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Fintech • Insurance • Financial Services
Provides comprehensive financial planning and tailored investment advice to mass-affluent clients. Builds and manages long-term client relationships, identifies financial goals, conducts analysis, recommends solutions, develops new business through networking, monitors service effectiveness, manages risk, and contributes to team performance. Requires financial services experience, client relationship expertise, regulatory knowledge, and completion of CIRO registration and CFP designation requirements.
Fintech • Insurance • Financial Services
Supports Account Managers serving agriculture and agribusiness clients. Responsibilities include analyzing financial statements and business plans, assessing lending opportunities, identifying client needs, developing customized financial solutions, participating in client meetings, researching agricultural markets, and building relationship management, business development, financial analysis, and credit structuring skills. The role provides training and mentorship for students and recent graduates pursuing commercial banking careers.
Fintech • Insurance • Financial Services
Provides comprehensive financial planning and investment advice to mass-affluent clients. Builds long-term relationships, identifies financial goals, develops tailored solutions, and supports business development through networking and high-value sales. Conducts analysis, monitors service effectiveness, manages risk, contributes to team objectives, and mentors colleagues. Requires financial services experience, CIRO registration, and pursuit of the CFP designation.
Fintech • Insurance • Financial Services
Provides comprehensive financial planning, investment advice, relationship management, and business development for mass-affluent clients. The role involves identifying financial goals, delivering tailored investment solutions, analyzing client and program results, recommending improvements, managing risk, strengthening client relationships, and contributing to team objectives. Candidates should have financial services experience, strong communication and problem-solving skills, sales and networking abilities, and knowledge of financial markets and regulations. CIRO registration and CFP designation are required within specified timeframes.
Fintech • Insurance • Financial Services
Manages and grows a commercial banking portfolio by acquiring new business, strengthening customer relationships, structuring credit and cash-management solutions, conducting financial and risk analysis, and meeting profitability targets. Oversees account monitoring, credit renewals, regulatory compliance, referrals, and operational risk. Builds market expertise, develops internal and external partnerships, supports complex transactions, mentors colleagues, and delivers a strong customer experience with minimal supervision.
Fintech • Insurance • Financial Services
Underwrite and structure credit for assigned portfolios by assessing customer creditworthiness and risk. Prepare credit packages, complete annual reviews, manage draw requests, monitor credit facilities, and ensure compliance with internal policies and regulatory requirements. Support relationship managers with customer service, cross-selling, referrals, risk escalation, and process improvements. Build market and industry knowledge, manage stakeholder relationships, and contribute expertise, mentorship, and team development.
Fintech • Insurance • Financial Services
Participate in a 24-month insurance rotational program across General Insurance and Life & Health departments. Complete projects and assignments involving risk and governance, change and transformation, strategy, execution, financial results, and product knowledge. Build business, analytical, collaboration, communication, and customer service skills while networking with leaders and supporting business outcomes.
Fintech • Insurance • Financial Services
Support lead Investment Advisor(s) by managing client relationships, delivering investment advice across product types, producing financial plans, assisting business development, overseeing projects, mentoring support staff, ensuring risk and policy compliance, and driving service quality and continuous improvement for high-net-worth clients.
Fintech • Insurance • Financial Services
The Mobile Mortgage Specialist role focuses on business development by building customer relationships, managing sales initiatives, and providing mortgage services. It involves generating referrals, implementing sales training, and utilizing CRM tools for success.
Fintech • Insurance • Financial Services
The Mobile Mortgage Specialist focuses on acquiring residential mortgage business, managing client relationships, and achieving sales targets through various partnerships and customer engagement strategies.
Fintech • Insurance • Financial Services
Provide comprehensive financial planning and advice to mass-affluent clients, manage relationships, conduct reporting and analysis, prospect and develop business, mentor teammates, monitor service and productivity, implement continuous improvements, and maintain risk controls. Must obtain CIRO RR license within 120 days and CFP designation within three years while staying current on industry trends and regulatory requirements.
Fintech • Insurance • Financial Services
Drive mortgage sales by developing new business and referral relationships (realtors, builders, planners). Manage client relationships, perform credit/retail banking assessments, and meet sales targets. Receive targeted training, coaching, and home-office tools; compensated via commission with benefits and career growth opportunities.
Fintech • Insurance • Financial Services
Develop Investment Advisors will build a client base of high-net-worth clients, develop comprehensive wealth management strategies, and implement sales strategies to attract and retain clients.
