Investments and Retirement Agent

A financial services company in Moncton is looking for a qualified Investments and Retirement Agent. The role involves processing financial transactions, providing customer service, and reviewing documentation. Candidates should have a college or university degree in business administration and at least 3 years of experience in financial services. Strong...

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...

**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...

Job Description What is the opportunity? As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planner, 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 providing...

Overview 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...

Job DescriptionWhat is the opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...

**Position Overview** Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Insurance Sales Representative - Desjardins Insurance Agent Team Member. **Responsibilities** Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. - Work with the...