Financial Services Representative in Investments

About the RoleFidelity Investments is seeking a highly skilled and motivated Investment Service Representative to join our dynamic team. As a key member of our service centre, you will be responsible for providing exceptional customer service to our clients, including brokers, dealers, and individual investors.Key ResponsibilitiesProvide accurate and timely...

About the Role:AGF Investments is seeking an experienced Investment Services Representative to provide exceptional customer service to Financial Advisors and Investors. This role involves connecting with clients, understanding their needs, and delivering tailored solutions to meet their investment goals.As a key member of the AGF Client Services team, you...

About the PositionFidelity Investments is seeking a skilled Financial Services Representative to provide exceptional service to our clients. As an Advisor Service Centre Representative, you will be the first point of contact for clients seeking information and support.Key ResponsibilitiesProvide accurate and timely responses to client inquiries.Work closely...

About the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Fidelity Investments. As a key member of our Client Service Centre, you will be responsible for providing exceptional service to our clients, including brokers, dealers, and individual investors.Key ResponsibilitiesProvide accurate and timely...

Join Our Team as an Investment Representative/Trade Desk RepresentativeQuestrade Financial Group is committed to helping our customers achieve financial success and security. We're a collaborative team that values diversity, inclusivity, and accessibility. As an Investment Representative/Trade Desk Representative, you'll be a key point of contact for...

About the RoleFidelity Investments is seeking a highly skilled Financial Services Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service to our clients, which includes brokers, dealers, individual investors, and administrative support partners.Key ResponsibilitiesProvide...

About the RoleFidelity Investments is seeking a highly skilled and dedicated individual to join our team as a Client Service Specialist. In this role, you will be responsible for providing exceptional customer service to our clients, which includes brokers/dealers, individual investors, and administrative support partners.Key ResponsibilitiesProvide accurate...

About the Role:The Registered Dealer Specialist is a key member of our team, responsible for administering registered and non-registered accounts and executing transaction requests for Fidelity's Family Plan; High Net Worth Program; Institutional (DB, DCIO); and Fidelity Corporate accounts.Key Responsibilities:Execute trade requests for various account...

Job Title: Financial Services Representative in InvestmentsAs a Financial Services Representative in Investments at National Bank, you will play a vital role in supporting Financial Planners in their administrative investment activities. This is an opportunity to create a positive impact for our clients by providing exceptional service and expertise.Your...

About the RoleWe are seeking a skilled Processing Representative to join our team at Fidelity Investments.ResponsibilitiesAdminister client Registered and Non-Registered account maintenance and transaction execution.Perform account administration and trade execution of all financial and non-financial transactions on our client's various mutual fund retail...

About the RoleFidelity Investments is seeking a skilled Financial Services Representative to join our team. As a key member of our operations team, you will be responsible for the administration of client Registered and Non-Registered account maintenance and transaction execution, as well as client contact and initial problem resolution.Key...

Job DescriptionJob Title: Financial Services Representative in InvestmentsJob Summary: We are seeking a highly skilled Financial Services Representative in Investments to join our team at National Bank. As a key member of our team, you will be responsible for providing exceptional client service and support in all aspects of investment transactions.Key...

About the RoleFidelity Investments is seeking a skilled Financial Services Representative to join our team. As a key member of our operations team, you will be responsible for the administration of client Registered and Non-Registered account maintenance and transaction execution, as well as client contact and initial problem resolution.Key...

Job Overview At Fidelity Investments, we are seeking a motivated and detail-oriented Financial Services Representative to join our dynamic team. As a representative, you will play a vital role in providing exceptional client service and support while working on a flexible hybrid schedule. Salary Our competitive salary for this position is $60,000...

Job Summary: We are seeking a highly skilled Financial Services Representative in Investments to join our team at National Bank. As a key member of our team, you will be responsible for supporting Financial Planners in all their administrative investment activities, while participating in business development activities with clients.Your Key...

Job SummaryAs a Financial Services Representative in Investments at National Bank, you will play a key role in supporting Financial Planners in their administrative investment activities. This is an opportunity to create a positive impact for our clients by optimizing interactions with them on the technical, administrative, and operational aspects of their...

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About This JobWe are seeking a skilled Financial Services Representative in Investments to join our team at National Bank. As a key member of our team, you will play a vital role in supporting Financial Planners in all their administrative investment activities.Your Key ResponsibilitiesOptimize interactions with clients on the technical, administrative, and...

At RELAY FINANCIAL TECHNOLOGIES INC, we are seeking a skilled Financial Services Representative to join our team. The ideal candidate will have a strong background in sales and customer service, with the ability to effectively communicate with clients and provide tailored solutions to meet their financial needs.Key Responsibilities:Approve or reject loan...

Job SummaryWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at RELAY FINANCIAL TECHNOLOGIES INC. As a Financial Services Representative, you will be responsible for providing exceptional customer service, building strong relationships with clients, and promoting our financial services to attract new...