Client Service Associate – Wealth Advisory Support

A leading financial institution is seeking a Client Service Associate in Ottawa, Ontario. This role requires managing client relationships and supporting Investment Advisors with administrative tasks. Ideal candidates will have 3-5 years of relevant experience, knowledge of investment processes, and excellent communication skills. The position offers a...

A leading financial institution is seeking a Client Service Associate in Ottawa, Ontario. This role requires managing client relationships and supporting Investment Advisors with administrative tasks. Ideal candidates will have 3-5 years of relevant experience, knowledge of investment processes, and excellent communication skills. The position offers a...

A leading financial services company in Ottawa is seeking an Associate to provide administrative support for an Advisory Team. The role includes client service, coordination of meetings, and maintaining documentation. Ideal candidates will possess strong Microsoft Office skills, time management ability, and excellent communication in English. This full-time...

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in...

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in...

A leading wealth management firm in Ottawa seeks an Associate to manage client accounts and provide exceptional service. The successful candidate will ensure compliance, support Advisors, and resolve issues efficiently. Ideal candidates are skilled in client service and proficient in Microsoft Office, with strong organizational abilities. This role offers...

PAA Advisory | Conseils is seeking a Client Director to join its Arts & Culture team in Ottawa and lead client files focused on federal government relations and lobbying.Our Arts & Culture team works with clients across the arts, culture, cultural industries, not-for-profit, and charitable ecosystem, including theatre, orchestral music, opera, ballet, music...

Desjardins Private Wealth Management offers a comprehensive advisory service based on a personalized approach to discretionary portfolio management and tax and trust services. It offers top-notch support and guidance to meet the needs of high-net-worth clients interested in sound management and passing on their wealth. These services are provided to clients...

Requisition ID: 153914 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **PIC Wealth Manager / Portfolio Manager** **Job Purpose** The Wealth Manager is a non-registered senior relationship manager and is responsible for representing a total wealth offering to high net worth (HNW) and ultra-high net...

Desjardins Private Wealth Management offers a comprehensive advisory service based on a personalized approach to discretionary portfolio management and tax and trust services. It offers top-notch support and guidance to meet the needs of high-net-worth clients interested in sound management and passing on their wealth. These services are provided to clients...