Financial Administrator

Job OverviewKlay Nelson Financial Services Inc, a reputable firm based in Vancouver, British Columbia, is seeking an experienced Administrative Assistant to join their team.

About UsAt BlueShore Financial, we are a mid-sized Credit Union based in British Columbia with $7 billion in assets under administration and 390 employees. Our compelling and differentiated brand resonates with the West Coast community we serve.

About the RoleWe are seeking an experienced Strategic Financial Planner and Business Development Leader to join our team at BlueShore Financial. As a key member of our finance team, you will play a pivotal role in shaping our financial strategy and overseeing budgeting, forecasting, and financial analysis for our organization.As a leader in financial...

**Commercial Mortgage Administrator, Mortgage Operations (8-month contract)** **Vancouver, BC** **Salary Range**:$50,000 - $70,000/yr CMLS Financial, a leading commercial lender in Canada, is dedicated to expanding our award-winning Operations team. CMLS Financial is looking for full time support on a contract basis**.** If you're looking for an entry...

**Bilingual Commercial Mortgage Administrator, Mortgage Operations** **Vancouver, BC; Toronto, ON** **Salary Range**: $50,000 - $70,000/yr CMLS Financial, a leading commercial lender in Canada, is dedicated to expanding our award-winning Operations team. If you're looking for an entry point into the financial services industry, we have the flexibility to...

**Bilingual Commercial Mortgage Administrator, Mortgage Operations** **Vancouver, BC (On-site)** **Salary Range**: $50,000 - $70,000/yr CMLS Financial, one of Canada’s largest Commercial lenders is looking to grow an award-winning Operations team. Are you looking for a stepping-stone into the financial services industry? We have the flexibility to match...

**Job Title**: Financial Planning Assistant **Location**: Vancouver (Kitsilano), BC **Position**: Full-time _(with potential work-from-home options)_ **About Us**: We are a financial planning firm based in Kitsilano, Vancouver, providing comprehensive financial planning services, along with investment, individual insurance, and group insurance products to...

**Accounts Administrator - Vancouver Office** As of June 24, 2024, PI Financial Corp. officially amalgamated with Echelon Wealth Partners Inc. to form Ventum Financial Corp. **RESPONSIBILITES** - Provide administrative support to Investment Advisors - Updating client account data accordingly - Continuous development to increase skills and...

Position Overview or Description of the Position This position comes with the expectation of growth in skills, responsibilities and advancement and is the start of a career path into the financial planning sector. You will be working with a growing practice with an opportunity to learn and grow with the team. **Responsibilities**: - Developing various...

Unlock Your Potential as a Financial Planning Strategist at Ventum Financial CorpWe're a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, renowned for our client-centric approach and entrepreneurial spirit. Our company, Ventum Financial Corp, offers unbiased investment solutions, professional management, and...

Requisition ID: 200144 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative...

**Job Purpose** The Financial and Administrative Assistant plays a crucial role in supporting the daily operations of Rise's administration and finance departments. This position helps develop and maintain current and future finance and administrative systems and processes. Reporting to the Financial Manager, the Financial and Administrative Assistant is a...

**ABOUT THE JOB** The Financial and Administrative Coordinator provides advanced financial and contract administrative support, such as developing and overseeing financial control, reporting systems, and presenting budget submissions and justification for the multi-million-dollar portfolio within the Recovery and Integration Department. The Financial and...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. WHAT YOU WILL...

**Transition Administrator (Vancouver/Toronto)** - 2302756 **Job Summary** Under the direction of the Supervisor, Transition Services, the Transition Administrator is responsible for providing support and acting as a liaison between the home office and new Financial Advisors (FAs) joining Raymond James branch offices. The Transition Administrator’s...

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...

Job Summary: Ventum Financial Corp. is an independent, full service investment dealer with offices across Canada. We are looking for an energetic individual with strong organizational skills to join our self-clearing Operations team. Reporting to the Team Leader, Mutual Fund & GIC Settlements, the Mutual Fund Administrator will be primarily responsible for...

Are you a detail-oriented, organized individual with a passion for financial planning? Are you ready to take the next step in your career? We have an exciting opportunity for a Financial Planning Administrator to join our thriving team in the heart of downtown Vancouver! **Responsibilities**: - Collaborate with financial planners to streamline...

**Mutual Fund Administrator - Vancouver****: PI Financial Corp. is an independent, full service investment dealer with offices across Canada. We are looking for an energetic individual with strong organizational skills to join our self-clearing Operations team. Reporting to the Team Leader, Mutual Fund & GIC Settlements, the Mutual Fund Administrator will be...

**Financial Administrator**: - Accounts Receivable - Prepares outgoing customer invoices, in accordance with internal procedures, to realize a timely invoicing and proper accounting of receivable positions. Monitors and codes outgoing invoices and journal entries of invoices. Collects and files all relevant documents related to invoices. - Prepares and...