Mutual fund representative jobs in Canada

Joignez-vous à notre équipe dynamique à titre de Représentant(e) en fonds communs de placement et deviez un lien essentiel entre les clients et leurs objectifs d'investissement. · ...

This is a part-time remote role for a Mutual Fund Representative. The role involves working with clients to provide tailored financial guidance, recommending suitable mutual fund products, and assisting with portfolio management. · ...

++This is a full-time on-site role for a Mutual Fund Representative located in St. Albert, AB.+ · +The representative will work with clients to address their financial goals and priorities while ensuring an exceptional customer service experience. ...

The expected base salary range for this position is $22 – $22 per hour. · ...

This is a full-time on-site role for a Mutual Fund Representative located in St. Albert, AB. The role involves providing financial advice and services to clients, assisting with mutual fund investments, · ...

++We are building a relationship-oriented bank for the modern world and need talented professionals who are dedicated to doing what's right for our clients. · +Provide excellent client experience by recognizing opportunities to promote CIBC investment products and services that h ...

Ensure that all Adjustment Processing cases assigned are completed accurately on target within regulatory standards First Time Right Processing and Quality Control in order to maximize client experience assist other Investor Services IS departments/teams in the resolution of clie ...

This entrepreneurial role involves educating individuals on financial strategies, · Educate individuals and families on financial strategies · Conduct financial needs analyses · Assist clients with mutual fund and investment solutions. ...

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. · As a member of CIBC's Contact Centre Investment Team, you will focus on providing excellent client experience by ...

The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department. · The role involves reviewing and submitting Systematic Plan instructions to fund companies, following up with Non-Financial updates submi ...

The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department. · Fundamental knowledge of investment concepts, practices, and procedures used in the securities industry; · Microsoft Office with a willi ...

+ Job summary: Mutual Funds Associate will support Systematic Plans and Non-Financial Updates functions within the department. · + Responsibilities include reviewing systematic plan instructions, following up on non-financial updates submitted through XML, · and processing intern ...

Mutual Funds Associate will support Systematic Plans and Non-Financial Updates functions within the department. · Submit mutual fund systematic plan requests at fund companies;Process internal transfer of RJL mutual fund positions using FundSERV; ...

The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department. · ...

+We pride ourselves on understanding our clients' needs and finding innovative, bespoke solutions. · ++ · ...

+ Job summary: Job Description · Working for the transfer agent you will be processing all unit holder transactions for both registered and non-registered products. · + Qualifications: Post-Secondary Education · Excellent knowledge of MS Word, Outlook and Advanced Excel · ...

The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department. · ...

+Process all Mutual Fund Transactions for individual, accredited and institutional investors+ · +Verify that all proper paperwork is received and complete; also ensure that appropriate follow-up takes place for any outstanding issues+ +Ensure that all compliance and procedures ar ...

We are seeking a detail-oriented and analytical specialist to join our team. · ...

The Mutual Fund Operations team ensures accurate and timely processing of financial and non-financial transactions. · ...