Advisor, Securities

As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to...

_**Must be interested in working within the financial servicing/advisory industry **_ - _**If hired you must be able to complete the Canadian Securities Course. (Paid for)**_ - **Account Opening**: - Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner. - Collaborate with the...

Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are - here, diversity is a strength. You...

**Account Opening**: - Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner. - Collaborate with the Senior Advisor to gather client information and understand their financial goals. - **Analysis**: - Conduct comprehensive financial analyses to assess clients' current financial...

As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas...

As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds,...

**Role and Responsibilities** Working within the Cybersecurity team, the Global Cybersecurity Advisor will engage with stakeholders across Civil and D&S (Germany & Canada) lines of business to represent the collective cybersecurity interests of the team during project engagements through various primary activities listed below. - Developing and maintaining...

Do you want to:Become a successful entrepreneur?Be in business?Play a decisive role in people's lives?Be recognized for your advisory service?Move forward, take charge of your professional future!By becoming a Financial Security Advisor, you must first have an entrepreneurial spirit, great agility of mind and be ready to commit 100% to this new career. Your...

'''Duties:''' - Provide financial advice and guidance to clients based on their financial goals and objectives - Assess clients' financial situations by gathering information about their income, assets, debts, and expenses - Develop personalized financial plans for clients, taking into account their risk tolerance, time horizon, and investment preferences -...

**Administrative assistant in an Investment brokerage office** Saint-Leonard, QC, Full time Our team at Manulife Securities Incorporated is looking for an administrative assistant to assist in various administrative tasks and provide day-to-day operational support. **Responsibilities**: - Answer the telephone in French and English, provide information,...

As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds,...

As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds,...

Senior Security Advisor, Data Protection About the RoleWe are seeking a highly skilled and experienced Senior Security Advisor to join our team. As a key member of our organization, you will be responsible for ensuring the integrity and confidentiality of our data and that of our customers.Develop and implement an organization-wide data loss protection...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

Experiencing the Benefits of Self-EmploymentAs a Financial Security Advisor with iA Financial Group, you will have the opportunity to enjoy the benefits of self-employment while receiving the support you need to achieve your professional goals.A Flexible and Rewarding CareerYou will have access to a flexible schedule that makes it easier to balance work and...

Requisition ID: 188002 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

Purpose of this Position:  The Advisor, Health, Safety, Security and Environment (HSSE) is responsible for the administration and support of the health, safety, security and environmental programs for DP World Saint John Inc. Key Responsibilities: Assist in the implementation of standardized HSSE systems, programs, policies, training, campaigns and...

Requisition ID: 187850 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

The YMCA of Greater Saint John is working hard to address the region's critical issues: the health crisis, population decline, youth outmigration, and child poverty. At the Y, we are striving to build a diverse and inclusive community where each person is valued for the unique perspectives and contributions they bring. The Y offers a diverse set of programs...

Job SummaryJob Description** This is an opportunity for candidates to express their interest in current and future positions in the South-Shore of Montreal (Brossard, Candiac, Châteauguay, Boucherville, Longueuil, St-Hubert, St-Bruno, St-Lambert, Varennes, St-Constant) or Montérégie (Beloeil, Saint-Jean-sur-Richelieu, Chambly, Saint-Hyacinthe, Granby,...