Displaying 1 to 25 of 25
Administrative functions: Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit Printing and mailing cheques Receiving and processing certificates deposits Monitoring petty...
Investment Advisor Support: Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and...
Investment Advisor Support: Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners Assist the Investment Advisor(s) in preparing account...
Resource & performance management of a team of 7-10 senior Quality Assurance Analysts, including performance reviews, compensation reviews, coaching, resource planning, and day to day task management Accountable for test planning,...
Daily processing and administration of RRIF/LIF payments, RRSP/TFSA withdrawals, contributions, swaps, internal transfers, marriage breakdown, home buyers’ withdrawals Process RESP withdrawals for both beneficiary and subscribers...
Work directly with Advisors and Portfolio Managers to best understand their business needs and ultimately unlock further capacity and efficiencies to foster growth and an improved client/advisor experience Identify areas of opportunities...
Project manage and support new website build Optimize the end-to-end digital campaigns (including audience segments, creative, content, networks, channels, tactics, etc) on an ongoing basis in real time. Lead the strategic development and...
Collaborate with creative team to produce templates and collateral to brand standards Maintenance of marketing material templates for Investment Advisors and corporate Assist in production of dynamic email templates and other digital...
Investment Advisor Support: Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and...
Implement directives and initiatives of Branch Manager and Head Office to ensure branch efficiencies and management Enforce the implementation of company policies, programs and processes to ensure better team and client experience Provide...
Investment Advisor Support: Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners Assist the Investment Advisor(s) in preparing account...
Work with management to set, enhance, progress and manage the enterprise audit program Work with management and support board to create and implement the audit program with a focus on a risk-based approach Conduct internal audits including...
Investment Advisor Support: Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners Assist the Investment Advisor(s) in preparing account...
Investment Advisor Support: Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners Assist the Investment Advisor(s) in preparing account...
Investment Advisor Support: Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners Assist the Investment Advisor(s) in preparing account...
Investment Advisor Support: Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners Assist the Investment Advisor(s) in preparing account...
Establish and maintain a business relationship with clients. Provide financial advice to clients based on their financial situation and investment objectives. Trading stocks, bonds, mutual funds and other investment products in the...
Respond to requests for technical assistance in person, phone and electronically (VNC Remote Connection). Diagnose and resolve technical hardware and software issues. Research questions using available information resources. Advise user on...
Investment Advisor Support: Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners Assist the Investment Advisor(s) in preparing account...
Respond to requests for technical assistance in person, phone and electronically (VNC Remote Connection). Diagnose and resolve technical hardware and software issues. Research questions using available information resources. Advise user on...
Investment Advisor Support: Prepare investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and investment proposals Manage the execution of New Issue recommendations and...
Investment Advisor Support: Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners Assist the Investment Advisor(s) in preparing account...
Senior Legal Counsel (Technology & Financial Services Litigation) Providing guidance to technology teams and business leaders on the privacy, confidentiality, legal and other risks associated with development, operation and implementation...
Triage of second and third level issues and manage those issues to resolution by working with internal teams and vendors Using SQL queries and code reviews to investigate issues Develop and maintain adhoc queries for business units using...
Responsible for account data management to ensure accuracy for trading and modeling operations and report dissemination Perform data reconciliation between custodial systems and the portfolio management and trading platform Manage data...
Displaying 1 to 25 of 25
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