Wealth Client Services Specialist

Location:Burlington, ON - QEW and Walkers LineType:Full-Time or Part-Time | On-Site / Hybrid. This is intended as a full time role, but could be modified to part-time for the right candidate who perhaps would like to drop their kids off and pick them up at school or has other similar obligations, but who is able to work 5 hours per day in the middle, 5 days...

A leading wealth management firm in Newfoundland and Labrador is seeking a Client Service Associate to enhance client relationships and deliver exceptional service. The ideal candidate will have a Bachelor's degree and a minimum of 3 years of relevant experience, preferably in a financial setting. You will play a crucial role in managing client requests and...

A leading wealth management firm in Newfoundland and Labrador is seeking a Client Service Associate to enhance client relationships and deliver exceptional service. The ideal candidate will have a Bachelor's degree and a minimum of 3 years of relevant experience, preferably in a financial setting. You will play a crucial role in managing client requests and...

**Who we are**: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core...

About the roleLocation: Burlington, ON - QEW and Walkers LineType: Full-Time or Part-Time | On-Site / Hybrid. This is intended as a full time role, but could be modified to part-time for the right candidate who perhaps would like to drop their kids off and pick them up at school or has other similar obligations, but who is able to work 5 hours per day in the...

**Position: Client Services Specialist** **Type: Full Time Permanent** **Location: Burlington, ON** DCM is a communication solutions partner that adds value for major companies across North America by creating more meaningful connections with their customers. We pair customer insights and thought leadership with cutting-edge products, modular enabling...

A leading financial institution in Burlington is looking for a Wealth Associate to help drive client-focused talent in Private Investment Counsel. This entry-level role offers comprehensive development through their Wealth Associate Advancement Program, focusing on business growth and relationship management. Ideal candidates should have a background in...

A leading financial institution in Burlington is looking for a Wealth Associate to help drive client-focused talent in Private Investment Counsel. This entry-level role offers comprehensive development through their Wealth Associate Advancement Program, focusing on business growth and relationship management. Ideal candidates should have a background in...

A major financial institution is seeking a Developing Investment Advisor in Burlington, Ontario. This role involves building a client base of high-net-worth clients while developing comprehensive wealth management strategies. Candidates should possess an undergraduate degree in finance or related fields and be currently licensed as a Registered...

Client Service Associate page is loaded## Client Service Associatelocations: Boston: Burlingtontime type: Full timeposted on: Posted 7 Days Agojob requisition id: Req-8153## ## **Job Description**Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to individuals,...