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 Entrust Financial ServicesAt Entrust Financial Services we are driven by purpose: to boldly direct and grow positive outcomes in business and life.For over twenty-five years we have been helping our clients, our communities, and our people achieve meaningful change through collaboration, innovation, and integrity. We pride ourselves on a team-first...

Company DescriptionBlueShore Financial, has a long-standing history rooted in community, trust, and collaboration. Now continuing its mission under Beem Credit Union, is dedicated to empowering individuals and communities across British Columbia. BlueShore Financial emphasizes fostering strong relationships and providing tailored financial solutions to help...

**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...

**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 serve....

**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 serve....

**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 serve....

**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 serve....

**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 serve....

MKS Financial Services, located in Regina, Saskatchewan, is known for helping protect the financial well-being of families, businesses, and employees. We are looking to add one (1) administrative professional to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. We are looking for someone proactive...

MKS Financial Services, located in Regina, Saskatchewan, is known for helping protect the financial well-being of families, businesses, and employees. We are looking to add one (1) administrative professional to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. We are looking for someone proactive...

**Financial Services Officer** We are looking for a new Financial Services Officer (FSO) to join our Toronto CBC branch **Branch Hours** Mon to Wed: 9:30 am to 5:00 pm Thurs: 9:30 am to 7:00 pm Fri: 9:30 am to 5:00 pm **Job Summary** The Financial Services Officer (FSO) plays a key role in helping our Members to do more, be more, and achieve more with...

**Financial Services Officer** We are looking for a new Financial Services Officer to join our dynamic Erin Mills branch **Branch Hours** Mon to Wed: 9:30 am to 5:00 pm Thurs: 9:30 am to 7:00 pm Fri: 9:30 am to 5:00 pm Sat: 9:30 am to 1:00 pm **Job Summary** The Financial Services Officer (FSO) plays a key role in helping our Members to do more, be...

MKS Financial Services, located in Regina, Saskatchewan, is known for helping protect the financial well-being of families, businesses, and employees. We are looking to add one (1) Wealth Focused Assistant to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. We are looking for someone proactive...

AAR Financial offers a positive work environment that encourages their staff to work and grow your career. We offer inclusive in-house training for all positions as well as incentive/benefits packages **Summary** Responsible for providing exceptional customer service and promoting the business of AAR **Main Responsibilities** - Maintain absolute...

Meet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. - Research and evaluate the loan applicant’s financial status, references, credit history, and ability to repay the loan. - Maintain an active knowledge of loan products including continuous training on those products. - Utilize professional...

Meet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. - Research and evaluate the loan applicant’s financial status, references, credit history, and ability to repay the loan. - Maintain an active knowledge of loan products including continuous training on those products. - Utilize professional...

About UsWK Financial Planning is a Stratford-based firm dedicated to providing high-quality, personalized financial planning. We offer a modern office, growth opportunities, and a collaborative, fast-paced environment.Role OverviewWe are looking for a proactive Financial Services Adminstrator to support our financial advisory team. Success in this role...

Position: Financial Advisor Who we are: Basic Financial Services is a firm of experienced and knowledgeable professionals who build and assist in the implementation of comprehensive financial plans using a client first approach. We provide a full range of finical solutions with a focus on Financial Planning, Investments, Insurance and...