Jobs: financial services

Job Summary We are a rapidly growing financial brokerage expanding in Winnipeg, and now expanding in Winnipeg Manitoba and Montreal. We are currently looking to bring on-board Financial Service Representative and Financial Planners to our positive and upbeat work environment. Financial Service Representatives provide clients with advice on financial...

Financial Services TrainerWe are seeking a highly skilled Financial Services Trainer to join our team at Neilson Financial Services Limited. As a key member of our learning and development team, you will be responsible for designing and delivering engaging training programs that equip employees with the skills and knowledge needed to succeed in their...

About the Role:We are seeking a highly motivated and experienced Financial Services Representative to join our team in Wainwright, AB.The successful candidate will have a strong background in financial services, excellent communication skills, and the ability to work collaboratively with clients and stakeholders.In this role, you will be responsible for...

Education: Bachelor's degree - Experience: 2 years to less than 3 years **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Review and examine financial services and institutions to ensure compliance with governing legislation and regulation - Investigate possible...

Momentum Financial Services Group is committed to driving innovation and excellence in the financial services industry. We believe that our employees are the foundation of our success, and we strive to provide a collaborative and dynamic work environment that fosters growth and development.About the PositionThe Financial Services Expert will join our team as...

About UsForesters Financial is an international financial services provider dedicated to helping families achieve long-term financial health and security. With a unique history spanning over 140 years, we offer life insurance, savings, retirement, and investment solutions that meet the evolving needs of our clients.

Job Title: Financial Services RepresentativeCompany Overview:Aleem Ravji Insurance and Financial Services is a trusted partner for Canadians seeking personalized financial solutions. Our team is dedicated to helping individuals and families achieve their financial objectives.Job Description:We are seeking a results-driven Financial Services Representative to...

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 our consumer lending business that offers secured and unsecured installment loans of up to $75,000. It is our mission to provide...

About the OpportunityWe are looking for a highly motivated and experienced Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing expert advice and guidance to clients on various financial matters.Your primary focus will be on delivering tailored financial solutions that meet the unique...

BMO Financial is seeking a skilled Financial Services Advisor to join its team. As a key member of the organization, you will play a vital role in providing expert advice and guidance to clients on personal finance matters.About the Role:Provide personalized financial planning services to clients, including investment advice and product...

**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

Role OverviewThe Commercial Relationship Manager is responsible for building and maintaining relationships with our clients, understanding their business needs, and providing tailored financial solutions.ResponsibilitiesBuild and maintain relationships with clientsUnderstand client business needs and provide financial solutionsManage a portfolio of...

**Financial Services Concierge** The Concierge personifies the Client Intimacy strategy and is the first point of contact for all BlueShore clients. As a Concierge you are responsible for anticipating and uncovering the needs of our clients and identifying sales opportunities upon their arrival to our Financial Spas. As well, this position promotes and...

**Financial Services Concierge** The Concierge personifies the Client Intimacy strategy and is the first point of contact for all BlueShore clients. As a Concierge you are responsible for anticipating and uncovering the needs of our clients and identifying sales opportunities upon their arrival to our Financial Spas. As well, this position promotes and...

IGM Financial's commitment to excellence is evident in our dedication to providing top-notch financial services to our clients. As a Financial Services Consultant, you will play a key role in delivering exceptional client experiences and driving business success.About the RoleThe Financial Services Consultant is responsible for providing financial planning...