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Reposted One Month AgoSaved
In-Office
Pointe-Claire, QC, CAN
70K-70K Annually
Mid level
70K-70K Annually
Mid level
Fintech • Insurance • Financial Services
As a Financial Planner, you'll identify client goals, build long-term relationships, conduct analyses, and ensure effective financial planning and risk management while mentoring others.
Top Skills: Banking Best PracticesCanadian Securities Course (Csc)Cfa Level 1Ciro LicenseFinancial Planning PrinciplesInvestment Strategies
Reposted One Month AgoSaved
In-Office
Williams Lake, BC, CAN
22-27 Hourly
Entry level
22-27 Hourly
Entry level
Fintech • Insurance • Financial Services
The Customer Experience Associate processes financial transactions, provides customer support, promotes banking solutions, and ensures a positive customer experience by understanding customer needs and resolving concerns.
Top Skills: ExcelMs Office (WordOutlook)
Reposted One Month AgoSaved
In-Office
Surrey, BC, CAN
23-28 Hourly
Entry level
23-28 Hourly
Entry level
Fintech • Insurance • Financial Services
As a Customer Experience Associate, you'll process transactions, understand customer needs, recommend solutions, and ensure a positive customer experience.
Top Skills: ExcelMs Office (WordOutlook)
Reposted One Month AgoSaved
In-Office
Whitehorse, YT, CAN
23-28 Hourly
Junior
23-28 Hourly
Junior
Fintech • Insurance • Financial Services
The Customer Experience Associate will handle transactions, recommend banking solutions, resolve customer concerns, and promote a positive customer experience in a fast-paced environment.
Top Skills: ExcelMs Office (WordOutlook)
Reposted One Month AgoSaved
In-Office
Longueuil, QC, CAN
70K-70K Annually
Mid level
70K-70K Annually
Mid level
Fintech • Insurance • Financial Services
Provide comprehensive financial planning and advice to high-net-worth clients, build long-term relationships, perform analyses and reports, recommend solutions, mentor colleagues, support business development and ensure risk-aware, compliant service delivery to meet team objectives.
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Reposted 2 Months AgoSaved
In-Office
Montréal, QC, CAN
70K-70K Annually
Mid level
70K-70K Annually
Mid level
Fintech • Insurance • Financial Services
Provide comprehensive financial planning and wealth protection advice to high-net-worth clients. Assess clientsgoals, produce analyses and reports, make recommendations, mentor peers, support risk management, drive client acquisition and team objectives while delivering exceptional client service.
Reposted 2 Months AgoSaved
In-Office
Chicoutimi-Centre, Saguenay, QC, CAN
70K-70K Annually
Mid level
70K-70K Annually
Mid level
Fintech • Insurance • Financial Services
Provide comprehensive financial planning and wealth-protection advice to high-net-worth clients, build long-term relationships, analyze client needs, make recommendations, support team goals, and grow business through prospecting and high-value sales.
2 Months AgoSaved
In-Office
Sault Ste. Marie, ON, CAN
Mid level
Mid level
Fintech • Insurance • Financial Services
Drive mortgage business development by building and maintaining customer and referral relationships (realtors, builders, planners). Deliver sales targets through proactive prospecting, joint coaching with managers, and use provided sales tools and training. Work from a home office with provided equipment, earn commission-based compensation, and follow TD's onboarding and development programs.
Reposted 2 Months AgoSaved
In-Office
2 Locations
50K-100K Annually
Mid level
50K-100K Annually
Mid level
Fintech • Insurance • Financial Services
Develop Investment Advisors will build a client base of high-net-worth clients, develop comprehensive wealth management strategies, and implement sales strategies to attract and retain clients.
Top Skills: Financial PlanningInvestment ManagementPortfolio Management
Reposted 2 Months AgoSaved
In-Office
2 Locations
50K-100K Annually
Mid level
50K-100K Annually
Mid level
Fintech • Insurance • Financial Services
As a Developing Investment Advisor, you will build a client base, develop wealth management strategies, and implement sales strategies for high-net-worth clients. The role involves client relationship management and collaboration across the organization to provide comprehensive wealth advice.
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