Talent.com
Financial Services Advisor — Client Planning & Tech
Financial Services Advisor — Client Planning & TechCanadian Imperial Bank of Commerce • Markham, York Region, CA
No longer accepting applications
Financial Services Advisor — Client Planning & Tech

Financial Services Advisor — Client Planning & Tech

Canadian Imperial Bank of Commerce • Markham, York Region, CA
8 days ago
Job type
  • Full-time
Job description

A major Canadian bank is seeking a client-focused professional to enhance client engagement and relationships. The ideal candidate has a Mutual Funds License and at least one year of experience in client services. Responsibilities include understanding client needs, leveraging technology for banking solutions, and engaging in community outreach. This role emphasizes teamwork and personal accountability, within a culture that supports employee development and inclusivity.

#J-18808-Ljbffr

Create a job alert for this search

Financial Advisor • Markham, York Region, CA

Similar jobs
Private Client Advisor

Private Client Advisor

Henley & Partners - The Firm of Global Citizens® • Toronto, ON, Canada
Full-time
As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planni...Show more
Last updated: 30+ days ago • Promoted
Financial Advisor REMOTE

Financial Advisor REMOTE

Veres Career Consulting • Toronto, ON, Canada
Remote
Full-time
We at Veres Career Consulting, a specialized recruitment agency, are searching for talented.Canada's leading wealth management firms. This opportunity is ideal for professionals looking to take ...Show more
Last updated: 30+ days ago • Promoted
Bilingual Investment Advisor – Client Coaching & Planning

Bilingual Investment Advisor – Client Coaching & Planning

Tangerine Bank • Toronto
Full-time
A prominent digital bank in Toronto is seeking a Tangerine Advisor, Level 1, to deliver exceptional investment advice and service to clients. This role involves assessing client financial needs, sim...Show more
Last updated: 8 days ago • Promoted
SUN LIFE Financial Advisor

SUN LIFE Financial Advisor

Financière Sun Life • Newmarket, ON, Canada
Full-time +1
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self. Financial advisors love to build long-term relationships...Show more
Last updated: 8 days ago • Promoted
Advisor

Advisor

Financière Sun Life • Toronto, Canada
Full-time
What’s holding you back from building your ow n business? Take control of your life and determine your ow n success.Enjoy financial independence and work life balance. As a Sun Life Financial adviso...Show more
Last updated: 5 days ago • Promoted
Advisor Transition Lead - Financial Services

Advisor Transition Lead - Financial Services

Raymond James Ltd. • Toronto
Full-time
A leading independent investment dealer in Toronto seeks a Transition Planner to oversee the transition of Financial Advisors and Agents. This role requires excellent communication and problem-solvi...Show more
Last updated: 12 days ago • Promoted
Senior Financial Planning Advisor

Senior Financial Planning Advisor

National Bank • Toronto, Canada
Full-time
A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information...Show more
Last updated: 2 days ago • Promoted
Client Advisor

Client Advisor

LGBT Great • Toronto
Full-time
Neuberger Berman, established in 1939, is a global, employee-owned investment management firm with over $540 billion (USD) in assets under management globally. Renowned for its active, research-driv...Show more
Last updated: 30+ days ago • Promoted
Client Engagement

Client Engagement

S&P Global • Toronto
Full-time
The Enterprise Solutions division at S&P Global empowers a diverse spectrum of private equity and venture capital firms to effectively control their data and drive internal analytics and insights.W...Show more
Last updated: 30+ days ago • Promoted
Hybrid Client Services Associate – Finance & Advisory

Hybrid Client Services Associate – Finance & Advisory

Educators Financial Group • Toronto
Full-time
A financial services company in Toronto is seeking a proactive Client Services Representative to support the Client Advisory Services Team. This role involves building client relationships, providin...Show more
Last updated: 21 hours ago • Promoted • New!
Financial Services Onboarding Lead

Financial Services Onboarding Lead

Granite Solutions Groupe, Inc. • Toronto
Full-time
A leading consulting firm is seeking an experienced Onboarding Specialist in Toronto.This role involves leading onboarding processes for new hires, ensuring compliance with financial services regul...Show more
Last updated: 12 days ago • Promoted
Financial Advisor

Financial Advisor

Brightview Wealth Management • Toronto, ON, Canada
Full-time
Brightview Wealth Management is a boutique wealth management financial planner firm.Our vision is to help clients accumulate wealth and achieve financial success through distributing top tier finan...Show more
Last updated: 30+ days ago • Promoted
Wealth Advisor / Financial Planner

Wealth Advisor / Financial Planner

Fidelity International • Toronto
Full-time
Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retention • Proactively contact existing clients to educate them about products and services to ...Show more
Last updated: 8 days ago • Promoted
Associate Client Partner, Financial Services

Associate Client Partner, Financial Services

Infosys Limited • Toronto
Full-time
The person will lead all client interfaces within the assigned account scope and, along with the Client Partner / Senior Client Partner, build an account plan for client management.Usually, the per...Show more
Last updated: 30+ days ago • Promoted
Customer Finance Advisor – Growth, Service & Upsell

Customer Finance Advisor – Growth, Service & Upsell

Cash Money • Toronto
Full-time
A leading consumer finance company in Toronto seeks a Financial Service Representative to enhance customer experiences in the loan process. The ideal candidate will demonstrate exceptional customer ...Show more
Last updated: 12 days ago • Promoted
Senior FP&A Consultant : Implementation & Advisory

Senior FP&A Consultant : Implementation & Advisory

Limelight Software • Toronto C6A, ON, Canada
Full-time
A leading FP&A platform provider in Toronto is seeking a Senior FP&A Consultant to lead implementations of their financial planning platform. The role involves designing scalable financial models, g...Show more
Last updated: 1 day ago • Promoted
Strategic Policy Advisor – Financial Services

Strategic Policy Advisor – Financial Services

Financial Services Regulatory Authority of Ontario (FSRA) • Toronto
Full-time
A prominent financial services regulator in Ontario seeks a Policy and Program Advisor to provide senior policy advice and expertise. This role involves developing frameworks and conducting research...Show more
Last updated: 11 days ago • Promoted
Hybrid Insurance Client Services Advisor

Hybrid Insurance Client Services Advisor

Leslie Consulting Group • Toronto
Full-time
A leading consulting firm in Toronto seeks a Client Service Representative to foster relationships with clients and manage inquiries. This entry-level position requires a college degree and 2-3 year...Show more
Last updated: 11 days ago • Promoted