Current jobs related to Financial Services Consultant - Denver, Colorado - Canvas

  • Financial Services Consultant

    2 weeks ago

    Denver, Colorado, United States Garden Street Financial Group LLC Full time

    We are seeking an exceptional professional to join our team as a Financial Service Advisor. In this role, you will have the opportunity to develop strong relationships with our clients and provide them with tailored financial plans to help them achieve their goals.Your responsibilities will include researching and recommending financial products and...

  • Financial Consultant I

    3 weeks ago

    Denver, Colorado, United States Principal Financial Group, Inc. Full time

    Key ResponsibilitiesWe are seeking a highly skilled Financial Consultant I to join our team. In this role, you will serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization.Key Responsibilities:Provide benefit event education to former participants,...

  • Financial Services Professional

    4 weeks ago

    Denver, Colorado, United States Alerus Financial, N.A. Full time

    Financial AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at Alerus Financial, N.A. As a key member of our team, you will be responsible for delivering comprehensive financial advice to our clients, serving as their trusted primary point of contact and working closely with a team of specialists.Key...

  • Financial Services Professional

    3 weeks ago

    Denver, Colorado, United States EA Buck Financial Services Full time

    Service Advisor RoleEA Buck Financial Services is seeking a highly skilled Service Advisor to join our team. As a Service Advisor, you will play a critical role in managing client relationships, processing new business applications, and providing exceptional customer service.Key Responsibilities:Client Relationship Management: Develop and maintain strong...

  • Financial Consultant

    3 weeks ago

    Denver, Colorado, United States Empower Full time

    Unlock Your Potential with EmpowerAt Empower, we're dedicated to helping individuals achieve their long-term financial goals. As a Financial Consultant, you'll play a vital role in providing guidance and support to our customers at key life moments. Our team is passionate about delivering exceptional service and creating a truly inclusive work...

  • Financial Services Professional

    4 weeks ago

    Denver, Colorado, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Financial, we're committed to helping individuals achieve their financial goals. As a Financial Professional, you'll play a key role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Develop and maintain relationships with clients to...

  • Financial Services Professional

    4 weeks ago

    Denver, Colorado, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with credit unions to offer a comprehensive range of financial services to their clients. This employment opportunity at Canvas Credit Union in Highlands Ranch, CO, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. As a Financial Advisor, you will...

  • Financial Consultant

    4 weeks ago

    Denver, Colorado, United States Flagstar Bank Full time

    Job Title: Financial ConsultantFlagstar Bank is seeking a highly skilled Financial Consultant to join our team. As a key member of our sales team, you will be responsible for retaining and expanding company relationships, soliciting new retail Investment and Insurance business, and advising and assisting customers in optimizing their financial position.Key...

  • Financial Services Professional

    4 weeks ago

    Denver, Colorado, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAre you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore a career as a Financial Professional with Prudential Financial.About the Role:Develop...

  • Financial Services Representative

    4 weeks ago

    Denver, Colorado, United States OneMain Financial Full time

    Key ResponsibilitiesWe are seeking a highly motivated and results-driven professional to join our team at OneMain Financial. As a Consumer Loan Specialist, you will be responsible for delivering exceptional customer service, developing new relationships, and presenting financial solutions that meet our customers' needs.Key Responsibilities:Deliver results...

  • Financial Services Representative

    3 weeks ago

    Denver, Colorado, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for delivering exceptional customer service and providing financial solutions to our clients.Key Responsibilities:Provide personalized financial advice and guidance to customersIdentify...

  • Financial Services Representative

    4 weeks ago

    Denver, Colorado, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at BMO Financial Group. As a key member of our branch team, you will be responsible for delivering exceptional customer service and providing financial solutions to our clients.Key ResponsibilitiesProvide personalized service to customers,...

  • Financial Services Representative

    4 weeks ago

    Denver, Colorado, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at BMO Financial Group. As a key member of our branch team, you will be responsible for delivering exceptional customer service and providing financial solutions to our clients.Key ResponsibilitiesProvide personalized service to customers,...

  • Financial Services Professional

    4 weeks ago

    Denver, Colorado, United States IMA Financial Group Full time

    About IMA Financial GroupIMA Financial Group is a dynamic and entrepreneurial company that offers a unique ownership business model, allowing associates to develop lasting relationships, earn competitive benefits, and claim part ownership.Job SummaryWe are seeking a highly motivated and experienced professional to join our team as a Financial Services...

  • Financial Services Professional

    4 weeks ago

    Denver, Colorado, United States Kestra Financial Independent Advisor Full time

    Role OverviewWe are seeking a skilled Financial Services Professional to join our Catalyst Retirement Advisors team at Kestra Financial Independent Advisor. As an Associate Advisor, you will work closely with an experienced financial advisor, participate in client meetings, and gain hands-on experience in creating and implementing comprehensive financial...

  • Financial Services Representative

    4 weeks ago

    Denver, Colorado, United States UMB Financial Corporation Full time

    About the RoleAs a Personal Banker at UMB, you will be responsible for building and maintaining strong relationships with customers, identifying their financial needs, and providing personalized solutions to help them achieve their financial goals.Key ResponsibilitiesAsk personalized questions to convert transactions and routine service requests into...

  • Financial Center Director

    3 weeks ago

    Denver, Colorado, United States BOK Financial Full time

    Job DescriptionThe Financial Center Leader is responsible for driving branch performance and building a high-performing team through attraction, onboarding, coaching, and development of team members. This role requires a strong focus on revenue growth through community involvement, business development activities, and customer loyalty through needs-based...

  • Financial Services Professional

    3 weeks ago

    Denver, Colorado, United States Garden Street Financial Group LLC Full time

    Financial Services ProfessionalWe are seeking a highly skilled and detail-oriented Financial Services Professional to join our team at Garden Street Financial Group LLC. As a key member of our team, you will be responsible for providing exceptional client service, researching financial products, and assisting our advisors in creating comprehensive financial...

  • Financial Services Representative

    3 weeks ago

    Denver, Colorado, United States Global Financial Impact - Lorraine Emperador Full time

    Job DescriptionWe are seeking highly motivated and competent business partners to become financial professionals and provide services that meet the needs of clients. As a financial services representative, you will have the opportunity to develop financial need analysis (FNA) for clients and place families, individuals, and business owners in a financial...

  • Financial Services Professional

    4 weeks ago

    Denver, Colorado, United States Garden Street Financial Group LLC Full time

    Financial Services AdvisorWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Advisor. As a key member of our team, you will be responsible for providing exceptional client service, conducting research, and developing financial plans to help our clients achieve their financial goals.Key Responsibilities:Conduct...

Financial Services Consultant

2 months ago

Denver, Colorado, United States Canvas Full time
About Us

At Canvas, we're passionate about transforming the financial services industry. Our mission is to provide our members with education, support, and guidance to build strong financial futures. We're part of the credit union movement, which is dedicated to serving the financial needs of our members and the communities we serve.

Our Culture

We strive to create a work environment that balances hard work and high achievement with a fun, supportive atmosphere. Our culture is a top priority, and we're committed to fostering a collaborative and inclusive team.

What We Offer
  • Competitive Compensation: We offer a competitive hourly rate, with a starting range of $20.50-$23.00, and final pay rate determined based on experience and internal equity factors.
  • Benefits Package: Our benefits include medical, dental, and vision insurance, paid vacation, paid sick time, paid holidays, paid wellness day, paid volunteer time, flexible spending account, health savings account, and a world-class 401(k) plan.
  • Professional Development: We invest in our employees' growth and development, providing opportunities for training, education, and career advancement.
  • Recognition and Rewards: We recognize and reward our employees' hard work and contributions to the team.
Job Responsibilities
  • Member Service: Provide exceptional service to our members, responding to their needs and concerns in a timely and professional manner.
  • Financial Education: Educate our members on financial products and services, helping them make informed decisions about their financial lives.
  • Lending Solutions: Provide meaningful, careful, and focused lending solutions to our members, helping them achieve their financial goals.
  • Transaction Processing: Process transactions, such as deposits, withdrawals, transfers, and payments, with accuracy and efficiency.
  • Frontline Transactions: Perform advanced frontline transactions, such as IRAs, CDs, wire transfers, and handle disputes in a professional manner.
  • Financial Industry Trends: Stay up-to-date on financial industry trends, products, services, and technological advances, applying this knowledge to improve our services and products.
  • Knowledge Sharing: Share knowledge and best practices with colleagues, contributing to the growth and development of the team.
  • Teamwork: Collaborate with colleagues to achieve team goals and objectives, supporting each other in a fast-paced and dynamic environment.
Requirements
  • Authenticity and Passion: Be authentic and passionate about helping others, with a genuine desire to make a positive impact in the lives of our members.
  • Financial Knowledge: Have a strong understanding of financial products and services, similar to a Relationship Banker or Personal Banker.
  • Leadership Potential: Demonstrate leadership potential, with a willingness to take on new challenges and responsibilities.
  • Communication Skills: Possess excellent communication skills, with the ability to effectively communicate with colleagues, members, and other stakeholders.
  • Problem-Solving Skills: Be able to analyze problems, identify solutions, and implement effective solutions in a timely manner.
NMLS Registration

This role requires Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. We conduct background checks to ensure NMLS registration and Canvas requirements are met.