entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company...Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management...
to client account inquiries and take ownership of follow-ups. Help build and execute business plans, client segmentation... exercises, and client service plans. Identify opportunities for asset consolidation and referrals across the existing client...
. Effectively respond to client account inquiries and take ownership of follow-ups. Help build and execute business plans, client... segmentation exercises, and client service plans. Identify opportunities for asset consolidation and referrals across the existing...
in a sales/business development or relationship management role. Experience and comfort with cold calling are an asset... Manager, Business Development Department Business Development | Business Career Centre | UBC Sauder School of Business...