... Services Associate to join their dynamic Financial Services team in their Calgary office ... Exceptional interpersonal and client service skills, with a proven ability to collaborate ...
... Services Associate to join their dynamic Financial Services team in their Calgary office ... Exceptional interpersonal and client service skills, with a proven ability to collaborate ...
More specifically, our team counsels financial service providers on mergers and acquisitions, joint ventures, licensing and distribution requirements, regulatory investigations, referral arrangements ...
More specifically, our team counsels financial service providers on mergers and acquisitions, joint ventures, licensing and distribution requirements, regulatory investigations, referral arrangements ...
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Quick apply
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Quick apply
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Quick apply
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Customer Service Associate
Calgary, AB · On-site
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Quick apply
Customer Service Associate
Calgary, AB · On-site
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Quick apply
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
FP Client Service Associate
Calgary, AB · Remote
CA$52K - CA$74K/yr
The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA activities ...
FP Client Service Associate
Calgary, AB · Remote
CA$52K - CA$74K/yr
The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA activities ...
PIA Client Service Associate
Calgary, AB · On-site
CA$43K - CA$56K/yr
If so, then get onboard for the position of PIA Client Service Associate. In this role, you will ... TD is one of the world's leading global financial institutions and is the fifth largest bank in ...
PIA Client Service Associate
Calgary, AB · On-site
CA$43K - CA$56K/yr
If so, then get onboard for the position of PIA Client Service Associate. In this role, you will ... TD is one of the world's leading global financial institutions and is the fifth largest bank in ...
IA Centralized Client Service Associate
CA$52K - CA$74K/yr
If so, then get onboard for the position of PIA Centralized Client Service Associate . In this role ... TD is one of the world's leading global financial institutions and is the fifth largest bank in ...
IA Centralized Client Service Associate
CA$52K - CA$74K/yr
If so, then get onboard for the position of PIA Centralized Client Service Associate . In this role ... TD is one of the world's leading global financial institutions and is the fifth largest bank in ...
Associate
Calgary, AB · On-site
The RBC Dominion Securities branch located in Calgary Crowfoot Village is seeking an Associate to ... A world-class training program in financial service Job Skills Account Management, Customer Success ...
Associate
Calgary, AB · On-site
The RBC Dominion Securities branch located in Calgary Crowfoot Village is seeking an Associate to ... A world-class training program in financial service Job Skills Account Management, Customer Success ...
Wealth Associate
Calgary, AB · Hybrid
Carry out routine operations related to financial transactions (e.g., purchases and sales of ... Excellent customer service skills #INDGP Your benefits In addition to competitive compensation ...
Wealth Associate
Calgary, AB · Hybrid
Carry out routine operations related to financial transactions (e.g., purchases and sales of ... Excellent customer service skills #INDGP Your benefits In addition to competitive compensation ...
Bilingual Customer Service Associate
CA$50K - CA$76K/yr
Employee Assistance Program (EAP) Resources supporting mental, physical, family and financial well ... Reporting to the Customer Service Manager and/or Supervisor/Team Lead this position requires ...
Bilingual Customer Service Associate
CA$50K - CA$76K/yr
Employee Assistance Program (EAP) Resources supporting mental, physical, family and financial well ... Reporting to the Customer Service Manager and/or Supervisor/Team Lead this position requires ...
Service-oriented personality This role follows our inoffice work model and requires employees to be onsite four days per week to support collaboration and business needs. CI Financial is an ...
Service-oriented personality This role follows our inoffice work model and requires employees to be onsite four days per week to support collaboration and business needs. CI Financial is an ...
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... A world-class training program in financial services Job Skills Account Management, Customer ...
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... A world-class training program in financial services Job Skills Account Management, Customer ...
Provide superior customer service in person, on the phone, and by email * Analyze client accounts ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Provide superior customer service in person, on the phone, and by email * Analyze client accounts ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Associate, Order Fulfillment
Calgary, AB · On-site
CA$15 - CA$24/hr
Check for any customer notes on file from Customer Service Center * Confirm all return dates fall ... Contribution to financial objectives * Individual objectives linked to the achievement of ...
Associate, Order Fulfillment
Calgary, AB · On-site
CA$15 - CA$24/hr
Check for any customer notes on file from Customer Service Center * Confirm all return dates fall ... Contribution to financial objectives * Individual objectives linked to the achievement of ...
Client Service Associate, BMO Nesbitt Burns
Calgary, AB · On-site
CA$35K - CA$66K/mo
Knowledge of Financial/Retirement planning. * Knowledge of trade processing rules. * Must meet the ... service to submit resumes.
Client Service Associate, BMO Nesbitt Burns
Calgary, AB · On-site
CA$35K - CA$66K/mo
Knowledge of Financial/Retirement planning. * Knowledge of trade processing rules. * Must meet the ... service to submit resumes.
Client Service Associate, BMO Nesbitt Burns
Calgary, AB · On-site
CA$35K - CA$66K/mo
Knowledge of Financial/Retirement planning. * Knowledge of trade processing rules. * Must meet the ... service to submit resumes.
Client Service Associate, BMO Nesbitt Burns
Calgary, AB · On-site
CA$35K - CA$66K/mo
Knowledge of Financial/Retirement planning. * Knowledge of trade processing rules. * Must meet the ... service to submit resumes.
It offers financial planning and investment services to over two million Canadians through IG ... Reporting to the Manager, District Sales Associates, the successful candidate's primary ...
It offers financial planning and investment services to over two million Canadians through IG ... Reporting to the Manager, District Sales Associates, the successful candidate's primary ...
Financial Service Associate information
What is the difference between Financial Service Associate vs Financial Advisor?
| Aspect | Financial Service Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires FINRA Series 6 or 7, and possibly a state license | Often requires Series 7, Series 66, and relevant certifications like CFP |
| Work Environment | Bank branches, financial institutions, customer service settings | Independent or firm-based, client-facing, advisory settings |
| Employer & Industry | Banks, credit unions, financial service firms | Financial planning firms, wealth management companies |
| Primary Focus | Supporting financial transactions, customer service, product sales | Providing personalized financial planning and investment advice |
The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.
What cities near Calgary, AB are hiring for Financial Service Associate jobs? Cities near Calgary, AB with the most Financial Service Associate job openings:
Other
This job post has expired today. Applications are no longer accepted.
Job description
Exciting Opportunity at a Premier National Firm in Banking and Financial Services!
Our client is a distinguished national firm, recognized globally for its prowess in the financial services domain. They provide a comprehensive range of legal services to both lender-side and borrower-side clients, encompassing areas such as syndicated lending, leveraged finance, asset-based loans, project and infrastructure finance, energy finance, equipment finance, real estate finance, structured finance, and securitizations. They regularly represent many of Canada’s prominent financial institutions, as well as U.S., European, and other non-Canadian financial services providers.
Currently, our client is seeking a talented mid to senior level Banking & Financial Services Associate to join their dynamic Financial Services team in their Calgary office.
Qualifications and Attributes:
- 3-7 years of post-call experience in private practice focused on banking and financial services at a national, regional, or reputable boutique firm
- Expertise in syndicated lending, syndicated debt financing, leveraged finance, infrastructure finance, structured finance, and securitization
- Strong analytical and drafting skills
- Above average academic credentials
- Exceptional interpersonal and client service skills, with a proven ability to collaborate effectively within diverse teams
- Must be qualified to practice law in Canada
Our client is offering the following:
- Competitive tier one lock-step base salary
- Exceptional bonus incentive program.
- Comprehensive family health benefits
- Educational incentives
- Future partnership opportunities
Interested and qualified candidates are encouraged to apply via LinkedIn or by emailing their CV and transcripts to careers@urbanlegal.ca
At Urban Legal Recruitment, we prioritize discretion and confidentiality. We appreciate the interest of all applicants; however, only those selected for an interview will be contacted.