Investment Banking Jobs - Page 13

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Client Service Associate (Licensed) - Mandarin Language Skills

TD Bank Canada - Richmond, Canada

Job Description Support the IA(s) with all administrative tasks related to marketing, client service and relationship management. This may include by not limited to: Produce reports, compose a variety of correspondence and assemble documentation for accounts; Maintain accurate marketing materials, assemble required documentation in advance of sales presentations and as...

Client Service Associate (Licensed) - Mandarin Language Skills

TD Bank Canada - Vancouver, Canada

Job Description Support the IA(s) with all administrative tasks related to marketing, client service and relationship management. This may include by not limited to: Produce reports, compose a variety of correspondence and assemble documentation for accounts; Maintain accurate marketing materials, assemble required documentation in advance of sales presentations and as...

Future Opportunity: Financial Planner

TD Bank Canada - Lethbridge, Canada

Job Description The FP is focused on the mass affluent customer segment with responsibilities for retaining and increasing market share through acquisition of Money-in assets. Through ongoing relationship management, the FP offers sound advice with a focus on Retirement and Investment Planning by assisting clients in identifying goals, potential barriers and recommending appropriate solutions. ...

Financial Planner (Edmonton South)

TD Bank Canada - Edmonton, Canada

Job Description The FP is focused on the mass affluent customer segment with responsibilities for retaining and increasing market share through acquisition of Money-in assets. Through ongoing relationship management, the FP offers sound advice with a focus on Retirement and Investment Planning by assisting clients in identifying goals, potential barriers and recommending appropriate solutions. ...

Financial Planner

TD Bank Canada - Lloydminster, Canada

Job Description The FP is focused on the mass affluent customer segment with responsibilities for retaining and increasing market share through acquisition of Money-in assets. Through ongoing relationship management, the FP offers sound advice with a focus on Retirement and Investment Planning by assisting clients in identifying goals, potential barriers and recommending appropriate solutions. ...

Financial Planner (Downtown Edmonton)

TD Bank Canada - Edmonton, Canada

Job Description The FP is focused on the mass affluent customer segment with responsibilities for retaining and increasing market share through acquisition of Money-in assets. Through ongoing relationship management, the FP offers sound advice with a focus on Retirement and Investment Planning by assisting clients in identifying goals, potential barriers and recommending appropriate solutions. ...

IT Architect II - Technical Lead

TD Bank Canada - Toronto, Canada

Job Description We are seeking a highly motivated, hands-on Solution Architect/Technical Lead to join our growing team to deliver cutting edge Single Page Web Applications using Agile methodologies. You will join a team that fosters innovative thinking to ensure we deliver cutting edge user experiences. The role is within the Trading & Operations division supporting the Wealth Management busine...

Investment Representative- Ottawa

TD Bank Canada - Ottawa, Canada

Job Description Investment Representatives will be dedicated to providing excellence in customer service in a team oriented, dynamic Investor Service Centre. Upon completion of training and licensing requirements, Investment Representatives apply knowledge in accordance with industry regulations with the execution of trading instructions and the service of customer accounts. Exec...

Senior Solutions Design IT Specialist

TD Bank Canada - Toronto, Canada

Job Description We are seeking candidates for the position of Solution Design IT Specialist within the Client Servicing and Acquisition development team supporting the Wealth Management businesses. As part of this team, the candidate will deliver business applications, services and APIs that enable capabilities across the suite of advisor/client interactions such as Portfolio Management, Perfor...

Project Manager - Birmingham

Regions Bank - Birmingham, AL

At Regions, the Project Manager position is responsible for leading large or multiple complex projects with significant scope and impact while working independently on difficult assignments that are broad in nature requiring ingenuity with some latitude for un-reviewed actions or decisions. Partners with business leaders and managers to manage projects and their delivery through multi-discip...

Financial Analyst - Birmingham

Regions Bank - Birmingham, AL

At Regions, our Financial Analyst I develops financial planning systems and procedures designed to protect assets. Gathers, organizes and documents relevant financial information. This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay. Primary Responsibilities Analyzes, cons...

Director, Investment Analyst - Fidelity Family Office Services

Fidelity Investments - Westlake, TX

Position Overview Fidelity Family Office Services (FFOS) was established in 2004 to serve the sophisticated needs of family offices. The firm provides custody, brokerage and investment services in addition to reporting and administrative capabilities. As a dedicated business unit, FFOS provides objective guidance and access to investment products as well as a seasoned service team to support th...

Portfolio Analyst

Fidelity Investments - Boston, MA

The Department Strategic Advisers, Inc. (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's retail and institutional distribution channels. For more than 20 years SAI has specialized in the design, construction and management of asset allocation solutions, as well as the methodologies for many...

Brokerage Operations Representative - Governments Settlements

Fidelity Investments - Westlake, TX

Position Description Fidelity Operations & Services Group (OSG) provides superior customer service to Fidelity's businesses through innovation, dedication and commitment to excellence. In operating divisions located throughout the country, OSG provides securities execution, clearance, and risk management services to retail, institutional, and correspondent clients. OSG performs tens of thousand...

Vice President, Account Manager Prime Services

Fidelity Investments - Boston, MA

Fidelity Capital Markets is the institutional trading arm of Fidelity Investments, providing trading products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity's own businesses. Fidelity Capital Markets offers a suite of electronic brokerage products and execution services across multiple asset classes including equities, fixed inco...