Strategic Product 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,...

Marketing Strategy and PlanningCroesus is seeking a Marketing Advisor to lead our marketing efforts in the North American and European markets. The ideal candidate will have a minimum of 7 years' experience in marketing, specifically in wealth management technology solutions.Responsibilities:Develop and execute marketing strategies to position Croesus as a...

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...

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...

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...

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...

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...

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...

Job Summary:As a Wealth Associate at National Bank, you will play a key role in supporting wealth advisors in providing exceptional customer service to clients. Your primary responsibility will be to assist in the management of client relationships, ensuring that clients receive the highest level of service and support.Key Responsibilities:* Assist wealth...

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...

The primary purpose of this role is to onboard, develop, coach and support between 8-15 developing Advisors in a holistic approach to business development, sales growth and client service.What will you do?Lead developing Advisors through onboarding, training and development programsWork with developing Advisors to meet financial and strategic objectives...

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...

Job SummaryWe 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 customer service to clients and respond to...

**Job Overview**We are seeking a highly skilled Strategic Financial Consultant to join our team in Laval, Quebec. This role will involve working closely with clients to develop customized financial strategies and solutions.About the RoleThis is a results-driven position that requires a passion for financial sales and delivering trusted financial advice to...

Job OverviewLes Tapis Savana is seeking a skilled Strategic Marketing Director to lead our marketing efforts and drive business growth.Salary and BenefitsThe estimated salary for this role is between $80,000 - $110,000 per year, depending on experience. We offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid...

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 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 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...

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...