customers and advisor experience through simplified and intuitive design; putting the client’s needs first by providing the... integration, data warehousing & reporting Experience working in the Financial Services and/or Life Insurance industry Experience...
Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust... investment portfolios, mortgages, insurance, real estate services, financial services and more. Questrade uses cutting-edge...
desirable 1-2 years’ experience in a Service Advisor role Computer literate and strong accounting/financial knowledge...
, a contextual analysis of the data explaining its meaning in sentence form. Based on the user feedback, act as advisor to identify... within a large financial institution is preferred. Communication in English plus French and/or Spanish is preferred. Location...
supervision to serve as a trusted advisor and facilitator to business units, you will combine financial analysis..., financial systems and distributed data sources, you will lead the partnership of the finance business units in the integration...
advisor to the Executive Leadership Team, ensuring critical decisions are brought to the appropriate IBP step..., and financial projections including the annual Commercial and Operations budgets. Leads the global bid review and demand control...
our clients achieve their financial goals. By providing ongoing, exceptional service and support to our clients and our Advisor... and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth...
as a trusted advisor and effective challenger to model developers and users on all matters pertaining to modeling requirements... to the submitted models. This individual will act as a trusted advisor and effective challenger to model developers and users...
trends. Trusted Technology advisor/advocate for business units. Supports the development of technology roadmaps... areas of financial systems integration and automation. Team and project leadership experience. Values simplicity...
solutions for Canadian financial advisors, institutions, and high-net-worth investors. The firm is dedicated to empowering... advisors with insights and products to help their clients achieve long-term financial goals. As part of a growing Canadian...
Job Description Grade: P7 Referral Level: Level 1 Division: MI Products IGM Financial Inc. is one of Canada.... The company provides a broad range of financial planning and investment management services to help more than two million...
Member whether it be themselves or a DUCA advisor (Financial Services Officer). The MSR will always follow up to ensure the... financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single...
, a contextual analysis of the data explaining its meaning in sentence form. Based on the user feedback, act as advisor to identify... within a large financial institution is preferred. Communication in English plus French and/or Spanish is preferred. Location...
a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial... Corporation group of companies and serves the financial security needs of more than 13 million people across Canada...
supervision to serve as a trusted advisor and facilitator to business units, you will combine financial analysis..., financial systems and distributed data sources, you will lead the partnership of the finance business units in the integration...
of regulatory compliance management and corporate governance preferably from larger financial institutions. You will be leading...). You will also act as a trusted advisor to auditees and business platform/regional audit teams globally. The RBC CAE Group leverages...
as a tax advisor to senior investment team and portfolio managers, supporting tax advisory and review of complex investments... sales team to create tax content for sales initiatives, and advisor/client brochures Review and/or draft relevant tax...
. New Business Development: Identify, engage, and close new opportunities with Fortune 1000 enterprises, financial... institutions, and public sector organizations. Customer Engagement: Build trusted advisor relationships with IT security teams...
Required Qualifications: College or University degree in a related field is preferred Prior sales experience in the financial services... industry, ideally with familiarity in advisor practice management Knowledge of Wealth Management products (Annuities...
Member whether it be themselves or a DUCA advisor (Financial Services Officer). The MSR will always follow up to ensure the... financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single...