capintel

CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on...

CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on...

Founded in 1979, Middlefield is an independent asset manager based in Toronto, Canada. Through a variety of investment products, we focus on delivering portfolios that are actively managed, high conviction and built around our core expertise, which includes diversified equity and fixed income, real estate, healthcare, innovation and energy and...

Montreal, QC (Remote); Toronto, ON (Remote)Cap Intel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using Cap Intel to easily compare investments and create compelling, educational...

Description de l'entrepriseNous sommes un cabinet de Gestion Privée de Patrimoine et notre mandat est d’accompagner nos clients fortunés dans la réalisation de leurs objectifs financiers.Depuis 2001, forts de notre expertise reconnue en planification financière, nous aidons nos clients à envisager l’avenir avec confiance tout en protégeant leur...

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. As a Wealth Sales Coach: You are responsible for providing guidance and training to financial planning professionals, specifically focusing on wealth management products, services and their individual practices. The Wealth Sales Coach helps...

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. As a Wealth Sales Coach: You are responsible for providing guidance and training to financial planning professionals, specifically focusing on wealth management products, services and their individual practices. The Wealth Sales Coach helps...

Why Meridian? At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here:  About Meridian   As a Wealth Sales Coach: You are responsible for providing guidance and training to...

Why Meridian? At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here:  About Meridian   As a Wealth Sales Coach: You are responsible for providing guidance and training to...