Facilitates timely client problem-resolution, engages cross-functional representatives or groups as appropriate.Responds to client concerns in a professional manner to convey ownership, competence, respect for the client relationship.A[...]
Work closely with Account Data Management Administrator (ADMA), as well as all other Operations teams to resolve any questions, reduce errors, in preparing monthly and quarterly client mailings and to ensure that all documentation is s[...]
Build lasting relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals. Utilize your banking expertise and communication skills to provide tailored mortgage advice that [...]
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[...]
which is the lead FS role in this Hub, are currently as follows, but these may change in conjunction with the ongoing evolution of WTW FS operating model. Develop and/or review annual budget for local office operations and regularly mo[...]
The role of the Financial ERP Specialist will be to ensure that all aspects Financial Controls, Transactions and Accounting practices throughout the organization are reflected in the new Enterprise Resource Planning (ERP) software impl[...]
This role has a strong leadership and dental knowledge requirement. Reporting to the Director of Fraud Risk Management (FRM), the successful candidate will work closely with contracted Dentists and be accountable for leading a team of [...]
Other locations
The right combination of training and YOU help Sun Life remain as a leader in the industry. In this role, you'll support our Prospr Clients. Prospr is a new offering from Sun Life that empowers Clients to get the advice they need, wher[...]
Other location
As a Case Associate, you'll take part in driving a brand-new initiative within the New Business and Underwriting team at Prospr by Sun Life.In the Case Associate role, you'll use your skills to help shape a new team. You'll use your ex[...]
As an LLQP and IFIC certified Prospr Advisor your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our dynamic team, you will provide holistic [...]