As the Investment Funds Advisor, you are responsible for servicing and growing PH&N's direct to investor distribution business by utilizing your superb Mutual Funds knowledge to provide advice to a variety of investors. Your primary to[...]
Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you're demonstrat[...]
as needed, to support our business​Qualifications:Typically, 7+ years of combined relevant experience and post-secondary education, or related experience that provides broad knowledge of the business banking industryExcellent Verbal [...]
Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and foll[...]
Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide s[...]
Serves as a daily escalation resource to ensure client expectations are met or exceeded.Advises clients on loan products, options, rates, terms and collateral requirements.May advise business clients on cash management/deposits solutio[...]
conducting sales planning and fulfilling the execution of service for an existing client base. Ability to speak Mandarin or Cantonese will be considered a strong asset. Location(s): Canada : British Columbia : Richmond Scotiabank is a [...]
Insurance Advisor Kelowna (Gordon Dr), BC, 101 - 2395 Gordon Drive, Kelowna, British Columbia, Canada Req #2918 Thursday, April 18, 2024 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insura[...]
About the role As an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiate[...]