Wealth Client Services Specialist – Commission Eligible
1 week ago
A leading financial services firm in Markham is seeking a PIA Client Service Associate to provide specialized administrative support to Investment Advisors. The ideal candidate will have a background in client service and strong communication skills. Responsibilities include preparing documentation, creating client reports, and delivering top-notch service. This role requires a willingness to complete necessary licensing courses within 6 months.
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Wealth Client Services Associate
2 weeks ago
Markham, Canada TD Full timeA leading financial institution in Markham is seeking a Client Service Associate to deliver exceptional service to clients and support investment advisors. This is an entry-level position ideal for those looking to begin a career in wealth management. Candidates should have strong communication skills and be willing to complete necessary licensing courses....
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Client Services Specialist
2 weeks ago
Markham, Canada Andreoli Financial Services Inc. Full time**Company: Andreoli Financial Services inc.** **Job Title: Client Service Specialist** **About Us**: **Andreoli Financial Services Inc.** is a small family owned multi-generational business that has extensive expertise in the financial services industry, specializing in financial planning, retirement savings, and estate planning advice for individuals and,...
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PIA Client Service Associate
1 week ago
Markham, Canada TD Securities Full timeWork Location: Markham, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $38,300 - $51,700 CAD (eligible for commission-based earnings) Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service...
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Private Client Advisor
4 weeks ago
Calgary, Toronto, Montreal, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada TalentSphere Staffing Solutions Full timePrivate Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through...
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Marketing Specialist
4 days ago
Markham, Canada Hu’s Wealth Management Full timeJob Summary: We are seeking a talented and experienced Marketing Specialist to join our team. As a Marketing Specialist, you must know enough about the company’s product. You will play a key role in approaching potential customers, and promoting suitable product to our customers. If you have a passion for marketing and a strong communication skill, we want...
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Wealth Admin Associate: Client Service
1 week ago
Markham, Canada Scotiabank Full timeA leading bank in the Americas is seeking an Administrative Associate in Markham. This role involves high-level client administration, supporting Wealth Advisors, and enhancing client relationships through effective communication and organization. Ideal candidates will have experience in the securities industry, strong communication skills in English and...
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Wealth Admin Associate: Client Service
1 week ago
Markham, Canada Scotiabank Full timeA leading bank in the Americas is seeking an Administrative Associate in Markham. This role involves high-level client administration, supporting Wealth Advisors, and enhancing client relationships through effective communication and organization. Ideal candidates will have experience in the securities industry, strong communication skills in English and...
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Wealth Admin Associate: Client Service
2 weeks ago
Markham, Canada Scotiabank Full timeA leading bank in the Americas is seeking an Administrative Associate in Markham. This role involves high-level client administration, supporting Wealth Advisors, and enhancing client relationships through effective communication and organization. Ideal candidates will have experience in the securities industry, strong communication skills in English and...
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Wealth Admin Associate: Client Service
1 week ago
Markham, Canada Scotiabank Full timeA leading bank in the Americas is seeking an Administrative Associate in Markham. This role involves high-level client administration, supporting Wealth Advisors, and enhancing client relationships through effective communication and organization. Ideal candidates will have experience in the securities industry, strong communication skills in English and...
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Wealth Admin Associate: Client Service
1 week ago
Markham, Canada Scotiabank Full timeA leading bank in the Americas is seeking an Administrative Associate in Markham. This role involves high-level client administration, supporting Wealth Advisors, and enhancing client relationships through effective communication and organization. Ideal candidates will have experience in the securities industry, strong communication skills in English and...