As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer's journey by: Acting as a lobby leader; ensuring customers are appropriately triaged and/or assisted Con[...]
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[...]
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 [...]
Job SummaryJob DescriptionWhat is the opportunity?You will support Commercial Account Managers (CAM) in credit renewal and adjudication of files
We are looking for a Commercial Insurance Broker (Client Service Manager) to join our Sports team in our Montreal office! As a Client Service Manager, you will be responsible for assisting the Client Executive in managing clients by es[...]
We are looking for a Client Executive to join our team in our Montreal office! As a Client Executive, you'll be part of a dynamic group of like-minded brokers, working collaboratively to serve existing key accounts, while generating ne[...]
Contributing to the overall success of the branch by identifying opportunities to enhance the customer experience Act as a change management lead by assisting with the implementation of new policies and procedures Do you have the skill[...]
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[...]
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[...]