25 meilleures offres (banking advisor, calgary, ab) (à pourvoir)

Wealth Associate
Canaccord Genuity Corp. —Calgary, AB
- Temps plein
- Salesforce
- Microsoft Office
- Compétences en communication
Financial Advisor - Taradale
Servus Credit Union —Calgary, AB
- Vente
- Service à la clientèle
- Diplôme d'études secondaires
- Régimes de participation aux bénéfices
Postuler rapidement
Banking Advisor
National Bank of Canada —Calgary, AB
- Temps plein
- Service à la clientèle
- Anglais
- Programmes de Bien-être
- Programme d'Aide aux Employés
Claims Advisor I
TD Bank —Calgary, AB
- De 52 100 $ à 73 600 $ par an
- Temps plein
- Service à la clientèle
- Recherche
- Compétences en communication
- Congés payés
il y a 4 jours
Everyday Banking Advisor - Calgary 8th Avenue Place
ATB Financial —Calgary, AB
- Finance
- Diplôme universitaire non requis
- Déplacements à prévoir
il y a 1 jour
Catastrophe Claims Advisor
TD Bank —Calgary, AB
- De 58 800 $ à 83 000 $ par an
- Temps plein
- Bilingue
- Service à la clientèle
- Anglais
- Congés payés
il y a 11 jours
Accident Benefit Claims Advisor
TD Bank —Calgary, AB
- De 58 800 $ à 83 000 $ par an
- Temps plein
- Esprit d'analyse
- En présentiel
- Compétences en communication
- Congés payés
il y a 6 jours
National Client Advisor
Royal Bank of Canada —Calgary, AB
- Temps plein
- Télétravail
- Affaires
il y a 6 jours
Dedicated Client Service Advisor
BMO Financial Group —Calgary, AB
- De 45 500 $ à 84 500 $ par an
- Temps plein
- Marketing
- Microsoft Office
- Finance
- Bourses d'Études
- Assurance Vie
il y a 11 jours
Client Engagement Advisor, RBCx
Royal Bank of Canada —Calgary, AB
- Temps plein
- Bilingue
- Microsoft Excel
- Vente
il y a 6 jours
Wealth Associate
National Bank of Canada —Calgary, AB
- Temps plein
- Travail hybride
- Service à la clientèle
- Anglais
- Microsoft Office
- Programmes de Bien-être
- Programme d'Aide aux Employés
Investment Banking Analyst or Associate Private Company
National Bank of Canada —Calgary, AB
- Temps plein
- Microsoft Powerpoint
- Anglais
- Finance
- Programmes de Bien-être
- Programme d'Aide aux Employés
Branch Administrator
CIBC —Calgary, AB
- Temps plein
- Expérience administrative
- Compétences en communication
il y a 6 jours
Chief Financial Officer (CFO)
Complete Environmental Group —Calgary, AB
- De 160 000 $ à 200 000 $ par an
- Temps plein
- Service à la clientèle
- Systèmes PGI
- Microsoft Office
- Assurance Dentaire
- Programme d'Aide aux Employés
Postuler rapidement
il y a 8 jours
Controller
Carbon Capture Reclaiming Services Ltd. —Calgary, AB
- De 95 000 $ à 105 000 $ par an
- Temps plein
- Travail hybride
- Microsoft Excel
- Comptabilité
- QuickBooks
Postuler rapidement
il y a 4 jours
Wealth Associate
National Bank of Canada —Calgary, AB
- Temps plein
- Travail hybride
- Service à la clientèle
- Anglais
- Microsoft Office
- Programmes de Bien-être
- Programme d'Aide aux Employés
Financial Advisor- CIRO-MFD/AMF
CIBC —Calgary, AB
- Temps plein
- En présentiel
il y a 1 jour
Senior Client Service Advisor, Treasury
Royal Bank of Canada —Calgary, AB
- Temps plein
- Manipulation d'argent
- Compétences en communication
- Gestion du temps
il y a 6 jours
Client Experience Manager / Membership Advisor
Primaris Health —Calgary, AB
- De 40 000 $ à 120 000 $ par an
- Temps plein
- Expérience en gestion
- Pas d'expérience requise
- Congés payés
Postuler rapidement
Bilingual Home Advisor, RBC Advice Centre
Royal Bank of Canada —Calgary, AB
- Fins de semaine au besoin
- Bilingue
- Anglais
- Agile
Client Advisor Intern
Royal Bank of Canada —Cochrane, AB
- Temps partiel
- Vente
Licensed Wealth Advisor Assistant
Raymond James Financial, Inc. —Calgary, AB
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Regulatory Project Advisor
National Bank of Canada —Calgary, AB
- Temps plein
- Travail hybride
- Bilingue
- Microsoft Excel
- Anglais
- Programmes de Bien-être
- Programme d'Aide aux Employés
Wealth Associate
National Bank of Canada —Calgary, AB
- Temps partiel
- Service à la clientèle
- Anglais
- Microsoft Office
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 6 jours
Treasury Manager
National Bank of Canada —Calgary, AB
- Temps plein
- Travail hybride
- Service à la clientèle
- Anglais
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 14 jours

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Wealth Associate

Canaccord Genuity Corp.
Calgary, AB

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Détails du poste

Temps plein

Compétences

Investissement
Salesforce
Microsoft Office
Compétences en communication
Gestion du temps

Description complète du poste

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

About the role:

The Cartograph Group is looking for an experienced Administrative Assistant that is passionate in supporting clients and a team of advisors and associates. The Cartograph Group is focused on exceptional client servicing for high net worth clients.

Responsibilities:

Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
Assist Investment Advisors with processing, confirming and management of client transactions including: transfers, contributions, withdrawals, and account updates;
Maintain account lists and compile statistical information and reports;
Prepare, process and follow-up on client documentation for proper maintenance of accounts;
Coordinate with custodians and head office;
Assist with meeting preparation and follow-up;
Assist with servicing existing clients;
Perform additional administrative duties as required;
Assist with additional team projects as required;
Support new client onboarding workflows;
Execute a high degree of client follow-ups;

Skills & Qualifications:

CIRO Licensed as an Investment Representative required and Registered Representative preferred;
5 years of industry experience at a minimum;
Excellent communication and interpersonal skills;
Excellent organizational and time-management skills with a strong attention to detail;
Demonstrated ability to meet deadlines, take initiatives and manage competing priorities;
Ability to work collaboratively and effectively with team members and clients at all levels;
Intermediate to advanced computer skills: good working knowledge of MS Office programs;
Experience with Dataphile, Envestnet, Salesforce and netx360 would be an asset;

#LI-SK1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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banking advisor emplois - calgary, ab

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Claims Advisor I

Everyday Banking Advisor - Calgary 8th Avenue Place

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Accident Benefit Claims Advisor

National Client Advisor

Dedicated Client Service Advisor

Client Engagement Advisor, RBCx

Wealth Associate

Investment Banking Analyst or Associate Private Company

Branch Administrator

Chief Financial Officer (CFO)

Controller

Wealth Associate

Financial Advisor- CIRO-MFD/AMF

Senior Client Service Advisor, Treasury

Client Experience Manager / Membership Advisor

Bilingual Home Advisor, RBC Advice Centre

Client Advisor Intern

Licensed Wealth Advisor Assistant

Regulatory Project Advisor

Wealth Associate

Treasury Manager

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : banking advisor (calgary, ab)

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