Senior Investment Counsellor Job at Aplin (Toronto)

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...

Location

Luxembourg , Bertrange

Salary:

275000.00 - 450000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive experience in providing investment advice and solutions as well as managerial experience
CFA, MBA degree or other advance degree a plus
Demonstrable track record in managing a business P&L
Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
Relevant qualifications and registrations for the country of employment
Bachelor's/University degree, Master's degree preferred
Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
the capacity to effectively engage and influence business partners and navigate through a complex global organization
and the ability to attract, develop and retain talent

Job Responsibility

Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
Provide leadership as the “Face” of the Investments business to all clients in the region
Manages a large team of investment professionals including Investment Counsellors and Product Specialists
Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets

Fulltime

Senior Lead Commercial Banking Relationship Manager

Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for...

Location

United States , Melville

Salary:

191000.00 - 305000.00 USD / Year

Wells Fargo

Expiration Date

July 31, 2026

Requirements

7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback
act as an advisor to guide and influence others in growing relationships
Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally
serve as an expert advisor to leadership and a mentor for less experienced colleagues
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National ...

Location

United States , Venice

Salary:

Not provided

Wells Fargo

Expiration Date

June 11, 2026

Requirements

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
Support everyday banking needs, including new account openings, service requests, and credit applications
Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
Deliver accurate, compliant service while exercising sound judgement within defined risk controls
Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Fulltime

!

Registered Nurse Oncology

We desire an RN who has Oncology specialization and will take a position in Oran...

Location

United States , Orange

Salary:

Not provided

Voyage Solutions

Expiration Date

Until further notice

Requirements

Registered Nurse
Oncology specialization
experienced nurse who can begin working quickly

What we offer

Flexible schedule
freedom to choose from a number of contracts
adventure
chance to work in well-known hospitals
control over own schedule

Fulltime

Cook 2

Do you love to cook? Are you passionate about food? As a Cook on our team, you’l...

Location

United States , Washington

Salary:

Not provided

Aramark

Expiration Date

Until further notice

Requirements

Experience as a cook or in a related role required
Validated knowledge of the basic principles of food preparation, various cooking methods, and food safety regulations such as accurate food handling, sanitation, and storage
Must be able to acquire food safety certification
Demonstrate basic math and counting skills
Demonstrates interpersonal communication skills, both written and verbal

Job Responsibility

Cooks and prepare a variety of food according to production guidelines and standardized recipes
Sets up workstation with all needed ingredients and equipment
Prepares ingredients by measuring, weighing, mixing, chopping, trimming, and peeling food items
Safely uses a variety of utensils including knives
Operates equipment such as ovens, stoves, slicers, mixers, etc.
Bakes, roasts, broils, steams, and uses a variety of cooking methods on meat, vegetables, and other foods
Arranges, garnishes, and portions food according to established guidelines
Properly stores food by adhering to food safety policies and procedures
Cleans and sanitizes work areas, equipment, and utensils
Maintains excellent customer service and positive demeanor towards guests, customers, clients, co-workers, etc.

Fulltime

Allied Health Professional Ultrasound Technologist

Voyage is looking for an Allied Health Professional with an Ultrasound Technolog...

Location

United States , Mountain View

Salary:

Not provided

Voyage Solutions

Expiration Date

Until further notice

Requirements

Certification: Allied Health Professional
Specialty: Ultrasound Technologist
Must be able to travel to Mountain View, CA
Must have experience

What we offer

Compensation for this position will account for travel and be significantly higher than a local Nursing opportunity

Fulltime

Associate IBT Leader

At Boeing, we innovate and collaborate to make the world a better place. We’re c...

Location

United States , Wichita

Salary:

61950.00 - 95000.00 USD / Year

Boeing

Expiration Date

Until further notice

Requirements

Bachelor’s Degree and 2+ years' related experience or a Master's Degree/MBA and 0+ years' related experience
Ability to obtain a U.S. Secret Security Clearance and Special Program Access (for which the U.S. Government requires U.S. Citizenship)
Proficiency in MS Office Suite of tools
Must be proficient in written and verbal communication

Job Responsibility

Provide leadership for the establishment, oversight, and coordination of program activities necessary to successfully implement Baseline Control and Change Management (BCCM) processes and capabilities as part of the Program Management Office
Change Management/PCCB/CCB Coordinator
Chair the Change Control Board (CCB) & Program Change Control Board (PCCB)
establish agenda, meeting minutes and manage change documentation
Maintain program change control processes
Establish and oversee change management processes to evaluate proposed change per the appropriate Configuration Change Authority
Facilitating the Change Control Board (CCB) &Program Change Control Board (PCCB), including all necessary infrastructure, cadence, reporting, and documentation
coordinating major and minor change requests across the BCCM lifecycle (e.g. categorizing/logging CRs, coordinating change impact assessments and complete change packages, notifying/communicating PCCB status and decisions with all appropriate stakeholders)
coordinating the program BCCM process
developing the program Change Management Plan

What we offer

competitive base pay
variable compensation opportunities
health insurance
flexible spending accounts
health savings accounts
retirement savings plans
life and disability insurance programs
paid and unpaid time away from work
generous company match to your 401(k)
industry-leading tuition assistance program pays your institution directly

Fulltime

Intern

As a Bospar intern, you’ll dive into the fast-paced world of public relations, c...

Location

United States

Salary:

19.75 USD / Hour

Bospar

Expiration Date

Until further notice

Requirements

A current or recent student in Marketing, Communications, Journalism, or PR
Strong writing and editing skills
A natural problem solver with an eye for detail
Someone who thrives in a fast-moving, ever-changing environment
A team player who can also take ownership of projects
Familiarity with PR tools like Cision, Meltwater, and Muck Rack (a plus, but not required!)

Job Responsibility

Support client teams with research, scheduling, and logistics
Monitor and analyze media coverage
Build and update media lists
Conduct media outreach to land stories in top publications
Contribute to new business research and proposals

Fulltime

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Senior Investment Counsellor

Job Description

Job Responsibility

Requirements

What we offer

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