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Merrill Financial Solutions Advisor - Orange County Inland Empire Market

Merrill Financial Solutions Advisor - Orange County Inland Empire Market

Bank of AmericaOntario
100 000,00 $CA par an
Temps plein
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment...Voir plusDernière mise à jour : il y a plus de 30 jours
Farmers Market Volunteers

Farmers Market Volunteers

Cabbagetown Farmers MarketOntario, CA
17,00 $CA par heure
Are you passionate about sustainable living and community engagement? Do you enjoy the outdoors and want to learn more about the journey of food from farm to table? The Cabbagetown Farmers’ Market ...Voir plusDernière mise à jour : il y a plus de 30 jours
food service supervisor

food service supervisor

Kingyo Fisherman’s MarketON, CA
34,07 $CA par heure
Temps plein +1
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Requisition food and kitchen supplies. Ensure that food and service meet quality control standards.A...Voir plusDernière mise à jour : il y a plus de 30 jours
Sr. Market Access Manager

Sr. Market Access Manager

LillyOntario, Ontario, Canada
39,50 $CA par heure
Temps plein
We’re looking for people who are determined to make life better for people around the world.Market Access Manager will be responsible for leading the creation of end-to-end price and reimbursement ...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Vice President, Mid-Market Leverage Finance, Corporate Client Group

Vice President, Mid-Market Leverage Finance, Corporate Client Group

InsideHigherEdON, Canada
Temps plein
Job Title : Vice-President, Corporate Compliance Advisory.Reporting to the Director of Regulatory Governance, the Vice-President, Corporate Compliance Advisory (VP) will work closely with the Corpo...Voir plusDernière mise à jour : il y a 8 jours
Cashier

Cashier

Tony’s Fresh MarketOntario, CA
16,00 $CA –29,00 $CA par heure
At Cardenas Markets, how we work is defined by shared values that include absolute integrity, respect, and collaboration. However, it's more than that; it's smart and highly driven people united in ...Voir plusDernière mise à jour : il y a plus de 30 jours
Middle Market Commercial Loan Officer

Middle Market Commercial Loan Officer

MRINetworkOntario, CA
CDI
Actively seeking an experienced commercial lender to join a team of successful professionals who will collectively develop creative financing solutions to resolve complex and often unique issues fo...Voir plusDernière mise à jour : il y a plus de 30 jours
Market Researcher – Short-term Contract

Market Researcher – Short-term Contract

On Behalf of the Employer- TWPG is recruiting forOntario, Canada
23,00 $CA –25,00 $CA par heure
Temporary (2-3 months), Full-time (30 hours / week).AM – 3 : 00 PM (1-hour unpaid lunch break).Hybrid Flexible (Primarily remote with occasional in-person meetings in Sarnia office).On behalf of the Em...Voir plusDernière mise à jour : il y a plus de 30 jours
Business Development Specialist, Mid-Market Central

Business Development Specialist, Mid-Market Central

Align TechnologyOntario, Canada
75 000,00 $CA – 95 000,00 $CA par an
The Business Development Specialist is responsible for driving incremental sales and market share growth through direct selling efforts within small to Mid-Market DSOs & mid-size multi-regional Mul...Voir plusDernière mise à jour : il y a plus de 30 jours
assistant manager - food store

assistant manager - food store

Fresh Market FoodsON, CA
53 150,00 $CA – 58 240,00 $CA par an
Temps plein +3
Education : Secondary (high) school graduation certificate.Experience : 2 years to less than 3 years.Relocation costs covered by employer. Plan and organize daily operations.Resolve issues that may ar...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Business Development Manager (Preferably from recruitment or staffing industry).

Business Development Manager (Preferably from recruitment or staffing industry).

PRUDENT PROsourceOntario, Canada
We are a Canada-based recruitment firm specializing in hiring solutions across Canada and also US.Our goal is to simplify hiring and lower costs for businesses by providing top talent with a seamle...Voir plusDernière mise à jour : il y a 1 jour
Data Analyst (Market Pricing)

Data Analyst (Market Pricing)

Farm Credit CanadaVarious FCC office s in Ontario may be considered
79 648,00 $CA – 107 760,00 $CA par an
Temps plein +1
Salary Range (plus eligible to receive a performance based incentive, applicable to position) : .Join our Market Pricing team as a Data Analyst. You'll focus on reporting, analysis and data process i...Voir plusDernière mise à jour : il y a 1 jour
Claims Manager - London Market Claims

Claims Manager - London Market Claims

Crawford & CompanyON, Canada
Temps plein
We are currently recruiting for a Claims Manager to join our London Market Inside Claims team to work remotely in Ontario, Canada. The successful candidate will manage, monitor service quality and m...Voir plusDernière mise à jour : il y a 7 jours
Trilingual Remote Personal Lending Specialist, Asian Market Team, Mandarin & Cantonese

Trilingual Remote Personal Lending Specialist, Asian Market Team, Mandarin & Cantonese

BMOOntario, Ontario, Canada
35 700,00 $CA – 66 100,00 $CA par an
Télétravail
Temps partiel
VIRTUAL(R)59 - REMOTE / TELETRAVAIL - ON - BMO.Retail Banking Sales & Service.Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects.Advise...Voir plusDernière mise à jour : il y a 6 jours
  • Offre sponsorisée
Key Account Manager - Grocery

Key Account Manager - Grocery

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Temps plein
The Key Account Manager - Grocery oversees and leads account management activities of their respective account(s).They are responsible to establish and maintain strong relationships with major key ...Voir plusDernière mise à jour : il y a 1 jour
  • Offre sponsorisée
Business Development Manager - Canada (Manufacturing)

Business Development Manager - Canada (Manufacturing)

ConfidentialOntario, Canada
Temps plein
We are currently searching for an ambitious Business Development Manager - Canada.This position is fundamental to ensuring the success and growth of the brand and business.Our ideal candidate has a...Voir plusDernière mise à jour : il y a 12 jours
Mid-Market Account Executive

Mid-Market Account Executive

ADPOntario, CA
42 400,00 $CA – 92 000,00 $CA par an
Sales Representative, Major Accounts.Are you ready to control your financial future with unlimited upside earnings potential?. Do you want a lasting career with a company that offers autonomy to run...Voir plusDernière mise à jour : il y a plus de 30 jours
Merrill Financial Solutions Advisor - Orange County Inland Empire Market

Merrill Financial Solutions Advisor - Orange County Inland Empire Market

Bank of AmericaOntario
Il y a plus de 30 jours
Salaire
100 000,00 $CA par an
Type de contrat
  • Temps plein
Description de poste

Description

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities :

  • Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
  • Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
  • Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
  • Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
  • Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
  • Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

The Advisor Development Program (ADP) Journey :

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

We’ll help you :

  • Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!
  • Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
  • Deliver advice through client reviews / presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
  • Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.
  • As a Merrill FSA, you can look forward to :

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • Potential Opportunities for professional growth.
  • Leadership opportunities, including leading client and conference seminars
  • We’re a culture that :

  • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
  • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
  • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
  • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
  • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
  • Required Qualifications :

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Two years' experience working in the financial service industry and / or a sales environment where goals were met or exceeded
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Self-starter who efficiently manages time and capacity
  • Sets and accomplishes goals, achieving whatever you put your mind to
  • Builds and nurtures strong relationships
  • Collaborates effectively with others to get things done
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
  • Likes to learn, adapts to new information and seeks the right solutions for clients
  • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
  • Desired Qualifications :

  • Proven ability to partner and promote lead generation
  • Experience balancing investment management, sales activities, and new client development
  • Strong computer skills and the ability to multitask in a demanding environment
  • Bachelor's degree, preferably in business-related field
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC)
  • Obtained insurance licenses ​
  • Skills :

  • Account Management
  • Client Investments Management
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Advisory
  • Business Development
  • Fraud Management
  • Pipeline Management
  • Portfolio Management
  • Client Experience Branding
  • Issue Management
  • Prospecting
  • Referral Identification
  • Sales Performance Management
  • Shift :

    1st shift (United States of America)

    Hours Per Week :