Financial Services Specialist

About the RoleBMO Financial is seeking a skilled Financial Services Professional to join our team. In this role, you will have the opportunity to work with customers to understand their financial goals and develop personalized plans to help them achieve success.Key ResponsibilitiesProvide financial planning and investment advice to customers, identifying...

We are seeking a Financial Services Specialist to join our team at Randstad. As a Financial Services Specialist, you will play a crucial role in reviewing customer transactional information to identify potential suspicious activities.Job SummaryThe Financial Services Specialist will be responsible for analyzing and populating suspicious transaction reports...

As a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...

About the RoleWe are seeking a highly skilled and bilingual Financial Services Consultant - Insurance Solutions to join our team at People Exchange Inc on behalf of SISIP Financial.Job DescriptionIn this exciting role, you will be responsible for executing an ongoing business/client acquisition strategy and retention activities to ensure consistent growth in...

Job Title: Financial Data Specialist">About the Company: Ontario Inc is a leading organization in the industry, dedicated to providing high-quality services to our clients.">Salary: The estimated annual salary for this position is around $45,000-$55,000 CAD.">About the Job: We are seeking a highly skilled and organized individual to join our team as a...

BMO Financial Group is a leading banking institution that aims to boldly grow the good in business and life. As an Expert Financial Consultant, you will play a crucial role in helping customers achieve their financial goals.About UsWe are driven by a shared purpose of creating lasting, positive change for our customers, communities, and people. By working...

About Desjardins Financial Security Independent NetworkAs a leader in the Canadian financial services industry, Desjardins Financial Security Independent Network is part of Desjardins Financial Security and the Desjardins Group, which boasts assets of over $160 billion, making it the largest cooperative financial group in Canada and the sixth largest...

About the RoleWe are seeking a skilled and dedicated Professional Financial Consultant to join our team at BMO Financial Group. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.Key ResponsibilitiesProvide expert financial planning and investment advice to our clients, helping them make informed...

People Exchange Inc, a leading recruitment partner, is supporting SISIP Financial in the search for a Bilingual Life Insurance Advisor - Financial Services. As a trusted provider to the Canadian Armed Forces community for over 50 years, SISIP Financial offers expert advice and solutions across investing, insurance, financial planning, and sustainable...

**Job Summary**We are seeking a skilled Financial Risk Management Specialist to join our team at Alterna Savings. In this role, you will be responsible for managing daily transactions and analyzing risks related to money laundering and terrorist financing.Main Responsibilities:Complete all FINTRAC transaction reporting accurately and on time.Analyze reports...

Overview\BMO Financial is a leading financial institution committed to helping individuals and businesses achieve their financial goals. We're dedicated to providing exceptional service and creating lasting, positive change in our communities.\Salary\The estimated salary for this role is $55,000 - $82,500 per year, plus commission potential, depending on...

About the RoleWe are seeking an experienced Financial Collections Specialist to join our team in Ottawa. As a key member of our collections team, you will be responsible for collecting on delinquent accounts to maximize recovery while minimizing costs.Key ResponsibilitiesConduct timely and effective collection follow-up on assigned accounts in varying stages...

About This Role">We are seeking a skilled Financial Planning Specialist to join our team at Royal Bank of Canada. In this role, you will play a critical part in helping high-net-worth individuals and families achieve their financial goals.Key Responsibilities">Develop and implement comprehensive financial plans tailored to the unique needs of each...

Role OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team at Plus Advisors Inc. in Ottawa. As a key member of our team, you will play a vital role in helping businesses unlock their full profit potential with our Profit First expertise and premium bookkeeping services.Key ResponsibilitiesImplement Profit First methodology...

About the RoleCatholic Christian Outreach Canada is seeking a highly skilled Financial Operations Specialist to play a key role in establishing a strong foundation for the organization. This position will be responsible for ensuring the smooth operation of our financial functions, enabling us to effectively fulfill our mission of evangelization on university...

Role OverviewWe are seeking a highly skilled Financial Wellness Portfolio Specialist to join our team at Aviso Wealth Inc. This is an exciting opportunity for a motivated individual to build strong relationships with members, understand their financial goals, and provide tailored solutions to help them achieve financial wellness.

Job SummaryWe are seeking a detail-oriented Financial Bookkeeping Specialist to join our team at Personal Touch Courier. In this role, you will be responsible for maintaining accurate financial records, preparing cheques for payroll, and ensuring the timely completion of various accounting tasks.About the RoleMaintain general ledgers and financial...

About Desjardins Financial Security Independent NetworkWe are a Canadian leader in the financial services industry with a dynamic coast-to-coast network, comprised of 40 financial centres and more than 1,200 associate partners.Our Track RecordWe believe in listening to our associates' needs for providing the products and tools needed to maximize their value...

At TORREJON FINANCIAL INC., we are seeking a highly skilled Senior Insurance Sales Specialist to join our team. This is an excellent opportunity for a professional who is passionate about providing exceptional customer service and driving business growth through strategic sales.About the RoleWe offer a competitive salary of $60,000 - $80,000 per year, based...

About the RoleWe are seeking a Senior Financial Planning Specialist to join our Client Solutions group in Canada. The successful candidate will contribute to the overall success of the team by executing specific individual goals, plans, and initiatives that support the team's business strategies and objectives.Key ResponsibilitiesClient Relationship...