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On-site · Toronto
Manage and grow a portfolio of mass affluent clients by providing comprehensive financial planning and tailored investment, credit, and banking solutions. Cultivate strong relationships with service partners and local markets to optimize business opportunities and referrals.
On-site · Regina
The Banking Advisor proactively engages with clients to identify financial needs, provide advice, and facilitate banking, credit, and investment transactions. They also collaborate with partners to drive sales, resolve client issues, and deliver a high-quality, technology-enabled client experience.
On-site · Yorkton
The Banking Advisor will proactively engage with clients to identify banking, credit, and investment needs while providing expert advice and financial solutions. They are responsible for driving sales, resolving client issues, and collaborating with partners to deliver a high-quality, personalized client experience.
On-site · Calgary
The Wealth Advisor will manage client portfolios by assessing financial goals and implementing personalized investment strategies under the direction of a Portfolio Manager. Additionally, the role involves identifying new business opportunities and deepening existing client relationships.
On-site · Weyburn No. 67
The Banking Advisor proactively engages with clients to identify banking, credit, and investment needs while providing expert advice and financial solutions. They also collaborate with partners to drive sales, resolve client issues, and ensure a high-quality, memorable client experience.
On-site · Prince Albert
The Banking Advisor will proactively engage with clients to identify banking, credit, and investment needs while providing expert advice and financial transaction support. They are responsible for building strong client relationships, resolving banking issues, and collaborating with partners to drive business growth.
On-site
The Financial Advisor attracts and grows relationships with personal and small business clients by providing proactive, professional advice on banking, investments, and credit. They collaborate with internal partners to deliver customized solutions while championing digital enablement and effective client acquisition strategies.
On-site · Toronto
The Financial Advisor will attract and grow relationships with high-value personal and small business clients by providing proactive, professional financial advice. They will collaborate with internal partners to address complex credit and investment needs while championing digital enablement for clients.
On-site · Dauphin
The Banking Advisor will proactively engage with clients to identify their banking, credit, and investment needs while providing expert advice and financial solutions. They are responsible for driving sales, managing referrals, and ensuring high levels of client satisfaction through personalized service and education.
On-site · Vancouver
You will provide proactive financial advice and support to clients while collaborating with an Investment Advisor to deepen relationships and acquire new business. Responsibilities include managing client meetings, executing business plans, conducting market research, and supporting portfolio rebalancing.
On-site · Nanaimo
The Commercial Banking Advisor will partner with Relationship Managers to identify and deliver banking solutions while providing ongoing advice to business clients. They are responsible for needs discovery and maintaining strong client relationships through consistent contact and value-added service.
On-site · Hillsburg
The Banking Advisor is responsible for proactively engaging with clients to identify their banking, credit, and investment needs while providing expert advice. They will also focus on client education, resolving banking problems, and collaborating with partners to drive sales and client loyalty.
On-site · Montréal
The Investment Associate will support the portfolio management team by executing trades, rebalancing portfolios, and ensuring accurate settlement. They will also provide proactive client service, manage account documentation, and assist with the client onboarding process.
On-site · Halifax
The Financial Advisor provides professional guidance on credit and investments while collaborating with specialists to deliver customized financial solutions. They are responsible for uncovering client needs, resolving concerns, and executing investment advisory tasks to drive productivity.
On-site · Saguenay
You will proactively engage with clients to uncover banking needs, provide financial advice, and identify sales or referral opportunities. Additionally, you will focus on client education, resolve banking problems, and collaborate with partners to deliver a memorable client experience.
On-site · St. John's
The Banking Advisor proactively engages with clients to identify financial needs, provide advice, and facilitate banking transactions. They also collaborate with partners to drive sales and ensure high levels of client satisfaction through personalized service.
On-site · Toronto
The analyst will develop complex financial models and support transaction structuring and execution efforts for the Mining and Metals team. They will also conduct research on market trends and contribute to the delivery of client presentations and financial advisory assignments.
On-site · Ottawa
The Associate Investment Advisor will assist in developing investment strategies, managing client relationships, and executing business development plans. They are responsible for providing proactive advice, conducting market research, and supporting the Investment Advisor team in growing the business.
On-site · Ottawa
The Associate Wealth Advisor will assist the investment team in developing financial strategies, managing client relationships, and executing business plans. They are responsible for prospecting new clients, conducting market research, and providing proactive financial advice to help clients achieve their goals.
Hybrid · Toronto
You will build and manage a client base of high-net-worth individuals and business owners by providing customized financial advice and wealth management solutions. Additionally, you will foster long-term, multi-generational relationships and collaborate with internal partners to support all aspects of your clients' financial lives.