Finance, accounting and management jobs in Burlington, Ontario
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Provide advice and counsel to Client Relationship Managers in Mid-Market on the presentation of credit [...]
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative [...]
Client Service Associate, Commercial Banking Job Purpose: This role contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the [...]
Director and Group Lead, Commercial Distribution, Canadian Business Banking Be part of a company that believes in the long-term success of our Bank and the world around us. The Director and Group Lead, Commercial Distribution is respon[...]
Referring customers and prospects to the appropriate Commercial Banking segment and partners as appropriate. Planning and completing relationship activities that generate sales opportunities and/or provide value to clients; Building an[...]
for specific clients on the achievement of milestones associated with their personalized development plan, and under supervision of the Market Lead. The Wealth Associate in these instances may partner with Private Investment Counsel’[...]
Process and Analyze Customer Reporting items (interim and annual) by: Maintaining a complete monitoring system (i.e. “Task Manager”) to ensure interim reporting is completed in a timely manner; Updating Task Manger and Scotia Deale[...]
verifying the validity and accuracy of Conditional Sale Agreement or Loan Agreement in all respects resolves all identified discrepancies by communicating with Credit Analysts and/or dealers to make corrections to identified discrepanc[...]
1. Perform all verification activities related to approved Indirect Loans and Leases received for funding by: Completing the Contract Message Screen with making the necessary changes and accepting the details as per the documents provi[...]
systems and knowledge. Contributes to loan growth and profitability by: verifying income details and documentation from Dealers and determining customer affordability according to established guidelines; comparing and contrasting emplo[...]