Financial Client Services Associate

16775 Yonge Street Newmarket Ontario,L3Y 8J4 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...

16775 Yonge Street Newmarket Ontario,L3Y 8J4 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. As this role contributes to the overall success of the Investment Advisors portfolio, you may be...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Description du posteL'entreprise BMO Groupe financier est un leader dans la fourniture de services financiers et bancaires aux particuliers et aux entreprises. Nous sommes à la recherche d'un Représentant des services clients principaux pour rejoindre notre équipe en succursale.

À BMO Groupe financier, nous sommes animés par une raison d'être commune : Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d'être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens. En travaillant ensemble, en innovant et en repoussant les limites,...

**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team...

Company Overview:Watercare Services Limited is a leading water and wastewater utility in New Zealand, committed to delivering high-quality services to its customers. As a major player in the industry, we're embarking on an ambitious $18.5 billion investment plan over the next 20 years to ensure we can continue to support our growing city in a...

The Client Care Coordinator plays a vital role in ensuring a positive experience for our associates and clients. They are responsible for the appearance of the market centre common areas, maintaining a neat and prepared office environment.As the first point of contact, they greet everyone with a smile and warmth, providing exceptional customer service while...

1111 Davis Drive Newmarket Ontario,L3Y 7V1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

Requisition ID: 189857 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...

**Job Description**: **POSITION PURPOSE** **MAJOR RESPONSIBILITIES** - Prepares benefit assessments for eligible households and notifies the supervisor if concerns/misrepresentation is suspected. - Supports the internal review process by tracking requests and assessing requests for completeness; requests supplementary information from the client and/or...

**About our client**: Our client is seeking a Financial Services Representative. This opportunity has a heavy focus on Mutual Fund Products. This opportunity offers a combination of base salary & commission structure. **Financial Services Representative** As the Financial Service Representative you will focus on developing and deepening client...

The Client Care Coordinator must tend to its associates' needs in such a way that they (the associates) are receiving the expected level of service and remain satisfied with the level of service provided by the Market Centre. The Client Care Coordinator will be responsible for the appearance of the Market Centre common areas. They will ensure the office is...

**Company**:Twin Star Cleaning Services Inc. **Location**: Newmarket, ON L3Y 3Z1 **Salary**:60.00 hourly / 30 hours per Week **Terms of employment**: Permanent employment Full time **Start date**:Starts as soon as possible **Vacancies**:1 vacancy **Languages** English **Education** Bachelor's degree **Experience** 1 year to less than 2...

Insurance Advisor - Desjardins Agent Team Member Location: Barrie, OnType: Full TimePosition Overview:Are you outgoing and customer-focused? Do you enjoy working with the public? Do you crave a meaningful career and embrace change? If you answered yes to these questions, working for a Desjardins Agent may be the career for you!Desjardins is the largest...

**Job Description**: **POSITION PURPOSE**: Reporting to the Manager, Financial Policy and Systems, is responsible for providing advice, research and reports to management on Regional controllership processes, process improvements, financial system efficiencies and legislation and accounting standards changes; creating, maintaining and publishing detailed...

At Pandora, we're committed to empowering our customers to express themselves through our beautiful jewellery. As a Part Time Sales Associate, you'll play a vital role in driving retail excellence and delivering an outstanding customer experience. You'll be the ultimate Pandora fan, showcasing our brand's passion and dedication to quality.About the...

1111 Davis Drive Newmarket Ontario,L3Y 7V1 IFIC or CSC must be completed Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired...

Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Co-ordinate the work of regions, divisions or departments - Establish...