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...

About UBS Financial ServicesUBS is the world's largest and only truly global wealth manager, operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank.Your Role:As a Client Account Manager at UBS, you will develop and maintain strong, long-lasting relationships with clients by...

At UBS Financial Services, we are looking for a highly skilled Financial Services Relationship Manager to join our team. As a key member of our client-facing team, you will be responsible for developing and maintaining strong relationships with clients, providing exceptional client servicing, and acting as the main point of contact for processing client...

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...

Momentum Financial Services Group is committed to delivering innovative financial solutions that cater to the evolving needs of consumers and business owners. We are seeking a Financial Services Professional to join our team and contribute to the development of effective strategies to manage credit risk and improve business profitability.Key...

About the RoleAs a Client Account Manager at UBS, you will play a key part in building and maintaining strong relationships with clients. This involves providing exceptional client servicing, acting as the primary point of contact for processing client orders, and working closely with internal teams to ensure seamless client experiences.Your ExpertiseTo...

Job OverviewWe are looking for an experienced Client Account Manager to join our team at UBS Financial Services. As a key member of our team, you will be responsible for managing client relationships, processing client orders, and working closely with internal teams to deliver exceptional client service.The successful candidate will possess a minimum of 5...

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.

About the JobAgriculture Financial Services Corporation is seeking a Financial Services Risk Manager to lead our internal audit function with independence and objectivity. As a Crown corporation, we uphold the highest standards of governance, accountability, and risk management.ResponsibilitiesLead an independent internal audit function that provides...

About the JobThis Financial Services Representative position at ATB Financial offers an exciting opportunity to work in a dynamic and fast-paced environment. As a representative, you will be responsible for providing top-notch service to our clients, including offering expert advice on financial products and services.Main Accountabilities- Identifying and...

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...

**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...

**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...

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...