Investment Group – Investment Advisor
1 week ago
We represent a large advisory group with top financial experts that specialize in managing diverse portfolios of high net worth individuals and business owners. This group understands the importance of providing premier client service while assisting all their clients reach their financial and retirement goals.The OpportunityThis dynamic team is seeking to grow through the acquisition of investment portfolios (minimum nine figures) with a subsequent sale of the practice to facilitate the succession plan and the retirement goals of the advisor at a mutually agreed upon time.This is an ideal opportunity for someone considering retirement who wants to maximize the financial transaction while ensuring their clients receive a seamless transition and continue to receive the highest levels of customer service. #J-18808-Ljbffr
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Investment Group – Investment Advisor
1 week ago
Ottawa, Canada Stonewood Group Inc. Full timeWe represent a large advisory group with top financial experts that specialize in managing diverse portfolios of high net worth individuals and business owners. This group understands the importance of providing premier client service while assisting all their clients reach their financial and retirement goals.The OpportunityThis dynamic team is seeking to...
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Investment Advisor
1 week ago
Ottawa, Canada Collabera Full timeTalent Expert - Collabera | Creating the Next Together ! This is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with...
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Investment Advisor
6 days ago
Ottawa, Canada Collabera Full timeTalent Expert - Collabera | Creating the Next Together ! This is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with...
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Investment Advisor
1 week ago
Ottawa, Canada Collabera Full timeTalent Expert - Collabera | Creating the Next Together ! This is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with...
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Investment Advisor
1 week ago
Ottawa, Canada RBC Dominion Securities Full timeInvestment Advisor at RBC Dominion Securities Investment Advisor at RBC Dominion Securities. Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their financial goals while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training,...
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Investment Advisor
1 week ago
Ottawa, Canada RBC Dominion Securities Full timeInvestment Advisor at RBC Dominion Securities Investment Advisor at RBC Dominion Securities. Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their financial goals while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training,...
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Investment Advisor
2 weeks ago
Ottawa, Canada Collabera Full timeThis is with one of our financial client.We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor
1 week ago
ottawa, Canada Collabera Full timeThis is with one of our financial client.We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor
2 weeks ago
Ottawa, Canada Collabera Full timeThis is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor
2 weeks ago
Ottawa, Canada Collabera Full timeThis is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
