Client-Centric Financial Services Associate

Une banque canadienne recherche un professionnel passionné pour fournir un soutien à la clientèle et administratif à Whitby. Vous collaborerez avec des spécialistes pour aider les clients à valeur élevée et contribuerez à leur réussite financière. Des compétences en administration de bureau et une expérience en service client sont requises. Ce...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

A wealth management firm in Whitby is seeking a Licensed Assistant or Associate to enhance client relationships and provide superior service. The role involves maintaining client accounts, responding to inquiries, supporting the Advisor team, and ensuring regulatory compliance. The ideal candidate has a University degree, strong client service skills, and...

PIA Client Service Associate Join to apply for the PIA Client Service Associate role at TD. Work Location: Whitby, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $43,300 - $56,700 CAD (eligible for commission based earnings). TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth...

A leading financial institution in Whitby seeks a Client Service Associate to provide specialized support to Investment Advisors. The successful candidate will enhance client experience through skilled communication and mentorship on products. Ideal for those with an undergraduate degree and prior administrative experience. Competitive compensation with a...

Do you want to be a part of our top performing team? Whitby Subaru, a division of WEINS Auto Group, is #1 Certified Pre-Owned Subaru Dealer in Ontario 3 years in a row and ranks in the top 10 in Canada for new vehicle sales! Longstanding and committed to serving the Whitby area for over 40 years, Whitby Subaru has grown with the support of the local...

Description :Department OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional...

Work Location Whitby, Ontario, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $43,300 - $56,700 CAD. This role is eligible for commission based earnings. TD 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....

Work Location:Whitby, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$43,300 - $56,700 CADThis role is eligible for commission based earnings.TD 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...

A leading global financial institution is seeking a PIA Client Service Associate to provide specialized administrative support to investment advisors in Whitby, Ontario. In this role, you will prepare documentation, respond to customer inquiries, and create reports for client meetings. The ideal candidate should have strong communication skills, attention to...