Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Builds a high-performance environment and implements a people strategy that attracts, retains, develops and motivates the[...]
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 [...]
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 Commercial Service Representative, you will be responsible for working with the Regional Aviation Practice Leader to provide quality service to customers, colleagues and insurers, and to achieve the company's objectives. If you wa[...]
We are looking for a Commercial Insurance Broker (Client Service Representative) for our team dedicated to service the professional liability insurance program for members of the 'Ordre des ingénieurs du Québec' - in our Montreal off[...]
Assesses fees, determines overall household fees and coordinates with internal partners as applicable.Manages the efficient and effective running of the support office; trains new team members and branch support staff.Develops business[...]
We are looking for a Client Executive to join our team in the Greater Montreal region! As a Client Executive, you will be part of a dynamic group of like-minded brokers, working collaboratively to service existing key accounts, while g[...]
We are looking for a Commercial Insurance Broker (Client Service Manager) to join our team in our Brossard office! As a Client Service Manager, you will be responsible for assisting the Client Executive in managing clients by establish[...]