An undergraduate degree or higher level of education; completion of CSC and CPH an asset. Answer phones, client inquiries and email client information;

Provide excellent client service to all inquiries, including quotes and client account related inquiries. Act as a back up for associate/second IA which include…

Reporting to an experienced Controller, the successful candidate will help manage a team of five finance professionals, oversee the month, quarter and year-end…

Manage incoming and outbound client phone calls. Respond to client inquiries on administrative questions. Maintain a current understanding of the regulatory…

We work to recognize you in meaningful, personalized ways including a competitive compensation, incentive pay, banking benefits, a health benefits program,…

The successful candidate will be responsible for downloading, formatting and distributing various reports, handling the Department Inboxes and providing…

Open new accounts for existing clients, transfer requests, minimal (but some) Data entry. Organize events to be held for our clients.

A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Have a license to trade with US individuals or be willing to become licensed in the US. Assist Investment Advisors with processing and confirming client…

Investment industry experience would be ideal (2 years or more), preferably in the advisory environment or with an investment dealer.

A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

IIROC license (or currently enrolled to complete). Life Insurance license is a plus. To manage the flow of outgoing and incoming applications and forms needed…

As the Client Experience Specialist, you will be the ‘glue’ that binds all client relationships together, you will be the first voice people hear when they call…

A world-class training program in financial services. Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests,…

Assist in formatting team memos, emails, presentations as well as answering your Advisor’s incoming calls and redirecting to appropriate team members.

Open new accounts for existing clients, transfer requests, minimal (but some) Data entry. Organize events to be held for our clients.

Acting as receptionist by answering phones and greeting clients. Processing client requests, account transfers, deposits, withdrawals and payments, requests for…

Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners.

Responsible for preparing/processing documentation and account transactions. Handling client account administration, including client queries and requests.

Students enrolled in Business Administration with a major in Accounting or Finance are encouraged to apply. Some overtime may be required.

We work to recognize you in meaningful, personalized ways including a competitive compensation, incentive pay, banking benefits, a health benefits program,…

A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.