Financial Specialist Career Research and Resources
Private Hold Co
Cash-flow analysis, estabish, maintain and grow online sales in a variety of marketplaces. Order management, procurement, inventory control, GS1
Avg. Salary: $57,500 · Company Rank: Not Available
Scottrade
Promote Scottrade, expand client relationships and gather assets. Analyze daily margin and option reports. Assist clients with placing trades, requesting checks, depositing funds, wire transfers, account transfers. Educate new and exisiting clients on various topics via in branch seminars. Assist clients with website. Open new accounts and provide account maintance.
Avg. Salary: $57,500 · Company Rank: Not Available
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Avg. Salary: $57,500 · Company Rank: Not Available
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Avg. Salary: $57,500 · Company Rank: Not Available
Bank of Nova Scotia, Scotiabank
As a Scotiabank Investment Specialist, I drew on my investment expertise and years of financial planning experience to help my clients realize their financial goals. I am committed to nurturing long-term relationships with my clients. An in-depth understanding of their goals and financial situation ensures relevant advice and solutions that are tailored to meet their unique needs. Many are small business owners – indivi...
Avg. Salary: $250,000 · Company Rank: Not Available
Royal Bank of Canada
As an RBC Financial Advisor, I attracted, nurtured, and grew relationships with our high-value personal and small business clients by adding value in the moments that matter to them. I provided my clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, I contribute to strong sales and retention. My expertise has contributed to ...
Avg. Salary: $250,000 · Company Rank: Not Available
Royal Bank of Canada
Optimized client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, I helped clients with their everyday banking, credit, and investment needs. As an RBC ambassador, I added value in the moments that mattered most to clients and collaborate with RBC partners to help clients achieve their goals. Proactively engaged with clients in all areas of the branch and in the...
Avg. Salary: $250,000 · Company Rank: Not Available
Dominion Securities, Royal Bank of Canada
Supported a growing Investment Advisor's business and provided clients with exceptional service in an efficient and professional manner. Investigated and resolved inquiries and complaints related to accounts and referred to the Investment Advisor where appropriate. Follow-up on client trades to ensure proper settlement and delivery. Maintained current knowledge of client accounts by reviewing daily activity online and ...
Avg. Salary: $250,000 · Company Rank: Not Available
SMTC Manufacturing Partners & Innovators
Supply chain management; Buyer and Material Analysis. In charge of strategic logistics, distribution, consumption, Forcasting, purchasing and selling of various technological components and parts for assembly for a vast range of customers. Team oriented; in charge of Supply Chain operations for several suppliers that include Crestron, Arrow, Avnet, Future, Digikey, and Mouser.
Avg. Salary: $250,000 · Company Rank: Not Available
Northern Trust Asset Management
Avg. Salary: $190,000 · Company Rank: Not Available
