Call high-net-worth leads, qualifying and scheduling face-to-face appointments.
Meet with prospective clients with the goal of gathering new clients and assets for our firm.
Focus totally on acquisition and sell to high net worth individuals.
Fisher Investments Luxembourg distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. They align with clients' priorities by using a simple and transparent fee structure and recognised European custodians.
Engage clients in meaningful financial conversations.
Encourage action through strategic financial advice.
Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. They're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets and are continuing to grow.
Conduct client interviews to gather financial information.
Recommend customized financial plans based on client goals.
Maintain a commitment to delivering excellent results.
Focus Partners Wealth provides wealth, asset, and business management resources with a focus on innovation and partnership. They support clients at every stage of life, managing their financial future with research-backed strategies and personalized wealth planning solutions in all 50 states, with over $180 billion in regulatory assets under management.
Receives and responds to incoming calls from investment professionals, plan sponsors and members.
Understands the different product suites and interprets changes to new and old products.
Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Nationwide is a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future. They have a caring culture and are named one of the Fortune 100 Best Companies To Work For.
Focus on customer satisfaction, teamwork and empowerment and operate with honesty and integrity.
Bring a dynamic mix of technical knowledge, business acumen and a thoughtful customer approach.
Develop and cultivate relationships for new business and existing accounts.
Benjamin Moore is a company dedicated to the brand, exemplifying core values of openness, integrity, community, excellence, and safety. They offer growth, development, and purpose through an inclusive and engaging workplace and support locally owned stores in 65 countries.
Run a team of licensed portfolio managers supporting clients for whom we manage money.
Coach, train, develop, and inspire entry-level portfolio managers.
Oversee our digital portfolio management systems used to manage client money.
Wealthsimple aims to provide financial freedom for everyone by making money management transparent and low-cost through technology. As the largest fintech company in Canada, they have over 3 million users and $100 billion in assets, emphasizing collaboration, humility, and quality.
Design & Implement: Create broker-dealer and investment advisory written procedures and SOPs that align with evolving regulatory requirements.
Review & Refine: Audit public communications and marketing materials to ensure they are consistent with regulatory guidelines and internal policies.
Voice of the Customer: Review customer communications to detect, identify, and document customer complaints, ensuring every concern is addressed with integrity.
Acorns is a financial wellness app helping people and families save and invest for the long term. They have grown into a global company with multiple life-stage products serving the needs of kids, teens, adults, and parents and have helped over 14 million people save & invest over $25 billion dollars.
Wall Street Prep is the global leader in finance training, equipping professionals with the practical skills needed to thrive in investment banking, private equity, and beyond. Founded in 2004, they partner with top global banks, private equity firms, Fortune 500 companies, and leading academic institutions to deliver hands-on training through classroom workshops and self-paced online programs.
Learn products in assigned specialty area and understand regulations.
Explain product options for routine inquiries and recommend products.
Identify multi-product needs and connect customers to specialists.
Transamerica provides insurance, retirement, and investment solutions. With millions of customers and thousands of employees globally, Transamerica is part of Aegon, an international financial services group with a diverse workforce, that offers tools and solutions focused on helping people plan for the best life possible.
Participate in our most important growth initiatives.
Be a software product visionary.
Lead our people.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. They cultivate a collaborative and supportive environment, fostering innovation and are certified as a Great Place to Work for 2025.
Regularly consults with assigned clients to maintain a positive relationship.
Proactively uncovers ways to improve the daily operations of the plan.
Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. Their culture is collaborative and they value differences and colleagues who share a spirit of generosity.
Spotting patterns and identifying potentially vulnerable customers and financial crime.
Listen to customers’ concerns with positivity, empathy and patience and fix the problem.
Supporting customers across phone calls, in-app chat and email.
Monzo is on a mission to make money work for everyone, waving goodbye to traditional banking's complexities. Starting as a prepaid card, their product offering has grown in the UK to include personal and business bank accounts, joint accounts, accounts for 16-17 year olds, a free kids account, and credit cards. They create magical moments for their customers.
Have conversations with individuals, families, or business owners about their financial goals.
Help create a game plan or roadmap to help them achieve their short-term and long-term financial goals.
Provide financial solutions, products, and services, including retirement planning, wealth accumulation, and investments.
Morrison Family Financial, a GFI Affiliate, strives to put the needs of families in the forefront of every decision made. They believe in taking an educational approach to finances and deliver expertise to people from all backgrounds, partnering with Fortune 500 companies.
Gather market intelligence and contribute to the development of new products and solutions.
Prospect new business through systematic outreach, including calling and emailing prospective clients.
Manage a pipeline of new business opportunities from initial engagement through close.
NielsenIQ is a leading global market research firm that delivers data‑driven strategic analytics and insights. They leverage a combination of first‑party and third‑party data assets, and their team operates in 100+ markets and covers more than 90% of the world’s population.
Working proactively with Product teams to provide compliance advice.
Providing compliance advice and guidance on financial promotions.
Building relationships with Compliance team members and first line colleagues.
Monzo is on a mission to make money work for everyone and waving goodbye to the complicated and confusing ways of traditional banking. They offer personal and business bank accounts, joint accounts, accounts for 16-17 year olds, a free kids account and credit cards in the UK.
Monitors support queue and responds to client retirement plan questions.
Researches and assists in solving complicated client requests.
Actively maintain knowledge of retirement industry rules and regulations.
Ubiquity Retirement and Savings (dba Decimal Inc) provides retirement and savings solutions. They foster an inclusive and diverse workplace where everyone feels like a valued member of the Ubiquity family.
Monitor, assess, and address the team’s customer approach and outreach through various sales tools.
Act as a player/coach to maintain both individual and team sales unit and volume goals.
Inspire and create a motivating environment through coaching, mentoring, and enablement.
Kapitus is a direct lender and marketplace providing small businesses with financing. They have a fast-paced culture where teammates need to be self-directed and have an internal motivation to do the right thing, offering great benefits, competitive pay and solid opportunity for growth.
Respond to scenario questions from loan officers and processors.
Review credit, income, asset, and property documentation for compliance.
Research and comprehend complex investor guidelines to recommend loan structures.
The company provides support for scenarios related to Non-QM/Jumbo loans. They are looking for someone to assist their Operations Team by restructuring problematic loans and recommending alternative products/investors.
Conducts timely investigations related to the professional conduct of Licensees.
Develops disposition proposals aligned with the Law Society's public interest mandate.
Coordinates with Litigation Services staff and provides testimony in regulatory and court proceedings.
The Law Society of Ontario is committed to providing high quality and professional service to the public, lawyers and paralegals, and other stakeholders. They value each member of their team and invest in professional learning and development. Their progressive employment policies, high levels of employee engagement and the impressive architecture and beautiful grounds of the historic Osgoode Hall contribute to a positive work environment.