How you'll make an impactLocation: Cavalier Office at 3421 Portage Avenue As the Client Solutions Manager, reporting to the Team Lead of Client Services and will be part of the Personal Lines team located at our Cavalier Office at 3421[...]
Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide s[...]
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless exec[...]
Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. Influences how teams/groups work together.Applies expertise and thinks creatively to address unique or ambiguous situations and to find so[...]
CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II [...]
Bilingual Client Care Representative Waterloo, ON, Canada Req #2217 Wednesday, May 1, 2024 At Equitable, we realize that your work life is not just about performing a job;