4+ YOEThis is a client-facing role for an accomplished professional with strong technical knowledge across investments, financial planning, tax planning, estate planning, and insurance; Collaborate with internal teams to…
CIM, CFA, CIRO, Communication skills, Client relationship management
You will play an important role in helping clients access mortgage financing and you will work closely with internal teams and external partners to deliver a smooth, professional, and…; Conduct professional client…
Mortgage agent licence, Documentation, Communication skills, Customer relationship management, Sales
A track record of converting opportunities in wealth management, financial planning, banking, insurance or another consultative sales role; Strong understanding of personal finance, investments, wealth management,…
You will work closely with internal teams and external insurance partners to deliver a professional, responsive, and client-first experience; Conduct professional client consultations by phone, video, or in person, and…
Underwriting, Collect customer data, Documentation, Process applications, Communication skills, Customer relationship management
3+ YOECandidates need 3+ years in financial services, wealth management or banking, familiarity with registered accounts and transfer processes, and strong attention to detail. Progress toward or completion of CSC or CIM is a strong asset.
Onboarding, Documentation, Financial planning, Attention to detail, Organizational skills, Communication skills