Client Advisor

**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

CPA firm is looking for a QuickBooks advisor, who is detailed oriented, and excellent in using both QB desktop and online version. This is a free-lance opportunity so it is great for someone who wants to start their own bookkeeping career, and/or has own book of accounts, who wants to partner with CPA firm. Knowledge of PCLaw is an asset. Most of the files...

**International - Corporate Travel Advisor - Remote** **Position Overview** As a key member of the Corporate Travel Division, the Corporate Travel Advisor will support our Canada West Region with accounts in multiple time zones. The Corporate Travel Advisor will be responsible for handling all aspects of corporate travel arrangements for our clients. This...

Requisition ID: 196390 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Retail Sales **Solutions Advisor** We are actively recruiting experienced Retail Sales Solutions Advisors (Client Solutions Advisor ) in the North York area. **Job Overview**: As a Client Solutions Advisor you will be...

For many years now, we have been successfully guiding our Clients through complex insurance claim processes and/or supporting them with their accounting, and taxation needs. As a customer centric organization it is our goal to continuously meet and exceed our Clients’ needs and expectations. We are always looking for passionate individuals to join our...

Requisition ID: 189578 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

**Corporate Travel Advisor** **- Remote** **Position Overview** As a key member of the Canada West Region Team, the Corporate Travel Advisor will be responsible for the successful completion of comprehensive, accurate, cost effective travel arrangements for Direct Travel clients within company policies utilizing corporate contracts and preferred suppliers...

**Corporate Travel Advisor** **- Remote** **Position Overview** As a key member of the Canada West Region Team, the Corporate Travel Advisor will be responsible for the successful completion of comprehensive, accurate, cost effective travel arrangements for Direct Travel clients within company policies utilizing corporate contracts and preferred suppliers...

Requisition ID: 196390 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Retail Sales Solutions Advisor We are actively recruiting experienced Retail Sales Solutions Advisors (Client Solutions Advisor ) in the North York area. Job Overview: As a Client Solutions Advisor you will be...

**About us** Irene Sham Insurance Agency Inc. is a small business in INSURANCE. We are professional. Our work environment includes: - Growth opportunities - Wellness programs **Summary**: The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This...

**Position Overview** As a key member of the West Region Operations Team, the Corporate Travel Advisor will be responsible for the successful completion of comprehensive, accurate, cost effective travel arrangements for Direct Travel clients within company policies utilizing corporate contracts and preferred suppliers in an efficient and professional...

**WEST REGION- CORPORATE** **SABRE TRAVEL ADVISOR - Remote** **Position Overview** As a key member of the West Region Operations Team, the Corporate Travel Advisor will be responsible for the successful completion of comprehensive, accurate, cost effective travel arrangements for Direct Travel clients within company policies utilizing corporate contracts...

**WEST REGION- CORPORATE** **SABRE TRAVEL ADVISOR - Remote** **Position Overview** As a key member of the West Region Operations Team, the Corporate Travel Advisor will be responsible for the successful completion of comprehensive, accurate, cost effective travel arrangements for Direct Travel clients within company policies utilizing corporate contracts...

**Only LLQP licensed applicants will be considered*** WHO WE ARE Greenstone is a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada . Backed by majority shareholders Ontario Teacher’s Pension Plan (OTPP ) and Caisse de Dépôt et Placement du Québec (CDPQ ), we've expanded into the Canadian market,...

**Only LLQP licensed applicants will be considered***WHO WE AREGreenstone is a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada. Backed by majority shareholders Ontario Teacher’s Pension Plan (OTPP) and Caisse de Dépôt et Placement du Québec (CDPQ), we've expanded into the Canadian market,...

**Only LLQP licensed applicants will be considered***WHO WE AREGreenstone is a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada. Backed by majority shareholders Ontario Teacher’s Pension Plan (OTPP) and Caisse de Dépôt et Placement du Québec (CDPQ), we've expanded into the Canadian market,...

Director, Investment Sales Waterloo, ON, Canada Req Thursday, March 28, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a...

**Only LLQP licensed applicants will be considered*** WHO WE ARE Greenstone is a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada . Backed by majority shareholders Ontario Teacher’s Pension Plan ( OTPP ) and Caisse de Dépôt et Placement du Québec ( CDPQ ), we've expanded into the Canadian...

'''Duties''' - **Client Relationship Management**: Building and maintaining relationships with existing clients to ensure customer satisfaction and repeat business. - **Customer Service**: Providing support to customers before, during, and after the sale to ensure their needs are met and issues are resolved promptly. - **Team Collaboration**: Collaborating...

**BRIEF INTRODUCTION** As an Administrative Assistant, you will be responsible for providing administrative support to two financial advisors. **IS THIS ROLE RIGHT FOR YOU** In the role you will: - Work with digital platforms, to manage new and existing client relationships - Deliver and record client communications, documentation, and transactions -...