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 [...]
Working with Java Software development background with Bitbucket, Unix Experience with scripting in Bash Scripts Familiarity with big data and technologies such as Airflow, Oozie, etc. What we're offering... The opportunity to join our[...]
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[...]
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[...]
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Job Overview: As a Client Solutions Advisor you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen customer relationships through the sale o[...]
On behalf of our client, we are seeking a qualified Captain, Challenger 605SUMMARY OF RESPONSIBILITIES:Responsible for the safe and efficient operation of the aircraft and the safety of all passengers on-board from take-off to landing;[...]
The Senior Financial Analyst will be responsible for providing accounting, financial, and analytical support, focusing on monthly financial reporting, analysis, budgeting, forecasting, and year-end activities. Duties & Responsibilities[...]
We are looking for a Merchant Underwriter to support our business growth. The Merchant Underwriter will join the Risk & Compliance Department, and reports to and gets direction from the Manager, Merchant Risk. The Merchant Underwriter [...]