Investment Specialist, Administrative Assistant

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...

**Investments & Insurance Processing Administrator** **Who We are Looking For** ***About the Role** - Minimum of two years experience in processing a variety of insurance and investment products - Knowledge of mutual funds, segregated funds, investment products and life insurance products - Excellent computer skills with demonstrated proficiency in a...

Tianxin Financial Services Corp is seeking a talented Senior Investment Professional to join our team. As an investment specialist, you will be responsible for identifying clients' financial goals and objectives.Job DescriptionAnalyze clients' financial records to understand their current financial situation and provide recommendations on cash management,...

Client Services Manager Role - Investment ManagementSector: TD Wealth ManagementTD Wealth Management offers a comprehensive range of investment services to help clients achieve their financial goals. As a Client Service Manager, you will be responsible for managing a team of sales assistants and branch support staff, while promoting a positive customer and...

Requisition ID: 192451 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative...

Education: Bachelor's degreeExperience: 1 year to less than 2 years or equivalent experienceTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of...

Education: Expérience: EducationBachelor's degree or equivalent experienceTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of financial products and...

**Department**:Finance, Real Estate, Investment Management, Investor Relations **Reports to**: VP, Investor Relations **Job Location**:Hamilton, ON, but will need to attend other locations, as required **Hours of Work**: Monday to Friday, from 9:00 am to 5:00 pm **Job Type**: Full-time, Permanent **Compensation**:From $50,000 per year **Additional...

The Administrative Specialist will play a key role in Inesa Security Services Inc. by implementing new administrative procedures and reviewing existing ones to ensure efficiency and effectiveness.Key ResponsibilitiesPolicy Implementation: Develop and implement administrative policies and procedures to ensure compliance with government regulations.Office...

We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at beBee Professionals in Hamilton. As an Administrative Support Specialist, you will be responsible for providing administrative support to our office operations, ensuring smooth day-to-day functions.Key Responsibilities:Manage office correspondence,...

Royds Financial, operating as a Manulife Securities Incorporated office, prides itself in offering tailored and sophisticated financial planning and investment advice to our clients, taking care of them as though they were family. This is only possible with both experienced, caring financial advisors and detail-oriented, well-trained, accurate, professional...

Job SummaryAs a Financial Planning Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Hamilton Market. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide...

**Schedule** Mon - Fri 35hrs/week **Education Level** Bachelor's degree in Investments Accounting, Finance, Auditing, or related field. **Career Level** Grade 7 **About McMaster University** Ranked as one of the world’s top universities, McMaster University is known for teaching and research excellence. Our purpose is the discovery, communication, and...

Job SummaryWe are seeking a highly motivated Investment Associate to join our team in Ancaster. As an Investment Associate, you will be responsible for providing exceptional client service, supporting the Portfolio Manager in administrative duties, and participating in business growth initiatives.Key Responsibilities:Service clients with professionalism,...

**The Company**:We are the Vaughan Team: a family-run business that offers financial services to help clients realize their goals and dreams while staying true to their financial responsibilities. Our ultimate objective is to provide exceptional financial advice and assistance to help clients achieve their financial success. Our team makes a real difference...

Job Title: Administrative Services SpecialistWe are seeking a highly organized and detail-oriented Administrative Services Specialist to join our team at Ayman Soliman Medicine Professional Corp.About the RoleThis is a permanent position requiring 30 hours of work per week. The ideal candidate will have a secondary (high) school graduation certificate and...

h3>Manager Client Services II - Investment Management Sector: TD Wealth Management Private Investment Advice TD Waterhouse is one of the largest brokerage firms offering comprehensive services suitable for investors who want to establish a personalized relationship with a professional, dedicated investment advisor. Private Investment Advice TD Waterhouse...

**Part Time Administrative Assistant** You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Advisor. You are a detail-oriented, organized, and self-motivated individual who is competent in prioritizing tasks and working with little supervision. You will create meaningful relationships with...

999 Upper Wentworth St, #0135B Hamilton Ontario,L9A 4X5 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. - Coordinates marketing activities on behalf of the advisory team, including website, social...

About the RoleGolf Links Dental is seeking an experienced Administrative Support Specialist to join our team. This role is responsible for providing administrative support to our office operations, ensuring seamless day-to-day activities.Key ResponsibilitiesReview and evaluate new administrative procedures and ensure compliance with policies and...