Financial Services Manager

24 hours ago


Duncan, Canada SUSSEX INSURANCE AGENCY Full time
About Sussex Insurance Agency

We are seeking a highly skilled Financial Services Manager to join our team at Sussex Insurance Agency. This is an exciting opportunity for a professional with expertise in accounting and compliance to lead our financial services department.

Job Description

The successful candidate will be responsible for managing our balance sheets, preparing financial statements and reports, and ensuring accuracy and compliance with accounting standards and procedures.

Key Responsibilities:
  • Manage financial records, including balance sheets and profit/loss statements
  • Plan, set up and administer accounting systems
  • Ensure accuracy and compliance to accounting standards, procedures and internal control
  • Analyze financial documents and reports, including variance analysis
Requirements:
  • Degree in Accounting or related field
  • 1-2 years of experience in accounting and compliance
  • Proficient in accounting software, including Simply Accounting and QuickBooks
Benefits:
  • $60,000 - $80,000 per year salary
  • Benefits package, including health insurance and retirement plan
  • Opportunities for career growth and professional development
About the Role

This is a full-time position that requires 35 hours of work per week. The ideal candidate will have strong analytical skills, attention to detail, and excellent communication skills. If you are a motivated and organized individual with a passion for finance and compliance, we encourage you to apply.



  • Duncan, Canada Momentum Financial Services Group Full time

    Job Title: Financial Service RepresentativeAt Momentum Financial Services Group, we are seeking a highly motivated and customer-focused Financial Service Representative to join our team.Key Responsibilities:Deliver exceptional customer service by providing a quality sales experience and efficiently executing all customer transactions.Determine customers'...


  • Duncan, Canada Momentum Financial Services Group Full time

    Job Title: Financial Service RepresentativeAt Momentum Financial Services Group, we are seeking a highly motivated and customer-focused Financial Service Representative to join our team.Key Responsibilities:Deliver exceptional customer service by providing a quality sales experience and efficiently executing all customer transactions.Determine customers'...

  • Branch Manager

    4 weeks ago


    Duncan, Canada Momentum Financial Services Group Full time

    Job Overview We are seeking a highly motivated and experienced Branch Manager to join our team at Momentum Financial Services Group. As a key member of our leadership team, you will be responsible for delivering results on store profitability goals, providing quality customer sales experience, and managing the sales team to ensure targets are...


  • Duncan, Canada First West Credit Union Full time

    We are seeking a skilled Wealth Advisor to manage a book of high-value members in multiple branch locations. The successful candidate will be responsible for offering personalized financial solutions and building strong relationships with clients.Key Responsibilities:Manage a portfolio of high-value clientsDevelop and implement personalized financial...


  • Duncan, Canada Scotiabank Full time

    Requisition ID: 207829At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing expert advice and guidance to help our customers make informed decisions about their financial futures.About the RoleKey Responsibilities:• Develop and maintain strong relationships with...


  • Duncan, Canada SUSSEX INSURANCE AGENCY Full time

    Sussex Insurance Agency is seeking a skilled Financial Management Specialist to join our team. The ideal candidate will have a strong background in accounting and financial services, with experience in managing balance sheets and profit/loss statements. Key responsibilities include planning, setting up, and administering accounting systems, ensuring accuracy...


  • Duncan, Canada BMO Financial Group Full time

    21 Station Street Duncan British Columbia,V9L 1M2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired...


  • Duncan, Canada Envision Financial Full time

    We are currently seeking a Member Services Advisor to join our team temporarily for a term of 12 months. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member...


  • Duncan, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** Your natural flair for connecting to prospects, new and existing clients by providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice, whose expert approach aligns sales,...


  • Duncan, Canada BMO Financial Group Full time

    21 Station Street Duncan British Columbia,V9L 1M2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...


  • Duncan, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Duncan, Canada SUSSEX INSURANCE AGENCY Full time

    Sussex Insurance Agency is seeking a highly skilled Financial Management Specialist to join our team. As a key member of our finance department, you will be responsible for managing our company's financial operations, including balance sheets, profit/loss statements, and financial reporting.The ideal candidate will have a strong background in accounting and...


  • Duncan, Canada SUSSEX INSURANCE AGENCY Full time

    Job Title: Financial Management SpecialistAbout the Role:We are seeking a highly skilled Financial Management Specialist to join our team at Sussex Insurance Agency. As a key member of our accounting team, you will be responsible for managing balance sheets and profit/loss statements, planning and setting up accounting systems, and ensuring accuracy and...


  • Duncan, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Duncan, Canada Scotiabank Full time

    Requisition ID: 207829At Scotiabank, we're seeking a skilled Financial Services Professional to join our team. As a Financial Advisor, you'll play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build a brighter future.About the RoleKey Responsibilities:Develop and maintain strong relationships...


  • Duncan, Canada Scotiabank Full time

    Requisition ID: 207829At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our clients.About the roleKey responsibilities: Provide proactive customer service and support to meet the needs of our clients...

  • Financial Analyst

    3 weeks ago


    Duncan, Canada SUSSEX INSURANCE AGENCY Full time

    Sussex Insurance Agency is seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will be responsible for managing balance sheets and profit/loss statements, planning and setting up accounting systems, and ensuring accuracy and compliance to accounting standards and procedures.The ideal candidate will have a strong background in...


  • Duncan, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Duncan, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Planner

    1 month ago


    Duncan, Canada First West Credit Union Full time

    Job DescriptionWe are seeking a skilled Wealth Advisor to serve our Duncan & Lake Cowichan branches within our Island Savings division.The Wealth Advisor is responsible for managing a book of high-value members in assigned, multiple branch locations, by offering personalized financial guidance and investment solutions.Key Responsibilities:Develop and...