Expert Banking Advisor- EN - Sherbrooke

A key role as a Private Banker at National Bank involves providing expert advice in transactional banking and credit solutions for high-net-worth clients of wealth management advisors. This position requires collaboration with colleagues to identify business opportunities and del ...

As a Branch Manager, you'll lead your branch and play a strategic role by guiding your team to achieve their objectives. With an approach focused on listening and daily coaching, you can help them develop professionally while applying the Bank's vision. · Your leadership and stra ...

A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors of National Bank Financial. · This position reports to the Vice President, Commercial & Private Banking ...

As an Branch Manager you'll manage your branch and play a strategic role by guiding your team and helping each member achieve their objectives. With an approach focused on listening and daily coaching you can help them develop professionally while ensuring the Bank's vision is ap ...

As an Branch Manager you'll manage your branch and play a strategic role by guiding your team and helping each member achieve their objectives. · C coach banking advisors and support them daily and in their career path to help them reach their full potential. · Inspire and motiva ...

The Account Manager is responsible for both credit and non-credit services and their portfolio usually includes some non-borrowing clients. · In addition to your undergraduate degree in business or relevant professional designation, you ideally have 2-3 years of experience as a F ...

This is a temporary position for 12 months. As a clientele and financial services agent you are responsible for providing personalized service to affluent clients. · ...

We're building a relationship-oriented bank for the modern world. · ...

++Temporary position for 12 months as Clientele and Financial Services Agent responsible for providing personalized service to affluent clients.++Provide member/client service experience+Be attentive to client needs+Propose personalized solutions +Seize business opportunities +Wo ...

Supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration provides exceptional client service to support achievement of business objectives. · Follow up on client inquiries account maintenance new accounts set-up transfers remitting funds ...

Job Summary: · Sherbrooke · A trusted advisor who structures practical and competitive solutions for clients' unique financing needs. · The Account Manager is responsible for structuring credits, addressing perceived risk, completing due diligence, establishing pricing and terms ...

The Account Manager is responsible for both credit and non-credit services in Personal & Commercial Banking. · Structures practical solutions for clients' financing needs. · ...

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 an Associate Financial Advisor at CIBC you'll form deep understanding of your personal and small business clients' needs ...

RBC Dominion Securities is currently seeking an Administrative Assistant to join a well-established advisory team. · ...

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. · ...

The role provides support to clients and team members inside and/or outside the province of Quebec. · Prepare client meeting materials, including PowerPoint presentations. · Draft detailed meeting notes. · ...

This role will put clients first and find solutions to their individual needs. The client advisor will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. · The ideal candidate should have demonstrated passion for p ...

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. · We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goal ...

+ Prepare client meeting materials including PowerPoint presentations and review ongoing tasks and meeting notes. · + Draft detailed meeting notes assign follow-up actions to team members after client meetings. · + Create maintain Investment Policy Statements IPS. · + Coordinate ...

The Associate will support one or more Investment Advisors (IAs) and IA Team and staff, providing exceptional client service to support achievement of business objectives. A client-focused role committed to managing and growing client relationships through the delivery of service ...