Associate Advisor, Investments
1 day ago
Reporting to the Manager, you will be an integral member of our team responsible for deepening and broadening relationships with existing clients from an assigned block of business, in collaboration with associates in wealth management. This role supports our "Team Code" clients and will involve working closely with another advisor and regular collaboration with the rest of the wealth team.What you will do:Business Development:New Business from general servicing, internal referrals, and warm leads (inside sales) - ($15,000 first year revenue 2026 goal)Business retentionMaintain an active pipeline through inside sales activities under own initiativesClient Satisfaction:Prepare for client meetings – generate policy summaries, illustrations/calculators, agendas, other items as requiredComplete General servicing tasks (ex: address changes, beneficiary changes, banking changes) in a timely mannerProactively reach out to clients to review policy or optionsEnsure client satisfaction through annual surveyProductivity and Effectiveness:Ensure the smooth application process through to policy placementMaintain accurate client records, add opportunities, and activities in EpicRisk Management:Adhere to corporate policies & regulatory requirementsEnsure complete client files for own clientsMaintain client KYCs at 60% within the required 3-year time frame required for updatesWork with fund companies and dealer to support client needs and ensure follow-up of requestsManage the client life cycle to ensure consistency of service at CowanContribute to the sharing of knowledge, product updates through our team meetings and with other members of the inside sales teamPerformance Metrics:General servicing timelines 30%KYC (Know your Client) updates in good order (
-
Cambridge, Ontario, Canada CrossSafety Solutions Inc. Full time US$60,000 - US$1,200,000 per yearAbout UsAt CrossSafety Holdings Inc., we are dedicated to protecting people, supporting our clients, and upholding the values of integrity, accountability, and excellence. With a team committed to safety and collaboration, we partner with leading organizations in construction, automotive, and industrial sectors across North America.We are currently seeking a...
-
Communications Associate
1 week ago
Cambridge, Ontario, Canada City of Cambridge, ON Full timePeople, Place, ProsperityWorking within our Strategic Plan, Cambridge Connected, and committing to our values of Integrity, Respect, Inclusiveness and Service, the successful candidate will work together to help the City of Cambridge achieve our vision: A place for people to prosper – alive with opportunity.Job ProfileReporting to the Manager, Corporate...
-
Commercial Auto Associate
2 weeks ago
Cambridge, Ontario, Canada Gore Mutual Insurance Full timeNext Horizon is here. Fueled by investments in talent and technology, our bold strategy to transform is nearly complete.At Gore Mutual, we've always set ourselves apart as a modern mutual that does good. Now, we're proudly building on that legacy to transform our company—and our industry—for the better.Our path forward sharpens our focus on business...
-
Merchandise Processing Associate
2 weeks ago
Cambridge, Ontario, Canada Value Village Full timeDescription Position at Value VillageJob Title: Merchandise Processing AssociateWho we are:As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our...
-
Financial Planner, Scotia Financial Planning
3 days ago
Cambridge, Ontario, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as "Investment Specialist" under the Mobile Advice Team) within our Global...
-
Client Service Specialist
5 days ago
Cambridge, Ontario, Canada The Steele Group Full timeClient Service SpecialistCambridge, ONJob Type: Full-timeSalary Range: 40,000-50,000 per yearAs a Client Service Specialist, you are the first point of contact for our clients, creating a welcoming space for all visitors. You will provide support to the financial advisors and team members, as you are an essential part of The Steele Group.As a Client Service...
-
Operations Services Associate
4 days ago
Cambridge, Ontario, Canada Gore Mutual Insurance Full timeNext Horizon is here. Fueled by investments in talent and technology, our bold strategy to transform is nearly complete. At Gore Mutual, we've always set ourselves apart as a modern mutual that does good. Now, we're proudly building on that legacy to transform our company—and our industry—for the better. Our path forward sharpens our focus on...
-
Operations Services Associate
2 days ago
Cambridge, Ontario, Canada Gore Mutual Insurance Full timeNext Horizon is here. Fueled by investments in talent and technology, our bold strategy to transform is nearly complete.At Gore Mutual, we've always set ourselves apart as a modern mutual that does good. Now, we're proudly building on that legacy to transform our company—and our industry—for the better.Our path forward sharpens our focus on business...
-
Cambridge, Ontario, Canada Ontario Mutual Insurance Association Full timeThe Ontario Mutual Insurance Association (OMIA) is the trade association for 33 independent mutual insurance companies across Ontario. Each mutual is 100% Canadian and owned by its policyholders, and each is more than a century old.OMIA's function is to share resources, discuss issues of common concern, and explore opportunities for growth and development...
-
Personal Banking Associate Trainee
2 days ago
Cambridge, Ontario, Canada TD Full time $49,500 - $61,000Work Location:Cambridge, Ontario, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:$49,500 - $61,000 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and...
