Investment Assistant: Client

A leading cooperative financial group in Canada is seeking an Investment Assistant to support advisors by managing administrative and operational tasks involved in securities account management. The role demands strong interpersonal skills as you will interact closely with clients to ensure satisfaction and compliance. Candidates must possess a general...

**About the firm** Majestic Asset Management is a financial firm founded in 2006 that manages approximately $2B in assets. The firm’s core service offering is a fund platform that facilitates the creation and operation of investment funds for investment professionals. We are looking for an Analyst that will mainly work within our operations team. The...

1850 rue Panama Brossard Quebec,J4W 3C6 Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client...

Join to apply for the Advisor, Investment and Financing role at Desjardins. We have several opportunities in the greater Montérégie region. Required Attend to members’ investment and financing needs while ensuring quality service. Develop strategies and offer investment, financing, and insurance products. Manage business relationships, assess...

Job DescriptionTitre du posteSpécialiste – Relation ClientBâtissez l'avenir avec nousVous êtes animé par le service à la clientèle et souhaitez contribuer à la raison d'être d'une entreprise qui vise à ce que ses clients soient en confiance et sécurisés par rapport à leur avenir? En tant que Spécialiste – Relation Client, vous jouerez un...

A prominent financial institution in Canada is seeking an Associate for its advisory team in Brossard. This position involves providing exceptional client service, assisting Investment Advisors with account management, and performing various administrative duties. Bilingualism in English and French, along with experience in the securities industry, is...

Job Details Description **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and...

Requisition ID: 178388 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist/ Quartier DIX30/ Full-Time/ Permanent you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking...

Job Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...

Job Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...