Participating and assisting in business development plans through corporate/branch marketing campaigns. Building a comprehensive knowledge of the local market,…
Handle incoming and outgoing phone calls with clients and respond to requests for information; Answering phone calls promptly, screening calls and redirecting…
Valid driver’s license for area assigned. Reviews Field Level Hazard Assessment (FLHA) cards for quality and compliance with the FLHA program; identifies…
Bachelor's degree in a relevant field (i.e. Business Administration, Commerce), or an equivalent combination of education, training and experience is required.
Working knowledge of investment products and plans is required. Prioritization - Ability to take direction and work concurrently with various stakeholders.
Is able to provide financial and non-financial administrative support to the Fund Managers, their Dealer's support team, and Financial Advisors via telephone…
Manage incoming and outbound client phone calls. Respond to client inquiries on administrative questions. Maintain a current understanding of the regulatory…
Have a license to trade with US individuals or be willing to become licensed in the US. Assist Investment Advisors with processing and confirming client…
A Wellness Spending Account to aid in your wellness journey. Student registered to an university co-op program is preferred. SAP and/or Quantum Experience.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined…
A world-class training program in financial services. Demonstrated skills in providing world-class client service that will come across as professional, warm,…
Reporting to Head of Operations, as a Bilingual Client Services Assistant and Office Administrator, you will be responsible for inbound calls from advisors and…