Remote Client Service Specialist – Investment Funds
20 hours ago
Une entreprise de services financiers recherche un Coordinateur de cas dynamique capable de travailler en équipe pour fournir un service client exceptionnel concernant les produits d'investissement. Le candidat doit avoir des connaissances sur les fonds Manuvie et une expérience en service à la clientèle. Ce poste à temps plein propose des horaires rotatifs, et une formation de 1 semaine est fournie. Le salaire se situe entre 51 975 $ et 86 625 $ CAD.#J-18808-Ljbffr
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Client service specialist
20 hours ago
Southwestern Ontario, Canada Société Financière Manuvie Full timeThe Premier Case Co‑Ordinator team, within Relationship Management, is seeking dynamic candidates, capable of working within a team of Specialists in Customer Service for individual Manulife Investment products. Are you truly excited and motivated about helping customers? Always interested in looking at ways to improve the customer’s experience? Do you...
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Investment Specialist
3 days ago
Eastern Ontario, Canada Kawartha Financial Services Full timeInvestment Specialist (Permanent, Full-time) Location: Kingston, ON Hours: Monday to Saturday, 40 hours per week Rate of Pay: $1,050.94 - $1,543.76 per week (plus applicable benefits) As An Investment Specialist, You Will Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of...
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Investment Specialist: Grow Portfolios
3 days ago
Eastern Ontario, Canada Kawartha Financial Services Full timeA financial services company located in Kingston, ON seeks an Investment Specialist for a permanent, full-time position. The role includes recommending investment solutions, managing portfolios, and maintaining member relationships. Candidates should have post-secondary education in financial planning or management, a minimum of three years in the financial...
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Investment Specialist
2 weeks ago
Eastern Ontario, Canada Kawartha Credit Union Full timeInvestment Specialist (Permanent, Full-time)Location: Kingston, ONHours: Monday to Saturday, 40 hours per weekRate of Pay: $1,050.94 - $1,543.76 per week (plus applicable benefits)As An Investment Specialist, You WillRecommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment...
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Investment Specialist
4 hours ago
Kingston, Ontario, KK, Canada Kawartha Financial Services Full timeInvestment Specialist (Permanent, Full-time)Location: Kingston, ONHours: Monday to Saturday, 40 hours per weekRate of Pay: $1, $1,543.76 per week (plus applicable benefits)As an Investment Specialist, you will: Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment...
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Investment Specialist
4 hours ago
Huntsville, Ontario, PH, Canada Kawartha Financial Services Full timeInvestment Specialist (Permanent, Full-time)Location: Huntsville, ONHours: Monday to Saturday, 40 hours per weekRate of Pay: $1, $1,543.76 per week (plus applicable benefits)As an Investment Specialist, you will: Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment...
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Southwestern Ontario, Canada Carta Full timeSenior Software Engineer I, Fund Admin, Financial Reporting Overview Carta connects founders, investors, and limited partners through world‑class software, purpose‑built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you...
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Southwestern Ontario, Canada Carta Full timeSenior Software Engineer I, Fund Admin, Financial Reporting Overview Carta connects founders, investors, and limited partners through world‑class software, purpose‑built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you...
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Investment Planner
2 weeks ago
Eastern Ontario, Canada Kawartha Credit Union Full timeA financial services organization based in Kingston, Ontario, is seeking an Investment Specialist for a permanent, full-time role. The position involves providing expert investment advice, managing portfolios, and establishing strong relationships with members. Candidates should have a post-secondary education in financial planning, a Mutual Funds License,...
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Client Service Associate
1 week ago
Southwestern Ontario, Canada BMO Full timeClient Service Associate Apply for the Client Service Associate role at BMO. Responsibilities Book meetings with new prospects and prepare introductory packages. Coordinate marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events....