Branch Operations Assistant, Nesbitt Burns - Montreal

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. · ...

This role supports Investment Advisors and staff with day-to-day administration and provides exceptional client service to support business objectives. A client-focused role committed to managing and growing client relationships through the delivery of service and advice. · ...

This role supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration tasks and provides exceptional client service to support achievement of business objectives. · Coordinates marketing activities on behalf of the advisory team. · Assists ...

The role supports one or more Investment Advisors (IAs) and IA Team staff with day-to-day administration tasks. · ...

This role supports Investment Advisors and staff with day-to-day administration tasks while providing exceptional client service to achieve business objectives. · Schedules appointments for client meetingsHandles clients' general day-to-day requests and inquiries including basic ...

This role supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration tasks. · Wealth Sales & Service branch operations knowledge is an asset. · Maintains client database, · handles clients' general requests,inquiries including basic money ...

This role supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. · ...

The Administration Assistant role contributes to the overall success of the Investment Advisors portfolio by providing exceptional client service and managing client relationships. ...

++The Administration Assistant supports one or more Investment Advisors and IA Team and staff with day-to-day administration and provides exceptional client service to support achievement of business objectives. · ++Typically between 1 – 2 years of relevant experience. · Post-sec ...

Supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration. · Coordinates marketing activities on behalf of the advisory team · Handles clients general day-to-day requests and inquiries · ...

A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. · ...

+A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. · +Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. · ...

This client-focused role is committed to managing and growing client relationships through service delivery. · A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. · Partners with lead advisor(s) to build and nu ...

The Administration Associate supports one or more Investment Advisors and IA Team and staff with day-to-day administration and provides exceptional client service to support achievement of business objectives. · ...

Investment Associate role at BMO Financial Group involves managing and growing client relationships through service and advice delivery. The job requires assessing individual clients investment needs to provide professional advice and sales service while building trust with them ...

+ A client-focused role committed to managing and growing client relationships through service delivery and advice. Assesses individual investment needs to provide professional customized advice on sales. · Builds trust educating clients on investment strategies risks performance ...

This Administration Associate role supports Investment Advisors and staff with day-to-day administration and provides exceptional client service. · Schedules meetings with new prospects. · Coodinates marketing activities on behalf of the advisory team. · ...

A client-focused role committed to managing and growing client relationships through the delivery of service and advice builds client trust educating them on investment strategies associated risks and performance expectations that help them achieve their financial goals. · ...

A client-focused role committed to managing and growing client relationships through delivery of service and advice. · ...

Un poste axé sur le client, dont l'objectif est de gérer et faire croître les relations avec les clients grâce à la prestation de services et de conseils. · ...