you with your career growth and long term success. Qualifications: Mutual Funds Licensed. Minimum 3 years experience in a mutual funds sales and advising role... to our exceptional growth we are looking for an individual to join our success stories in Cambridge, Kitchener, Waterloo, and Guelph ON as a Mutual Fund...
Mississauga, ON - Brampton, ON
of your clients' funds portfolio to our mutual fund dealer Desjardins Financial Security Investments Inc. We handle all the administrative tasks... required to conduct the transfer. Qualifications: Mutual Funds Licensed. Minimum 3 years experience in a mutual funds sales and advising role. Have completed...
Manager, Mutual Fund Reporting
The successful candidate for the role of Manager, Mutual Fund Reporting will bring excellent organizational, communication, and negotiation... skills as well as a strong understanding of investment funds. A detail oriented accounting designation is necessary. Preference will be given...
Aerotek Professional Services - Toronto, ON
, Estates or Adjustments ) - would be an asset - Canadian Securities Course (CSC) or Investment Funds In Canada (IFIC) Mutual Funds.... Mutual Fund Administrator Job Description: Our client, a leading financial institution, is looking for a Mutual Fund Administrator...
and long term success. Qualifications: Mutual Funds licensed Minimum 3 years experience in a mutual funds sales and advising role Have completed...Due to our exception growth, we are looking for an individual to join our success story in Scarborough, ON as a Mutual Fund Advisor...
Customer Service Representative II (Mutual Funds)
Empire Life - Kingston, ON
The Customer Service Representative II (Mutual Funds) supports client relationships by promptly and accurately responding... to and/or resolving complex Mutual Fund enquiries received from customers and distribution partners on a daily basis. The incumbent is guided by defined...
Bilingual Mutual Fund Representative
Markham, ON - Ottawa, ON
more information! Bilingual Mutual Fund Representative (#240599) We are currently seeking IFIC certified for a Bilingual Mutual Fund Representative...), have successfully completed the Investment Funds Institute of Canada (IFIC), excellent customer service skills, strong interpersonal and communication...
First Asset - Toronto, ON
- Conducting research and writing reports on internal family of mutual funds and ETFs - Interviewing fund managers - Data research... and analysis - Researching competitive funds - Conducting research and writing reports on fund investing topics - Provide data and commentary...
Inside Sales Representative - Mutual Funds
– Mutual Funds for a leading Mutual Fund firm? If you have answered YES to above, then you want to continue reading! Our client offers... with a Senior Wholesaler of Mutual Funds, you will develop, maintain, and strengthen relationships with new and existing clients · Enthusiastically...
Bilingual Mutual Fund Representative - Inbound (Bilingual: French & English)
years or have been licensed to sell mutual funds within the last three years. Candidates will be encouraged to complete the CSC, however...Bilingual Mutual Fund Representative - Inbound (Bilingual: French & English), TD BANK GROUP Markham, ON, CANADA; Scarborough, ON, CANADA...
Marberg Staffing - Toronto, ON
knowledge in mutual funds, trade settlements and account transfers. Must have excellent problem solving, organizational and written and verbal...Mutual Fund Administrator required for securities firm, downtown Toronto. Will be reconciling mutual fund positions, providing information...
Senior Regional Sales Manager - Mutual Funds
and relationship management skills Strong leadership skills Flexibility to travel required for Eastern Canada coverage Sound knowledge of mutual... funds, financial markets, investment/sales strategies Strong relationship management skills. Excellent communication skills (both verbal...
Bilingual Mutual Fund Sales Trainer
: Coach, mentor & train sales reps nationwide on Mutual Fund sales. Actively book remote coaching sessions. Help Mutual Funds sales in a brand new... Minimum Mutual Funds sales experience. Highly Desired Experience / Competencies / Education: Solid understanding of Mutual Funds. Able to handle high...
A successful Newmarket Office requires a candidate familiar with the mutual funds and investment process. This is a small office, where the.... •Good knowledge of mutual funds (through industry experience, IFIC or post secondary education). Insurance of financial planning info an asset...
Mutual Funds Client Service/Admin Assistant
A successful Newmarket Office requires a candidate familiar with the mutual funds and investment process. This is a small office, where the.... •Good knowledge of mutual funds (through industry experience, IFIC or post secondary education). Insurance of financial planning info an asset...
operations manual up to date. Log and follow-up on all processing.(mutual funds, GICs, insurance) Research and resolve all processing or customer... knowledge of mutual funds. (Ideally with operations/processing experience) Energetic and willing to learn. (great attitude) Great organization...
Business Analyst, Mutual Funds/Investments
related work experience preferably in the Mutual Fund Manufacturing industry; -Minimum of 10 years over all business/IT experience; -Experience in...
Mutual Fund Trading Administrator
and procedures of the Mutual Fund Department and in accordance with regulatory bodies such as the MFDA and IIROC. Key Responsibilities: Use various... systems such as Dataphile, QVT, FundSERV to enable setup and completion of all mutual fund trades entered for settlement; Ensure all trades in...
Urgent Opening for Unit Manager- Sales - Mutual Fund Kolkata Dalhousie
Kolkata, West Bengal - Dalhousie, NB
Recruit Partners(Advisers) under you. Expand the Network. 2.Expand the volume of business; Move on the field for the same. 3.Follow Sales Process to recruit partners(Advisers) and report to Asst.Manager 4.Report the sales process in Sales process system 5.Co ordinate if needed th...