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...

A financial services company in Canada is seeking motivated individuals to join as Independent Contractors. This commission-based role focuses on helping clients assess their financial needs and provide tailored services. Ideal candidates are self-disciplined and trustworthy, with a strong desire to succeed. The position offers extensive training and no...

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...

BlueShore Financial has a long‑standing history rooted in community, trust, and collaboration. Continuing its mission under Beem Credit Union, the company is dedicated to empowering individuals and communities across British Columbia. BlueShore Financial emphasizes fostering strong relationships and providing tailored financial solutions to help clients...

**Job description** 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) Marketing Assistant to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. We are looking for...

**Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

**Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

**Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

**Financial Services Officer** We are looking for a new Financial Services Officer to join our Guelph branch **Mount Albert 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...

**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...

Education:Expérience:EducationCollege/CEGEPAccounting and financeAccounting and business/managementFinancial planning and servicesInvestments and securitiesInsuranceor equivalent experienceTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management,...

KB Financial Solutions is a growing financial advisory firm specializing in personalized financial planning, mortgage solutions, and insurance services. We are dedicated to helping high-income professionals, business owners, and families achieve their financial goals through tailored solutions and expert guidance. We are seeking a Financial Services...

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...

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 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...

CAPCORP is an industry leader providing trusted advice to our financial planning and employee benefits clients. Our team specializes in offering unique, comprehensive, solutions and support to companies in a wide range of industries. As a Client Service Associate you will ensure and establish strong enduring relationships with the clients and advisors you...