Conduct & Client Complaints is a key existing role responsible for investigating advisor misconduct, escalated client.... Reporting to the VP, Chief Compliance Officer, Sagicor North America, this role oversees advisor misconduct investigations...
that improve service delivery, efficiency, and decision-making. What you will do : Critical analysis of ways of working through.... You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor...
and customer service teams' communication where every professional can engage in more productive and meaningful conversations...: Growth: 💡 1-1 Coaching sessions with our resident communications advisor 📚 Leaders Academy & Learning and Development...
as an Administrative Assistant. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help... transactions, requests, account documentation, account reporting, etc.). Assist the Advisor team in welcoming and onboarding new...
Planning & Analysis, the Director, Strategic Finance is the primary finance partner delivering exceptional service, support.../modelling as well as supporting other departments with financial modelling. Who you are: Service - You put your clients...
and based in our downtown Toronto office, this role will execute Lyft's internal audit program and serve as a strategic advisor... to the business. This role expands beyond traditional internal audit delivery, embedding audit as a strategic advisor...
needed to provide exceptional service to our Members. As our new Learning and Development Specialist, you will partner training teams... of Members across Canada, Scene+ holds exceptionally high service standards. Our Member Services team is often the first point...
launches. Sales Support - Partner with market leaders in building advisor capability, identifying capability gaps... 37.5 Skills Analytical Thinking, Asset Management, Business Opportunities, Capability Development, Client Service, Deposit...
within the CIRO (formerly IIROC and MFDA) platforms and our trustee guidelines. Who you are: Service - You put your clients...' needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop...
to withholding taxes on cross-border and domestic payments, including dividends, interest, royalties, and service fees. Ensure... with operations, supply chain, and external service providers to ensure accurate data capture and reporting. Leadership...
About the Opportunity Manage end-to-end processing of advisor business with accuracy, timeliness, and proactive... follow-up Organize and execute daily workload to meet service level agreements and operational targets Stay current...
as the technical advisor/expert on specific deliverables Provides quality assurance/quality control of specific deliverables... Experience working with/within Service Oriented Architecture and testing web services. Experience working with client customer...
employees, supports their development, and manages poor performance. Acts as a trusted advisor to senior leaders for making... agreement contract for service to submit resumes....
. Who you are: Service - You put your clients' needs first. You advocate service excellence, and work to deliver client...-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner...
across environments. Cloud Enablement Act as a trusted advisor for internal engineering teams, offering guidance on cloud.... Security, Governance & Compliance Collaborate with cybersecurity, and compliance teams to conduct cloud service reviews...
for challenges related to access, email, printing, and device performance. All incidents and service requests will be tracked..., updated, and documented through an ITSM platform such as Jira Service Management. Operate and improve core systems and infrastructure...
an effective trade compliance program for all business lines of Aviso Financial Inc (online brokerage, full service, institutional... reporting and trade surveillance to fulfill US SEC reporting obligations under SEC Form 13F and 13H. Who you are: Service...
updates and social media requests Make content and layout edits to digital portfolios and advisor web pages Develop... skills Highly organized with strong collaboration skills Strong analytical and problem-solving abilities Customer service...
and HNW family offices. Who you are: Service – You put your clients’ needs first. You advocate service excellence... to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing...
you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions..., and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner Execution – You are committed...