Financial Services Consultant, Client Relationship

About the RoleWe are seeking a highly skilled Financial Relationship Consultant to join our team at Royal Bank of Canada. As a key member of our Client Relationship Team, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional financial advice and solutions tailored to their individual...

Requisition ID: 211122 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Associate Financial Consultant (AFC) assists MD’s physician clients and their families in achieving their personal financial goals. The AFC will work closely with a team of Advisors and Specialists to gain a broad...

Requisition ID: 211122 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Associate Financial Consultant (AFC) assists MD’s physician clients and their families in achieving their personal financial goals. The AFC will work closely with a team of Advisors and Specialists to gain a broad...

About Us: At Sun Life, we're committed to helping our clients achieve their financial goals while providing a supportive and inclusive work environment. Our team of experts is dedicated to delivering exceptional service and building long-lasting relationships with our clients.Salary: The estimated salary range for this position is $56,000 - $93,000 per year,...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. As a...

About CIBCCIBC is building a relationship-oriented bank for the modern world. We value talented professionals who are dedicated to delivering exceptional client experiences.Job OverviewWe're seeking a skilled Financial Services Professional to join our team as a Client Relationship Specialist. In this role, you will be responsible for delivering customized...

OverviewSun Life is a leading provider of financial services, dedicated to helping individuals and families achieve lifetime financial security. Our team is passionate about making a positive impact on the lives of our clients, and we're seeking a talented Financial Services Relationship Builder to join our dynamic team.CompensationThe estimated salary for...

We are seeking a highly skilled and motivated individual to join our team as a Banking Advisor. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.**Job Description:**We thrive on the challenge to be our best, progressive thinking to keep growing, and working...

Domain : Group Insurance / 15 month contract position / Hybrid/ Toronto / Start as soon as possible_ Reporting to the Director, Service, Group Insurance, the Client Relationship Manager (CRM) is responsible for an assigned block of business. The CRM is responsible for building and maintaining strong business relationships with plan administrators and...

About the Role:BMO Financial is seeking a highly skilled Strategic Financial Consultant to join our team. As a key member of our team, you will play a vital role in helping our customers achieve their financial goals.Responsibilities:Provide comprehensive financial planning and investment advice to clients, tailoring solutions to meet their individual needs...

Cognizant is a leading professional services company that helps clients transform their business, operating, and technology models for the digital era.We are seeking an experienced Senior Director to join our Banking & Financial Services Consulting Practice in Canada. This role will focus on building client relationships, driving consulting sales, and...

**Client Relationship Analyst, Client Solutions** **Connor, Clark & Lunn Investment Management Ltd.** **Toronto, ON** We are an award-winning client service team, responsible for managing all aspects of the firm’s interactions with our institutional client base. The Client Solutions team is responsible for developing relationships with our clients where...

Worthland Consulting Inc. is Canada's premier quality HR Agency focusing on web3, cryptocurrency and FinTech industries, ensuring the best people are placed with the right jobs. Worthland is hiring a **Client Relationship Manager** position for one of our clients, an infrastructure and liquidity provider that enables institutional and enterprise use cases...

Permanent Full Time This position oversees the pro-active client experience for large complex and strategic Group Retirement Services customers. You will oversee targeted communications, implementations, project management and overall service delivery. This role encompasses a National Service Plan (NSP) to the customer by working in close collaboration with...

Collaboration = Innovation One leads to the other. At Moody’s, we believe good teamwork gives us an edge. We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges. Join us and let’s move the world forward together. Department - Insurance OU Role/Responsibilities - The Associate Director - Client Relationship...

Base + Comm This position oversees the pro-active client experience for large complex and strategic Group Retirement Services customers. Youwill oversee targeted communications, implementations, project management and overall service delivery. This role encompasses a National Service Plan (NSP) to the customer by working in close collaboration with the...

**ABOUT US** CI Investment Services (CIIS) is a wholly-owned subsidiary of CI Financial Corp. CIIS is registered in all Provinces and Territories of Canada as an Investment Dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Headquartered in Toronto, CIIS is a leading...

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality...

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...

**Client Relationship Manager** **Company description** The client relationship role is focused on facilitating and coordinating the onboarding of new clients to ensure that the process is successful, and that the new clients and key employees are supported and satisfied. The role includes a compliance component to ensure the company is following policies...