ASSOCIATE, FINANCIAL OPERATIONS Reporting to the Team Leader, Financial Operations, the Associate, Financial Operations will be responsible for full cycle accounting and work with the Finance team to ...
ASSOCIATE, FINANCIAL OPERATIONS Reporting to the Team Leader, Financial Operations, the Associate, Financial Operations will be responsible for full cycle accounting and work with the Finance team to ...
Branch Location: 3454 - 17th Ave SE GENERAL FUNCTION Financial Service Representatives support Money Mart customers by understanding their financial needs and connecting them with suitable products ...
Branch Location: 3454 - 17th Ave SE GENERAL FUNCTION Financial Service Representatives support Money Mart customers by understanding their financial needs and connecting them with suitable products ...
Branch Location: 120 5th Ave W #2010 GENERAL FUNCTION Financial Service Representatives support Money Mart customers by understanding their financial needs and connecting them with suitable products ...
Branch Location: 120 5th Ave W #2010 GENERAL FUNCTION Financial Service Representatives support Money Mart customers by understanding their financial needs and connecting them with suitable products ...
A day in the life of a Financial Service Representative : * Build strong relationshipby welcoming and engaging customers in person, over the phone, and by email. * Demonstratecompassionandempathyfor ...
A day in the life of a Financial Service Representative : * Build strong relationshipby welcoming and engaging customers in person, over the phone, and by email. * Demonstratecompassionandempathyfor ...
A day in the life of a Financial Service Representative : * Build strong relationshipby welcoming and engaging customers in person, over the phone, and by email. * Demonstratecompassionandempathyfor ...
A day in the life of a Financial Service Representative : * Build strong relationshipby welcoming and engaging customers in person, over the phone, and by email. * Demonstratecompassionandempathyfor ...
A day in the life of a Financial Service Representative : * Build strong relationshipby welcoming and engaging customers in person, over the phone, and by email. * Demonstratecompassionandempathyfor ...
A day in the life of a Financial Service Representative : * Build strong relationshipby welcoming and engaging customers in person, over the phone, and by email. * Demonstratecompassionandempathyfor ...
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Quick apply
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Quick apply
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Quick apply
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Financial Service Representative
Calgary, AB · On-site
CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
Quick apply
Financial Service Representative
Calgary, AB · On-site
CA$20/hr
A day in the life of a Financial Service Representative : * Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right ...
Financial Planner
Calgary, AB · On-site
CA$45K - CA$100K/yr
Salaried & Commission The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the ...
Financial Planner
Calgary, AB · On-site
CA$45K - CA$100K/yr
Salaried & Commission The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the ...
Finance Business Partner
Calgary, AB · On-site
Based in Canada and reporting to the Financial Controller in the UK, the role acts as the North American finance representative, ensuring that project and operational activities are accurately ...
Finance Business Partner
Calgary, AB · On-site
Based in Canada and reporting to the Financial Controller in the UK, the role acts as the North American finance representative, ensuring that project and operational activities are accurately ...
Finance Business Partner
Calgary, AB · On-site
Based in Canada and reporting to the Financial Controller in the UK, the role acts as the North American finance representative, ensuring that project and operational activities are accurately ...
Quick apply
Finance Business Partner
Calgary, AB · On-site
Based in Canada and reporting to the Financial Controller in the UK, the role acts as the North American finance representative, ensuring that project and operational activities are accurately ...
Financial Rep information
What is the difference between Financial Rep vs Insurance Agent?
| Aspect | Financial Rep | Insurance Agent |
|---|---|---|
| Credentials | Series 6/7, 63, 65/66 licenses | License specific to insurance products (e.g., life, health, property) |
| Work Environment | Financial firms, banks, investment companies | Insurance agencies, brokerages, independent agencies |
| Employer & Industry | Financial services industry, investment firms | Insurance industry, agencies, brokerages |
| Common Search/Comparison | Financial Rep vs Insurance Agent |
The main difference between a Financial Rep and an Insurance Agent lies in their licensing and product focus. Financial Reps typically hold securities licenses and offer investment products, while Insurance Agents are licensed to sell insurance policies. Both roles work within the financial services industry but serve different client needs and product types.
What does a financial representative do?
A financial representative helps clients manage their finances by providing advice on investments, insurance, and financial planning. They analyze clients' financial situations, recommend suitable products, and often hold licenses or certifications to sell financial services. Strong communication skills and knowledge of financial tools are essential for this role.
What cities near Calgary, AB are hiring for Financial Rep jobs?
Cities near Calgary, AB with the most Financial Rep job openings:
Associate, Financial Operations
Calgary, AB • On-site
Acera Insurance
Full-time
Re-posted 11 days ago
Job description
We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.
Our people are:
- Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
- Empowered with a sense of accountability and autonomy to take ownership of their work.
- Treated with respect and act with integrity by putting clients, colleagues, and community first.
- Recognized for their achievements and celebrate festivities, big and small, to make work fun.
We also proudly offer most employees the opportunity to become owners. With over 700 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance's success - which they make possible.
Join our award-winning network of over 1,300 professionals across Canada and change the way people feel about insurance.
ASSOCIATE, FINANCIAL OPERATIONS
Reporting to the Team Leader, Financial Operations, the Associate, Financial Operations will be responsible for full cycle accounting and work with the Finance team to ensure accurate financial reporting.
LOCATION AND STATUS
- Calgary, AB
- Full-time, permanent
QUALIFICATIONS
- Post-secondary degree or diploma in Accounting or a related discipline and 1-3 years directly related experience, or an equivalent combination of experience and education
- Experience in an insurance environment would be considered an asset
- Confident user of the Microsoft Office Suite of products, with advanced skills in Excel
VALUES & COMPETENCIES
- High degree of professionalism and integrity
- Strong analytical Skills
- Ability to maintain highly confidential information
- High attention to detail with strong organizational and time management skills
- Self-motivated; positive work ethic and the ability to function independently and in a team
Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people's strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.
Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.