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…
Come be part of our team and enjoy the perks of a flexible schedule, remote work arrangements, and flex days in addition to annual vacation leave — all to help…
Canadian Securities Course (CSC) or mutual funds license. As a senior wealth representative, the WA will provide coaching, leadership and mentorship to licensed…
Conduct sales calls for new business and making timely renewal calls for existing customer business. Generate leads through community involvement and events.
Mutual fund license or ability to become licensed within 6 months of hire date. Detailed knowledge of deposit-related products, personal lending, mortgages,…
LLQP license is an asset. Openview Financial is a fast growing company where our professionally trained agents are ready to help Canadian families with a full…
A minimum Diploma in any field and basic computer knowledge are mandatory. Develops and implements a relationship management plan to meet the needs of clients.
Investment Advisor Opportunities - All Locations Experience your freedom of choice. At PI Financial, we give our Investment Advisors the freedom to explore…
Participating and assisting in business development plans through corporate/branch marketing campaigns. Maintaining Servus' positive image in the community.
No telephone calls or recruitment agencies will be accepted. CC&L Private Capital has a significant opportunity to capture new business in the direct high net…
Implement contact and relationship building strategies, and support new client acquisition in local community. Investment and Taxation Fundamentals – Quebec.
Develop and execute business plans to cultivate strong community relationships and enhance overall financial wellness and education of the CAF community.
Execute various marketing and business development initiatives, such as Market update newsletters. The incumbent will work closely with an Advisor in the…
Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership…
Active in the local community, developing a solid network in the local community. Appuyer les décisions d’affaires de la Haute direction en remettant à cette…
Participating and assisting in business development plans through corporate/branch marketing campaigns. Maintaining Servus' positive image in the community.
$50,850 -
$71,091 a year
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