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SCOTIAMCLEOD SENIOR FINANCIAL PLANNING ASSOCIATE, MONTREAL

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...

CompanyView Other Scotiabank Offers
AddressMontreal, QC
CategoryAccounting
Job type• Full time
Date Posted 4 weeks ago See detail

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...

Senior Manager, Tax Reporting & Planning

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Toronto, ON

Oversee monthly/quarterly/mock/year-end distributions for the investment funds. Manage compliance in all tax areas including, investor tax slips reconciliation and reporting, FATCA/CRS, annual tax returns for the investment funds...

Senior Customer Experience Associate - 15 hours - Comox BC

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Comox, 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...

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...

Senior Customer Experience Associate - St Jerome, QC (22.5 hours)

Scotiabank

Quebec

Competitive

Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleOur Senior Customer Experience Associates are the face, character and heart of our branches. Wed...

Scotiamcleod Senior Financial Planning Associate - London, ON

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London, ON

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. . Proactively supports the Financial Planning needs of the Advisor's assigned clients which includ...

Senior Client Associate, MD Signature

Scotiabank

Ottawa, ON

Competitive

Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enth...

Associate Director, Distribution & Tax

Rbc Royal Bank

Toronto, ON

Implement and perform oversight control on fund distribution calculation process. Planning distribution calculation process by establishing tasks, objectives and priorities internally and with clients. Developing, implementing and...

Senior Customer Experience Associate 6 month contract Victoria Main Branch

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Victoria, 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...

Senior Customer Experience Associate-lindsay Branch-26.25 hours/week

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Lindsay, 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...

Senior Customer Experience Associate 6 month contract Victoria Main Branch

Scotiabank

British Columbia

Competitive

Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleOur Senior Customer Experience Associates are the face, character and heart of our branches. As a...

Senior Customer Experience Associate - Fernie Branch (30 hours / week)

Scotiabank

Fernie, BC

Competitive

Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleOur Senior Customer Experience Associates are the face, character and heart of our branches. As a...

Senior Customer Experience Associate - Brooks, Alberta (18.75 hours/week)

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Brooks, AB

Taking a proactive approach to discovering our customer's needs and listening to understand what they are asking for. Processing day to day transactions. Nurturing rich, long-standing relationships. Contributing to the Branch's ta...

Senior Customer Experience Associate-Lindsay Branch-26.25 hours / week

Scotiabank

Lindsay, ON

Competitive

Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleOur Senior Customer Experience Associates are the face, character and heart of our branches. As a...

Scotiamcleod Senior Financial Planning Associate

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Edmonton, AB

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. . Proactively supports the Financial Planning needs of the Advisor's assigned clients which includ...

Senior Manager, Corporate Tax

Liberty Utilities

Oakville, ON

Competitive

Engage and manage external advisors as needed.-Assist with tax planning and reorganization projects, including research and coordination with advisors and internal stakeholders.-Oversight over the calculation of basis, surplus, sa...

Associate Director, Distribution & Tax

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Toronto, ON

Implement and perform oversight control on fund distribution calculation process. Planning distribution calculation process by establishing tasks, objectives and priorities internally and with clients. Developing, implementing and...

Project Manager (Associate - Senior) - Pinnacle

Halliburton

Calgary, AB

$80.7K–$102K a year

Under general supervision, assists in managing fiber optic projects related to reservoir diagnostics. Provides technical and operational expertise to customers in a professional manner. Assists in coordinating project activities a...

Senior Accountant, U.S. Corporate Tax

Mnp

Toronto, ON

Customized rewards programs that focus on flexibility and work-life integration

Conduct U.S. Corporate Tax engagements involving advice on tax planning opportunities, tax minimization strategies, and compliance issues. Assist organizations in determining the most effective US corporate structure from a tax pe...

Senior Registered Client Associate

Rbc Royal Bank

Seal Beach, California, 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...

Fund Processing Associate (Senior, Financial Account)

Cgi Inc.

Philippines, Metropolitan Manila, Taguig

The Fund Processing Associate will be responsible for accurately administering a wide variety of transactional activities on-behalf of our clients. In this role, the successful candidate will be responsible for reviewing and proce...

Senior Customer Experience Associate- 18.75 hours - Uptown Saanich BC

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Victoria, 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, fulfilli...

Senior Customer Experience Associate - Steveston Branch (22.50 Hours/week)

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Richmond, 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...

Senior Financial Analyst Tax

Unilever

Toronto, ON

USD 68,000.00 - 102,000.00 per year

Delivery of annual Corporate Income Tax filings for Canada working with third-party service providers, conducting preliminary reviews, and researching filing positions related to various transactions under the supervision of the N...

Senior Complex Operations Associate

Rbc Royal Bank

Leawood, Kansas, United States of America

Facilitate the timely correction of all trade-related errors and cancel/rebills in accordance with complex main office, firm and regulatory policies and procedures. Ensure that appropriate management approval is obtained and that...

Senior Customer Experience Associate - Lower Lonsdale, North Vancouver, BC (18.75 Hours)

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North Vancouver, 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...

Senior Customer Experience Associate - Fraser & Livingstone (22.5 Hours/week)

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Abbotsford, 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, fulfilli...

Associate Director, Tax Reporting

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Toronto, ON

Manage Tax Analysts and seasonal contractors responsible for preparing/reviewing tax returns for trusts, corporations, segregated funds, HST returns and information for unitholder Tax Reporting. Planning Tax Reporting activities b...

Senior Customer Experience Associate - Truro, NS (full-time)

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Truro, NS

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...

Senior Financial Analyst Tax

Unilever

Toronto, ON

Delivery of annual Corporate Income Tax filings for Canada working with third-party service providers, conducting preliminary reviews, and researching filing positions related to various transactions under the supervision of the N...