strategic wealth advisor - St. Catharines - beBeePlanner

We are looking for a recent graduate of a Financial Planning program with both Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) completed to join our team as an Advisor Assistant in Oakville. · ...

As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities. · ...

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. · ...

The Associate Advisor provides support to financial advisors by maintaining accurate CRM records, preparing weekly pipeline reports and business dashboards. They also assist with internal audits and compliance reviews. · ...

+ Assist in supporting Advisor teams and solving day-to-day issues · + Implement Total Wealth Strategy with Branch Managers · + Provide coaching on employee development and performance management · + ...

+Job summary · As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. · +Experience in ...

As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities. · Identify new business opportunities to ...

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. · Ensure effective client admini ...

The Associate Advisor will provide client service and relationship management, financial planning and advisory support, investment administration, insurance administration if applicable, · operations practice management compliance risk management. · Post-secondary education in bu ...

As Assistant Branch Manager/ Branch Administrator you will be an integral member of the Branch Leadership team contributing to the overall success of the branch ensuring a high level of client service is achieved through effective operations and administrative efficiencies. · Is ...

Inspirational and entrepreneurial teams combine passion with purpose to deliver cutting-edge technology services. As Cloud Application Support, you'll use cloud accounting applications to exceed clients' unique needs. · ...

+We are a dynamic and growing financial advisory firm dedicated to providing comprehensive wealth management solutions to our clients.+ · +Client Communication: · Answering phone calls and emails from clients and prospects. · Scheduling appointments and meetings for Financial Adv ...

We're building a relationship-oriented bank for the modern world. We need talented professionals who are dedicated to doing what's right for our clients. · Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Pr ...

We help employees build their futures – where they can be themselves and win together. · About The Role · You will be… Financial Advisor With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching learning development – there are endless ...

We are currently seeking a passionate and results-driven Home Financing Advisor (HFA) to join our team. · In this role, you will have the opportunity to leverage your expertise in banking, influencing, trust development, and client experience to build strong relationships, · prov ...

As a Financial Planner with Scotia Financial Planning you will develop and deepen mass affluent client relationships by providing high-quality advice and service. · ...

We're building a relationship-oriented bank for the modern world. We need talented professionals who are dedicated to doing what's right for our clients. · As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, · acting as a single point of contact for your c ...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off ...

We're looking for a Business Banking Sales Support Specialist who will report to the Senior Manager, Business Banking Sales Support. As part of the Business Sales Effectiveness team, you'll positively influence Business Banking sales and practice management proficiency in our sta ...

Join a purpose driven winning team at Scotiabank committed to results in an inclusive high performing culture. · Taking a proactive approach to discovering customer needs listening to understand what they are asking for · Educating customers providing relevant insights and expert ...

Ayudamos a nuestros clientes a lograr sus objetivos financieros con nuestra experiencia y conocimientos. · ...