openings, forms and securities transactions as directed by the advisor(s). Handle certain queries, perform the necessary... and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve...
License with Securities Commission(s) - Registered Representative/Investment Advisor category Chartered Financial Analyst... & solutions. Additionally, Investors Group Securities Inc. (IGSI) is a securities investment dealer, registered throughout Canada...
Manager/Banking Advisor. What will you do? Proactively engage with clients in the branch and deliver an outstanding... Funds in Canada or the Canadian Securities Course) What's in it for you? We thrive on the challenge...
Job Summary Job Description What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow... and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments...
advice and exceptional client service. As an Investment Advisor you will use the tools provided by CIBC Wood Gundy... of Canada (IIROC). You have current accreditation and good standing Canadian Securities Course (CSC) and Conduct & Practice...
. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs... Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It’s an asset...
, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point... a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC...
, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point... a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC...
to be part of the action? Now Hiring: Senior Advisor, Regulatory Affairs Reporting to the Director, Strategy and Regulatory... Outreach, the Senior Advisor, Regulatory Affairs (the “Advisor”) plays a key support role in the Division. The Advisor...
professional. You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH...
and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables... of relevant public accounting experience Extensive knowledge of Generally Accepted Accounting Principles (GAAP), Securities...
immediate needs or position a warm introduction to Wealth & Ret advisor, as needed Ability to process service-related needs..., and administrative processes Handle advisor toll free line Required Qualifications Post-secondary education in finance, business...
and advisor teams deliver integrated wealth management expertise and planning to clients and their families. The Financial... Dominion Securities advisors engaged in financial planning and client facing planning for target clients...
help Advisor teams provide exceptional client experiences. What will you do? Coordinate and prepare meetings... for tax receipts, account reporting, etc.). Assist the Advisor team with client onboarding and maintenance of existing...
Support & Customer Service – Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T... Securities Course (CSC) and Conduct & Practices Handbook (CPH), in order to obtain Investment Representative (IR) licensing...
to be your best - both personally and professionally. What We Do The Wealth Associate is responsible for advisor support, client on-boarding, sales... listed below. How You’ll Make an Impact - Advisor Support and Client Onboarding Work collaboratively with the Advisor...