ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing...Job Description What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment...
along with a line-up of unique world class offering, platform and solutions. What will you do? Advisor & Practice Development Work... introduction and adoption of wealth solutions, managed portfolios, and digital tools that improve advisor productivity and client...
along with a line-up of unique world class offering, platform and solutions. What will you do? Advisor & Practice Development Work... introduction and adoption of wealth solutions, managed portfolios, and digital tools that improve advisor productivity and client...
Description : Company: CGL Department: Digital and Advisor Technology Employment Type: Regular Full-Time Work... with: Salesforce CRM Financial Services Cloud, Service Cloud and/or Sales Cloud. Salesforce Apex, Triggers, LWC, Data Loader, SOQL...
Life Canada Securities Inc. (SLCSI) is enhancing its wealth management platform to support full-service dealer capabilities... accuracy, supports day-to-day SMA/UMA activities, enables advisor capabilities, and assists in daily suitability processes...
advisor to product and engineering teams, explaining control rationale, application, and compliance expectations. Drive.... Strong understanding of cloud fundamentals: service models (IaaS/PaaS/SaaS), shared responsibility, landing zones, and multi-account design...
-like conversations, to ask for information related to their financial products, conduct self-service transactions or route to a live... advisor, which is critical to Advice Centre operations, serving as the "front door" to RBC, receiving and routing ~60 million...
, renewals, and advocacy. You’ll serve as a trusted advisor, helping customers drive adoption, advocate for their needs... contract negotiations, and demonstrate the value our product and service offerings to expand the business. Develop...
of US Retirement Core, Mid- Large, Taft-Hartley Segment Sales Force, Relationship Managers, Advisor Advocate Teams, and National... Accounts to service, develop and expand existing and new relationships within US Retirements to offer our Manulife Investment...
Advisor Desktop Experience (ADX) to enable our teams to focus on what matters most: providing our clients with the AA..., retail and commercial banking). The platform will deliver a simplified Advisor Desktop powered by artificial intelligence...
Life Canada Securities Inc. (SLCSI) is enhancing its wealth management platform to support full-service dealer capabilities... accuracy, supports day-to-day SMA/UMA activities, enables advisor capabilities, and assists in daily suitability processes...
. You will also lead our departmental reporting and analysis function. You will also be part of our customer service experience senior.... You have a track record of accomplishing this in a world class service department. You will need to influence, negotiate...
for the strategic direction of the practice, building the business and becoming a strategic advisor to our customers. The role... where your work truly matters. Your Impact Strategic Leadership: Partner with the Unit 42 executive team, sales, and service line...
-echelon safety stock, service-level matrices) DDMRP (buffer level modeling, decoupling points, planning profiles) Oversee... collaboration between onshore and offshore resources. Cross-Functional & Business Engagement Serve as the trusted advisor...
progress, proactively following up with clients and advisors to resolve issues Work collaboratively with the Wealth Advisor... of various back-office processing Exceptional writing, interpersonal and client service skills Detail-oriented with superior...
to project teams. Own client relationships: Serve as a trusted advisor to senior client executives, understanding their business...) on emerging technology trends and innovative methodologies. Support internal practice development by refining service offerings...
(formerly IIROC and MFDA) platforms. Who you are: Service - You put your clients' needs first. You advocate service... to become a trusted advisor and partner Execution - You are committed to achieving your goals and to succeed. This includes focusing...
, support service restoration during incidents as required, identify improvement opportunities, and implement necessary... enhancements. Ensure customer-centric service delivery within contractual frameworks. Leadership and Management: Lead...
industry. Customer service focus with an ability to build strong relationships with clients, our broker / advisor community... to deliver exceptional customer and advisor experiences. Together, as part of a great team, you'll deliver on our shared...
applications. The operational discipline. You hold ITIL Foundations (v3 or v4) certification in IT Service Management.... What You Can Expect from Our Interview Process: A virtual interview with a Talent Advisor will discuss your interest in the role...