As a Client Service Specialist, you will engage with clients by providing exceptional support on their daily banking needs, educate them on self-service channels and proactively recommend products that meet their financial needs. Is th[...]
1. Prepare financial plans for Senior Total Wealth Planners (STWP) in local market for HNW clients with $2+ million in investable assets. Input client data gathered by the STWP during the discovery meeting, ensure the plan is completed[...]
Requisition ID: 213456 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Is this role right for you? As the Senior Manager, you will contribute to the development and execution of
Assist in developing enhancements for reporting and data aggregation by: Following and keeping up-to-date with regulatory requirements, End User Computing guidelines, RDARR principles and other data-related requirements Improving the r[...]
As a Client Onboarding Senior Representative, you will be responsible for providing oversight/control on client account opening documents to help reduce the firm's risk with the applicable regulating bodies. This is a 12-month term pos[...]
About the role As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the branch's personal and business portf[...]
You will oversee & manage tax administration and reporting to ensure that Canadian investment funds comply with all aspects of applicable tax regulations. You will also provide tax related support/advisory to other areas including prod[...]