Associate Client Manager Jobs
By TELUS At Toronto, Ontario, Canada
Excellent time management skills, and the ability to manage multiple assignments.
Liaises with consultants, trust companies and investment manager representatives concerning clients’ DC plans.
Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.
Attends internal training sessions to build knowledge of industry topics and trends.
Excellent written and oral communication skills
Great training and leaderships skills
Client Delivery Associate Jobs
By BMO At London, Ontario, Canada
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
Broader work or accountabilities may be assigned as needed. Qualifications:
Facilitates action to close gaps between client expectations and client experiences in the performance of the Bank and its products.
Verbal & written communication skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Client Associate Cibc Wood Gundy
By CIBC At Calgary, Alberta, Canada
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Client Associate (Ir Licensed) Cibc Wood Gundy
By CIBC At Edmonton, Alberta, Canada
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Client Associate (Ir Licensed) Cibc Wood Gundy
By CIBC At Vancouver, British Columbia, Canada
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Service Associate, Client Transaction Services & Registered Products
By RBC Wealth Management At Toronto, Ontario, Canada
4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of job-related experience
1+ year prior securities, banking, technology and/or job specific related industry experience
Technical skills required – MS Access, MS Excel, MS PowerPoint at an intermediate to advanced level
Opportunities to take on progressively greater accountabilities
Leverage internal/external contacts to address/resolve issues/opportunities.
CFA candidate considered a plus