Financial Service Advisor

**About the Role**Mas - Medical Assurance Society is seeking a highly skilled Financial Services Advisor to provide exceptional phone-based advice to our Members. As a key member of our team, you will be responsible for delivering tailored advice on life insurance and investment products.The ideal candidate will have strong relationship-building and...

At Good Returns, we are seeking an experienced Financial Services Advisor to join our dynamic team. This exciting opportunity involves providing exceptional service to clients in relation to their KiwiSaver and investment products.About the role:Provide high-quality support to clients regarding their KiwiSaver and investment needs.Work collaboratively with...

Senior Manager, Managed Accounts SupervisionAt Wellington-Altus Financial Inc., we are seeking a Senior Manager to join our team. This role will involve supervising the activities of Portfolio Managers with a focus on internal managed account platforms and business standards.The ideal candidate will possess:A bachelor's degree in business administration,...

Company OverviewWellington-Altus Financial Inc. is a leading financial services company that offers a wide range of investment management and regulatory compliance solutions to high-net-worth clients.With over $35 billion in assets under administration, the company has established itself as one of Canada's top-rated investment dealers and a Best Managed...

Aroturuki Tamariki, the Independent Children's Monitor, plays a critical role in ensuring organisations working with children, young people and their families are meeting their needs. The organisation monitors compliance with the Oranga Tamariki Act and associated regulations, and looks at how the wider system is supporting the rights, interests and...

Company Overview: Kiwibank is a leading Customer Care and Solutions team that supports Kiwi with their financial wellbeing. Our commitment to excellence has earned us a reputation for providing top-notch services.Job Description: As a Financial Wellbeing Advisor, your main focus will be providing customers with a tailored and compassionate experience,...

CHIEF FINANCIAL OFFICERThe Public Service Association, New Zealand's largest trade union, is seeking a Chief Financial Officer to manage the financial responsibilities of the organisation.The primary role of the Chief Financial Officer is to advise and manage all financial aspects of the PSA and its subsidiaries (defined as "the Group"). This is a strategic...

**About Us**Wellington-Altus Financial Inc. is a leading investment dealer in Canada, founded in 2017. Our organization encompasses multiple subsidiaries, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., and more. With over $35 billion in assets under administration, we provide comprehensive financial solutions to our clients.We...

Location: This in-office position will be based out of our Swift Current office.Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private...

Job Description Summary:As a Business Systems Support professional, you will play a critical role in ensuring the smooth operation of our wealth management platform (Envestnet). Your responsibilities will include addressing trade discrepancies, updating transactional data, facilitating customization changes, monitoring platform performance, supporting system...

Job DescriptionWe are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day functioning of our business.The successful candidate will be responsible for providing exceptional support to our portfolio managers,...

Company OverviewWellington-Altus Financial Inc. is a leading investment dealer in Canada, founded in 2017 as the parent company to several top-rated firms. With over $35 billion in assets under administration and offices across the country, we identify with successful, entrepreneurial advisors and their high-net-worth clients.The TeamWe are a fast-growing,...

Senior Advisor Correspondence, Reviews and Ministerial Services3 days ago Be among the first 25 applicantsDirect message the job poster from New Zealand Customs ServiceManager - Correspondence, Reviews and Ministerial Servicing at New Zealand Customs ServiceVaried and exciting role ideal for a super organised candidate to thriveCompetitive Salary + 3 extra...

Financial Advisory Career PathAre you looking to start your career in financial advisory services? As a graduate, you will have the opportunity to work with our team of experienced professionals who provide restructuring and reorganization services to our clients. We are seeking a motivated and enthusiastic individual to join our Wellington-based team as a...

Company Overview:Wellington-Altus Financial Inc. is a leading investment dealer in Canada, founded in 2017 as the parent company to several subsidiaries. With over $35 billion in assets under administration and offices across the country, we identify with successful advisors and portfolio managers and their high-net-worth clients.The Opportunity:We are...

**About the Role**We are seeking an experienced KiwiSaver and Investment Specialist to join our team as an Administrative Assistant. This role will be ideal for someone who has experience in the financial services industry, particularly with KiwiSaver, investment, or fire and general insurance.The successful candidate will provide high-level administrative...

About the JobWe are seeking a skilled Financial Services Administrator to join our team. This role involves providing high-quality support to clients in regards to their KiwiSaver, Investment, and Fire & General Insurance products.Key responsibilities include:Shared reception duties; answering incoming calls, greeting clients, and making arrangements for...

Location: This position is based out of our Burlington office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the...

About Wellington-Altus Financial Inc.We are a top-rated* investment dealer in Canada and one of Canada's Best Managed Companies. Our organization identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients. We have more than $35 billion in assets under administration and offices across the country.The Role:We...

About Tmm: We are a growing Financial Services business that provides a wide range of tailored financial products and advice. Our team is passionate about delivering exceptional service to our clients, and we're looking for someone who shares our commitment to excellence.Job Description: As an Insurance and Investment Assistant, you will be responsible for...