Individual Financial Services Coordinator

Job Description Life Benefits Solutions, a Division of People Corporation, is a Group Insurance & Retirement Broker servicing Indigenous employers across Canada. We specialize in designing programs that support the unique needs of indigenous and non-indigenous employees and employers. We are adding an Individual Financial Services Coordinator to our...

We are seeking a Individual Financial Services Administrator to join our Coughlin team in Winnipeg. **The Individual Financial Services Administrator will**: - Manage schedules, including coordinating meetings and appointments, including virtual (video) appointments. - Perform other administrative tasks as needed, such as drafting documents and...

Job Summary We are a rapidly growing financial brokerage expanding in Winnipeg, and now expanding in Winnipeg Manitoba and Montreal. We are currently looking to bring on-board Financial Service Representative and Financial Planners to our positive and upbeat work environment. Financial Service Representatives provide clients with advice on financial...

We are seeking a highly skilled Financial Services Representative to join our team at BMO Financial Group.This is an exciting opportunity for a motivated individual to grow their career in the financial services industry.About the RoleAs a Financial Services Representative, you will be responsible for providing exceptional customer service and sales support...

Education: - Expérience: **Education**: - Secondary (high) school graduation certificate **Tasks**: - Evaluate daily operations - Identifying and investigating compliance issues - Plan and control budget and expenditures - Plan and organize daily operations - Hire, train, direct and motivate staff - Establish and implement policies and procedures for...

**About Us** Ventum Financial Corp. (Ventum) is a leading independent Canadian financial services firm headquartered in Toronto, Ontario with significant operations in Vancouver, British Columbia and 13 offices nationwide. Formed through a recent merger that fueled substantial growth, Ventum is distinguished by its entrepreneurial spirit and client-centric...

**Career Opportunity - Financial Services Coordinator** We are seeking a bright, energetic individual to join our growing Wealth Management practice. Our team atmosphere thrives on collaboration and holistic approach to financial planning. This role is relationship driven, with team members serving as a conduit for successful planning with the families and...

Meet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. - Research and evaluate the loan applicant’s financial status, references, credit history, and ability to repay the loan. - Maintain an active knowledge of loan products including continuous training on those products. - Utilize professional...

Meet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. - Research and evaluate the loan applicant’s financial status, references, credit history, and ability to repay the loan. - Maintain an active knowledge of loan products including continuous training on those products. - Utilize professional...

AAR Financial offers a positive work environment that encourages their staff to work and grow your career. We offer inclusive in-house training for all positions as well as incentive/benefits packages! **Summary** Responsible for providing exceptional customer service and promoting the business of AAR **Main Responsibilities** - Maintain absolute...

Company Overview:Royal Bank of Canada is a leading investment and wealth management firm with a strong focus on building long-lasting relationships with our clients. Our team is committed to delivering exceptional service and support, enabling us to achieve our goal of helping our clients succeed financially.Salary: $62,000 - $75,000 per year, depending on...

Under the general direction of the Financial Controller, Fire Paramedic Service, the Coordinator Financial Planning and Services is responsible for the planning, coordination and compliance of financial services. The emphasis is on providing transactional integrity as well as providing timely, independent, and objective financial advice to management in...

Job Title: Outreach & Benefits Facilitator Department: Tax Team Anticipated Start Date: January 2025 Hours: 8:30-4:30pm, Monday to Friday. Up to 2 days remote per week (May-Jan); non-remote 5 days/week (Feb-Apr) Location: 516 - 294 Portage Ave, and various community settings within Winnipeg **Salary**: $24/hour, 40 hours per week with extended health...

Under the general direction of the Manager of Finance (Campus Departments), the Coordinator of Financial Planning & Services is responsible for planning, coordinating and compliance of all financial aspects relating to their assigned Departments in accordance with the controllership function and the centralized campus controllership operation. The emphasis...

Job Title: Community Programs Associate Project(s) Name: - Financial Wellness in First Nations Communities - Family Resource Centre Project Anticipated Start Date: November 2024 Hours: 8:30-4:30pm, Monday to Friday when in office or working from home, while flexibility is needed when in community settings, as hours will vary based on program...

En tant que Spécialiste des Services Financiers chez BMO Groupe financier, vous jouerrez un rôle clé dans l'offre de services exceptionnels aux clients actuels et potentiels.La salaire estimée pour ce poste est de $52 400.00 - $94 300.00 par an.Description du poste :Résoudre les besoins financiers complexes des clients et recommander des solutions...

At Neo, we’re disrupting the future of finance. What matters most to us is challenging the status quo and providing a better financial future for all Canadians. We’re working everyday to reinvent the way Canadians spend, save, and grow their money - all together, in one place. We’re creating a seamless digital experience, with the modern day features...

**Job Summary** We are a dedicated financial advisory firm in Winnipeg, Manitoba, consisting of a Financial Planner that is geared to help our clients meet their Financial goals. We pride ourselves on our high level of service, and expertise on risk management, estate planning, tax planning, Insurance as well as Investment planning. We are seeking a...

Winnipeg School Division is seeking a detail-oriented and organized Financial Transactions Coordinator to join their team. This 12-month, full-time permanent position in the Secretary Treasurer's Department requires excellent organizational and interpersonal skills.The ideal candidate will have one year of relevant experience or completion of an accredited...

This is a customer service rep position in the financial field. Duties and responsibilities include: Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial...