Mutual Fund Client Support Analyst

Advisor, IG Wealth Management, Corporate ChannelLocation(s): OttawaWe are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply nowPosition Summary:This...

Advisor, IG Wealth Management, Corporate ChannelWe are seeking highly motivated and experienced financial planners to join our growing team of Corporate Employed Advisors in various locations across Canada.Position Summary:This role requires the successful candidate to be Mutual fund licensed. Advisors in the Corporate Channel provide proactive and...

Job DescriptionWe are seeking a highly skilled Tax Manager to join our Investment Funds Tax team. The successful candidate will be responsible for overseeing the tax compliance process for over 260 investment funds, including mutual funds, pooled funds, segregated funds, limited partnerships, exchange-traded funds, and a mutual fund corporation administered...

NFU Mutual is a top ten UK insurance company and the UK's largest rural insurer. Our agency network consists of over 250 local offices, each dedicated to delivering exceptional customer service and selling our product range across various regions.Job DescriptionAs a Customer Services Adviser, you will play a key role in the success of an expanding local...

About UsNFU Mutual is a top ten UK insurance company with an agency network of over 250 local offices. We deliver a first-class service and sell our product range across our region to customers old and new. Our core values are honesty, integrity, and trust, which are at the heart of everything we do.We champion the personal approach to customer service that...

About the Role: We are seeking a skilled Insurance Needs Analyst to join our team in Ottawa. As an Insurance Needs Analyst, you will conduct thorough financial needs analyses, assess insurance needs, provide investment advice, and offer segregated funds to clients.Main Responsibilities:Conducting financial need analysesAssessing insurance needsProviding...

A Brief OverviewAs a member of Research Services within the Vice Principal Research portfolio, the Research Data Analyst (Data Analyst) will have the significant opportunity to bring the story of research success at Queen's University to light. Focused on management, analysis and reporting, the Data Analyst will create and maintain a comprehensive toolbox of...

At NFU Mutual, we offer a wide range of products and services that cater to the diverse needs of our customers. As a Customer Services Adviser, you will play a vital role in delivering exceptional customer service and ensuring that our customers receive trusted advice and products.About the AgencyOur agency is a local office of NFU Mutual, dedicated to...

Follow us on Job Type: Employee Duration in Months (for fixed-term jobs): 24 Job Family: IT Support # of Open Positions: 1 Faculty/Service - Department: IT Application Support Campus: Roger Guindon Hall Union Affiliation: UOITP Date Posted: May 30, 2024 Closing Date: June 10, 2024 Note : Applications will be accepted until 11:59 PM on...

Cogsdale is seeking an experienced Support Analyst to provide application support to customers that will involve answering complex questions on the function and usage of our products. The successful candidate will investigate, manage, track and close client support issues, specifically related to the functions of the application(s). They will also be...

About the RoleThis is an exciting opportunity to join a dynamic team as a Financial Planner. As a key member of our sales force, you will be responsible for driving investment sales and new client acquisition while adhering to Global Sales Principles, compliance, and regulatory requirements.The ideal candidate will have a strong background in financial...

Job DescriptionThe Indigenous Financial Services Analyst supports the Commercial Banking team and helps create sustainable financial relationships based on trust and respect to help achieve prosperity and honor our commitment to future generations. This role involves coordinating efforts with internal partners and directly reaching out to clients to address...

Credit Analyst, Commercial BankingThe Credit Analyst plays a vital role in the success of Scotiabank's Commercial Bank in Canada, ensuring individual goals and plans are executed in support of business strategies and objectives. This position is responsible for providing excellent client service and support to a portfolio of existing and prospective...

PenderFund Capital Management Ltd is a leading independent investment firm that strives to provide exceptional investment services to its clients.Job DescriptionWe are seeking a skilled Product Manager to join our team and contribute to the development of our firm as a key contributor within our expanding Product Area.This role will involve working closely...

Company OverviewDimensional Fund Advisors is a leading investment management firm that puts the client first. We strive to transform the way the world invests, providing innovative solutions to our clients.

The Financial Operations Manager plays a vital role in ensuring the smooth operation of fund activities, financial reporting, and audit support for Hazelview Investments. This position requires a high degree of technical expertise, attention to detail, and excellent communication skills. If you have experience in fund accounting, financial reporting, and...

About Royal City Recruitment:We are a leading recruitment agency specializing in placing top talent in the financial services industry. Our client is seeking a highly skilled Financial Services Consultant to join their dynamic team.The ideal candidate will possess a thorough understanding of Life Insurance products and have the ability to provide clients...

Client Reporting Analyst - 6 months contractClient Reporting Analyst - 6 months contractLocations: Toronto, ONTime Type: Full timePosted on: Posted 2 Days AgoJob Requisition ID: JR2819At 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...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Reporting to the Manager, Application Support, the Application Support Analyst (ASA) responds to client support questions in a professional, courteous, and prompt manner. The Application Support Analyst triages problems of diverse scope that require the...

About ScotiabankScotiabank is a leading financial institution committed to serving our customers and the communities we operate in.Job DescriptionIn this role, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.You will drive investment sales and new client...