Job SummaryThe Account Admin Officer will serve as a first point of contact for account managers and assists in the day-to-day management of the area, proactively creating capacity by adapting effective workflow systems & processes, pl[...]
Insurance Advisor (Grandview Central branch) Surrey (Grandview Central), BC, 16030 24 Ave #115, Surrey, British Columbia, Canada Req #3210 Friday, October 25, 2024 Westland Insurance Group Ltd is growing and has a new opportunity for a[...]
Maintaining client satisfaction and expanding revenue for a block of business Influencing key client decision makers by soliciting perspectives and addressing stated needs Creating demand by aligning growth opportunities with clients' [...]
About the role 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 yo[...]
Job SummaryJob DescriptionWhat is the Opportunity?Responsible for overseeing the firm's Information Barriers to restrict the improper flow of information and prevent the misuse of material non-public information between the public side areas of the
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 Pension Outsourcing Intern you will contribute as part of a team to provide general administration support and basic pension administration tasks. You will perform recurring plan administration services and work assignments for cl[...]