Financial Services Manager

Company Overview:BMO Financial is a leading provider of financial services, dedicated to helping individuals and businesses achieve their goals. Our team of experts is committed to delivering exceptional customer experiences and providing innovative solutions to meet the evolving needs of our clients.Job Description:We are seeking a skilled Financial Planner...

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.

Are you passionate about helping others achieve their financial goals? Do you have a strong background in investment planning and wealth management? If so, we may have the perfect opportunity for you as a Wealth Offering Manager at National Bank Financial.In this role, you will work closely with investment advisors to provide exceptional client experiences,...

Role SummaryAs a Serenia Life Financial Representative, you will be responsible for coordinating new business quotes and renewals, developing business opportunities through outbound prospecting, and providing exceptional customer service. You will also be expected to apply best practices in all interactions, maintaining a high level of professionalism and...

At BMO Financial, we are seeking a skilled Financial Advisor to join our team. As a key player in our organization, you will play a vital role in helping customers achieve their financial goals and build lasting relationships.About the Role:Deliver personalized financial planning advice to meet customer needs, leveraging your expertise to provide tailored...

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: 04/23/2025 Address: 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 Planner...

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...

Application Deadline:04/23/2025Address:735 Goldstream Ave, Unit 101Job Family Group:Retail Banking Sales & ServiceAdditional Job DescriptionJoin 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 Planner can...

Job SummaryWe are seeking an experienced professional to join our team as a Manager, Payroll Processing. This role is responsible for planning, organizing, and directing the workflow of payroll processing functions, ensuring compliance with professional, legal, and organizational standards.Key ResponsibilitiesDeveloping and recommending budgets, monitoring...

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 OverviewBMO Financial Group is seeking a talented Financial Planner to join our team. As a key member of our sales and service team, you will play a critical role in helping customers achieve their financial goals.About the RoleAs a Financial Planner, you will provide expert advice and guidance to customers on managing their finances, investments, and...

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...

Location: British ColumbiaType: Full TimeImagine working for a company that is both Human and Kind...At Serenia Life Financial, we've been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients' financial needs and to proactively provide solutions. As a Serenia Life Financial...

Nicola Wealth Management Ltd. is a respected wealth management firm dedicated to delivering exceptional client service and expert financial advice. We're seeking a highly skilled Financial Services Professional to join our team of Wealth Advisors and support them in delivering top-notch client service.About UsWe're a forward-thinking organization that values...

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...

Company Overview:National Bank Financial is a leading wealth management institution in Canada, with a strong presence across the country. As a Wealth Offering Manager, you will be part of a high-performing team that provides exceptional client service and helps clients achieve their financial goals.Your Role:- Assist clients in creating personalized...

Company OverviewRBC is a leading financial institution that strives to enhance the well-being of our clients and communities through innovative solutions and exceptional service. Our commitment to excellence has made us a trusted partner for individuals, families, and businesses alike.SalaryThis role offers a competitive compensation package based on...

About the RoleWe are seeking a skilled and experienced Financial Services Advisor to join our team of professionals. As a Wealth Planner, you will be responsible for providing high-quality financial planning and advice to our members, enabling them to achieve their financial objectives while minimizing risk.Your primary focus will be on recommending...