provide accommodations at any stage in the recruitment process. Just ask! Job Family Member/client sales and service (FG)...
, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment... advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood...
les occasions de développement futures avec le client. Tenir un portefeuille clients à jour, précis, propre et organisé afin... de contacter les clients régulièrement et de fournir un suivi adapté sur toute vente ou à la demande du client. Discuter...
; Promote the reuse of proven solutions by optimizing the quality of services and operations; Act as an expert advisor...); Experience in deploying identity solution configurations (IAM/CIAM) for solution client users and internal users contributing...
Our Montreal based client is seeking for an experienced Senior SAP Sales and Distribution (SD) Analyst..., and solution architecture discussions. Serve as a trusted advisor to both IT leadership and business stakeholders. Promote...
, you will lead complex tax engagements, mentor junior professionals, and serve as a trusted advisor to Canadian-controlled private..., and contributing to the strategic growth of the practice. Key Responsibilities Client Engagement & Advisory Lead tax planning...
; Promote the reuse of proven solutions by optimizing the quality of services and operations; Act as an expert advisor...); Experience in deploying identity solution configurations (IAM/CIAM) for solution client users and internal users contributing...
you will be specifically accountable for one or more of the following: Standard and customized client reporting, including the completion... to deliver exceptional customer and advisor experiences. Together, as part of a great team, you'll deliver on our shared...
Our Montreal based client is seeking for an experienced Senior SAP Sales and Distribution (SD) Analyst..., and solution architecture discussions. Serve as a trusted advisor to both IT leadership and business stakeholders. Promote...
Reporting to the Director, Eastern Canada, Advisor Distribution, you’ll be the go-to expert for building..., and trusted advisor all rolled into one! Business Development Manager is an exciting and dynamic role, and we’re committed...
mindset, focusing on both hands-on security controls and governance frameworks. As a trusted advisor, you’ll work directly... and facilitate security architecture workshops, risk assessments, and governance reviews with client teams. Collaborate with cross...
potential opportunities Responsible for a majority of day to day client communications Responsibility to shape and deliver... solutions for our clients complex business and technology issues Maintain existing and develop new client relationships...
quickly Lead and grow a consultant and client customer base, maintaining a balance between sales and pricing requirements... to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences. Together, as part...
of sales activities, challenges you every day, and gives you the chance to shape client success, this role... and a Business Development Manager. Your mission? Help drive sales growth and build strong advisor relationships. Position...
, where necessary. Assist the Advisor team with client onboarding and maintenance of existing client accounts. Ensure accurate.... Maintain complete and up-to-date client files within appropriate systems. Support Advisor team and client through the Wealth...
issues with our clients to identify potential opportunities Responsible for a majority of day to day client communications... new client relationships through active participation and presence in the local market Continue to evolve and enhance...
to advisor and distribution firms’ queries in a timely manner, to ensure a high degree of client satisfaction. Develop.... Job Description: *** This is an 18 month contract *** The Commission and Payroll Associate is responsible to provide advisor compensation services. The...
potential opportunities Responsible for a majority of day to day client communications Responsibility to shape and deliver... solutions for our clients complex business and technology issues Maintain existing and develop new client relationships...
Investment Advisor (IA) and their team as they plan and manage client investments. You’ll play a key part in supporting... Investment Advisor by responding quickly to client requests and maintaining compliance standards on all files. Who...
on client risk tolerance and demographic profile as determined by the Investment Advisor. Client Engagement - Focus.... Organizational Skills - Support your Advisor by responding quickly to client requests and maintaining compliance standards...