Job SummaryJob DescriptionWhat is the opportunity?Your natural flair for sales and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier
As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you're demonstrating to a client how to use digital banking, on-boarding a ne[...]
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 tools an[...]
Identifies and makes referrals to other business groups as appropriate.Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.Develops a rapport and instills confidence with the client [...]
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 [...]
May function as a problem-solving resource for more junior staff.Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established po[...]
Position: French Bilingual Content Writer, Total Wealth, Scotia Wealth Management - Client Solutions The Total Wealth (TW) Content Writer will be key to supporting the Canadian Wealth Management (CWM) advisory network, by transforming [...]
Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centr[...]
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[...]
" As a Customer Service Representative, you are the primary point of contact for our clients. As an ambassador for Scotia iTRADE, you will assist our clients with inquiries around new accounts, transfers, trading, and products and serv[...]