Preference will be given to candidates who have completed the Canadian Securities Course (CSC®) Conduct and Practices Handbook (CPH®) and hold a valid license…
Have a license to trade with US individuals or be willing to become licensed in the US. Assist Investment Advisors with processing and confirming client…
Ability to make presentations to potential customers. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing)…
(i) financial management of grants and contributions (review and assessment of funding requests; monitoring of contribution agreements; audit of recipient…
Canadian Securities Course (CSC) or mutual funds license. As a senior wealth representative, the WA will provide coaching, leadership and mentorship to licensed…
Develop and execute business plans to cultivate strong community relationships and enhance overall financial wellness and education of the CAF community.
Implement contact and relationship building strategies, and support new client acquisition in local community. Investment and Taxation Fundamentals – Quebec.
Execute various marketing and business development initiatives, such as Market update newsletters. The incumbent will work closely with an Advisor in the…
Supervise, report and thoroughly investigate Enbridge Risk Policy non-compliance events, escalate and communicating non-compliance events to the Manager, Risk…
Help monitor the industry to identify business development opportunities and stay on top of new products and trends. College diploma in a related field.
Implement contact and relationship building strategies, and support new client acquisition in local community. Bilingual Financial Advisor - Ottawa, ON.
Active in the local community, developing a solid network in the local community. Implement contact and relationship building strategies, and support new client…
As a Financial Advisor working remotely from home, you will take inbound calls and make outbound calls to manage the relationships with current clients, using…
Fundata Canada Inc. is looking for a full-time Junior Analyst that will work with the Manager and senior members of the Analytics & Data team to maintain…
Liaise with the company’s Corporate Support Services, including business analysts and process directors, marketing, business development, procurement, human…