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Financial services representative Jobs in Winnipeg, MB

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Financial services representative • winnipeg mb

Last updated: 2 days ago
Individual Financial Services Coordinator

Individual Financial Services Coordinator

People CorporationWinnipeg, MB
Full-time
Life Benefits Solutions, a Division of People Corporation, is a Group Insurance & Retirement Broker servicing Indigenous employers across Canada. We specialize in designing programs that support the...Show moreLast updated: 30+ days ago
Client Services Representative - Part Time

Client Services Representative - Part Time

Broadstreet Properties LTDWinnipeg, MB, CA
Part-time
Quick Apply
Are you passionate about helping others and thrive in a customer-focused environment?.If so, we may have an opportunity for you!. Broadstreet Properties is looking for a part-time Client Services Re...Show moreLast updated: 30+ days ago
Entry-Level Client Services Representative (Remote)

Entry-Level Client Services Representative (Remote)

AO Globe Life - Shehzeb IftakharWinnipeg, MB, CA
Remote
Full-time
Quick Apply
Entry-Level Client Services Representative (Remote) | AO Globe Life 🌟 About AO Globe Life : At AO Globe Life, we believe that great service starts with great people.As a proud part of the Gl...Show moreLast updated: 30+ days ago
Account Services Representative

Account Services Representative

LifeWorksWinnipeg, Manitoba, Canada
Full-time
TELUS Health is empowering every person to live their healthiest life.Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individ...Show moreLast updated: 30+ days ago
general manager - financial, communications and other business services

general manager - financial, communications and other business services

Ileen International Investment Inc.Winnipeg, MB, Canada
Full-time
Allocate material, human and financial resources to implement organizational policies and programs.Authorize and organize the establishment of major departments and associated senior staff position...Show moreLast updated: 5 days ago
  • Promoted
Financial Services Professional

Financial Services Professional

Self-employedWinnipeg, MB, Canada
Part-time
Be among the first 25 applicants.Direct message the job poster from Self-employed.Senior Director of Marketing | Strategic Personal Financial Advisor | Entrepreneur. Helping Individuals & Families B...Show moreLast updated: 25 days ago
  • Promoted
CFO (chief financial officer) - financial, communications and other business services

CFO (chief financial officer) - financial, communications and other business services

Government of Canada - WesternWinnipeg, MB, Canada
Full-time
Work must be completed at the physical location.There is no option to work remotely.Allocate material, human and financial resources to implement organizational policies and programs.Authorize and ...Show moreLast updated: 30+ days ago
Patron Services Representative

Patron Services Representative

Creative ManitobaWinnipeg, MB
Full-time +1
The Winnipeg Symphony Orchestra (WSO) is a dynamic musical force serving Manitobans with excellent musical opportunities and experiences. Celebrating its 76th anniversary, the WSO produces roughly 6...Show moreLast updated: 6 days ago
business services sales representative

business services sales representative

Telecom Options Inc.Winnipeg, MB, CA
Full-time +1
Business administration and management, general.Sales, distribution and marketing operations, general.Telecommunications service provider. Reach to clients after sale or signed contracts to provide ...Show moreLast updated: 30+ days ago
Client Services Representative - Part Time

Client Services Representative - Part Time

Broadstreet PropertiesWinnipeg, MB, Canada
Part-time
Are you passionate about helping others and thrive in a customer-focused environment? If so, we may have an opportunity for you!. Broadstreet Properties is looking for a part-time Client Services Re...Show moreLast updated: 30+ days ago
Customer Services Representative - Housing Services

Customer Services Representative - Housing Services

Treasury Board of Canada SecretariatWinnipeg, Manitoba
Full-time +1
Customer Services Representative - Housing Services .DND-EA-CFHA-513717 National Defence - Canadian Forces Housing Agency. Cold Lake (Alberta), Edmonton (Alberta), Suffield (Alberta), Wainwright (Al...Show moreLast updated: 21 days ago
Financial Controller

Financial Controller

Randstad CanadaWinnipeg, Manitoba, CA
Permanent
Quick Apply
Randstad Staffing is currently looking for experienced Financial Controllers to join some of Winnipeg's top firms and companies!. We have partnered up with several great companies that are looking f...Show moreLast updated: 22 days ago
Financial Service Representative

Financial Service Representative

goeasy Ltd.Winnipeg, Manitoba, CA
Full-time
If you are looking to join one of Canada’s fastest growing companies, goeasy Ltd.Recognized as one ofNorth America’s Most Engaged Workplaces, we want the best to join our team.Canada’s leading non-...Show moreLast updated: 30+ days ago
  • Promoted
CFO (chief financial officer) - financial, communications and other business services

CFO (chief financial officer) - financial, communications and other business services

CL Chartered Professional Accountant Ltd.Winnipeg, MB, Canada
Full-time +1
CFO (chief financial officer) - financial, communications and other business services.Posted onMay 13, 2025 by Employer details. CL Chartered Professional Accountant Ltd.You have successfully applie...Show moreLast updated: 2 days ago
  • Promoted
Client Services Representative - Part Time

Client Services Representative - Part Time

Broadstreet Properties LtdWinnipeg, MB, Canada
Part-time
Client Services Representative - Part Time.Are you passionate about helping others and thrive in a customer-focused environment? If so, we may have an opportunity for you!.Broadstreet Properties is...Show moreLast updated: 30+ days ago
Job Opportunities : Bilingual Life Services Representative (9269)

Job Opportunities : Bilingual Life Services Representative (9269)

Wawanesa InsuranceWinnipeg, Manitoba, Canada
Full-time +2
Bilingual in French and English.At Wawanesa salary is only one component of a holistic comprehensive and competitive offering that we provide to our employees. In addition to salary full-time and pa...Show moreLast updated: 13 days ago
  • Promoted
Sales Representative, Aftermarket & Services

Sales Representative, Aftermarket & Services

XylemWinnipeg, MB, Canada
Full-time
Sales Representative, Aftermarket & Services page is loaded.Sales Representative, Aftermarket & Services.Apply remote type Hybrid locations Winnipeg time type Full time posted on Posted Yesterday j...Show moreLast updated: 30+ days ago
Financial Service Representative

Financial Service Representative

easyfinancialWinnipeg, Manitoba, Canada
Full-time
If you are looking to join one of Canada’s fastest growing companies, goeasy Ltd.North America’s Most Engaged Workplaces, we want the best to join our team. Canada’s leading non-prime lenders, ...Show moreLast updated: 30+ days ago
Member Services Representative

Member Services Representative

Planet FitnessR3G 0E9, Winnipeg, MB
Part-time
At Planet Fitness, we pride ourselves in creating a culture that empowers people to live a healthy lifestyle.Our goal is to assist our members and our employees to reach their full potential.We are...Show moreLast updated: 30+ days ago
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Individual Financial Services Coordinator

Individual Financial Services Coordinator

People CorporationWinnipeg, MB
30+ days ago
Job type
  • Full-time
Job description

Job Description

Life Benefits Solutions, a Division of People Corporation, is a Group Insurance & Retirement Broker servicing Indigenous employers across Canada. We specialize in designing programs that support the unique needs of indigenous and non-indigenous employees and employers.

We are adding an Individual Financial Services Coordinator to our growing team of enthusiastic high achievers dedicated to creating a positive client experience. The individual in this role will actively contribute to the success of Life Benefit Solutions by providing administrative support to our Individual Financial Services team.

  • Indigenous candidates are encouraged to self-declare in your cover letter.

What you will do :

  • Assist in the preparation of existing and new client documents for various insurance carriers for the Individual Financial Services team
  • Respond in a timely manner to client email, phone, and mail correspondence
  • Preparation of withdrawal paperwork for members within our group retirement programs
  • Group retirement plan death claims administration support
  • Request information and documentation from clients and ensure all incoming documents are in good order (i.e., cheques, faxes, emails, client paperwork)
  • Perform other administrative tasks as needed, such as conducting research for other client retirement assets
  • Monitor and follow-up on outstanding documents for the Individual Financial Services Team
  • Maintain client files with notes for all transactions and interactions for individual financial services clients
  • Provide administrative support for individual insurance clients where necessary
  • Support Individual Financial Services team in periodic marketing campaigns and various client communication strategies
  • Other duties as assigned
  • What you need to be successful in this role :

  • Have experience in Individual Financial Services is an asset
  • A passion for customer service
  • Excellent communication skills, both written and verbal
  • Strong attention to detail and ability to multi-task
  • Strong interpersonal skills and ability to deal effectively with a variety of clients
  • Excellent problem-solving and decision-making skills
  • Ability to work independently and take initiative
  • Comfortable working in a fast-paced, dynamic environment
  • Be proactive self-starter with a positive attitude
  • Team engagement and responsiveness with our clients and partners
  • Proficiency with the MS Office suite of products
  • What’s in it for you :

  • Have an impact in the communities we serve
  • Participate in our contributions towards Truth and Reconciliation
  • Learn by working & collaborating alongside our existing team of experts
  • Employee benefit and retirement programs are provided
  • Competitive compensation
  • A fun, flexible and productive work environment
  • At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

    Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.