Wealth Advisory Support Specialist

4 weeks ago


Courtenay, Canada The Toronto-Dominion Bank (Canada) Full time

A leading financial institution is seeking a PIA Client Service Associate in Courtenay, Canada. This role requires providing dedicated administrative support to Investment Advisors, preparing documentation, and delivering outstanding customer service. Ideal candidates will possess strong communication skills and an undergraduate degree or diploma. Opportunities for professional development are available within the organization.
#J-18808-Ljbffr



  • Courtenay, Canada The Toronto-Dominion Bank (Canada) Full time

    A leading financial institution is seeking a PIA Client Service Associate in Courtenay, Canada. This role requires providing dedicated administrative support to Investment Advisors, preparing documentation, and delivering outstanding customer service. Ideal candidates will possess strong communication skills and an undergraduate degree or diploma....


  • Courtenay, Canada RBC Dominion Securities Full time

    Overview RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Courtenay, BC is seeking an Associate Advisor to...


  • Courtenay, Canada RBC Dominion Securities Full time

    Overview RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Courtenay, BC is seeking an Associate Advisor to...


  • Courtenay, Canada RBC Full time

    Job Description What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Courtenay, BC is...


  • Courtenay, Canada Royal Bank of Canada> Full time

    Job Description What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Courtenay, BC is...


  • Courtenay, Canada Royal Bank of Canada Full time

    Job Description What is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities branch located in Courtenay, BC is...


  • Courtenay, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities branch located in Courtenay, BC is...


  • Courtenay, British Columbia, Canada RBC Dominion Securities Full time $38,000 - $55,000 per year

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities branch located in Courtenay, BC is seeking...


  • Courtenay, Canada TD Securities Full time

    A leading financial institution is seeking a PIA Client Service Associate in Courtenay, Canada. This role involves supporting Investment Advisors and ensuring exceptional customer service through detailed administrative tasks. The ideal candidate will have strong communication skills and a willingness to complete necessary certifications. This is an...


  • Courtenay, Canada Coastal Community Private Wealth Group Full time

    **Position Ty**pe**:Permanent **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a **Client Relations Assistant**, so if you’re passionate about improving people’s financial health and have experience supporting a...