Purpose The Scotia iTRADE Partnership Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team's business strategie[...]
Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide s[...]
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless exec[...]
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 [...]
Purpose The Scotia iTRADE Senior Sales Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team's business strategi[...]
As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by: Taking a proactive approach to discovering our customer needs, listening to understand wha[...]
Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs What you will be doing: As a Sales Associate with Dynamic Funds, your primary responsibilities will [...]
Job SummaryJob DescriptionWhat is the opportunity? The RBC Dominion Securities branch located in Richmond Hill is seeking an Associate to provide administrative support to a successful Advisory Team. You will provide quality client ser[...]
As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer's journey by: Manage an assigned portfolio of high value and/or complex small business owner relationshi[...]