Must have mutual fund license for more than 2 years. Must have branch manager license for more than 2 years. Testing compliance with regulatory requirements in…
Performs a number of cash and non-transactions such as: deposits, withdrawals, and transfers, certifies and orders cheques, buys/sells foreign cash, sells…
Canadian Securities Course (CSC) or mutual funds license. As a senior wealth representative, the WA will provide coaching, leadership and mentorship to licensed…
A successful applicant must have a valid mutual fund registration and life insurance license (LLQP) in any one Canadian province. CRM experience is an asset.
(C) the non-compliance is part of a pattern of non-compliance; and. The compliance officer or the individual to whom the compliance officer reports is required…
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined…
One must be an ambitious self-starter with a high degree of energy, motivation and discipline to achieve sales success. Excellent sales and networking skills.
IFIC not required, license will be part of training and must achieve a min passing mark. Successful candidates will be able to recognize and successfully…
Enrollment in the CPA program is preferred; Reporting to the Manager/or Director of Fund Financial Reporting, the Analyst works independently to prepare and…
One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including…
The Email & C2C agent will act as an expert and is accountable for the delivery of full service and support including helping customers and potential customers…
Desjardins Financial Security Independent Network - ON Central
— Mississauga, ON
Willing to work with customers to understand their needs and recommend the most suitable benefits solution. Vesting and ownership of clients from the first day…
One must be an ambitious self-starter with a high degree of energy, motivation and discipline to achieve sales success. Excellent sales and networking skills.
Defining and communicating relevant Product Requirements prior to development in collaboration with team members, product leadership, customers and other…
Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets; CSC or IFIC certification is required;
Collaborate with product development and portfolio management colleagues to bring new ideas to market. Success is achieved by leveraging professional and…
Assisting with the development and execution of the portfolio management activities will include onboarding, rebalancing requests, cash management and handling…
A five-day in-class new advisor sales training program – and ongoing product training in addition to training at the financial centre in which you will be…
An undergraduate and/or postgraduate degree in Business/Economics or related field. Identify new business development opportunities to gather additional assets…
One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including…
