Assante Private Client team. In this capacity, the successful candidate will work with other departments, coordinate workflows, and maintain strong relationships with internal teams and clients. They will also prepare new account...

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...

Client Services CoordinatorIndividual Wealth and Insurance ManagementAre you ready to join a prestigious financial services firm with a legacy of excellence? ZLC Financial has been a trusted name in the Vancouver community for over 70 years, delivering tailored, independent advice to high-net-worth individuals, families, entrepreneurs, and successful...

Client Services CoordinatorIndividual Wealth and Insurance ManagementAre you ready to join a prestigious financial services firm with a legacy of excellence? ZLC Financial has been a trusted name in the Vancouver community for over 70 years, delivering tailored, independent advice to high-net-worth individuals, families, entrepreneurs, and successful...

Job SummaryWe are seeking a highly skilled and organized individual to fill the role of Financial Services Coordinator. This position will provide critical administrative support to our Trust Officers and Trust Associates.Key Responsibilities:Fundamental Tasks: Maintain accurate and up-to-date records, both physical and digital.Client Setup: Set up client...

Job DescriptionThe Portfolio Accountant will assist in the accounting and reporting for the Portfolio Accounting group. This role requires managing time effectively between different streams of work with competing deadlines.Key Responsibilities:- Assist in compiling financial information, including quarterly IFRS compliant combined financial statements.-...

About BMO Financial GroupWe are a leading financial institution dedicated to delivering exceptional customer experiences and building lasting relationships. Our purpose is to boldly grow the good in business and life, creating positive change for our customers, communities, and people.As a Financial Planner at BMO, you will play a key role in helping...

About the RoleThe Business Development Manager will be responsible for promoting Wealth Management solutions to Advisors and providing proactive sales and business building ideas.You will work closely with an External Wholesaler and Territory Coordinator to drive sales growth and maintain relationships within a specified region.The ideal candidate will have...

Company Overview:Raymond James Ltd. is a leading independent investment dealer that offers high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.We are committed to providing exceptional client experiences and supporting our financial advisors in delivering value-added services to their...

Company OverviewRaymond James Financial is a leading financial services company that offers a wide range of products and services to its clients. Our team of experienced professionals is dedicated to providing exceptional service and support to our clients.

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...

Company OverviewRaymond James Financial is a leading integrated financial services firm. We develop, collaborate, decide, deliver, and improve together.We offer high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

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 UsBMO Financial Group is committed to creating a positive impact in the communities we serve. We believe that our success is linked to the well-being of our customers, employees, and the broader community.We strive to create an inclusive and equitable workplace where everyone feels valued and respected. Our employees are empowered to make a difference...