Leading team through a period of change given Canadian Wealth Management's growing focus on financial planning and insurance Leading, coaching, and motivating the team to exceed nationally-defined goals and business plans and recognizi[...]
What will you do?Partner with the District Vice-President to establish a strategic business plan for the territory with defined sales targetsProactively contact financial advisors and planners to gain information and insight into their[...]
As an analyst in the Canada Portfolio Management Group, you will be supporting Portfolio Managers in portfolio construction, real time portfolio management and continuous oversight of these portfolios. You will have exposure to the end[...]
plan sponsors, service providers, and attending physicians, reporting findings to Compliance & Governance and Group Benefit Disability representatives, possibly presenting evidence to police and regulatory bodies, training and consulti[...]
Other location
Job Description:Reporting to the AVP, Strategic Business Effectiveness & Integration, the Director, Distribution and Channel Management (D&CM) Strategy & Integration will represent D&CM on strategic initiatives that span across the dis[...]
About the role As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the branch's personal and business portf[...]
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[...]
As a key member of the Global Wealth Management Linguistic Services team, you will play an important role in our organization's overall success. In your role, you will translate and revise high-profile financial documents. As a transla[...]
Job Description:As a Client Service administrator, you will have the opportunity to join an exciting team supporting our small business clients while interacting with Advisors, Account Executives and internal stakeholders.The SunAdvant[...]
We are looking for a Client Service Representative to join our team in our Montreal office! As a Client Service Representative, you will be responsible to maintain and service a profitable book of business based upon the company's obje[...]