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.Ensures transactions and tasks are appropriately assigned to te[...]
Job Description: Managing Director, Portfolio Management, Insurance Client Support - SLC Management What's in it for you:Reporting to the Senior Managing Director, Global Portfolio Management, the Managing Director, Portfolio Managemen[...]
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Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisiti[...]
negotiating and authorizing the acceptance of risk. Arrange reinsurance or subscribing companies where appropriate. Determine eligibility for policy renewals based on guidelines and retention goals of the company. Maintain accurate rec[...]
Other location
Client Care Representative Waterloo, ON, Canada Req #2630 Tuesday, January 14, 2025 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach you[...]
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[...]
Group Administration Support - myFlex Operations Waterloo, ON, Canada Req #2635 Monday, January 13, 2025 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps y[...]
The Guelph RBC Dominion Securities branch is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.By providing ongoing, exceptional service and support to our clie[...]
Data Specialist - Insights Waterloo, ON, Canada Req #2636 Monday, January 13, 2025 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your[...]
Associate Underwriting Consultant, Innovation Alberta, Canada ● Manitoba, Canada ● New Brunswick, Canada ● Nova Scotia, Canada ● Quebec, Canada ● Saskatchewan, Canada ● Toronto, ON, Canada ● Waterloo, ON, Canada ● Virtu[...]