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Financial Services Representative II Jobs

Financial Advisor I/Ii
By Servus Credit Union At Barrhead, Alberta, Canada
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Post-secondary education in Finance (or related studies)
Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
Financial Services Representative Ii
By CIBC At Oshawa, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Services Representative Ii
By CIBC At Victoria, British Columbia, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Services Representative I, Ii, Senior
By Global Credit Union At Northgate, Saskatchewan, Canada
Creditable Experience in Lieu of Education:
Voluntary cash benefits for accident, hospitalization and critical illness
Click here to view Global’s comprehensive Benefits Programs .
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Financial Services Representative Ii
By CIBC At Scarborough, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Shared Services Representative- Contract
By BGIS At Toronto, Ontario, Canada
1 to 3 years of clerical accounting/accounts payable work experience
Processes accounts payable payments in accordance to established processes
Liaises with business unit leaders to obtain approval for payments
Handles scanned documentations with low data recognition and data enters missing data
Determines appropriate accounting codes to the documents according to business unit and expense/cost element type
Handles validation, matching, coding and approval exceptions. Liaises with business unit leaders to obtain approval exceptions
Financial Services Representative I
By CIBC At Mississauga, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Analyst Ii (Fp&A)
By Lightspeed Commerce At Montreal, Quebec, Canada
Responsible for the delivery of accurate and timely month-end variance and management reporting
Participate in various FP&A activities, including preparing presentations for the Senior Management team
Strong and effective verbal and written communication to interact with all levels of management
Tons of growth opportunities into technical or people management roles
2-3 years in progressive financial analysis experience
Bachelor's Degree in Commerce, Accounting or Finance
Financial Services Representative Ii
By CIBC At Whitehorse, Yukon Territory, Canada
Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
What You Need To Know
Financial Services Representative Ii
By CIBC At Greater Sudbury, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Services Representative Ii
By CIBC At Princeton, British Columbia, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Services Representative Ii
By CIBC At Greater St. John's Metropolitan Area, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Systems Analyst Ii (Worksafebc)
By BCJobs At Richmond, British Columbia, Canada
Defined benefit pension plan that provides you with a lifetime monthly pension when you retire
Extensive health care and dental benefits
Respond to calls from users, troubleshoot issues, and find solutions
Identify new processes and solutions, including automations
Maintain and improve existing financial systems
Identify, define, and create new business reports while maintaining existing reports
Financial Services Representative Ii
By CIBC At Mississauga, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Services Representative Jobs
By CIBC At Guelph, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Analyst Ii Jobs
By Emburse At Toronto, Ontario, Canada
Identify and actively help functional management control expense levers as appropriate
Communicate with functional business managers and finance colleagues regarding significant variances from budget/forecast
Work with peers across the business finance organization to develop trusted relationships that deliver strong interlocks and seamless operational experiences
Strong organization skills and ability to manage multiple high priority projects simultaneously and successfully
Manage the commission reporting process including data compilation, statement automation, and journal entry preparation
Bachelor’s Degree in Finance or Accounting
Financial Services Representative Ii
By CIBC At Kingston, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Services Representative Jobs
By Oakdale Consulting At Ontario, Canada
Sales/management experience is an asset
Money management (or willing to learn)
Flexible work times on your schedule, remote work / work from home, no quotas
Teach families, individuals and small businesses about money and finance strategies
Coachability and willingness to learn
A sincere desire to help others
Bilingual Financial Services Representative - Recent Grads 2022-2023
By Bilingual Source At Greater Toronto Area, Canada
Offer innovative ideas to enhance client efficiency in their interactions.
Demonstrate multi-tasking skills while remaining accessible to clients.
Passionate about delivering exceptional client experiences.
Excellent verbal and written communication skills in both French and English.
Analytical and critical thinking skills to solve client problems.
Handle inbound calls and provide professional assistance to clients across various communication channels.
Financial Services Representative Jobs
By Northern Credit Union At North Bay, Ontario, Canada
High school diploma and equivalent banking or sales experience.
Preferred candidates will possess the following qualifications:
Two years in Lending/Investment/Advisory environment, including exposure and proven track record of meeting individual targets of supporting sales activities.
Deadline for Applications: July 7, 2023
We thank all applicants – however only those selected for an interview will be contacted.

Are you looking for a rewarding career in the financial services industry? We are looking for an experienced Financial Services Representative to join our team. You will be responsible for providing excellent customer service, managing client accounts, and helping clients make informed financial decisions. If you have a passion for helping people reach their financial goals, this could be the perfect job for you!

Financial Services Representative I is a customer service role that involves providing financial advice and services to customers. The job requires excellent customer service skills, knowledge of financial products and services, and the ability to explain complex financial concepts in a clear and concise manner.

What is Financial Services Representative II Skills Required?

• Excellent customer service skills
• Knowledge of financial products and services
• Ability to explain complex financial concepts
• Ability to work with a variety of customers
• Ability to work independently and as part of a team
• Strong problem-solving and analytical skills
• Ability to work in a fast-paced environment

What is Financial Services Representative II Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Previous experience in a customer service role
• Knowledge of banking regulations and laws
• Ability to use financial software and systems

What is Financial Services Representative II Knowledge?

• Knowledge of banking regulations and laws
• Knowledge of financial products and services
• Knowledge of financial markets and investments
• Knowledge of financial planning and analysis

What is Financial Services Representative II Experience?

• Previous experience in a customer service role
• Previous experience in a financial services role
• Previous experience in a banking or financial institution

What is Financial Services Representative II Responsibilities?

• Provide financial advice and services to customers
• Explain