Investment Specialist - Vaudreuil-Dorion, Quebec

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. · At CIBC we enable the work environment most optimal for you to thrive in your role.You'll have the flexibility to manage you ...

Nous recherchons un(e) Spécialiste des plateformes d'investissement animé(e) par la technologie et désireux(se) de bâtir et d'opérer des processus performants. · Fully leverage the technology embedded in our systems to build and operate daily workflows · ...

Investment and Retirement Specialist Role · This position supports clients in developing investment strategies tailored to their needs. · Increase savings by offering integrated financial solutions aligned with client profiles. · Carr out prospecting to develop your client base. ...

Support and guide clients in developing investment strategies tailored to their needs. · Increase savings in your sector by offering integrated financial solutions aligned with the profiles of existing and new clients. · ...

Join CIBC's Investment Specialist team in Personal and Business Banking to build lasting connections with existing clients and provide investment planning advice for their financial success. · We'll enable you to thrive in your role with flexibility: spend 1-3 days on-site while ...

We're building a relationship-oriented bank for the modern world. · You'll be joining CIBC's Investment Specialist team in Personal and Business Banking to build lasting connections with existing clients and provide investment planning advice that will enable their financial succ ...

This is a role for an investment specialist that involves understanding mutual fund operations and maintaining client relationships. · ...

This role involves understanding mutual fund operations and coordinating efforts to establish strong client relationships. · Understand structure and procedures of mutual funds operations. · Maintain strong client relationships by coordinating efforts with internal services. · ...

The Account Manager will understand the structure and procedures of Mutual funds operations and/or registered plans (RRSP, RESP, TFSA etc.) · ...

Your role involves understanding mutual fund operations procedures, establishing client relationships through coordination with internal services. · ...

Support clients in developing investment strategies tailored to their needs. · ...

Investment and Retirement Specialist · An Investment and Retirement Specialist at National Bank will support clients in developing tailored investment strategies. · Increase savings by offering integrated financial solutions. · Carry out prospecting to develop client base. · Crea ...

As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. · ...

As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. , · Increase savings in your sector by offering integrated financial solutions aligned with the profiles of existing and ne ...

++This Compliance Specialist position plays an essential role in investment management. · + · ++Design, implement, and optimize pre-trade and post-trade rules within compliance systems (e.g., Charles River). · Perform daily monitoring of portfolios against client investment guide ...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · ...

+This position will fill an essential role in our team. · +Compliance Monitoring and Surveillance · Regulatory and Client Guideline Management · Governance Reporting Audit Data Technology Process Improvement Stakeholder Partnership Issue Resolution Additional Responsibilities Par ...

We are seeking an Investment Compliance Specialist to join our team at Intact Investment Management Inc. This role will serve as a subject matter expert overseeing investment compliance and collaborating in the systematic monitoring of activities within our business unit. · ...

Mercor connects elite creative and technical talent with leading AI research labs. We are looking for an Investment Performance Specialist to evaluate financial models and market sizing to enhance investment strategies. · ...

Mercor connects elite creative and technical talent with leading AI research labs. · ...