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SENIOR INVESTMENT ASSOCIATE

Partner with FA to prospect for new clients using various techniques such as cold calling, asking for referrals, executing mailings and marketing materials, making presentations and conducting networking forums. Identify business...

CompanyRbc Royal Bank
AddressEdmonds, Washington, United States of America
CategoryBanking
Job typeFull time
Date Posted a month ago See detail

Senior Investment Associate

Rbc Royal Bank

Edmonds, Washington, United States of America

Partner with FA to prospect for new clients using various techniques such as cold calling, asking for referrals, executing mailings and marketing materials, making presentations and conducting networking forums. Identify business...

a month ago seen See more...

Investment Associate

Rbc Royal Bank

Missoula, Montana, United States of America

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

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Scotiamcleod Senior Associate - White Rock, BC

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White Rock, BC

Identify new business opportunities to gather additional assets and/or increase revenue. Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base . Build effective work...

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Associé principal, comptabilité des fonds spéculatifs, Hedge Funds Accounting, Senior Associate

State Street

Montreal, QC

Not disclosed

Calculate and validate a weekly and/or monthly Net Asset Value (NAV) for their assigned funds. Review cash reconciliations daily (no unresolved discrepancies). Review portfolio position reconciliations daily (including equities, b...

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Investment Associate

View Other Rbc - Royal Bank Offers

Hamilton, ON

Main focus will be on trading. Provide support in portfolio construction and proposals. Manage Discretionary Bulk Trading lists and execution, Risk Dashboard and IPS. Be proficient in Excel and the TAC for PIM and A+. Work closely...

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Scotiamcleod Senior Associate - Victoria

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Victoria, BC

Prepare, analyze, and present reports and recommendations to clients.. Develop and distribute client communication and marketing pieces.. Review practices to ensure administrative processes are streamlined and administrative tasks...

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Senior Investment Specialist

Weyburn Credit Union Limited

Weyburn, SK

Description Join the team at Weyburn Credit Union as a Senior Investment Specialist and build your career in the best place to live in the Prairies ! We are looking for an experienced investment professional who is dedicated to on...

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ScotiaMcLeod Senior Associate - Regina

Scotiabank

Regina, SK

Identify new business opportunities to gather additional assets and/or increase revenue Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base Build effective working...

2 months ago seen See more...

Transfer Agency Centralized Alternatives, Senior Associate

State Street

Toronto, ON

Not disclosed

Serve as operational lead for Alternative clients. Responsible for day-to-day operations of groups by managing workflows. Develop and maintain strong client relationships. Collaborate with other TA business units as well as other...

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Senior Associate

Rbc Royal Bank

Burnaby, BC

Coordinate and prepare meetings for Advisors with their clients/prospects. Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessar...

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Bilingual Senior Associate, Lending Operations

Bmo

Location Virtual, QC H1X 1X1, Canada

Gathers and formats data into regular and ad-hoc reports, and dashboards. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Organizes work information to ensure...

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Scotiamcleod Senior Associate - Regina

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Regina, SK

Identify new business opportunities to gather additional assets and/or increase revenue. Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base . Build effective work...

2 months ago seen See more...

Analyst/senior Associate, Credit Risk Models - Financial Engineering & Modeling (Toronto)

View Other Deloitte Offers

Toronto, ON

Be encouraged to deepen your technical skillswhatever those may be. Partner with clients to solve their most complex problems. Experience MyFlex and an agile work environment where work is what you do not where you do it. Minimum...

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Senior Investment Analyst

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Vaughan, ON

Bachelor Degree in Finance, Economics, Commerce, or relevant field of study 3-5 years of relevant work experience within real estate financial analysis and/or land acquisition Advanced knowledge of MS Excel formulas and functions...

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Forensic Senior Associate

Pwc

Calgary, AB

Performing client pre-acceptance procedures including conflict checks, client investigation checks,drafting engagement letters and setting up map files. Participating in the planning and development of the overall forensic inves...

2 months ago seen See more...

Accounting and Finance Consulting - Global Accounting - Senior Associate

Rsm Global

Toronto, ON

USD 57,500.00 - 90,000.00 per year

Participate in multiple engagements within the Technical Accounting Consulting practice to provide technical Accounting and financial or business advisory guidance to clients. Demonstrate basic to intermediate knowledge of complex...

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Senior Associate, CTM

View Other Rbc - Royal Bank Offers

Vancouver, BC

Prepare loan documents based on RBCs standard templates for new credits and changes/updates to existing credits and ensure documents are in line with the appropriately approved credit proposal.. Responsible for the accuracy of in...

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Bilingual Senior Associate, Lending Operations

View Other Bmo Offers

Remote

Gathers and formats data into regular and ad-hoc reports, and dashboards. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Organizes work information to ensure...

2 months ago seen See more...

Senior Associate, Turnaround and Restructuring - Vancouver

Deloitte

Vancouver, BC

Competitive

Deloitte's Turnaround & Restructuring Services team has an opportunity for you.What will your typical day look like?No day will be the same, but the successful candidate will be responsible for assisting in all aspects of formal a...

2 months ago seen See more...

Senior Investment & Personal Banking Specialist (Canada)

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Outremont, QC

Be passionate about financial sales as well as delivering trusted financial advice to customers . Provide a full range of customized financial solutions using a financial planning approach. Understanding customers' financial goals...

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Senior Associate

View Other Rbc - Royal Bank Offers

Burnaby, BC

Coordinate and prepare meetings for Advisors with their clients/prospects. Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessar...

2 months ago seen See more...

Senior Associate, M&A Corporate Finance - Calgary, Vancouver

View Other Deloitte Offers

Vancouver, BC

Learn from deep subject matter experts through mentoring and on the job coaching. Partner with clients to solve their most complex problems. Be empowered to lead and have impact with clients, our communities and in the office. Dev...

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Senior Customer Experience Associate Rideau & William

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Ottawa, ON

Acting as a lobby leader; ensuring customers are appropriately triaged and/or assisted . Contributing to the Branch's targets by identifying and fulfilling simple sales opportunities, including opening day-to-day accounts, fulfill...

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Analyst/Senior Analyst, Financial, Clean Economy Investment Tax Credits Team

Deloitte

Vancouver, BC

By living our Purpose, we will make an impact that matters. Learn from deep subject matter experts through mentoring and on the job coaching. Be encouraged to deepen your technical skillswhatever those may be. Have many careers i...

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Senior Operations Associate, Fixed Income

Rbc Royal Bank

London, ON

Matching of all Fixed Income, Equity and Repo trades. Engage in daily checks to ensure business critical controls are being adhered to. Implement improvement processes and controls to support the business. Managing the operational...

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Senior Client Associate/Senior Registered Client Associate

Rbc Royal Bank

Indianapolis, Indiana, United States of America

Partner with Financial Advisors to prospect for new clients using various techniques such as cold calling, asking for referrals, executing mailings and marketing materials, making presentations and conducting networking forums.. I...

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Associate, Global Investment Banking, Mining (London)

Rbc Royal Bank

London, ON

Assisting in execution of mandated deals. Assisting in preparation of marketing pitchbooks and related materials. Gathering public information through numerous sources Creating financial model analyses. Generating discounted cash...

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Senior Client Service Associate, National Accounts, Commercial Banking - Vancouver

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Vancouver, BC

Champion customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.. Work closely with the group and/or Director and Group Lead to provide financial services to a portfo...

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Senior Customer Experience Associate - Fraser Heights Branch (18.75 Hours/week)

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Surrey, BC

Acting as a lobby leader; ensuring customers are appropriately triaged and/or assisted . Contributing to the Branch's targets by identifying and fulfilling simple sales opportunities, including opening day-to-day accounts, fulfill...

a month ago seen See more...

Scotiamcleod Senior Financial Planning Associate, Montreal

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Montreal, QC

Proactively supports the Financial Planning needs of the Advisor's assigned clients which include a deep discovery with the client to uncover goals and objectives, preparing, presenting the plan and working with the Advisor to imp...

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