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...

**Accommodation Travel Advisor - Remote** This is a fully remote position. **Position Overview** As a key member of the Accommodations team, the advisor will be responsible for accurately and expediently making hotel reservations within the parameters and payment methodologies of select Direct Travel customers. This role will work closely with Corporate...

**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...

New Client Onboarding ExperienceComplete online insurance applications with new clientsComplete and submit new DocuSign investment applicationsEnsure all documents are fully compliant including KYC, Fund Facts, Reason Why, etcComplete and submit all IFA loan applications and collect required financials as neededManage and update Equisoft CRM with updated...

**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: Communications Advisor** **PROGRAM: Communications, Mental Health Access Program** **LOCATIONS: Hybrid (WFH/On-site)** **POSITION DETAILS: 1.0 FTE, 12-Month Contract** **COMPETITION: 24-020** The Garry Hurvitz Centre for Community Mental Health at SickKids (CCMH at SickKids) is a child and youth mental health centre integrated with The...

Are you passionate about leveraging data to drive strategic decisions in the healthcare sector? Do you thrive on providing expert guidance in developing and supporting health data reporting standards for the Ontario healthcare system? If so, we have an exciting opportunity for you!As a Business Advisor within our Health Data Branch, you will play a pivotal...

Process monetary documents - Read and interpret financial documents - Collect and analyze financial data to construct financial reports - Ensure compliance with regulatory standards - Maintain client relations and provide ongoing services - Contribute to the team through a positive and supportive work environment **Job Types**: Full-time, Part-time,...

**About us** Ixtapa Travel is a small business in North York, ON M3M 2H7. We are professional, agile, innovative, and our goal is to be the market leader in providing our clients with superior travel advice in a comprehensive, informative and in a timely manner. Our work environment includes: - Modern office setting - Growth opportunities - Wellness...

Education: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning - Arrange for sale of...

About Project XThe heart of what we do is drive for unique and innovative solutions that solve our customer's problems. We are trusted advisors who create data and analytics solutions for complex client problems. We do this through collaboration, creativity, and an innate need to solve tough data problems. Data runs deep in our veins and is what makes up who...

Terms of employment: Permanent, Full-Time Languages: English Education: Secondary (high) school graduation certificate or equivalent experience Credentials: Life License Qualification Program (LLQP) Experience: 1 - 2 years Specific Skills: Identify and assess potential institutional, business and individual client Markets: Sell life and health...

404537BR Insurance North York, ON March 28, 2023 Company Overview Department Overview Manage the client relationship and ensure resolution of a broad range of claims from routine - moderately complex within their area of focus and authority. Leverage appropriate support functions in the investigation and assessment of claims, ensuring timely resolution...

**The Role**: **JOB DESCRIPTION (FUNCTIONS & RESPONSIBILITIES)** - Retain top customers and nurture key relations to protect revenue and help remain competitive. - Strategic partner and advisor to the client, discovering new opportunities to work together for mutual benefit. - Serves as the link of communication between key customers and internal teams....

**About CloudMD** CloudMD is transforming the delivery of healthcare using technology and by providing a patient-centric approach, with an emphasis on continuity of care. By leveraging healthcare technology, the Company is building one, connected platform that addresses all points of a patient’s healthcare journey and provides better access to care and...

**Position Overview**: **Company**:CGIC **Number of Positions**: 1 **Language**: This role operates in English. **Work Model**:Office-Based **Alternate Title**: n/a **Additional Information**: **The Opportunity**: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team...

**#NotYourAverageJobAd** **It’s Customer Service - **_**but different!**_ We are looking for a problem-solver with exceptionally good phone skills and above average customer service! We want someone that’s got a great personality - able to engage with all sorts of people on the phone and over the counter. It helps if you can get into it. It also makes...

**Regional Sales Associate** **Why you’ll love this role**: - The Regional Sales Associate collaborates with the Distribution team members to execute on their respective territory business plan to maximize territory coverage and achieve sales targets by proactively prospecting untapped and dormant opportunities and building upon existing relationships. -...

**Job description** **Work Location**: 895 Don Mills Road, North York **Work Hours**: Monday to Saturday ; 10 AM to 6 PM (Saturday - work from home) **Purpose of the Job** The Mortgage Agent/Broker must ensure all financial transactions and loan processing are handled within the outlined service levels, document and maintain procedures, and ensure all...

VIP Corporate Travel Support - Apollo - Remote Position Overview As a key member of the VIP Corporate Travel Team within our Eastern/West Region, the VIP Support will be responsible for Support of the VIP Corporate Travel Team for the East/West Regional offices. This role will work closely with the entire VIP operations team and report to the VIP...