Identifies and makes referrals to other business groups as appropriate.Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.Develops a rapport and instills confidence with the client [...]
Identifies and makes referrals to other business groups as appropriate.Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activit[...]
Requisition ID: 210962 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves o[...]
Client Manager, Auto Head Office (Surrey), BC, 9850 King George Blvd #1500, Surrey, British Columbia, Canada Req #3578 Thursday, November 14, 2024 We're searching for a Client Manager, Auto. Are you searching for new possibilities? Wes[...]
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[...]
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest ass[...]
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[...]
About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. Our Custo[...]