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                      financial analyst, financial planning, financial planner, financial advisor jobs in the Customer Support & Client Care category

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                      STRATEGIC ROLE The Senior Sales Associate is a member of a dynamic wealth team led by the IA/Planner and plays an integral role in the delivery of superior personalized service to our high net worth member owners. The primary responsibility of the role is to assist the IA/Planner(s) with their day to day administration, sales and service in an efficient and effective manner thereby allowing the IA...
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                      Are you an experienced advisor who is passionate about wealth management? Are you a great communicator who enjoys building relationships? We offer top quartile brokerage compensation and unlimited referrals through our branch network. Become an Investment Advisor As an Investment Advisor with Servus Credit Union, (working through Credential Securities Inc., our full service brokerage provider) you...
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                      Are you a people person who can build great relationships? Do you thrive in a fast-paced environment with specific sales targets to shoot for? Are you strong, confident and competitive, and a positive influence on those around you? Do your sharp instincts and skills make you successful at closing sales quickly and smoothly? Are you a self-starter who can see opportunities and find great solutions?...
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                      Are you a people person who can build great relationships? Do you thrive in a fast-paced environment with specific sales targets to shoot for? Are you strong, confident and competitive, and a positive influence on those around you? Do your sharp instincts and skills make you successful at closing sales quickly and smoothly? Are you a self-starter who can see opportunities and find great solutions?...
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                      Are you a people person who can build great relationships? Do you thrive in a fast-paced environment with specific sales targets to shoot for? Are you strong, confident and competitive, and a positive influence on those around you? Do your sharp instincts and skills make you successful at closing sales quickly and smoothly? Are you a self-starter who can see opportunities and find great solutions?...
                      full job description
                      Are you a people person who can build great relationships? Do you thrive in a fast-paced environment with specific sales targets to shoot for? Are you strong, confident and competitive, and a positive influence on those around you? Do your sharp instincts and skills make you successful at closing sales quickly and smoothly? Are you a self-starter who can see opportunities and find great solutions?...
                      full job description
                      Are you a people person who can build great relationships? Do you thrive in a fast-paced environment with specific sales targets to shoot for? Are you strong, confident and competitive, and a positive influence on those around you? Do your sharp instincts and skills make you successful at closing sales quickly and smoothly? Are you a self-starter who can see opportunities and find great solutions?...
                      full job description
                      Are you a people person who can build great relationships? Do you thrive in a fast-paced environment with specific sales targets to shoot for? Are you strong, confident and competitive, and a positive influence on those around you? Do your sharp instincts and skills make you successful at closing sales quickly and smoothly? Are you a self-starter who can see opportunities and find great solutions?...
                      full job description
                      Are you a people person who can build great relationships? Do you thrive in a fast-paced environment with specific sales targets to shoot for? Are you strong, confident and competitive, and a positive influence on those around you? Do your sharp instincts and skills make you successful at closing sales quickly and smoothly? Are you a self-starter who can see opportunities and find great solutions?...
                      full job description
                      Are you a people person who can build great relationships? Do you thrive in a fast-paced environment with specific sales targets to shoot for? Are you strong, confident and competitive, and a positive influence on those around you? Do your sharp instincts and skills make you successful at closing sales quickly and smoothly? Are you a self-starter who can see opportunities and find great solutions?...
                      full job description
                      Are you a people person who can build great relationships? Do you thrive in a fast-paced environment with specific sales targets to shoot for? Are you strong, confident and competitive, and a positive influence on those around you? Do your sharp instincts and skills make you successful at closing sales quickly and smoothly? Are you a self-starter who can see opportunities and find great solutions?...
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                      The Member Service Advisor (MSA) is a member of a dynamic retail branch team and plays an integral role in the delivery of superior personalized service to our member owners. As the first point of contact you strive to fulfill the role of brand ambassador by making members and guests feel at home. You engage our membership through effective verbal and non verbal communication skills and by exceedi...
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                      Randstad - Ottawa, ON (14 days ago)
                      Do you have a Background in Retail Banking? Are you CSC licensed? We have a new career waiting for you! Our client is currently looking to hire bilingual candidates for a role as a Bilingual Trade Representative. You must be: - Clearly Bilingual - Knowledge in Banking ( TFSA, RSP, Mutual Funds, RIF's etc) - Ideally you must have you CSC certification (Canadian Securities) or have completed courses...
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                      Randstad - Ottawa, ON (14 days ago)
                      Do you have a Background in Retail Banking? Are you CSC licensed? We have a new career waiting for you! Our client is currently looking to hire bilingual candidates for a role as a Bilingual Trade Representative. You must be: - Clearly Bilingual - Knowledge in Banking ( TFSA, RSP, Mutual Funds, RIF's etc) - Ideally you must have you CSC certification (Canadian Securities) or have completed courses...
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                      Randstad - Ottawa, ON (17 days ago)
                      Do you have a Background in Retail Banking? Are you CSC licensed? We have a new career waiting for you! Our client is currently looking to hire bilingual candidates for a role as a Bilingual Trade Representative. You must be: - Clearly Bilingual - Knowledge in Banking ( TFSA, RSP, Mutual Funds, RIF's etc) - Ideally you must have you CSC certification (Canadian Securities) or have completed courses...
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                      Randstad - Halifax, NS (7 days ago)
                      Are you fluent in French and English with strong customer service skills looking for full time hours? Looking to develop your professional experience in the insurance industry? Do you have a passion for customer service? If so, we have the role you are looking for! We are currently recruiting for Bilingual Customer Service Representatives, for our client, a leading Insurance Company, in their Hali...
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                      Client Service Delivery Manager - Relationship Manager Permanent Department: Client Services 30 Adelaide Str, East Toronto, Ontario, M5C 3G9 Canada Number of Positions: 1 The Client Service Manager is responsible for analyzing the business requirements and processes of various initiatives, creating supporting incident resolution documentation and acting as a project manager on client service reque...
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                      This position is accountable for providing complex and confidential support to the Wealth Management senior leaders and Estate & Trust team. The Servus Wealth Strategies Coordinator is a resource for the Wealth Management team for on-going initiatives and projects. This position is accountable for taking a lead role in establishing a priority of workflow in handling a variety of initiatives that r...
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                      Are you passionate about wealth management? Are you a great communicator who enjoys building relationships? We offer top quartile brokerage compensation and unlimited referrals through our branch network. As an Investment Specialist with Servus Credit Union, you are a key member of a dynamic professional wealth team and play an integral role in the delivery of superior, personalized advice-based s...
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