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[...]
Optimizes returns and capital on assigned portfolioProvides clients strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understandin[...]
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[...]
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 [...]
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[...]
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[...]
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[...]
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[...]