Mandate Compliance:Execute the Mandate Compliance function including automated pre and post trade alert/warning monitoring using the Charles River Order Management System.Coding mandate compliance rules associated with new and/or updat[...]
Serves as a daily escalation resource to ensure client expectations are met or exceeded.Advises clients on loan products, options, rates, terms and collateral requirements.May advise business clients on cash management/deposits solutio[...]
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless exec[...]
knowledge, and learning resources for our audit professionals, these enable you to deliver quality assurance services to our clients and their stakeholders as our Assurance staff. Skills and attributes for success Preparation of notice[...]
validation, and organizing large volumes of financial statements, tax returns, and tax working papers as well as following up on missing information and discussing the overall data quality and completeness status with the tax engagemen[...]
Our EPM team sits within the Business Consulting Finance Transformation practice, which assists clients with: Finance Transformation Strategy & Roadmap FP&A, Controlling Excellence & Management Reporting Finance Operating Model Design [...]
Job Description:The Senior Proposal Specialist role contributes to the success of Sun Life Group Retirement Services (GRS) business plans by supporting and strengthening the business development area through sales and client relationsh[...]
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we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.Are you a leader with superior analytic[...]
Job Description:Reporting to the Assistant Vice-President (AVP), Enterprise Compliance Governance (EC), this role is responsible for the ongoing development, enhancement and maintenance of enterprise-wide Regulatory Compliance Manageme[...]
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Job SummaryJob DescriptionWhat is the opportunity?A key leadership role in application development within Wealth Management Technology, Data Services Canada. The role will be responsible for proving expertise and oversight in building and maintaining