Associate Financial Advisor - Sherbrooke

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

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 ...

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 ...

Serve prospect for solicit develop maintain business relationships members clients help sell life health insurance products services multiple distribution channels based member client needs current strategies practices. · Sell provide advice life health disability critical illnes ...

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 Bankin ...

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. · ...

++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 ...

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 ...

We believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals. · ...

Wealth Associate for the Heritage Financial Group at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. · In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a pos ...

+ Prepare client meeting materials, including PowerPoint presentations, · + Draft detailed meeting notes and assign follow-up actions to team members after client meetings. · + Create and maintain Investment Policy Statements (IPS). · + Coordinate the wealth management process i ...

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 ...

You will work closely with advisors to provide personalized support to members and clients. You will help advisors deliver services while maintaining business relationships. · ...

Develop and maintain lasting business relationships with members and clients to ensure satisfaction. · ...

As a client financial services agent you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. · ...

As a senior wealth management advisor you develop personalized strategies provide tailored advice solutions help members clients reach financial personal goals. · You serve expert advisor for the 360° wealth management approach savings investments providing premium support. · ...

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. · ...

Wealth Management Advisor: Serve clients with their finances by offering premium support through establishing business relationships. · ...

+ Develop business relationships and prospect for new clients. · + Manage client portfolios and provide financial advice. · Drum up new business. · Set goals for clients. · Develop comprehensive 360° offerings. · ...

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