Client Service Associate, MD Financial Management

Job SummaryThe Client Service Associate will provide sales, administrative and operational support to assist Financial Consultants & Portfolio Managers in maintaining high standards for all clients.Key ResponsibilitiesProvide service and sales support to Financial Consultants and Portfolio Managers including contact management and opportunity...

Requisition ID: 209741At Scotiabank, we're committed to creating a purpose-driven, winning team that's inclusive and high-performing. We're looking for a Client Service Associate to provide sales, administrative, and operational support to our Financial Consultants and Portfolio Managers.Key Responsibilities:Provide service and sales support to Financial...

Job SummaryThe Client Service Associate is a key role in our team, responsible for providing exceptional sales, administrative, and operational support to our Financial Consultants and Portfolio Managers. This includes managing client relationships, processing trade requests, and ensuring regulatory compliance.Key ResponsibilitiesSales and Service Support:...

Job OverviewWe are seeking an experienced Financial Services Coordinator to join our team at MD Financial Management. As a key member of our team, you will be responsible for providing exceptional support to our Financial Consultants and Portfolio Managers.Responsibilities:Provide sales, administrative, and operational support to assist Financial Consultants...

Company OverviewScotiabank is a leading financial institution in the Americas, committed to helping our customers achieve success through a range of advice, products and services.Estimated Salary Range: $50,000 - $70,000 per year, depending on experience.Job DescriptionThe Client Service Associate plays a critical role in providing exceptional service to...

At Intact Financial Corporation, we're committed to helping our customers protect what matters most. As a Bilingual Sales and Customer Service Associate, you'll play a key role in providing exceptional customer service and promoting our insurance products to Canadians.About the RoleWe're seeking a highly motivated and customer-focused individual to join our...

At Intact Financial Corporation, we're committed to helping our customers protect what matters most. As a Bilingual Sales and Customer Service Associate, you'll play a key role in providing exceptional service to our clients, advising them on the best protection options for their valuable assets.Key Responsibilities:Provide expert advice to clients on...

Overview:As a Client Manager at Xerox, you will play a key role in driving sales growth and developing strong client relationships in large enterprise accounts across Canada. You will be responsible for managing client printer fleets, identifying opportunities for value enhancement, and implementing procurement process optimizations to drive business...

Job SummaryA highly skilled Business Development Manager is sought after to lead and coach a team of financial professionals in delivering exceptional client experiences. This role requires strong sales management skills, the ability to foster long-lasting relationships, and provide professional advice to clients.Key Responsibilities:Ensure high employee...

At Memorial University, we are seeking a highly skilled Financial Management Specialist to join our team. This is a key leadership role that will provide administrative leadership in the functional areas of financial management, including budgeting, oversight, and reporting; human resource management, and supervision and guidance of the finance team in...

Job SummaryJob DescriptionGrow your business, your way – with RBCAs a Financial Services Professional at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what...

Job OverviewBMO Financial Group is a leading financial institution committed to delivering exceptional client experiences. We are seeking a highly skilled Client Service Assistant to join our team in St-John's, NL.Compensation PackageThe successful candidate will receive a competitive salary of $40,000.00 per year, with the potential for additional...

At Scotiabank, we are committed to delivering exceptional advice and service to our clients. We are seeking a highly motivated Financial Planner to join our team in Saint John.As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality investment and financial planning advice within the mass affluent...

Key Responsibilities:Assist with the preparation of monthly financial statements and schedules, including posting journal entries and reconciliations.Monthly review, reconciliation, and processing of corporate credit cards.Assist with the preparation and execution of internal and external audits.Accounts payable processing and analysis.Participation in...

Key Responsibilities:Assist with the preparation of monthly financial statements and schedules, including posting journal entries and reconciliations.Monthly review, reconciliation, and processing of corporate credit cards.Assist with the preparation and execution of internal and external audits.Accounts payable processing and analysis.Participation in...

About the CompanyWe are a leading provider of insurance and financial services, committed to helping our customers protect what matters most to them. Our team is passionate about delivering exceptional customer experiences and building strong relationships with our clients.

About the Role:We are seeking a highly skilled and experienced Financial Planner to join our team at TD Wealth. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Conduct comprehensive financial planning and analysis to identify clients' financial goals and...

At Intact Financial Corporation, we're driven by a passion for helping people, businesses and society prosper in good times and be resilient in bad times. Our employees are at the heart of what we do best.We're looking for Sales and Customer Service Associates to join our team. As a trusted advisor, you'll play a key role in providing the best possible...

Role OverviewWe are seeking a skilled Financial Services Business Development Professional to join our team in Commercial Banking. As a key member of our platform, you will be responsible for delivering exceptional service to commercial business clients, leveraging sales enabling tools and developing needs-based sales strategies.Key Responsibilities:Leverage...

We are seeking a skilled Senior Financial Services Specialist to join our team at APlus Mortgage.About the RoleThis is a permanent, full-time position working 40 hours per week. The ideal candidate will have a Bachelor's degree and at least 5 years of experience in the field.The salary for this position is estimated to be around $60,000 - $80,000 per year,...