...and reconcile real estate trust account and provide report to manager
Deposit cheques, disburse funds upon confirmation of closing, GIC investments
Monthly reconciliation package
Follow up on outstanding accounts receivables
Understand the FINTRAC process and compliance...
Suggested
Downtown
3 days per week
...acquisition as well as growing and deepening existing client relationships
Provides everyday banking, Investments (I.e. authorized GICs) and credit advice
Maximizes client interactions through In the Moment Advice, fulfilling on simple needs and referring to HOBF (Home...
Suggested
Full time
..., lease renewals and planned moves
Complete regional reporting requests & data analysis
Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation and SOTI
Coordinate and execute on a variety of regional initiatives including...
Suggested
Permanent employment
...fulfilling simple sales opportunities, including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing GICs
Nurturing rich, long-standing relationships
Being a technology expert and sharing your knowledge by introducing clients to our...
Suggested
Flexible hours
...Supervisor, Trade Services the Trade Services Administrator is responsible for the processing and settlement of mutual fund trades and GIC’s, completing trade corrections, adhering to regulatory standards and internal standards to meet necessary deadlines and using reasonable...
Suggested
Full time
Remote job
...productive, results driven
•MS Excel – to gather data, data entry for trackers
•CRA Registered Products Knowledge – RESP, TFSA, RRSPs, GICS
•High school diploma. Post-Secondary degree in business, finance, or admin
•Technical skills include documentation skills and time...
Suggested
Permanent employment
Contract work
Work experience placement
Immediate start
Monday to Friday
...administered within the department, while providing a consistent level of superior customer service.
Responsibilities
Screen all GIC/Deposit applications for completeness, accuracy, and ambiguity. Administer and process product specific financial or non-financial transactions...
Suggested
Work experience placement
Flexible hours
Shift work
Rotating shift
Banque Laurentienne
Toronto, ON
16 days ago
$90 per hour
...towards execution
Knowledge of financial book of record systems such as ISM, Dataphile, Broadridge ADP
Knowledge of Mutual fund and GIC systems such as RPM Term, FIS Wealthware, or other mutual fund dealer systems (FundServe and Cannex)
Good understanding of the...
Suggested
Contract work
...regional reporting requests & data analysis in MX360, Tableau and other corporate reports
Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation and SOTI
Coordinate and execute on a variety of regional initiatives; including...
Suggested
Contract work
For contractors
$90k per year
...Accounting
Prepare and post month-end journal entries
Monthly reconciliations of bank accounts, investments, mortgage portfolios, GIC deposits, derivatives, debt, commissions, and payroll
Recognize monthly expense accruals and prepaid expenses
Prepare monthly...
Suggested
Direct hire
$27 per hour
...Responsibilities Include:
Develop strategic marketing initiatives in support of growth objectives and differentiation for products such as GICs, mutual funds, ETFs, etc.
Manage day-to-day requirements to deliver campaigns on time.
Collaborating with agencies to support...
Suggested
Contract work
Downtown
2 days per week
$70k - $88k per year
...tailored solutions from Kindred's comprehensive suite of registered and non-registered products, including Socially Responsible Funds and GICs. Whether starting a member on a savings plan for a first home purchase, for retirement, or to plan withdrawal of assets during...
Suggested
...initiate action under direction of Branch Manager.
~ Interview and advise members regarding investments, including but not limited to GICs, TFSAs, RRSPs, RESPs, etc., and make referrals to appropriate staff as necessary.
~ Perform other assigned responsibilities....
Suggested
Full time
Local area
Saturday
$75k - $90k per year
...and trailer fees
~ Understanding of various Mutual Fund Products; Hedge, Pooled, Investment Trusts, Flow-thru shares, Linked notes, GIC’s, HISA’s and open-end Mutual Funds
~ Recognizes and understands the regulatory rules governing Mutual Funds established by IIROC...
Suggested
Full time
Internship
...and insights
Oversee summary of competitor insights, conducting a weekly market review of available rates for Business Accounts and GICs, and compile these into a comparison sheet for internal use
Maintain multiple deposit trackers and support the production of weekly...
Suggested
Full time
Internship
Co-op
...fulfilling simple sales opportunities, including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing GICs
Nurturing rich, long-standing relationships
Being a technology expert and sharing your knowledge by introducing clients to our...
Permanent employment
Full time
Part time
Flexible hours
...Portfolio consists of a variety of deposit products that primarily consists of Interest Bearing and Non Interest Bearing Accounts, as well as GICs/Term Deposits. The incumbent partners with Sales (Corporate, Commercial, Small Business, and Wealth) to identify and prioritize...
Full time
Local area
Flexible hours