Private Wealth Client Service Specialist

Client Service Assistant, Private Wealth Join to apply for the Client Service Assistant, Private Wealth role at BMO. Supports one or more Investment Advisors (IAs) and the IA team with day‑to‑day administration and provides exceptional client service to support the achievement of business objectives. A client‑focused role, committed to managing and...

Application Deadline: 11/20/2025 Address: 360 Oakville Place Drive Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and Nesbitt Burns branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role,...

Application Deadline:11/20/2025Address:360 Oakville Place Drive Job Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and Nesbitt Burns branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role,...

A leading financial services firm in Oakville seeks a Client Support Specialist to assist Investment Advisors. You will coordinate marketing initiatives, manage client inquiries, and maintain strong client relationships. The ideal candidate will have 1-2 years of experience in banking or administration and a good understanding of wealth management...

Application Deadline:11/30/2025Address:360 Oakville Place DriveJob Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and Nesbitt Burns branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed...

OPPORTUNITYAs NPW continues to grow and achieve new milestones, we are seeking a full-time professional with prior accounting experience in the securities industry. In this role, you will play a key part in supporting our finance team by handling a variety of financial tasks, ensuring the accuracy of financial records, and enhancing the overall efficiency...

**Job title: Human Resources Manager** **Job description**: - Develop and implement effective onboarding programs for new hires. - Mediate and resolve workplace conflicts or issues. - Develop, communicate, and enforce HR policies and procedures. - Ensure compliance with labor laws and regulations. - Implement performance appraisal systems and conduct...

IFS Client Services Specialist page is loaded## IFS Client Services Specialistlocations: Oakville, ONtime type: Full timeposted on: Posted 11 Days Agojob requisition id: JR666This role requires 5 days/week in-office. While the office is currently located in Oakville, it will be relocating to Burlington in early 2026. The IFS Client Services...

**NOUR PRIVATE WEALTH** **About Us** Nour Private Wealth (NPW) is a private wealth management firm specializing in financial planning, investment management, and insurance services for high-net-worth clients in Montreal, Oakville, Winnipeg and across Canada. As a progressive, growing company, we focus on delivering trusted advice to help our clients achieve...

A financial services provider is seeking a Developing Investment Advisor in Oakville to provide comprehensive wealth advice to high-net-worth clients. The role involves building a client base, developing investment strategies, and executing business plans. Candidates should have an undergraduate degree, relevant licensing, and at least 3 years of experience...