Senior Marketing Advisor for Wealth Management Solutions

Job DescriptionCroesus is a leading provider of innovative wealth management solutions, empowering professionals to improve their productivity and client relationships. We are seeking a Product Marketing Advisor to lead the overall offering of our solutions for the North American and European markets.Key ResponsibilitiesStrategy Development: Define markets,...

Croesus is a leading provider of innovative wealth management solutions, including portfolio management systems, portfolio rebalancing tools, and APIs. Our mission is to empower wealth management professionals to improve their productivity, enhance client relationships, and make informed decisions. We are seeking a Product Marketing Advisor to lead the...

Croesus is a leading provider of innovative wealth management solutions. We are seeking a skilled Product Marketing Advisor to lead our marketing efforts in the North American and European markets.Key Responsibilities:Market Analysis: Conduct market research and analysis to identify trends and opportunities.Product Positioning: Develop and maintain a deep...

About the RoleCroesus is seeking a Product Marketing Advisor to lead the overall offering of its solutions for the North American and European markets.Key ResponsibilitiesStrategyDefine markets, target segments, and personas.Develop positioning, narratives, and key messages for our solutions.Identify differentiators for each solution.Contribute to strategic...

Wealth Associate Job in Laval, QuebecAre you looking for a challenging role where you can showcase your customer service skills and work in synergy with clients and colleagues? As a Wealth Associate at National Bank, you will have the opportunity to help wealth advisors stand out by offering exceptional customer service that has a positive, long-term impact...

Job SummaryWe are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service and helping them stand out in the industry.Key ResponsibilitiesSupport investment advisors in providing superior...

About ScotiabankAs a leading bank in the Americas, Scotiabank is guided by its purpose: "for every future". We help our customers, their families, and their communities achieve success through a range of advice, products, and services.Role OverviewThis role offers a competitive compensation and benefits package tailored to the position, with an estimated...

Job SummaryWe are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesSupport investment advisors in providing superior customer service and meet...

A Senior Estate Planning and Wealth Management Expert at National Bank Financial (NBF) will play a key role in supporting high-net-worth clients and Investment Advisors (IAs) with their estate planning needs. With a strong focus on delivering high-quality expertise and services, this position involves providing general or specific information to clients and...

Job Title: Senior Estate Planning AdvisorAs a Senior Estate Planning Advisor at National Bank Financial, you will play a key role in supporting clients and Investment Advisors with their estate planning needs. Your expertise will be invaluable in providing high-quality services in succession, retirement, and taxation.Your Key Responsibilities:Become a...

Job Title: Wealth AssociateJob Summary:We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional customer service and supporting our wealth advisors in delivering outstanding results.Key Responsibilities:Support investment advisors in providing...

Croesus: A Leading Wealth Management Solutions ProviderWe are a dynamic and innovative company providing cutting-edge wealth management solutions to empower professionals in the financial sector. Our team is seeking an experienced Senior Portfolio Management Specialist to join our Products team.About the Role:This challenging role involves working closely...

About the RoleA career as a Senior Estate Planning Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by providing general or specific information. In other words, it's a rare 100% consulting position without the reception or drafting of notarial acts The mission...

Job OverviewWe are seeking a talented Senior Financial Services Coordinator to join our team at National Bank. As a key member of our Wealth Management department, you will play a vital role in providing exceptional customer service and support to our wealth advisors.About the RoleThis is an exciting opportunity for a skilled professional to work in a...

National Bank seeks a highly skilled Strategic Wealth Planning Consultant to join its team. This role is ideal for individuals with extensive experience in estate planning, taxation, and wealth management.About the RoleThis position involves working closely with clients and investment advisors to provide expert advice on estate planning matters. The...

We are seeking a skilled Business Development Partner to join our team at Sun Life. This role is responsible for onboarding, developing, coaching, and supporting advisors in a holistic approach to business development, sales growth, and client service.Key Responsibilities:Lead developing advisors through onboarding, training, and development programs.Work...

Job DescriptionJob Title: Wealth AssociateJob Summary: We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional customer service to our clients and supporting our wealth advisors in their daily activities.Key Responsibilities:Provide superior...

About the RoleWe are seeking a highly skilled Estate Planning Expert to join our team at National Bank. As a key member of our wealth management team, you will be responsible for providing expert advice and guidance to our clients on estate planning matters.Key ResponsibilitiesProvide expert advice on estate planning matters to clients and investment...

Job OverviewThe Business Development Partner role at Sun Life is a dynamic position that requires a strong understanding of insurance and wealth products, as well as excellent sales management and business development skills.Salary & BenefitsThis is a highly competitive opportunity with a salary range of $80,000-$110,000. Additionally, the successful...

Croesus is a leading provider of innovative wealth management solutions. As a Senior Front-End Developer, you will play a key role in designing and implementing high-performance, secure, and user-friendly web applications that empower wealth management professionals to improve their productivity and make informed decisions.Key Responsibilities:Design and...