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[...]
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[...]
As an Inside Wholesaler Intern, Individual Insurance, you will proactively develop new relationships and enhance existing relationships with insurance advisors in a defined territory by giving added value advice with the goal of increa[...]
Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Do you have the skills and requirements that will enable you to succeed in this role? - We'd love to work with you if: Yo[...]
1 PLACE VILLE MARIE:MONTRÉALCity:MONTRÉALCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2024-09-09Application Deadline:2024-09-30Inclusion and Equal O[...]
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[...]
Assist in the preparation of ad-hoc portfolio review reports and pitch decks for new investment opportunities Review weekly research reports, webinars and relevant market data using Bloomberg and other subscriptions Assist in the marke[...]
In your role, you will: Assure management that IT risks are being controlled by assessing risks; Assist improving the governance, risk management and control processes; Participate in the creation and elaboration of the yearly internal[...]