Financial Services Professional
5 days ago
We are seeking a motivated and customer-focused individual to join BMO Bank of Montreal - Windsor as a Commercial Banking Relationship Manager. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on various financial solutions.
Key Responsibilities:- Needs-Based Assessments: Engage with customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
- Customer Support: Offer clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
- Lending Services: Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
- Risk Management: Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
The estimated salary range for this role is $35,700.00 – $66,100.00 per year, depending on qualifications and experience. This is a full-time position based in Windsor, ON.
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Financial Services Sales Professional
9 hours ago
Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Limited Full timeWe are looking for talented Financial Services Sales Professionals to join our team at Neilson Financial Services Limited. As a key member of our team, you will be responsible for selling life insurance products to our customers.You will handle inbound and outbound sales enquiries, meeting and exceeding individual and company targets across sales and quality...
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Financial Service Specialist
5 days ago
Windsor, Windsor and Maidenhead, United Kingdom Momentum Financial Services Group Full timeWe are seeking a highly motivated Sales and Customer Experience Professional to promote our financial products and services in your community.Key Benefits$25-$35 per hour market competitive pay rate, estimated annual salary $52,000 - $72,000 based on 40 hours/weekEarn up to 5% of the store's profits for exceeding targetsMomentum Financial Services Group is...
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Financial Services Consultant
5 hours ago
Windsor, Windsor and Maidenhead, United Kingdom Momentum Financial Services Group Full timeMomentum Financial Services Group is seeking a talented Financial Services Consultant to promote their financial products and services in the community.This role offers a competitive $18-$22 per hour salary, making it an attractive opportunity for those looking to make a positive impact on people's lives.The successful candidate will be responsible for...
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Financial Services Representative
5 days ago
Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Limited Full timeAt Nielsen Financial Services Limited, we're committed to delivering exceptional customer experiences by providing innovative life insurance solutions.Nielsen is a leading international operation in the global life insurance market, offering a range of products that cater to diverse customer needs. Our brand has evolved from its origins in the UK, where we...
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Momentum Financial Representative
5 hours ago
Windsor, Windsor and Maidenhead, United Kingdom Momentum Financial Services Group Full timeAbout Momentum Financial Services GroupMomentum Financial Services Group is a leading provider of financial products and services, dedicated to helping individuals achieve their short- and long-term financial goals.We are committed to providing our customers with exceptional service, which is why we are seeking a highly motivated and experienced...
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Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Limited Full timeJob OverviewWe are seeking a highly skilled and detail-oriented Workflow Business Analyst to join our dynamic team at Neilson Financial Services Limited.The successful candidate will provide insights and recommendations for improving lead management, lead nurturing, and sales performance.Based in Windsor, the role offers a hybrid working arrangement with 3...
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Financial Services Professional
2 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Edward Jones Full timeJob DescriptionWe are seeking a highly motivated Financial Services Professional to join our team as a Branch Office Administrator (BOA). This role is ideal for individuals who enjoy working in a fast-paced environment and are passionate about delivering exceptional client service.The BOA will work closely with Financial Advisors to help clients achieve...
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Sales and Customer Experience Professional
5 days ago
Windsor, Windsor and Maidenhead, United Kingdom Momentum Financial Services Group Full timeAre you a motivated individual with a passion for delivering exceptional customer experiences? We are seeking a skilled Retail Banking Representative to join our team at Momentum Financial Services Group.Benefits$25-$35 per hour market competitive pay rate, estimated annual salary $52,000 - $72,000 based on 40 hours/weekEarn up to 5% of the store's profits...
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Group Financial Compliance Director
3 days ago
Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Limited Full timeJob DetailsAs Group Tax Manager, you will play a critical role in ensuring the group's tax position is optimised and compliant with international tax laws and regulations. You will work closely with the CFO and Group Financial Controller to develop and implement tax strategies, manage tax risks and ensure timely and accurate filing of tax returns.Main...
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Head of Global Tax Strategy
1 week ago
Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Full timeThe estimated salary for this role is £80,000 - £100,000 per annum, depending on experience. This position offers a unique opportunity to contribute to the growth and success of Neilson Financial Services as a newly created role reporting to the Group Financial Controller.
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Global Tax Operations Lead
3 days ago
Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Limited Full timeAbout UsWe aim to provide a comprehensive range of innovative products and deliver exemplary service levels to our customers and corporate partners, providing a consistently high quality, fully integrated customer experience.Job SummaryWe are seeking a highly skilled Group Tax Manager to join our team at Neilson Financial Services Limited. This is a hands-on...
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Financial Professional
2 days ago
Windsor, Windsor and Maidenhead, United Kingdom Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals. With a strong focus on delivering exceptional service, you will take a proactive approach to understanding customer needs and provide tailored advice to help them succeed.Responsibilities:Develop and implement comprehensive financial...
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Tax Policy Manager
1 week ago
Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Full timeCompany OverviewNeilson Financial Services is a leading provider of life insurance products, operating globally with offices in the USA, Canada, Ireland, the UK, and Australia. We aim to deliver a comprehensive range of innovative products and provide exemplary service levels to our customers and corporate partners.
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Group Tax Manager Role
4 hours ago
Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Full timeAbout UsAt Neilson Financial Services, we believe in offering our customers straightforward life insurance and helping families put financial protection in place for their loved ones. We have evolved from our origins in the UK to become an international operation with offices worldwide.This role requires a hands-on individual with a desire to understand...
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Retail Banking Representative
5 days ago
Windsor, Windsor and Maidenhead, United Kingdom Momentum Financial Services Group Full timeMomentum Financial Services Group is seeking a talented Sales and Customer Experience Professional to promote our financial products and services in your community.Job DescriptionThis is an exciting opportunity to join our team as a Retail Banking Representative, where you will be responsible for driving store profitability through sales and customer...
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Financial Services Coordinator
2 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Management Advisory Practitioners Inc. Full timeJoin us at Management Advisory Practitioners Inc. as a Financial Services Coordinator! As a key member of our accounting team, you will play a crucial role in ensuring the accuracy and timeliness of our financial records. With a minimum of 5 years' experience in bookkeeping or accounting, you will possess a comprehensive understanding of financial accounting...
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Life Insurance Sales Executive
5 days ago
Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Limited Full timeNielsen Financial Services Limited is a leading provider of innovative life insurance solutions, committed to helping families secure financial protection for their loved ones.Our company has evolved from its origins in the UK, where we were launched in 2012, to become an award-winning international operation in the global life insurance market. We offer a...
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Financial Services Executive
4 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom National Bank of Canada Full timeAre you a results-driven professional looking for a new challenge? Do you have a passion for business development and a proven track record of success in the financial industry?We are seeking an experienced Business Development Specialist to join our team at the National Bank of Canada. In this role, you will be responsible for growing a portfolio of...
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Tax and Regulatory Compliance Specialist
4 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Limited Full timeThis is a hybrid position, with 3 days per week based from our office. At Neilson Financial Services Limited, we help families put financial protection in place for their loved ones.We are a Life insurance provider who offers a wide range of first-class life insurance products via multiple direct brands and corporate partnerships. We believe in offering our...
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Financial Services Director
4 weeks ago
Windsor, Windsor and Maidenhead, United Kingdom Logic Executive Search and Workplace Solutions Full timeOur client, a prominent accounting firm based in Windsor, Ontario, seeks a seasoned Manager of Assurance and Advisory Services. In this role, you will be responsible for delivering high-quality assurance and accounting services to owner-managed businesses. Your key objectives will include overseeing financial projects, identifying new business opportunities,...