What will you do? Provide administrative and general office support aligned with all Sun Life policies and proceduresAnswer telephone and greets clientsResponsible for reporting payments & expense routinesProcess mailFacilities managem[...]
What will you do?Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needsProactively contact clients, gather insights through client discovery, understand their needs [...]
People & Performance Advisor (HRBP) Head Office (Surrey), BC, 9850 King George Blvd #1500, Surrey, British Columbia, Canada Req #3775 Thursday, January 16, 2025 We're searching for a People & Performance Advisor (HRBP). Are you searchi[...]
Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide s[...]
Insurance Advisor Abbotsford (Abbotsford Village), BC, 2090 Sumas Way, Abbotsford, British Columbia, Canada Req #3776 Thursday, January 16, 2025 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westlan[...]
Client Manager, Auto Head Office (Surrey), BC, 9850 King George Blvd #1500, Surrey, British Columbia, Canada Req #3578 Thursday, January 16, 2025 We're searching for a Client Manager, Auto. Are you searching for new possibilities? West[...]
Job SummaryJob DescriptionWhat is the opportunity?As a Director, Senior Commercial Markets, you are aligned to our Senior Commercial Markets (SCM) client segment within Commercial Financial Services (CFS), defined as commercial clients[...]
Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you're demonstrat[...]
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of requir[...]
Ensure fees, pricing and deemed risk limit changes are correctly processed and systems as applicable are appropriately updated. Manage various fulfillment and technical service requests and ensure bottlenecks or delays are promptly esc[...]