ERP Finance Functional Consultant supporting Oracle Financial modules in a hybrid role. Driving improvements and supporting finance users in daily tasks across European operations.
NG
Hybrid Financial Representative
Posted 1 hour ago
About the role
- Financial Representative at Northwestern Mutual providing personalized financial planning and insurance solutions. Building long-term relationships with clients to achieve financial goals.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
Benefits
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Principal responsible for leading Oil and Gas/Energy Finance Managed Services practice at Baker Tilly. Focused on building strategy and client relationships in the energy sector.
Technical Lead responsible for the architecture and technical roadmap of Finance, Risk, and Compliance Systems. Leading design and governance across multiple platforms in hybrid work setting.
Functional Lead overseeing the design and implementation of Finance, Risk, and Compliance Systems. Driving ERP transformation and ensuring financial governance while collaborating across teams.
Investment Banking Analyst supporting M&A transactions and client advisory in the Healthcare IT & Services sector. Working with corporate clients and financial sponsors to provide deep sector expertise and capital access.
Senior Investment Consultant delivering a spectrum of investment advice for institutional clients at Mercer. Collaborating across teams and mentoring junior colleagues in a hybrid role based in Calgary or Vancouver.
Experienced Insurance Agent focusing on client education and customer service within Northwestern Mutual's supportive team. Collaborating for financial planning and insurance services in a hybrid environment.
Finance Business Partner responsible for strategic financial leadership supporting CIB business at Absa. Guides financial objectives and drives business performance across the SI portfolio.
CAF Specialist at Absa providing operational planning and service delivery support. Building relationships with industry leaders and conducting market research for new ventures.
Finance Services Senior Professional managing financial tasks and compliance in accounting. Supporting reporting activities and maintaining accuracy of financial data in a complex financial environment.