Financial Services Manager

Company OverviewRaymond James Financial is a leading independent investment dealer in Canada, offering high-quality investment products and services to Canadians seeking customized solutions for their wealth management needs.

What We OfferAs a Sun Life Financial Advisor, you will have the opportunity to work with a dynamic team of experts who are passionate about helping people achieve their financial goals. Our advisors enjoy unlimited earning potential, excellent compensation packages, and ongoing training and development opportunities.

Help Customers Achieve Their Financial GoalsBecome a BMO Financial Planner and turn potential into performance with great earning possibilities.You will be part of a collaborative team and have access to a strong support network to achieve your full potential.Key Responsibilities:Provides financial and investment planning and advice to deliver a solution in...

Application Deadline:04/23/2025Address:735 Goldstream Ave, Unit 101 Job Family Group:Retail Banking Sales & Service Additional Job Description Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial...

About the RoleWe are currently seeking a Sales and Service Manager to join our team at First National Financial. In this role, you will be responsible for managing a portfolio of broker clients, increasing sales volumes, and providing exceptional customer service. If you have a proven track record of success in sales, excellent interpersonal skills, and a...

**Job Overview**Vancouver Island Health Authority is seeking a skilled Manager, Payroll Processing to lead our financial operations team. As a key member of our organization, you will be responsible for planning, organizing, and directing the workflow of payroll processing functions.The ideal candidate will have a recognized accounting designation or payroll...

At Raymond James, we develop, collaborate, decide, deliver, and improve together.Raymond James Ltd. is Canada's leading independent investment dealer, offering high-quality investment products and services to Canadians seeking customized solutions for their wealth management needs.Certified Financial Planner, ideally with a CRPC (USA) or CPA designationAre...

Audi Victoria is a progressive customer and employee-focused dealership offering only the finest automobiles, accessories, and service. As one of the leaders in our industry, our dedication to our clients and passion for our product has built our strong reputation. We believe that business is a relationship, not a transaction. This outlook brings loyal...

About National Bank Financial - Wealth ManagementWe are a leading brokerage firm in Canada, with over 400,000 clients and close to 1,000 investment advisors. Our team provides exceptional client experiences and offers a wide range of financial products. About the RoleThis is an exciting opportunity to work as a Wealth Manager at National Bank Financial. In...

Role OverviewAs a Wealth Associate at National Bank, you will play a crucial part in delivering exceptional customer service and supporting investment advisors in their daily tasks.Main Responsibilities:Customer Service: Support investment advisors in providing excellent customer service and meeting client requestsFinancial Operations: Carry out routine...

We are seeking a skilled Financial Planning Manager to join our team at National Bank Financial. In this role, you will be responsible for helping clients establish their financial plans and preparing financial plans and retirement projections.Key Responsibilities:Hold meetings and facilitate presentations/seminars for current and potential clientsServe...

Job DescriptionThis role offers the opportunity to join a dynamic team at National Bank Financial and contribute to the delivery of exceptional client experiences. The successful candidate will be responsible for:- Developing and maintaining relationships with existing and potential clients- Identifying and analyzing client needs, proposing tailored...

Job SummaryWe are seeking a seasoned Investment Counsellor to join our Wealth Management team and lead high-net-worth clients towards their financial objectives through strategic wealth management planning and personalized service.Key ResponsibilitiesDevelop and execute bespoke wealth management strategies aligned with each client's distinct needs, risk...

We are seeking a skilled and motivated individual to join our team as a Wealth Planning Associate.About the Team:Our team provides invaluable support to our sophisticated and highly respected team of Wealth Advisors.We value collaboration, learning, development, accountability, and client excellence in every way.Key Responsibilities:Support Wealth Advisors...

About Nicola Wealth Management Ltd.Company OverviewWe value collaboration, learning, development, accountability, and client excellence in every way. Our team is dedicated to providing invaluable support to our sophisticated and highly respected team of Wealth Advisors.Job DescriptionThis role involves supporting Wealth Advisors to provide first-class...

We're seeking an experienced and results-driven Account Manager to join our team at Coastal Community Credit Union. In this role, you'll be responsible for developing and maintaining strong relationships with our members, providing expert advice on deposit and loan products and services, and collaborating with internal stakeholders to deliver comprehensive...

Company Overview">National Bank is a leading financial institution with a strong presence in the market. Our team of close to 1,000 investment advisors manages the assets of over 400,000 clients across approximately 100 branches.About the Role">This career path offers an opportunity to work closely with wealth advisors and provide exceptional customer...

Job Description:The Accounting Manager will play a pivotal role in overseeing the accounting cycle across all nine locations of Heart Pharmacy Group. This includes ensuring the integrity and accuracy of financial data, adherence to regulatory requirements, and effective leadership of a hybrid finance team.Main Responsibilities:Oversee the complete accounting...

If you are looking to join one of Canada's fastest growing companies, goeasy Ltd. is the place for you Recognized as one ofNorth America's Most Engaged Workplaces, we want the best to join our team.  easyfinancial  is one of Canada's leading non-prime lenders, we pride ourselves on helping everyday Canadians achieve their personal and financial goals...

**Job Summary**We are seeking an experienced Account Manager to support our Capital Region team. As a key player in growing new and existing relationships, you will offer a range of financial services to our members, identifying opportunities to refer them to experts in other business lines for comprehensive solutions.