As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer's journey by: Manage an assigned portfolio of high value and/or complex small business owner relationshi[...]
you will work with your clients and collaborate with you team using data, and technology professionals, and/or third-party strategic alliances to deliver strategic technology-enabled transformations and major digital implementations. A[...]
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[...]
Assist in analysis and preparation of client reporting/monitoring and other deliverables.Research, create and maintain presentation materials (charts, slides, data analysis, etc.).Work with our CRM to capture key business development a[...]
Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing except[...]
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[...]
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[...]