Financial Services Specialist

5 days ago


Christchurch, Canterbury, New Zealand Westpac Bank Full time
Job Overview

We are seeking an experienced Wealth Office Adviser to join our team at Westpac. As a key member of our Wealth division, you will be responsible for delivering high-quality investment advice to our customers, leveraging your expertise to build trust and rapport.

Main Responsibilities
  • Develop and maintain deep relationships with customers, understanding their unique needs and preferences.
  • Provide expert guidance on Westpac's managed funds and products, ensuring seamless delivery of tailored solutions.
Qualifications and Skills

To excel in this position, you should possess:

  • Proven experience in client-facing roles, preferably within banking or investment advisory services.
  • A strong academic background, including a Level 5 New Zealand Certificate in Financial Services (Investment strand).
  • Exceptional interpersonal and communication skills, with the ability to work effectively in a team environment.


  • Christchurch, Canterbury, New Zealand Milestone Financial Full time

    Key ResponsibilitiesAs a Front Desk Coordinator at Milestone Financial Services, your tasks will include greeting and assisting clients and visitors, answering phone calls and emails, handling client queries, and maintaining confidentiality of sensitive information.


  • Christchurch, Canterbury, New Zealand Fairstone Financial Inc. Full time

    Role OverviewWe are seeking a highly skilled Financial Consultant to join our team at Fairstone Financial Inc.About UsFairstone Financial Inc. is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing.Your Key ResponsibilitiesSupport customers and prospective customers on the phone and in...


  • Christchurch, Canterbury, New Zealand Fairstone Financial Inc. Full time

    About Our CompanyFairstone Bank of Canada (''Fairstone Bank'') and its subsidiary, Fairstone Financial Inc. (''Fairstone''), provide a wide range of innovative financial services that enable Canadian consumers and businesses to achieve their goals.Collectively, Fairstone Bank and its subsidiaries offer credit cards and rewards programs, point-of-sale...


  • Christchurch, Canterbury, New Zealand Westpac Bank Full time

    **About the Role**We are seeking an experienced Financial Quality Assurance Specialist to join our team. As a key member of our Advice Quality & Governance Team, you will play a critical role in ensuring the delivery of high-quality financial advice to our customers.You will work closely with Wealth Office Advisers, Wealth Consultants, and the Leadership...


  • Christchurch, Canterbury, New Zealand Avanti Finance Full time

    Job Description:We are seeking a highly skilled Financial Operations Specialist to join our team at Avanti Finance. As a key member of our operations team, you will be responsible for maintaining office services, organizing office operations and procedures, managing accounting systems and processes, preparing payroll, designing and maintaining internal...


  • Christchurch, Canterbury, New Zealand Grounds & Services Limited (GSL) Full time

    A Senior Financial Analyst is required to join our team at Grounds & Services Limited.About this roleLead financial planning and analysis to inform business decisionsSupport the development of financial plans to drive business growthCollaborate with senior management to shape business outcomes across multiple stakeholdersAbout the companyGSL is a dynamic...


  • Christchurch, Canterbury, New Zealand Milestone Financial Full time

    Overview of Milestone Financial ServicesMilestone Financial Services is a medium-sized financial advice business based in Christchurch, New Zealand. Our aim is to put clients in control of their financial life by engaging, educating, and empowering them.


  • Christchurch, Canterbury, New Zealand Echelon Group Full time

    About UsEchelon Group is working exclusively with Christchurch City Holdings Limited (CCHL) to appoint a Senior Financial Reporting Specialist. This newly created opportunity will provide critical support in respect to financial reporting, compliance, controls, treasury, and finance operations.Job DescriptionAssist with subsidiary reporting and...


  • Christchurch, Canterbury, New Zealand Gough Family Office Full time

    The Gough Family Office is seeking a skilled Budgeting and Financial Planning Specialist to join our team on a part-time basis. This is an excellent opportunity for someone who wants to develop their career in finance and work in a dynamic and fast-paced environment.In this role, you will be responsible for:Developing and maintaining financial models and...


  • Christchurch, Canterbury, New Zealand Grounds & Services Limited (GSL) Full time

    Step into a pivotal role where you'll lead financial oversight, drive strategic decision-making and contribute to the continued growth at Grounds & Services Limited.About this roleProvide insightful financial analysis to inform business decisionsDive into project accounting to ensure cash flow forecasts and budgets meet expectationsCollaborate with senior...


  • Christchurch, Canterbury, New Zealand Milestone Financial Full time

    Want to be part of a great team in the financial services industry?Looking for a rewarding career path where you can contribute to helping New Zealanders secure their financial future?Milestone Financial Services (Southern) Limited is looking for a Christchurch-based Receptionist/Administrator to join the team, working with our qualified Financial Advisers...


  • Christchurch, Canterbury, New Zealand Westpac New Zealand Full time

    About the Position">This is an exciting opportunity to join our team as a Financial Services Leadership Role. As a leader, you will be responsible for driving business growth and enhancing customer experience through process improvements and technology optimization initiatives.">Key Responsibilities">">Lead a team of Lending Support Specialists to embed a...


  • Christchurch, Canterbury, New Zealand Grounds & Services Limited (GSL) Full time

    GSL is seeking a Performance Reporting Specialist to join our team.About this roleDevelop and implement performance reporting systems to inform business decisionsCollaborate with senior management to shape business outcomes across multiple stakeholdersProvide insightful financial analysis to support business growthAbout the companyGSL is a dynamic business...


  • Christchurch, Canterbury, New Zealand Christchurch City Council Full time

    Job OverviewThe Christchurch City Council is seeking a highly experienced and skilled Financial Reporting and Management Specialist to join our Resources Group as a Team Leader Finance. In this role, you will be responsible for mentoring and guiding your team, as well as overseeing the technical aspects of corporate financial accounting functions.About the...


  • Christchurch, Canterbury, New Zealand University of Canterbury Full time

    About Our TeamThe Financial Services team at the University of Canterbury is dedicated to providing exceptional financial services to customers.We pride ourselves on our commitment to excellence, collaboration, and continuous improvement.Our ValuesManaakitanga: we value respect, empathy, and kindness in all our interactionsWhanaungatanga: we believe in...


  • Christchurch, Canterbury, New Zealand Milestone Financial Full time

    About the RoleWe are looking for a skilled Receptionist/Administrator to join our team in Christchurch. As a key member of our administration team, you will provide excellent quality service to our clients, working closely with our qualified Financial Advisers to achieve this goal.


  • Christchurch, Canterbury, New Zealand Treetech Specialist Treecare Ltd Full time

    Job Title: Tree Care Specialist LeadAbout the RoleTreetech Specialist Treecare Ltd is seeking a highly skilled and experienced Arborist to take on the role of Supervising Arborist. As part of our team, you will work closely with us to deliver exceptional results in tree care and management.Responsibilities:Conduct thorough risk assessments using TRAQ or QTRA...


  • Christchurch, Canterbury, New Zealand Eq Consultants Full time

    **About the Role**This is an exciting opportunity to contribute to an organisation committed to delivering excellent services and improving community wellbeing. As the Finance Administrator, you will play a critical role in maintaining financial records, ensuring timely payroll processing, and supporting financial compliance within the organisation.**Key...


  • Christchurch, Canterbury, New Zealand Consilium Full time

    Company OverviewAt Consilium, we pride ourselves on being a proudly New Zealand founded business that offers a unique set of wealth management, investment, and technology solutions tailored specifically for financial advisers.We believe in the power of professional financial advice to transform lives, and we're proud to champion both the advisers who deliver...


  • Christchurch, Canterbury, New Zealand University Of Canterbury Full time

    Join Our TeamWe are seeking a highly skilled and experienced Senior Finance Administrator to join our team at the University of Canterbury. As a key member of our Shared Services team, you will be responsible for providing comprehensive finance administrative services to customers, including processing fees, loans, and scholarship payments, as well as...