Financial Services Manager

KB Financial Solutions is a growing financial advisory firm specializing in personalized financial planning, mortgage solutions, and insurance services. We are dedicated to helping high-income professionals, business owners, and families achieve their financial goals through tailored solutions and expert guidance. We are seeking a Financial Services...

About Primerica: At Primerica Financial Services, we are committed to helping families and individuals achieve financial independence. We provide education, tools, and financial products that empower our clients to build secure futures. We believe in offering personalized service and expert guidance in every step of their financial journey. Primerica is a...

About Primerica: At Primerica Financial Services, we are committed to helping families and individuals achieve financial independence. We provide education, tools, and financial products that empower our clients to build secure futures. We believe in offering personalized service and expert guidance in every step of their financial journey. Primerica is a...

Education: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning - Arrange for sale of...

Leeder Automotive is an automotive group comprised of multiple dealerships located throughout the GTA. Our mission is to provide our customers with an unsurpassed automotive experience. We combine exceptional customer service with innovative technology in automotive retail to make buying, leasing and servicing vehicles fast, easy, and convenient. We are...

Education: - Expérience: **Education**: - Bachelor's degree - Statistics, general - Economics, general - Accounting - Finance, general **Work setting**: - Financial management/services - Office building **Tasks**: - Evaluate financial risk - Collect financial and investment information about companies, stocks, bonds and other investments - Prepare...

**About Brightview** Brightview Wealth Management is a boutique wealth management firm. Our vision is to help clients accumulate wealth and achieve financial success through distributing top tier financial products and providing sound advice. Partnering with hedge funds, asset management, investment firms, and insurance carriers, we offer award-winning...

Education: - Expérience: - **Education**: - Bachelor's degree - ** Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish objectives for the organization and formulate or approve...

**Financial Services Associate 2** 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...

As an award-winning company, PFSL/ Primerica Inc. prides itself on bringing Wall Street Concepts to Main Street Families. Since our founding on February 10th, 1977, we have been committed to serving middle-income families across North America by helping them earn more money, become adequately protected and debt-free and save more money for their future. Our...