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[...]
If you're looking for a dynamic work environment, keep reading! Your day as a Claims Assistant Sets up new claims by determining the policy in force, preparing Loss Notices, setting-up claims with appropriate subscribers, assigning an [...]
We are currently seeking a Senior Manager, Internal Audit to join our team. The Senior Manager, Internal Audit leads delivery of audit projects, actively contributes to design and development of various department initiatives and contr[...]
Is this role right for you? In this role, you will: Be passionate about leading and driving a customer focused culture throughout your team to deepen client relationships Assist with building and strengthening existing and new customer[...]
Staff - UnionJob CategoryBCGEU Okanagan Support StaffJob TitleProgram Assistant, Kelowna Site FP PG and Faculty Development SMPDepartmentAdministrative Support Interior | Medical Postgraduate | Faculty of Medicine (Amy Zimmer)Posting E[...]
Assisting with special campaignsMining for sales opportunities/in force business/refer to sales teamCourtesy calls to AdvisorsHelping to create newslettersRun Illustrations and analyzeRun reports to assist with salesHelp to organize ev[...]
From its foundation in Canada as a full-service real estate operating company, QuadReal has expanded its capabilities to invest in equity and debt in both the public and private markets. QuadReal invests directly, via programmatic part[...]
RESPONSIBILITIES Process a variety of accounts payable invoices including tenant refunds Process account receivables including tenant charge-backs Prepare month-end accruals, re-class entries, and a variety of month-end processes Enter[...]
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 [...]