Client Advisor, New Business

We put our people first. As an employer of choice, Acera Insurance, formerly KRS Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of...

**Responsibilities**: Members of the Client & Family Advisor group are expected to participate fully in all meetings and project discussions. Meetings occur bi-monthly (occasionally additional meetings are called) and typically in the evenings and last approximately two hours. Members of this group engage with staff members on a variety of topics and...

Job Title: Small Business Advisor Join a purpose-driven team at Scotiabank, a leading bank in the Americas, where we help our customers achieve success through a range of advice, products, and services. About the Role: As a Small Business Advisor, you will be responsible for managing a portfolio of high-value and complex small business owner relationships...

Job Title: Small Business AdvisorJoin a purpose-driven team at Scotiabank, a leading bank in the Americas, where we help our customers achieve success through a range of advice, products, and services.About the Role:As a Small Business Advisor, you will be responsible for managing a portfolio of high-value and complex small business owner relationships to...

Title: Small Business Advisor Trainee - Newmarket Area (Future Opportunities)Requisition ID: 206363Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.What you’ll be doing…Manage an assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated...

About the RoleWe are seeking a highly motivated and customer-centric Business Development Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our small business clients.Key ResponsibilitiesManage a portfolio of high-value and complex small business...

About the RoleWe are seeking a highly motivated and customer-centric Business Development Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our small business clients.Key ResponsibilitiesManage a portfolio of high-value and complex small business...

About the RoleWe are seeking a highly motivated and customer-centric Business Development Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our small business clients.Key ResponsibilitiesManage a portfolio of high-value and complex small business...

Job Title: Small Business Advisor TraineeAbout the Role:We are seeking a highly motivated and results-driven Small Business Advisor Trainee to join our team at Scotiabank. As a Small Business Advisor Trainee, you will be responsible for managing a portfolio of high-value and complex small business owner relationships to achieve retention and other negotiated...

Job Title: Small Business Advisor TraineeAbout the Role:We are seeking a highly motivated and results-driven Small Business Advisor Trainee to join our team at Scotiabank. As a Small Business Advisor Trainee, you will be responsible for managing a portfolio of high-value and complex small business owner relationships to achieve retention and other negotiated...

Position Title: Client Services Advisor Company: FYidoctors Location: Newmarket, ON Welcome clients and manage appointment documentation Support retail operations related to eyewear Engage with clients through face-to-face interactions, phone calls, and electronic communication Conduct preliminary testing services, including advanced imaging techniques...

About the OpportunityWe are seeking a highly skilled Financial Analyst to join our team at Financial Advisor. As a key member of our finance department, you will play a critical role in ensuring the accuracy and timeliness of our financial reporting.Financial Accounting and ReportingAssist with the preparation of monthly financial statements, including...

About the OpportunityWe are seeking a highly skilled Financial Analyst to join our team at Financial Advisor. As a key member of our finance department, you will play a critical role in ensuring the accuracy and timeliness of our financial reporting.Financial Accounting and ReportingAssist with the preparation of monthly financial statements, including...

Requisition ID: 196939 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,...

About the OpportunityWe are seeking a highly skilled Financial Analysis and Reporting Manager to join our team. As a key member of our financial department, you will be responsible for reviewing and updating monthly financial packages for reporting to stakeholders, including commentary on financial performance for the period.Key Responsibilities:Review and...

About the OpportunityWe are seeking a highly skilled Financial Analysis and Reporting Manager to join our team. As a key member of our financial department, you will be responsible for reviewing and updating monthly financial packages for reporting to stakeholders, including commentary on financial performance for the period.Key Responsibilities:Review and...

16775 Yonge Street Newmarket Ontario,L3Y 8J4 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. As this role contributes to the overall success of the Investment Advisors portfolio, you may be...

**Job ID**: 234097 **Store Name/Number**: ON-Upper Canada Mall (0516) **Address**: 17600 Younge Street, Newmarket, ON L3Y 4Z1, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As a Manager, Client Experience, you will be responsible for managing all aspect of the client experience and all services,...

**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team...

Job SummaryWe are seeking a highly skilled and experienced Senior Business Development Manager to join our team at BMO. As a key member of our Commercial Banking team, you will be responsible for driving business growth and developing strong relationships with our clients.Key ResponsibilitiesDevelop and execute business growth strategies to increase revenue...