Client Relationship Specialist
Toronto, ONFull Time
C.P. Services
Candidates need a bachelor's degree, strong attention to detail and organization, and excellent written and verbal communication. Proficiency in Salesforce, Microsoft Word and Excel is required, and the Canadian Securities Course is an asset.
Salesforce, Microsoft Word, Microsoft Excel, NetRep, Dataphile, NetX360
Senior Private Wealth Manager/Portfolio Manager - Team Lead
Toronto, ONRemoteFull Time
C.P. Services
5+ YOECandidates need at least 5 years managing a book of business, a bachelor's degree, and CFA or CIM. Full Canadian licensing is expected, and US or cross-border licensing and financial planning experience are assets.
Team leadership, Financial planning, Client relationship management, Lead a team, Know your customer, Anti-money laundering