Financial Services Expert
16 hours ago
As a member of our team, you will enjoy a competitive salary range of $65,000 - $125,000 per year, depending on experience, and a comprehensive benefits package, including career development opportunities and recognition programs. If you are a motivated professional with a passion for delivering exceptional client experiences, we encourage you to apply.
Key Responsibilities:
- Provide expert advice on credit and investment matters
- Build and maintain long-term relationships with clients
- Collaborate with colleagues to develop customized solutions
- Leverage technology to enhance client experiences and drive sales
- Proactively resolve client issues and prevent future problems
Requirements:
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)
- 2-3 years of proven sales experience in the financial services industry, handling credit and investments
- Demonstrated ability to build trust and maintain long-term client relationships
Benefits:
- Competitive salary and bonus structure
- Comprehensive benefits package, including health, dental, and vision coverage
- Opportunities for career growth and professional development
- Recognition programs that reward top performers
About Us:
The Royal Bank of Canada is committed to building inclusive teams and an equitable workplace for our employees. We strive to create a culture that values diversity, equity, and inclusion, where everyone feels welcome and empowered to bring their best selves to work.
-
Financial Services Marketing Expert
4 weeks ago
London, Greater London, United Kingdom PXP Financial Full timeKey ResponsibilitiesAs a Financial Services Marketing Expert at PXP Financial, you will monitor product performance and customer engagement, adjusting strategies based on analytics. You will also partner with teams across PXP to ensure unified messaging and brand consistency.
-
Financial Services Expert
2 weeks ago
London, Greater London, United Kingdom Financial Staffing Solutions Full timeWe are seeking a highly skilled Financial Services Expert to join our team at Financial Staffing Solutions in Central London.About the RoleAs a key member of our outsourcing arm, you will play a critical role in preparing financial reports, maintaining accounts, and liaising with clients and HMRC. This exciting opportunity offers a career path and varied...
-
Financial Services Knowledge Expert
1 month ago
London, Greater London, United Kingdom Bydand Recruitment Services Limited Full timeRole OverviewWe are seeking a skilled Financial Services Knowledge Expert to join our team in London. As part of a growing group, you will work alongside other knowledge experts to support the UK and global practice.Key Responsibilities:Monitor key legal and regulatory developments in the financial services sector.Create and update high-quality client...
-
Audit Expert
5 days ago
London, Greater London, United Kingdom Climate Control Services Full timeWe are seeking an experienced Audit Expert to join our team at Climate Control Services. As an Audit Expert, you will play a key role in improving the quality of audit delivery across the firm by providing support to audit teams and performing in-flight quality reviews.About the FirmClimate Control Services is a Top 13 firm of chartered accountants, tax and...
-
Financial Planning Expert
2 days ago
London, Greater London, United Kingdom Financial Divisions Full time**About the Opportunity**We are seeking a highly skilled Financial Planning Expert to join our team at Financial Divisions in London.This role offers an exceptional opportunity for a Senior Paraplanner who enjoys technical aspects of financial planning to take on a leadership position and contribute their expertise across the business.The ideal candidate...
-
Financial Modelling Expert
3 weeks ago
London, Greater London, United Kingdom Trace – Expert Accountancy Recruitment Full timeJob OverviewWe are seeking a highly skilled Financial Modelling Expert to join our team at a UK-based Fintech Bank. As an expert in financial modelling, you will design and implement advanced financial models that support strategic decision-making.About Our ClientThe company is a UK Fintech Bank focused on redefining banking for affluent markets. Our mission...
-
Financial Services Expert
21 hours ago
London, Greater London, United Kingdom BDO UK LLP Full timeJob Title: Financial Services ExpertWe are seeking a highly skilled Financial Services Expert to join our team. As a key member of our Tax Advisory team, you will be responsible for providing expert advice on Financial Services VAT and supporting our clients in achieving their goals.The ideal candidate will have a strong understanding of recent key updates...
-
Senior Financial Planning Expert
4 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob DescriptionA Senior Financial Planning Expert is required to join a highly respected London-based business, providing exceptional opportunities for career development in a well-balanced working environment.The successful candidate will enjoy a top salary of £65k, accompanied by an excellent benefits package. The role offers a unique blend of technical...
-
Financial Services Partner
18 hours ago
London, Greater London, United Kingdom Financial Staffing Solutions Full timeWe are seeking a Financial Services Partner to join our team at Financial Staffing Solutions. This role involves partnering with one of the leading multinational supermarkets to define and achieve both financial and non-financial objectives.The ideal candidate will have a strong background in finance, with ACA/ACCA/CIMA qualifications. They will be...
-
Financial Services Expert
3 weeks ago
London, Greater London, United Kingdom Amazon Full timeLeadership OpportunityWe are seeking a seasoned Financial Services Expert to lead our FSI team in the Asia Pacific and Japan region. As a key member of our Professional Services team, you will be responsible for helping FSI customers build or migrate their business workloads on AWS.About the RoleThis executive-level customer-facing role requires strong...
-
Financial Services Expert
2 weeks ago
London, Greater London, United Kingdom Chadwick Nott Full timeJob Title: Financial Services Expert">About the Role:We are seeking a highly skilled Financial Services Expert to join our team as a Senior Associate to Partner in Banking & Finance Solicitor. Located in the UK, this role offers an exciting opportunity for growth and development within a reputable firm.Sector Overview:The banking and finance sector is a key...
-
Business Partner Financial Expert
4 days ago
London, Greater London, United Kingdom Financial Staffing Solutions Full timeAt Financial Staffing Solutions, we are looking for a skilled Business Partner Financial Expert to join our team. This is a critical role in ensuring the success of our Customer operations, requiring strong analysis and problem-solving skills.About the JobThe successful candidate will be responsible for carrying out financial analysis, identifying risks, and...
-
Financial Planning and Analysis Expert
20 hours ago
London, Greater London, United Kingdom Trace - Expert Accountancy Recruitment Full timeAbout the Role: Our client is a leading Investment Bank looking for a highly skilled Financial Planning and Analysis Expert to join their team. As a key member of the Finance function, you will be responsible for developing and maintaining financial models, analysing complex financial data, and providing actionable insights to support business...
-
Accounting and Financial Management Expert
4 days ago
London, Greater London, United Kingdom Financial Staffing Solutions Full timeKey ResponsibilitiesThe successful candidate for the Accounting and Financial Management Expert role will be responsible for providing leadership to the company's finance function, including preparing the monthly management accounts and board reporting pack.You will work closely with the finance director to develop and implement strategies to optimize the...
-
Financial Services Expert
4 weeks ago
London, Greater London, United Kingdom Datatech Analytics Full timeWe're seeking a talented Financial Services Expert to join our team in London, where you'll have the opportunity to work on challenging projects with leading financial institutions around the globe.We offer a competitive salary of £65,000-£85,000 per year, depending on experience, as well as a motivating and inspiring work environment with colleagues from...
-
Geo Services Liaison
3 days ago
London, Greater London, United Kingdom Expert Employment Full timeRole OverviewWe are seeking an experienced Commercial Services Coordinator to join our team at Expert Employment. The successful candidate will provide exceptional support to our prestigious global clients across various geospatial services.The ideal candidate will have a strong background in GeoInt, GIS, Remote Sensing, or Image Processing, with over three...
-
Financial Services Regulation Expert
22 hours ago
London, Greater London, United Kingdom Hays Legal Full timeKey ResponsibilitiesWe are seeking a skilled Financial Services Regulation Expert to join our team at Hays Legal. The successful candidate will have experience in advising clients on financial services regulations, enforcement disputes, and general corporate matters.You will work closely with our clients to understand their needs and provide expert advice on...
-
Financial Services Expert
4 weeks ago
London, Greater London, United Kingdom BDO UK Full timeAt BDO UK, we're looking for a talented Financial Services Expert to join our Financial Services Accounting and Corporate Reporting Advisory team.We offer an attractive estimated salary of £65,000 - £80,000 per annum, depending on experience.The ideal candidate will have a professional qualification ACA or ACCA or equivalent, with the ability to deliver...
-
Financial Services Expert
4 days ago
London, Greater London, United Kingdom BDO Full timeCompany OverviewBDO is a leading accountancy and business advisory firm that provides expert advice and solutions to entrepreneurial organisations. We work with ambitious, high-growth businesses that fuel the economy and directly advise their owners and management teams.Job DescriptionWe are seeking an experienced Tax Advisory professional to join our team...
-
Financial Services Payroll Expert
4 days ago
London, Greater London, United Kingdom Oakleaf Partnership Full timeJob Title:Financial Services Payroll ExpertWe are seeking an experienced Financial Services Payroll Expert to join our team at Oakleaf Partnership, responsible for the administration of payrolls for our clients in the financial services sector.About the Role:This is a permanent position with a salary of up to £55,000, based in Central London. The role will...