Customer Portfolio Advisor

Unlock Endless Opportunities as a Private Client AdvisorAbout the Role:Foster long-term relationships with high net worth clients, offering bespoke investment solutions tailored to their unique needs. Our firm boasts an impressive global portfolio management presence, overseeing assets exceeding $200 billion.Main Responsibilities:Deliver exceptional client...

Preventative Portfolio Specialists at Scotiabank play a key role in helping clients manage their financial situations and prevent delinquencies. As part of our team, you will:Utilize Customer Assistant Tools (CATs) to identify potential issues and offer clients solutions to avoid entering Front-End collections.Develop and implement portfolio management...

About the RoleStaffing In Motion is seeking a highly skilled Global Portfolio Specialist to join our team. In this exciting home-based sales role, you will be responsible for closing leads of high net worth clients who have already expressed interest in investing with our firm.The ideal candidate will have a strong track record of success in sales and...

Job Opportunity:Firm Overview:A leading global portfolio management firm with over $200 billion in assets under management seeks a skilled professional to join their team. The firm offers custom-tailored portfolios for each client, with a focus on globally diversified investments.Role Description:In this home-based outside sales role, you will focus on...

Job Description Grow Your Career, Your Way At RBC Dominion Securities Inc., you can help your clients achieve their financial goals while developing your own skills and expertise. As an Investment Advisor, you will be part of a team that is dedicated to providing exceptional service and support to our clients. Key Responsibilities:You will build and...

Unlock Your Potential as a Senior Portfolio StrategistAt RBC Dominion Securities Inc., we are seeking a highly motivated and experienced Wealth Management Professional to join our team. As a Senior Portfolio Strategist, you will play a key role in helping high-net-worth individuals, families, and business owners achieve their financial goals through...

About ScotiabankScotiabank is a leading financial institution committed to making a difference in our communities. We offer a collaborative team environment and innovative thinking that empowers our employees to grow and develop their careers.About the RoleWe are seeking an experienced Commercial Automotive Portfolio Analyst to join our team. As a key member...

Company OverviewFirm Overview: The firm is a large, global portfolio management company with over $200 billion in assets under management. Each client has a separately managed portfolio that is custom tailored to their individual needs.Our ApproachWe take a fee-based discretionary approach to managing our clients' portfolios, offering truly globally...

Job SummaryThe Transformers Services Product Manager at Hitachi Energy Canada Inc. is responsible for overseeing the company's transformers services portfolio in North America. This includes conducting market research, identifying opportunities for new products, developing product strategies, and coordinating with cross-functional teams.Key...

Job Title: Nail Artist and Beauty AdvisorSupercare Nails & Spa is seeking a skilled Nail Artist and Beauty Advisor to join our team. This role requires strong nail care and beauty product knowledge, as well as excellent customer service skills.About the JobWe are looking for a motivated and creative individual to design and advise on beauty products, apply...

About UsDUCA Financial Services Credit Union Ltd. is a vibrant and exciting financial institution that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer.We exist to help people, businesses, and communities achieve more, be more, and do more with their money and lives.Our...

Role OverviewThe ideal candidate will lead and drive a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. This involves providing a best-in-class customer experience when dealing with business partners, customers, or team members by resolving customer matters, authorizing correspondence in...

About the RoleAs a Strategic Financial Analyst in our Credit Analysis and Support Team, you will play a key role in contributing to the profitable growth and quality of our Commercial Automotive portfolio.We are seeking an analytical professional with sound credit skills to perform financial spreading, analysis, and rating activities for our assigned...

Job Family Group: Retail Banking Sales & ServiceBMO is seeking a talented Customer Service Representative to deliver exceptional service to our customers and prospects. The ideal candidate will be highly skilled at helping people who don't find digital applications intuitive to gain confidence in how to use them and understand their benefits.Key...

Requisition ID: 210281At Scotiabank, we're seeking an experienced Financial Advisor to join our team. In this role, you'll have the opportunity to work with customers to understand their financial goals and develop personalized plans to help them achieve success. About the RoleKey Responsibilities: • Proactively identify customer needs and develop...

Grow Your Career with RBC Dominion SecuritiesAbout the Role:We are seeking a highly motivated and skilled Investment Advisor to join our team at RBC Dominion Securities. As an Investment Advisor, you will have the opportunity to help your clients achieve their financial goals while growing your own career.About Us:RBC Dominion Securities is a leading wealth...

Job OverviewRBC is a leading financial institution that strives to provide world-class advice and solutions to help clients achieve their long-term financial goals. As an RBC Investment and Retirement Planner, you will be responsible for creating custom investment solutions for prospective and existing RBC clients within the Hamilton Market.Salary and...

Job OverviewWe are seeking a highly skilled Business Development Associate to join our team at BMO Financial Group. This role is ideal for an individual who is passionate about building strong relationships and driving business growth.Key Responsibilities Schedule and coordinate client portfolio reviews with Investment Advisors, ensuring timely preparation...

COMPANY OVERVIEW Robertson Human Asset is a Canadian-owned and operated tier 1 dental distributor dedicated to delivering innovative solutions to dental professionals. Their focus on education, customer service, and product excellence aims to enhance patient care and drive success in the dental industry. POSITION SUMMARY The primary focus of this Clinical...

About RBC Dominion Securities Inc.RBC Dominion Securities Inc. is a leading investment and wealth management firm that prides itself on its collaborative and supportive culture. Our team works together to help clients achieve their financial goals, making us a top-ranked company in Canada.Job SummaryWe are seeking a Full-time Associate to join our Council...