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Reposted 7 Hours AgoSaved
In-Office
Toronto, ON, CAN
Senior level
Senior level
Financial Services
As an Investment Advisor, you will develop a client portfolio, offer wealth management advice, and build long-term client relationships. Responsibilities include delivering investment strategies, responding to client inquiries, and complying with regulations while actively developing new business.
Reposted 7 Hours AgoSaved
In-Office
2 Locations
122K-228K Annually
Senior level
122K-228K Annually
Senior level
Financial Services
The VP, Specialty Finance Officer manages key client relationships and drives revenue through business development, strategic problem-solving, and high-value deal structuring. This role involves oversight of credit approvals, client advocacy, market strategies, and ensuring compliance with regulations, while delivering exceptional service to high-value clients.
Reposted 7 Hours AgoSaved
In-Office
Toronto, ON, CAN
39K-71K Annually
Mid level
39K-71K Annually
Mid level
Financial Services
The role involves administrative support, managing schedules, coordinating events, preparing reports, and ensuring smooth operations within a team or department.
Reposted 7 Hours AgoSaved
In-Office
Toronto, ON, CAN
46K-85K Annually
Senior level
46K-85K Annually
Senior level
Financial Services
The Executive Assistant provides administrative and clerical support to multiple executives, manages calendars, and coordinates events while improving business operations.
Top Skills: Communication ToolsOffice Software
Reposted 7 Hours AgoSaved
In-Office
4 Locations
63K-117K Annually
Mid level
63K-117K Annually
Mid level
Financial Services
The Financial Advisor provides comprehensive banking solutions and investment advice, supports business development, and cultivates client relationships to achieve sales targets. They assess client needs, develop strategies, and provide recommendations based on market opportunities and stakeholder needs.
Top Skills: 63 & 65 LicensesFinra Series 6Finra Series 7 & 66 LicensesLife And Health Insurance Producer'S LicenseLtc Continuing Education Requirements
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Reposted 7 Hours AgoSaved
In-Office
Tucson, AZ, USA
89K-166K Annually
Senior level
89K-166K Annually
Senior level
Financial Services
The Vice President, Senior Relationship Manager oversees business development and client relationships, structures deals, and drives revenue in the Emerging Middle Market segment, while ensuring adherence to compliance and risk standards.
Reposted 7 Hours AgoSaved
In-Office
5 Locations
89K-166K Annually
Senior level
89K-166K Annually
Senior level
Financial Services
The Senior Relationship Manager will develop and manage key commercial client relationships in the Pacific Rim Division, focusing on business growth through strategic solutions and exceptional service. This role requires expertise in client portfolio management, deal structuring, and cross-border business needs.
Top Skills: Credit Risk AssessmentFinancial Analysis
Reposted 7 Hours AgoSaved
In-Office
Indian Wells, CA, USA
63K-117K Annually
Mid level
63K-117K Annually
Mid level
Financial Services
The Financial Advisor provides financial and investment planning, identifies client needs, implements business strategies, and manages databases to track performance while ensuring compliance with industry regulations.
Top Skills: Finra Series 6Finra Series 63Finra Series 65Finra Series 66Finra Series 7Life And Health Insurance Producer'S License
Reposted 7 Hours AgoSaved
In-Office
Toronto, ON, CAN
130K-175K Annually
Expert/Leader
130K-175K Annually
Expert/Leader
Financial Services
The Director oversees supervision and risk management for Global Investment and Corporate Banking, ensuring compliance and risk mitigation through effective supervisory controls.
Top Skills: AI
Reposted 7 Hours AgoSaved
In-Office
2 Locations
58K-107K Annually
Mid level
58K-107K Annually
Mid level
Financial Services
The Financial Advisor provides financial planning advice, manages client relationships, supports sales targets, and implements business development strategies to grow client assets and services offered while ensuring compliance and risk management.
Top Skills: 6365 Licenses66 LicensesFinancial Planning ToolsFinra Series 6Finra Series 7Life And Health Insurance Producer'S License
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