Remote – Financial Services

Only for registered members Canada

1 month ago

Default job background

Job summary

We are seeking a dependable and professional Client Services Coordinator to support our financial education team at Global Financial Impact (GFI)

The ideal candidate is organized, detail-oriented, and comfortable interacting with clients in a professional manner while supporting licensed financial professionals.

A key responsibility of this role is maintaining confidentiality and compliance with company guidelines.
  • Coordinate and schedule meetings between clients and licensed professionals
  • Communicate with clients via email, messaging platforms or phone in a professional courteous manner
  • Maintain update client records basic documentation Follow up on client requests appointment confirmations Assist with preparing meeting summaries internal notes Support day-to-day administrative operational tasks Ensure confidentiality compliance company guidelines Strong written verbal communication skills Excellent organizational time-management abilities Comfortable working remotely independently Basic computer skills email documents spreadsheets Professional attitude willingness learn Previous financial services experience not required Training guidance will be provided What We Offer Remote flexible work structure Clear task guidance ongoing support Exposure to the financial education industry Opportunity long-term collaboration Important Note This role supports licensed professionals Any regulated finantial advice handled exclusively by appropriately licensed advisors Contract duration more than months hours per week Mandatory skills Financial Accounting Sales Accounting Bank Reconciliation Financial Planning Financial Analysis
    Lorem ipsum dolor sit amet
    , consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

    Donec lacinia nisi nec odio ultricies imperdiet.
    Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

    Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
    , at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
    Get full access

    Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Huntsville $1,141.04 - $1,543.76 (CAD)

    As a Financial Services Representative You Will specialize in retail lending recommending solutions which will enable our members to achieve their personal financial objectives anticipate and determine the needs of members transact request or refer the member to the suitable serv ...

  • Only for registered members Napanee $1,141 - $1,543 (CAD)

    This is a job opportunity for Financial Services Representatives to work in Napanee. The role involves specializing in retail lending and recommending solutions for personal financial objectives. · ...

  • Only for registered members Peterborough $872.10 - $1,299.50 (CAD)

    + Actively promote sell deliver all investment products services Contribute towards growth of investment portfolio attaining individual goals objectives annual basis Assist development business opportunities establish profitable investment portfolio within corporate objectives cr ...

  • Only for registered members Huntsville, Ontario, PH, Canada

    +Job summary · As a Financial Services Representative, you will specialize in retail lending and provide needs-based advice to members. · +QualificationsPost-secondary education with emphasis in business or financial planning would be an asset · A minimum of two years' comprehens ...

  • Only for registered members Napanee, Ontario, KR, Canada

    As a Financial Services Representative, you will specialize in retail lending and provide advice to members on financial matters such as family budgeting and credit management. · ...

  • Only for registered members Lindsay, Ontario, KV, Canada

    As a Financial Services Representative, you will specialize in retail lending and provide needs-based advice to members. · ...

  • Only for registered members Peterborough, Ontario, KJ, Canada

    As a Financial Services Representative, you will act as the primary point of contact for members and guests at the branch. · You will actively promote, sell and deliver all investment products and services. · Actively promote, sell and deliver all investment products and services ...

  • Only for registered members Langley, BC VW C

    We are seeking a highly organized, systems-first professional to serve as the primary Administrative Associate to our Lead Advisor. This is not a traditional clerical role. We are looking for a career-minded individual who wants to master the backend of financial practice and eve ...

  • Only for registered members Montreal Full time

    Créer des solutions technologiques de pointe pour relever les défis d'aujourd'hui et anticiper les besoins de demain. · Dans un environnement collaboratif ancré dans nos valeurs fondamentales : respect, bien-être, passion, confiance, intégrité et crativité. · ...

  • Only for registered members Remote job

    This Financial Services role involves providing financial education to clients, · helping them understand financial products and services, · and creating tailored plans to meet their short-term · and long-term financial goals. · Familiarity with regulatory standards in financial ...

  • Only for registered members London, ON NN G

    We're growing our team at Hi-End Financial. Driven professionals who want to make a difference while building a rewarding career are welcome.Build and maintain deep client relationships by leading with empathy and integrity. · Develop new business through outbound prospecting, ne ...

  • Only for registered members Montreal

    L'avocat.e sociétaire travaillera sur des mandats en services financiers et droit bancaire transactionnel. · Gérer des mandats en services financiers et droit bancaire transactionnel. · Conseiller sur des financements corporatifs prêts syndiqués transactions garanties et non gara ...

  • Only for registered members Ottawa $75,075 - $91,345 (CAD)

    The Financial Services Branch is responsible for the overall delivery of financial services to all City departments, Boards, Commissions and Agencies, ensuring that the financial support requirements and financial processing are delivered in a timely, · manner. conducting researc ...

  • Only for registered members Ottawa TEMPORARY $75,075 - $91,345 (CAD)

    The Financial Services Branch is responsible for delivering financial services to all City departments, Boards, Commissions and Agencies. · ...

  • Only for registered members Toronto Full time

    The Financial Services Call Centre is responsible for all Client facing aspects related to the servicing of our ADP Canada Money Movement product. · ...

  • Only for registered members Ajax

    This is a financial services manager role at Boyer Auto Group. The company provides top-tier service and takes pride in fostering lifetime relationships built on customer satisfaction.The Financial Services Manager will oversee financial transactions related to auto sales. · Secu ...

  • Only for registered members Sechelt

    We have an exciting opportunity for someone to work closely with our membership by offering sound advice providing financial solutions and building long-term relationships. · ...

  • Only for registered members Dartmouth

    We're more than just a financial services provider – we're the catalyst for financial empowerment. · Our mission is to be North America's leading non-prime lender, serving a diverse range of customers and delivering unparalleled financial momentum. · We help customers achieve the ...

  • Only for registered members Milverton $50,000 - $65,000 (CAD)

    We're looking for a Financial Services Advisor to join our team at Kindred. You'll be working with members to understand their financial needs and provide solutions that meet their immediate and long-term goals. · Cultivate and manage member relationships, personal as well as sma ...

  • Only for registered members Toronto Full time

    We are seeking ambitious individuals to join our team of professionals. You must be self-starter capable of thriving on a team with excellent customer service skills. · You're a self-starter capable of thriving on a team · Excellent customer service skills · ...

  • Only for registered members Napanee $1,141 - $1,543 (CAD)

    As a Financial Services Representative at Kawartha Financial Services you will specialize in retail lending recommending solutions that will enable our members to achieve their personal financial objectives. · ...