Investments & Retirement Transactions Advisor

Assumption Life is looking for a qualified Investments and Retirement Agent to work in the Investment and Retirement Department. This role is primarily responsible for carrying out financial transactions from brokers and clients. Follow-up on priority transactions such as contacting the broker and/or client directly by phone or email.These types of requests...

**Primary Locations**:Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Being an Investment and Retirement Specialist means working for a recognized bank by supporting your clients in developing investment strategies that are tailored to their needs. You will stand out by your determination, your networking skills...

**Primary Locations**:Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Being an Investment and Retirement Specialist means working for a recognized bank by supporting your clients in developing investment strategies that are tailored to their needs. You will stand out by your determination, your networking skills...

Discover The Opportunity Moncton, NB Financial Services Entry Level Full-time $43,500 - $59,100 / year **Benefits**: Health Insurance Dental Insurance Paid Time Off Flexible Work Pension plan Retirement Plans Life Insurance Disability Insurance Employee Assistance Program Bonuses & Incentives Wellness Programs These types of requests come from individual...

Discover The Opportunity Moncton, NB Financial Services Entry Level Full-time $43,500 - $59,100 / year **Benefits**: Health Insurance Dental Insurance Paid Time Off Flexible Work Retirement Plans Life Insurance Disability Insurance Employee Assistance Program Bonuses & Incentives Wellness Programs These types of requests come from individual product clients...

**Job Summary** **What is the opportunity?** As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by...

Consultant at Meridia Recruitment Solutions, a KBRS Company Reference #JL-BRB-8177 Brunswick Brokers is a boutique commercial real estate brokerage firm with roots in Atlantic Canada. Their approach is to be a professional people‑oriented advisor to their clients, and their team has decades of experience with proven success. With offices in Saint John,...

**Employer**: iA Financial Group - **Office**: 1080, Grande Allee West - **Location**: Québec, Quebec - **Other Possible Location(s)**: Vancouver, British Columbia; Montreal, Quebec; Toronto, Ontario - **Job category**: Customer Service and Administrative Support - **Job ID**: JR10023632 - **Job type**: Permanent Job **Description**: - Business Unit:...

Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...

Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...