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"Advisor Solutions Manager" Jobs in Canada

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Advisor Solutions Manager

iA Financial Group · Toronto

$68,000ManagerFull-timeOnsite

Job Description PPI company overview: PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide

Discovered 4 days ago

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Advisor Solutions Manager

PPI Management Inc. · Montréal

CAD 68000-68000 yearly / yearMidContract, TemporaryHybrid

Description PPI company overview: PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide v

Discovered 4 days ago

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Salesforce Solution Architecture Advisor - FSC & Wealth Management

QC - Financial Services · Montréal

MidOnsite

Your role, your impact As a Salesforce Solution Architecture Advisor with deep expertise in Salesforce Financial Services Cloud (FSC), you'll lead the design and delivery of Salesforce solutions for Wealth Management org

Discovered 1 months ago

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Salesforce Solution Architecture Advisor - FSC & Wealth Management

Alithya Careers Site · Montréal

MidOnsite

Your role, your impact As a Salesforce Solution Architecture Advisor with deep expertise in Salesforce Financial Services Cloud (FSC), you'll lead the design and delivery of Salesforce solutions for Wealth Management org

Discovered 1 months ago

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Salesforce Solution Architecture Advisor - FSC & Wealth Management

Alithya · Montréal

SeniorFull-time

Our mission, your futureAs a global network of trusted advisors, we create cutting-edge technological solutions to overcome today’s challenges and anticipate tomorrow’s needs. It all starts with the collaboration of a di

Skills

Salesforce solution architectureSalesforce Financial Services CloudSales CloudService Cloud

Discovered 1 months ago

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ScotiaHelps Advisor, Business Banking

Scotiabank · Ottawa

MidOnsite

Requisition ID: 276232 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The ScotiaHelps Advisor, Business Banking Front End (Bilingual) is responsible fo

Skills

Loan collectionsCredit assessmentCustomer servicePayment negotiation

Discovered 2 days ago

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Client Advisor

RBC · Winnipeg

EntryPart-timeOnsite

Job Description What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporti

Skills

Customer serviceClient needs discoveryBanking transactionsDigital literacy

Discovered 6 days ago

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Client Advisor

RBC · Winnipeg

MidPart-timeOnsite

Job Description What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporti

Skills

Client serviceClient acquisition and relationship developmentBanking transactionsDigital literacy

Discovered 1 weeks ago

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Advisor Success - Associate, Business Operations

Purpose Unlimited · Toronto

JuniorFull-timeHybrid

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is develop

Skills

Client servicingOperationsClient account transactionsCash movements

Discovered 1 weeks ago

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Senior Business Development Manager

CI Financial · Halifax

SeniorFull-timeOnsite

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th

Skills

Business developmentAdvisor relationship managementInside salesInvestment and wealth management

Discovered 1 weeks ago

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Client Relationship Manager, Commercial Banking - Halifax

Scotiabank · Halifax

MidFull-timeOnsite

Requisition ID: 271713 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join a winning team at Scotiabank! Are you enthusiastic about making an i

Skills

Relationship ManagementBusiness DevelopmentFinancial AnalysisCredit Structuring

Discovered 2 weeks ago

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Scotia Jarislowsky Fraser Wealth Manager - Montreal

Scotia Wealth Management · Montréal

SeniorFull-timeOnsite

Requisition ID: 265023 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. BRIEF INTRODUCTION The Wealth Manager is a senior, non‑registered relation

Skills

High-net-worth and ultra-high-net-worth client relationship managementBusiness development and prospectingWealth managementFinancial planning and investment concepts

Discovered 2 weeks ago

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Advisory Practice Specialist

InsuranceWorks.ca · Ottawa

MidFull-timeOnsite

Job Description As the Advisory Practice Specialist, Insurance, you will assist with the development and creation of insurance practice strategies, plans and communications to achieve desired client and advisor expe

Skills

Insurance practice strategyLife and disability insuranceFinancial services business planningFinancial advice

Discovered 2 weeks ago

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Financial Advisor (Willoughby Branch)

First West Careers · Langley

MidOnsite

We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lend

Discovered 2 weeks ago

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Factory Representative

SWS Warning Lights Inc · Niagara Falls

MidFull-timeOnsite

Job Title: Factory Representative & Solutions Advisor Reports to: General Manager Are You Built for the Road and Driven by Client Success? Are challenges your opportunities? Does solving problems, building relatio

Skills

Client relationship buildingConsultative salesProduct solution advisingBusiness development

Discovered 3 weeks ago

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