and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve... necessary documentation for member and client meetings. Manage the advisors’ calendars and voicemail. Complete account...
As a Securities Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships.../client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange...
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business.... You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore...
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business.... You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore...
Shape the future of health, safety, and environment in Québec. As an HSE Advisor (CoSS), you'll play a critical role... to address complex challenges in ERI and T&I projects Create client value: Build trusted relationships with key stakeholders...
les paiements pour les réparations à la charge du client. Expliquer la facture et les réparations effectuées afin d'assurer... une compréhension claire et que toutes les préoccupations du client ont été réglées. Accueillir les clients du service, répondre...
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business.... You work closely with a client base consisting of affluent individual members and business owners. Interpersonal savvy...
As a senior business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships.../client needs and current strategies and practices. You lead and influence clients and practitioners on sales and service...
We’re seeking someone to join our team as a Market Data Business Advisor to work in close partnership with the... and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win...
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business.... You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore...
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business.... You work closely with a client base consisting of affluent individual members and business owners. Interpersonal savvy...
, you will provide a consistent, and powerful client and advisor experience. If you enjoy working in a fast paced, changing environment...Advisor Support team is looking for an Advisor Support Analyst to join our team. As a member of our team within the...
The position of fraud prevention advisor with the Desjardins Group Security Office involves more than working in a call... advisor, you play a key role in preventing fraud by taking the necessary steps to detect and combat suspicious activities...
As a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships... with members and clients. You provide service tailored to client needs in accordance with current strategies and practices...
As a sales and business development support advisor, you help serve and maintain business relationships with members... and clients. You help sell products and services through multiple distribution channels based on member/client needs and current...
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business.... You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore...
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business.... You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore...
As a product administration advisor, you provide administrative support to Desjardins components and help administer... specialized products and member/client accounts. You advise and assist clients and partners as part of intervention...
BDC Way in our POSITION OVERVIEW Reporting to the Director, Business Insights and Analytics, the Senior Advisor..., Business Analytics and Modelling plays a central role in supporting and advancing data-driven initiatives across all client...
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business.... You work closely with a client base consisting of affluent individual members and business owners. Interpersonal savvy...