Broadridge Financial Solutions jobs

Financial Advisor - Balmoral & Hewitson Branch - Thunder Bay, ON Thunder Bay Requisition ID: 259538 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At Scotiabank - you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. What you'll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by: Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for Educating our customers, providing relevant insights and expert advice Building our customer's comprehensive plans using a holistic approach to help them achieve their goals Nurturing strong, long-standing relationships Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience What you need to succeed… The appetite and drive to build strong customer relationships and deliver excellence customer service The proven ability to meet and exceed sales targets

Technology Lead Hyderabad-Hi-Tec City posted: Posted 30+ Days Ago

Business Solutions Advisor - Eastridge Financial Center San Jose posted: Posted 11 Days Ago

Physical Security Console Operator (Wed - Sun, 6:00 AM - 2:00 PM) - Onsite 2 Locations posted: Posted 30+ Days Ago

Business Analyst Specialist (Fixed Income / Accounting) Toronto Requisition ID: 259212 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Team: Impact is a vendor (Broadridge) hosted, real-time North American fixed income securities processing, clearing, reconciliation, settlement and accounting platform. The Securities & Operations Technology Impact Support team liaises with internal and third-party technology teams and business stakeholders managing the availability and functionality of the North American Fixed Income processing and settlement platform for the Bank. The Role: The Business Analyst Specialist role works both independently and, in a project, team setting to conceptualize, define, document, develop, test, implement and maintain the Broadridge Impact platform. The incumbent works closely with service providers and internal business, technology and operations stakeholders to assist in managing the implementation of important business and regulatory enhancements, and production incidents. Through the execution of the role's duties, the incumbent ensures a high level of customer service consistent with SOT Service Standards, Scotia Service Standards and Complaint Resolution Procedures. Is this role right for you? In this role you will: Engage with business and IT stakeholders, deep diving into workstream issues to drive resolution concerning fixed income accounting for cash trades and repos. Lead the identification, documentation, assessment, and monitoring of project depe

Lead Software Developer Vancouver - 555 Burrard Street posted: Posted 30+ Days Ago

Head of International Procurement London - 12 Arthur Street posted: Posted 30+ Days Ago

Fullstack Developer Mumbai - Times Square - Andheri East posted: Posted 30+ Days Ago

Software Engineer (Development & QA Automation) (Hybrid - Newark, NJ, Coppell, TX or NYC) 4 Locations posted: Posted 17 Days Ago

Mid-Market Solutions Consultant - Expense Palo Alto, CA or San Francisco, CA Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders real-time spend visibility and control. Navan Expense provides employees with a refreshingly easy way to pay for what they need while giving finance leaders one easy place to control, manage, and track spend. With physical and virtual cards, smart policy management, and automated expense reports, Navan Expense streamlines the entire business spending process - driving cost-savings, productivity, and compliance. We're looking to bring on a Mid-Market Solutions Consultant - Expense who will continue to scale Navan Expense and the future of this product line. You will partner closely with our Sales, Product, Finance, Support and Operations teams, all the way up to our C-Suite - to ensure we are delighting our clients and exceeding goals. You will be a key player in helping Account Managers expand Expense product offerings within current strategic travel accounts, implement the Expense solution, and increase adoption within the Mid-Market segment by combining your expertise of accounting and finance with your knowledge of our expense management platform and corporate credit card. Navan Expense has currently seen 10x growth in the last year and is currently being used by 800+ companies, such as Epicor, Amplitude, Loom, Toast & Lyft. By understanding client needs and leveraging your knowledge, you will help assist with an effective strategy that will ultimately drive revenue. The Ideal Candidate will be

Financial Advisor Hunt Valley, MD, US Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview This is a full-time, on-site, commissioned career opportunity based out of our International Building building in Hunt Valley, MD Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. Responsibilities Services an existing group of clients. Providing an understanding of investment risk and expected returns by properly profiling each customer by need for suitability. Provides ongoing investment and banking advice to customers to help meet the customer's total financial need. Ensures customer profile is updated routinely so investments remain consistent with risk tolerance. Attempt to gather assets, as part of total relationship, from other institutions. Responsible for building a referral network within the Bank in order to promote and sell brokerage

Senior Cloud Engineer (Hybrid) Manila - 6805 Ayala Ave posted: Posted 10 Days Ago

Senior DevOps Engineer (Hybrid) Manila - 6805 Ayala Ave posted: Posted 30+ Days Ago

Technology Lead - Devops/SRE- Bangalore Bengaluru-EPIP Industrial Area posted: Posted Today

Art Director - Video/Animation (Hybrid- NYC) New York, NY posted: Posted 17 Days Ago

Senior Member Technical Bengaluru-EPIP Industrial Area posted: Posted 30+ Days Ago

Pre-Sales Director Singapore - 30 Raffles Place posted: Posted 22 Days Ago

Cloud DevOps Engineer (AWS) London - 12 Arthur Street posted: Posted 30+ Days Ago

Sales Enablement Specialist - The Baldwin Group Financial Services 2 Locations The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. The Sales Enablement Specialist will work directly with 4-5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. This role is highly task- and project-oriented, with a strong focus on pipeline management, scheduling, data integrity, and coordination rather than direct outbound sales calls. The ideal candidate is flexible to changing business needs within an entrepreneurial environment and comfortable managing multiple, and sometimes conflicting, priorities across advisors and books of business. PRIMARY RESPONSIBILITIES: Support 4-5 partner financial advisors with day-to-day sales enablement, client service coordination, and follow-up activities across retirement plan and wealth management relationships. Act as a central point of coordination for tasks, deadlines, and documentation among advisors, internal teams, and external partners. Maintain and manage detailed pipelines of retirement plan and financial services opportunities, documenting meaningful activity and tracking results throughout the longer sales cycle. Regularly update opportunity stages, next steps, and probability/forecast fields so advisors have a clear, real-time view of their books of business. Identify new leads that fit the target retirement plan and financial services prospect profile, leveraging internal data, external databases, Form 5500

Mid-Market, Solutions Consultant London, UK Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders real-time spend visibility and control. Navan Expense provides employees with a refreshingly easy way to pay for what they need while giving finance leaders one easy place to control, manage, and track spend. With physical and virtual cards, smart policy management, and automated expense reports, Navan Expense streamlines the entire business spending process - driving cost-savings, productivity, and compliance. We're looking to bring on an Mid-Market Solutions Consultant, Expense who will continue to scale Navan Expense and the future of this product line. You will partner closely with our Sales, Product, Finance, Support and Operations teams, all the way up to our C-Suite - to ensure we are delighting our clients and exceeding goals. You will be a key player in helping Account Managers expand Expense product offerings within current strategic travel accounts, implement the Expense solution, and increase adoption within the Mid-Market segment by combining your expertise of accounting and finance with your knowledge of our expense management platform and corporate credit card. Navan Expense has currently seen 10x growth in the last year and is currently being used by 800+ companies, such as Epicor, Amplitude, Loom, Toast & Lyft. By understanding client needs and leveraging your knowledge, you will help assist with an effective strategy that will ultimately drive revenue. The Ideal Candidate will be a subject matter expert with an accounting and

Manager, Production Operations (On-site) (Night Shift) Markham, ON posted: Posted 30+ Days Ago

Financial Advisor, Investment & Retirement Planning - Oakridge Centre, Vancouver - B.C Vancouver Requisition ID: 262060 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals. Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering strong engagement, educating clients, offering insights, and delivering expert advice. Building relationships, focusing on providing a great client experience and g

Assoiate Process Manager Bengaluru-EPIP Industrial Area posted: Posted 2 Days Ago

Financial Advisor, Investment & Retirement Planning - MAJOR MACKENZIE & WESTON, VAUGHAN Vaughan Requisition ID: 256037 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals. Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering strong engagement, educating clients, offering insights, and delivering expert advice. Building relationships, focusing on providing a great client experience and g