Elle aura à participer à des recherches sur le terrain afin de trouver de nouvelles solutions et d'évaluer l'applicabilité et l'utilité des solutions actuelles…
For new financial advisors, we dedicate extensive professional resources to help them pass their required licensing exams and provide financial support during…
La personne recherchée est détenteur d'un baccalauréat en administration des affaires et possède deux (2) années d’expérience en conseils financiers aux membres…
La personne recherchée est détenteur d'un baccalauréat en administration des affaires et possède deux (2) années d'expérience en conseils financiers aux…
Participating and assisting in business development plans through corporate/branch marketing campaigns. Building a comprehensive knowledge of the local market,…
En travaillant ensemble, en innovant et en repoussant les limites, nous transformons des vies et des entreprises et favorisons la croissance économique partout…
Relevant du Coordonnateur - Administratif Gestion du patrimoine, vous travaillerez en étroite collaboration avec le planificateur financier et/ou le conseiller…
Establishes and maintains strong relationships with business unit FP&A teams, Treasury, Tax, Risk, Corp Strategy, and Internal Reporting, to ensure that…
UNI offre une rémunération et des avantages sociaux des plus concurrentiels en Atlantique ainsi qu'un régime d'assurance collective et un régime de pension.
Duties may include: acting as a financial paraplanner or financial planner; data entry and preparation of financial, retirement and estate plans; creating and…
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients…
The financial advisor assistant will support the team in many areas of our financial planning practice including answering client inquiries, preparing new…
Delivering the full financial planning experience by implementing the CFP’s six steps of financial planning, including: discovery, gathering data, analysis,…
With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of…
Mutual Fund license and/or LLQP will be considered be an asset. Managing accurate entry, processing and follow up of both insurance and wealth transactions…
Create dynamic classroom learning experiences using various teaching strategies to facilitate adult learners in achieving learning objectives by the program…
Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to…
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