Senior Manager, Wealth Client Services

A prominent financial institution in London is seeking an Associate to join their Wealth Management team. You will provide exceptional customer service, support wealth advisors, and ensure effective communication with clients and collaborators. The ideal candidate has a college diploma and experience in banking or administration. This position offers a...

Select how often (in days) to receive an alert: Requisition ID: 242299 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose This position is a trusted advisor of private wealth services that meet high net worth client’s short- and long-term holistic wealth management and investment growth goals,...

The Insurance Associate - LWS will enable our Libro Wealth Strategies advisors to enhance insurance services for both wealth protection and wealth preservation, optimize Owner relationships, improve the Advisor experience, and drive revenue growth. Strong knowledge of processes, requirements and documentation relating to both insurance products and services...

Job Description What is the opportunity? We have an excellent opportunity for a Client Administrative Services Senior Manager to join the Chief Administrative Office (CAO) in London. Reporting to the Chief Administrative Officer, this role is a key point of contact for both clients and client facing teams. The successful candidate will also have people...

Job Description What is the opportunity? We have an excellent opportunity for a Client Administrative Services Senior Manager to join the Chief Administrative Office (CAO) in London. Reporting to the Chief Administrative Officer, this role is a key point of contact for both clients and client facing teams. The successful candidate will also have people...

A leading financial institution is seeking a motivated candidate for an entry-level position in finance and sales, focusing on wealth management. The role supports relationship managers in providing exceptional service to high-net-worth clients. Candidates must have an undergraduate degree and possess strong communication skills. The position offers a total...

A leading financial institution is seeking a motivated candidate for an entry-level position in finance and sales, focusing on wealth management. The role supports relationship managers in providing exceptional service to high-net-worth clients. Candidates must have an undergraduate degree and possess strong communication skills. The position offers a total...

A leading Canadian bank is looking for a Wealth Associate to assist investment advisors by providing exceptional customer service. In this role, you will manage various financial transactions, analyze client files, and ensure compliance with regulations. Candidates must hold a relevant diploma and have two years of banking or financial experience. This...

A private wealth management firm in Vancouver is seeking a Wealth Management & Financial Planning Advisor to manage client portfolios, conduct financial planning, and market to new clientele. The ideal candidate should possess strong communication skills, a good work ethic, and an existing network of clients. This full-time position offers a competitive...

A boutique wealth management firm is seeking a Senior Financial Planner in London, ON. The successful candidate will work directly with clients to create personalized financial strategies focusing on retirement planning and investment management. Required qualifications include CFP designation and a strong background in financial planning and taxation. This...