Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized[...]
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 [...]
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tool[...]
Senior Accounting Analyst, Corporate Finance Waterloo, ON, Canada Req #2215 Wednesday, April 10, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you [...]
including joint venture partners, banks, brokers, originators. Ongoing Operations Collect, analyze, and verify all underwriting and due diligence related information, including background and financial information, net worth, credit re[...]
Working with clients to understand their business environment and requirements Facilitating and documenting client meetings and workshops Managing client and key stakeholders' expectations to help build and sustain long-term relationsh[...]
Other locations
due diligence, deal execution, portfolio management and management reporting for existing and future private equity funds/programs managed on behalf of institutional and private wealth clients. The individual will partner with the Head[...]
Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Builds a high-performance environment and implements a people strategy that attracts, retains, develops and motivates the[...]