Finance Associate

2 weeks ago

Canada Experior Financial Group Full time

FINANCIAL ASSOCIATE, anywhere in Canada (remote only)


ROLE/DESCRIPTION

Experior Financial Group is looking for Financial Associates, all over Canada.

 

A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy-to-follow financial program offered exclusively through Experior Associates to help clients reach their financial needs and goals for retirement and more.

 

Experior has extensive experience in dealing with a wide range of clients. Thus, we understand that every client is different, and we design customized financial approaches fitting to our client's needs. Our team of licensed associates works diligently to ensure that client accounts are constantly updated, processed, and analyzed.

 

Financial Associates with Experior Financial Group are trained to ensure compliance with finance regulations and company policies.

 

POSITION SUMMARY

 

As an associate at Experior Financial Group, you'll be an integral member of a team that helps clients reach their financial goals. You'll need to be professional and friendly when providing services as you assemble a plan that works for your clients. You'll offer your clients high-quality expert advice. You'll own your book of business from day one and work towards reaching promotions based on personal production while building a team.

 

RESPONSIBILITIES

 

+        Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance.

+        Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.

+        Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with clients information that can help them make informed decisions.

+        Complies with all the company's risk and regulatory standards, policies, and controls.


REQUIRED SKILLS

 

+        You can think creatively and solve problems in a fast-paced environment.

+        You have excellent problem-solving and analytical skills, including the ability to make sound judgments based on available data and information.

+        You establish relationships with new and existing clients, gaining insights into their unique needs through conversations, and establishing trusting rapport that leads to long-term business partnerships.

+        You must have integrity.

+        You are caring, reliable, and have a servant attitude.

+        You are a listener and an effective communicator.

+        You are both generous and humble.

+        You are ambitious with the qualities of a teacher.

+        You are dedicated and passionate.

+        You are a visionary and a mover.

+        You possess a positive outlook and are relatable.

+        You maintain a clean and professional appearance.

+        You have reliable transportation.

+        You are looking for a fresh start with a company that makes a REAL difference.

+        Our associates need to be self-directed, hardworking individuals.

+        You are a quick learner, wanting to provide the absolute best to your clients and can go to them for the most personalized and convenient service.

(This is not a salary-based position)

 

 

 

 

 

  • Structured Finance Associate

    2 days ago

    Canada, CA Travelers Capital Corp. Full time

    In office role - Downtown Vancouver basedYour talent, your terms | Results, recognition and rewards Travelers Capital’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment.Travelers Capital Corp. (TCC) is an alternative capital provider to public and private mid-market enterprises...

  • Salesperson Associate

    2 weeks ago

    Canada Hyundai Capital Full time

    Job Description - Associate, Commercial Fleet Credit (240000AZ) Associate, Commercial Fleet Credit - ( 240000AZ ) Who We Are: Through our service brands Hyundai Motor Finance, Genesis Finance*, and Kia Motors Finance, we provide financial products tailored to meet the needs of Hyundai, Genesis, and Kia dealerships nationwide, including dealer inventory...

  • Real Estate Development Finance Associate

    4 weeks ago

    Canada Mattamy Homes Full time

    Etobicoke , Ontario – Hybrid (3 days/week in office) Full-Time Development Manager When it comes to forward-thinking homebuilding and thoughtfully planned communities, Canadians think of Mattamy Homes. And that success is centred on a foundation of great people, because our team is as solid as they come. Contributing to the Mattamy Way means being...

  • Associate Finance Officer

    3 weeks ago

    Canada Canadian Imperial Bank of Commerce Full time

    Financial Associate - RR Licensed page is loaded Financial Associate - RR Licensed Apply locations Nelson, BC Vancouver, BC time type Full time posted on Posted Yesterday job requisition id 2322147 We’re building a relationship-oriented bank for the modern world. As a Financial Associate, you have a desire to work within a team dedicated to client...

  • Associate Director Finance, Biosmiliars

    4 weeks ago

    Canada Biogen, Inc. Full time

    This position will be responsible for executing monthly forecasting, annual planning and long-range planning processes, performance reporting and analysis and ad hoc analyses to support decision making for the Biosmiliars business unit. This role will also will be a key Finance partner to Europe Commercial VP to manage the region and ensure strategically...

  • Finance Coordinator

    7 days ago

    Canada University of Cambridge Full time

    *We reserve the right to close this vacancy early if we receive sufficient applications to fill the posts available. Therefore, if you are interested, please submit your application as early as possible. * The Finance Division is currently undertaking an ambitious multi-year transformation programme, introducing new systems and ways of working through to...

  • Head of Finance

    2 weeks ago

    Canada The Salvation Army Full time

    About The Salvation Army The Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world. We are an innovative partner, mobilized to share hope wherever there is hardship, building communities that are just and know the love of Jesus. The Salvation Army Canada and Bermuda has...

  • Assistant Professor

    7 days ago

    Canada Cape Breton University Full time

    Assistant Professor, Finance (limited term) Cape Breton University, 1250 Grand Lake Rd, Sydney, Nova Scotia, Canada Req #4 The Department of Legal, Economics, Accounting and Finance in the Shannon School of Business at Cape Breton University invites applications for two full-time limited term positionsin Finance at the rank of Assistant Professor...

  • Quality Assurance/Quality Control Associate

    4 weeks ago

    Canada Hyundai Capital Full time

    Job Description - Associate, Application Data Quality (2400008O) Associate, Application Data Quality - ( 2400008O ) Who We Are: Through our service brands Hyundai Motor Finance, Genesis Finance*, and Kia Motors Finance, we provide financial products tailored to meet the needs of Hyundai, Genesis, and Kia dealerships nationwide, including dealer...

  • Associate, Commercial Fleet Credit

    2 weeks ago

    Canada Hyundai Capital Full time

    Job Description - Associate, Commercial Fleet Credit (240000AZ) Job Description Associate, Commercial Fleet Credit - ( 240000AZ ) Description Who We Are: Through our service brands Hyundai Motor Finance, Genesis Finance*, and Kia Motors Finance, we provide financial products tailored to meet the needs of Hyundai, Genesis, and Kia dealerships...

  • Associate Manager Technical Writing

    7 days ago

    Canada Cpask Full time

    The Ministry of Government Relations - Northern Municipal Services, on behalf of the District as a municipality, is looking for an Associate Director of Accounting to support its municipal operations. This position is based in La Ronge, but a remote work arrangement may be explored. Training and professional development opportunities for personal growth...

  • Assistant Professor, Finance

    7 days ago

    Canada Cape Breton University Full time

    Assistant Professor, Finance (limited term) Cape Breton University, 1250 Grand Lake Rd, Sydney, Nova Scotia, Canada Req #4 Monday, May 6, 2024 EMPLOYMENT OPPORTUNITY All required documents must be uploaded toAdditional Documentswith correct titles for each required document. The Department of Legal, Economics, Accounting and Finance in the ...

  • Risk Monitoring Associate

    4 weeks ago

    Canada Hyundai Capital Full time

    Who We Are: Through our service brands Hyundai Motor Finance, Genesis Finance*, and Kia Motors Finance, we provide financial products tailored to meet the needs of Hyundai, Genesis, and Kia dealerships nationwide, including dealer inventory and facility financing. And, through these dealerships, we provide indirect vehicle financing and leasing solutions to...

  • Director of Finance

    2 weeks ago

    Canada The Salvation Army Full time

    About The Salvation Army Mission Statement The Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world. Vision Statement We are an innovative partner, mobilized to share hope wherever there is hardship, building communities that are just and know the love of Jesus. Core...

  • Director of Finance

    4 days ago

    , , Canada The Salvation Army Full time

    About The Salvation Army Mission Statement The Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world. Vision Statement We are an innovative partner, mobilized to share hope wherever there is hardship, building communities that are just and know the love of Jesus. Core...

  • Associate, Application Data Quality

    4 weeks ago

    Canada Hyundai Capital Full time

    Job Description - Associate, Application Data Quality (2400008O) Job Description Associate, Application Data Quality - ( 2400008O ) Description Who We Are: Through our service brands Hyundai Motor Finance, Genesis Finance*, and Kia Motors Finance, we provide financial products tailored to meet the needs of Hyundai, Genesis, and Kia dealerships...

  • Collection Officer, Equipment Finance

    3 days ago

    Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** The TD Equipment Finance (TDEF) team is a centre of excellence within TD Specialized Commercial Banking. Our mandate is to structure equipment financing (leases and loans) for business clients and prospects as an alternative to other...

  • Associate, Customer Care

    1 day ago

    Canada, CA Hyundai Capital Canada Full time

    Who We Are: Hyundai Capital Canada (HCCA) is the Canadian captive finance business for Hyundai Motor Group. We go to market under the service brands Hyundai Motor Finance, Kia Finance, and Genesis Finance. Though a network of over 450 Hyundai and Kia dealerships nationwide, we provide indirect vehicle financing and leasing solutions to consumers and...

  • Associate, Portfolio Risk

    4 weeks ago

    Canada Hyundai Capital Full time

    Job Description Description Who We Are: Through our service brands Hyundai Motor Finance, Genesis Finance*, and Kia Motors Finance, we provide financial products tailored to meet the needs of Hyundai, Genesis, and Kia dealerships nationwide, including dealer inventory and facility financing. And, through these dealerships, we provide indirect vehicle...

  • Associate, Financial Planning

    7 days ago

    Canada Hyundai Capital Full time

    Job Description - Associate, Financial Planning & Analysis (2400009C) Job Description Description Who We Are: Through our service brands Hyundai Motor Finance, Genesis Finance*, and Kia Motors Finance, we provide financial products tailored to meet the needs of Hyundai, Genesis, and Kia dealerships nationwide, including dealer inventory and facility...