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Purpose of Job:* The Associate's primary purpose is to work closely with a Senior Advisor in the development and management of the Advisors book of business by…
An undergraduate and/or postgraduate degree in Business/Economics or related field. Identify new business development opportunities to gather additional assets…
4 years or more of professional experience within investment industry. Conduct ongoing research on markets and investments, provide regular updates to the…
Support the program team with metrics and program status. This position is part of the Rotary and Mission Systems business area, where employees across Canada…
Fundata Canada Inc. is looking for a full-time Junior Analyst that will work with the Manager and senior members of the Analytics & Data team to maintain…
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Canadian Securities Course (CSC) or mutual funds license. As a senior wealth representative, the WA will provide coaching, leadership and mentorship to licensed…
Bachelor's degree related to the sector of activity and 7 years of relevant experience or Master's degree related to the sector of activity and 5 years of…
Ability to make presentations to potential customers. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing)…
We offer a hybrid work environment and flexibility, a competitive total rewards package consisting of 100 per cent employer-paid benefits, comprehensive health…
A Bachelor's degree in Finance AND minimum of 3 years of experience in the securities industry. Analyze and monitor individual securities, exchange-traded funds…
Processing a variety of transactions (ex buys, sells, issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers), in addition to…
Must have a valid Ontario driver’s license and reliable available vehicle. Process timely and accurate cash transactions and Electronic Fund Transfers (EFTs)…
Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.
Desjardins Financial Security Independent Network - ON Central
— Mississauga, ON
Willing to work with customers to understand their needs and recommend the most suitable benefits solution. Vesting and ownership of clients from the first day…
Estimated: $45,206 -
$57,241 a year
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