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…
Preference will be given to candidates who have completed the Canadian Securities Course (CSC®) Conduct and Practices Handbook (CPH®) and hold a valid license…
Enbridge is looking for an individual to assist and support the development and implementation of regional engagement plans and major project engagement…
Avez-vous un intérêt pour le développement des affaires en milieu financier? Possédez-vous des compétence en finance et en ventes? Si oui, cette opportunité d…
Canadian Securities Course (CSC) or mutual funds license. As a senior wealth representative, the WA will provide coaching, leadership and mentorship to licensed…
Purpose of Job:* The Associate's primary purpose is to work closely with a Senior Advisor in the development and management of the Advisors book of business by…
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…
Assist in analysis of new or changing accounting standards, special transactions and tax planning opportunities. Strong attention to detail and accuracy.
Provide excellent client service to all inquiries, including quotes and client account related inquiries. This role will support a team of Investment Advisors…
Conduct sales calls for new business and making timely renewal calls for existing customer business. Generate leads through community involvement and events.
Implement contact and relationship building strategies, and support new client acquisition in local community. Investment and Taxation Fundamentals – Quebec.
CSC and CPH certificate (required). This is not an entry-level role, nor is it a sales or commission-based position. CFP or equivalent designation preferred.
Ability to make presentations to potential customers. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing)…
An undergraduate and/or postgraduate degree in Business/Economics or related field. Identify new business development opportunities to gather additional assets…
Active in the local community, developing a solid network in the local community. Implement contact and relationship building strategies, and support new client…
Must have level 1 general insurance license or be willing to obtain. As an Insurance Advisor with Western Financial Group, you will be one of the first faces…
Implement contact and relationship building strategies, and support new client acquisition in local community. Investment and Taxation Fundamentals – Quebec.
