Virtual Assistant/ Appointment Setter- Financial Services

Financial services representative providing financial solutions to members. · ...

A Financial Services Representative will actively promote and sell all investment products and services. · Actively promote, sell and deliver all investment products and services, · Contribute towards the growth of the investment portfolio by attaining individual goals and object ...

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. · ...

As a Financial Services Representative, you will actively promote, sell and deliver all investment products and services. · ...

+ 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 ...

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 ...

As a Financial Services Representative at Kawartha Financial Services you will actively promote and deliver all investment products and services. You will also contribute towards the growth of the investment portfolio by attaining individual goals and objectives on an annual basi ...

+Financial Services Representative (Permanent, Full-time) · Post-secondary education with emphasis in financial planning or management would be preferred · +Minimum of two years of financial services industry experience+ · +Two years of sales, service and investment administratio ...

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

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 ...

Lieu De Travail · Saint-Lambert, Québec, Canada · Horaire · 37.5 · Secteur D'activité · Services bancaires personnels et commerciaux. · ...

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. · ...

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 ...

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 ...

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 ...

Northern Credit Union seeks a temporary Financial Services Representative in Sudbury to market products and services within defined policies. · ...

A Financial Services Professional will assist clients with financial planning including retirement planning. They will educate individuals about financial services build meaningful relationships provide tailored solutions meet unique needs. · Assist clients with financial plannin ...

We are expanding our financial services team · Educate individuals and families on financial fundamentals · Assist clients in understanding their financial needs · ...

The Financial Services Call Centre is responsible for servicing ADP Canada Money Movement product. It administers approximately 100000 calls annually through inbound banking inquiries and outbound client follow up regarding outstanding service requests. The successful candidate m ...

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. · ...

The Financial Services Representative is a key position in the branch providing financial solutions and exemplary member service in the area of deposit and investment products and services. · Delivers financial solutions to new and existing members by offering a suite of deposit ...