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Associate Investment Advisor Wood Gundy
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Investment advisor
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Investment Advisor
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Canada Life Assurance Company London, Canada**Job Description**: · Reporting to the Team Leader, Quadrus Services & Admin., you will be responsible for "in kind" transfers of third party funds between Quadrus Investment Services and other mutual fund dealers and advisors transferring their books of business in/out of Quadr ...
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Market Conduct Data Analyst
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Financial Planning Consultant
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Wealth Management Associate
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Scotiamcleod Administrative Associate
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Account Manager
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Administrative Assistant
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Client Service Representative
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Canada Life Assurance Company London, Canada**Job Description**: · We are looking for a · **_Client Service Representative_** · As a Client Service Representative, you will be responsible for providing prompt, courteous and professional service to our policy holders, advisors and administrative staff. You will respond to t ...
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Administrative Assistant
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CIBC London, CanadaWe'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. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
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Client Service Representative
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Canada Life Assurance Company London, Canada**Job Description**: · We are looking for a · **_Client Service Representative_** · As a Client Service Representative, you will be responsible for providing prompt, courteous and professional service to our policy holders, advisors and administrative staff. You will respond to t ...
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Client Service Representative
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Canada Life Assurance Company London, Canada**Job Description**: · As a Client Service Representative, you will be responsible for providing prompt, courteous and professional service to our policy holders, advisors and administrative staff. You will respond to telephone inquiries by providing accurate information on our d ...
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Pia Client Service Associate
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TD Bank London, Canada415504BR · Wealth Management · London, ON · July 31, 2023 · Hours · 37.5 · Workplace Model · Onsite · Pay Details · Department Overview · TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly p ...
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Client Service Specialist
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Canada Life Assurance Company London, Canada**Job Description**: · Group Retirement Services (GRS) Administration provides administration services for a variety of group products, including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered plan types. In this role you'll contribute to the effective record-k ...
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Customer Service Specialist
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Canada Life Assurance Company London, Canada**Job Description**: · Group Retirement Services (GRS) Administration provides administration services for a variety of group products, including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered plan types. In this role you'll contribute to the effective record-k ...
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Administrative Assistant
1 day ago
CIBC London, CanadaWe'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. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
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Pia Client Service Associate
1 week ago
TD Bank London, Canada**PIA Client Service Associate**: · BR · **Job Category - Primary** · - Wealth Management · **Work Location** · - City Centre Tower B - 380 Wellington Street · **Employment Type** · - Regular · **City** · - London · **Time Type** · - Full Time · **Province/State** · - Ontario · * ...
Associate, Investment Advisor - London, ON, Canada - Canadian Imperial Bank of Commerce
Description
Associate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood GundyApply locations London, ON time type Full time posted on Posted 3 Days Ago job requisition id We're building a relationship-oriented bank for the modern world.
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client's risk/reward tolerances.You will be engaged in all marketing and business development activities which are designed to facilitate the accumulation of assets, by identifying, attracting, and converting prospects into clients of the Team.
You will proactively service clients and address investment-related questions.You will make decisions on moderately complex issues that contribute to the client experience in achieving their goals, deploying assets into suitable financial products based on the client's risk and reward tolerances and demographic profile.
Building relationships - Display high levels of interpersonal and relationship building skills to effectively network, prospect, and build strong and trusting client relationships.
Investing - Develop investment plans and written proposals for prospects and clients. Registered Representative (RR) licensingYou find meaning in relationships and surround yourself with a diverse network of partners. You have strong relationship building skills and can problem solve client needs efficiently and effectively.
You have a university degree within a related field/Industry related designation and/or relevant experience .
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
Business Development, Client Relationship Management, Customer Experience (CX), Financial Advising, Investment Planning, Proposal Writing, Results-Oriented #J-18808-Ljbffr