Financial Client Services Associate

Job DescriptionRole OverviewAs a Senior Client Service Associate at MD Financial Management, you will play a vital role in delivering exceptional client experiences, driving client satisfaction, and fostering long-term relationships. This dynamic position requires a client-focused individual with a passion for delivering personalized service, navigating...

h3>Financial Services Associate - Montreal Apply locations: Montréal, QC time type: Full time posted on: Posted Yesterday time left to apply: End Date: November 9, 2024 (14 days left to apply) job requisition id: 2423116 We’re building a relationship-oriented bank for the modern world. com What you'll be doing As a member of the Personal and Business...

Royal Bank of Canada is seeking a highly skilled Financial Services Associate to join its Wealth Management team.Job SummaryThis is an exciting opportunity for a motivated and detail-oriented individual to provide exceptional client service and support to Investment Advisors in the management of client accounts.The ideal candidate will have strong working...

About Fairstone Financial Inc.Fairstone Financial Inc. is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. Our focus on customer service and community engagement sets us apart from other financial institutions.Salary InformationThe estimated salary for this position is around $35,000 -...

Is this role right for you? In this role you will: Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Accountable for the preparation and processing of client documentation around account opening and transaction requests as directed by Advisors and Portfolio Managers while...

OverviewManulife is a leading international financial services group that helps people make their decisions easier and lives better. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions.Salary & BenefitsThe annual base salary for this role is $116,530 CAD. Employees also have the...

Une carrière dynamique dans les services financiersVous recherchez un défi professionnel stimulant et une opportunité de croissance professionnelle ? Le poste de Conseiller en services financiers expérimenté est l'endroit idéal pour vous.Description du posteNous recherchons un individu compétent et passionné qui souhaite rejoindre notre équipe de...

p>Associé, Service à la clientèle - Planification Financière Secteur d’activité: Gestion de patrimoine TD À ce poste, vous offrirez un niveau élevé de soutien en matière de ventes et de service aux planificateurs financiers, Gestion de patrimoine TD dans le cadre de revue des progrès, de prise de contact avec le client et d’expansion des...

p>Financial Services Consultant - Client Relationship TeamApply locations: Full timePosted on: Posted 2 Days AgoJob Description:At Sun Life, we put our employees first. We have a flexible culture, a range of benefits, agile work environment and a strong focus on wellness and sustainability. As one of the largest employers and group pension and benefit...

Job Summary:Sun Life Financial is seeking a Senior Client Service Administrator to provide exceptional service to plan sponsors, members, advisors, and team members.This role offers opportunities for growth and development, with the chance to progress from plan administration to complex Client requests.The ideal candidate will be organized, efficient, and...

We are seeking a Client Service Leadership Professional to join our team at Sun Life Financial.About the RoleThis role involves providing service excellence to plan sponsors, members, advisors, and team members. The ideal candidate will have experience in customer service environments and be able to multitask effectively. Bilingualism (French and English) is...

Description : In this role, you will provide a high level of dedicated sales and service support to TD Wealth Financial Planners (FP) in progress reviewing, client contacting and business building. Furthermore, you will: Respond to client and FP inquiries providing options and solutions, while following policies and processes on time Conduct...

Nous recherchons un Chef de Succursale Financier motivé pour rejoindre notre équipe à Momentum Financial Services Group. Cette opportunité vous permettra de stimuler la rentabilité de votre succursale en dirigeant et en formant une équipe de représentants des ventes financières.A propos de l'opportunitéVous serez responsable de promouvoir nos...

At Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. We're seeking a skilled Financial Services Consultant to join our team.This role is an excellent opportunity for someone who is passionate about providing exceptional client service and building strong relationships with existing...

h3>Financial Services Consultant - Client Relationship TeamApply locations: Full timePosted on: Posted 2 Days AgoJob requisition id: JR00105190You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help...

Are you a detail-oriented and customer-focused professional seeking a challenging role in investment services? As a Client Service Associate for an Investment Advisor, you will provide specialized administrative support to help deliver exceptional client experiences.In this exciting position, you will have the opportunity to work closely with experienced...

Insurance Sales Representative - Client ServicesWe are seeking a highly motivated and skilled Insurance Sales Representative to join our Client Services team at Sun Life Financial. As a key member of our team, you will play a crucial role in helping clients achieve lifetime financial security and live healthier lives.Your primary responsibility will be to...

OverviewDynamic Funds is a dynamic organization that strives to beat the market, not be the market. We encourage opinions and creativity that allow our employees to deliver to their full potential.Job SummaryWe are seeking a highly skilled Sales Associate to join our team. As a Sales Associate, you will play a key role in completing expense reports for...

OverviewThe Toronto-Dominion Bank (Canada) is a leading global financial institution dedicated to delivering legendary customer experiences. We are committed to enriching the lives of our customers, communities, and colleagues.Salary$60,000 - $80,000 per year, depending on experience.Job DescriptionAs a Client Service Associate in our Investment Banking...

p>We’re building a relationship-oriented bank for the modern world. p>As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support...