Senior Consultant, Wealth Products - North York

Moomoo Canada Financial Inc (MFC), a CIRO-regulated investment dealer subsidiary of FUTU Holdings Inc NASDAQ: FUTU , seeks a Senior Product Manager for Investment Brokerage in Toronto. · ...

+We are seeking a Client Service Associate to provide dedicated administrative support to an Investment Advisor or team of Advisors on diverse assignments. · +Responsibilities · , Create reports for analysis of client accounts; communicate with customers to provide mentorship on ...

· You have excellent people and problem-solving skills that help you build and maintain client relationships. · ...

We are seeking a dynamic Investment Representative to join our growing Canadian team. This role is pivotal — you'll support our retail, active trader, and high-net-worth clients through trade support, proactive retention, and expert service delivery. · Drive Client Success: Provi ...

We are looking for self-motivated individuals to join our Field Sales team at RBC Insurance. · ...

+This Senior Influencer and Affiliate Marketing Manager role is pivotal in establishing and fostering relationships with industry experts, influencers, key opinion leaders (KOLs), and institutions within the investment and financial sectors. The primary goal is to drive user grow ...

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. · Taking a proactive approach to discovering our customer's needs and ...

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

+Join a purpose driven winning team at Scotiabank to build your future. · +Taking a proactive approach to discovering customer needs and providing exceptional service throughout their journey. · Educating customers on relevant insights and expert advice. · +SkillsThe appetite and ...

The RBC Dominion Securities Management team located in Fredericton is looking for a Branch Operations Manager to join their team. · Implement Branch Director's vision and ensure branch is efficiently and effectively managed. · ...

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.You will be responsible for effectively managing and growing a portfolio of cash management,lending and investm ...

L'Association recherche un associé service à la clientèle qui pourra fournir un service exceptionnel aux clients. Le candidat doit être en mesure de travailler indépendamment et d'être motivé par le travail. · Prendre les appels des clients et répondre à leurs questions · Fournir ...

We're delighted that you're considering building a career with TD. · Through regular development conversations, training programs, and a competitive benefits plan,1 we're committed to providing the support our colleagues need to thrive both at work and at home. · ...

To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. · Strong understanding of PIC value proposition for Consistent del ...

We take a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice solutions and service to clients. · F · inancial Planning team understands that helping clients set and achieve their financial goals while delive ...

The PIA Client Service Associate provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · ...

The PIA Client Service Associate is responsible for providing dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · ...

This is a Client Service Associate role at TD Private Wealth Management in Fredericton that involves providing administrative support to Investment Advisors and handling client inquiries. · Create reports for analysis of client accounts; · Communicate with customers to provide me ...

We help our customers build their futures – where they can be themselves, and win together. · Customer-centric and able to connect with people in a relatable way. · ...

We help our customers, their families and their communities achieve success through a broad range of advice, products and services. · Take a proactive approach to discovering customer needs, listening to understand what they are asking for · Educate our customers, providing relev ...

We put our customers first in an inclusive and high-performing culture. · Taking a proactive approach to discovering our customer's needs · Nurturing rich relationships with clients · ...