Wealth Transition
1 week ago
A leading financial services firm in Oakville, Ontario is looking for a Family Wealth Transition Specialist. This role focuses on managing the transition of clients' accounts and requires excellent people skills and a strong client-service orientation. The successful candidate will coordinate meetings, review advisor holdings, and manage the transfer process. This is an opportunity to work in a supportive environment and make a significant impact on clients’ experiences.
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Family Wealth Transition Specialist
1 week ago
Oakville, Canada Bellwether Investment Management Full timeBellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling career....
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Family Wealth Transition Specialist
1 week ago
Oakville, Canada Bellwether Investment Management Full timeWho We AreBellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and...
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Family Wealth Transition Specialist
2 days ago
Oakville, Ontario, Canada Bellwether Investment Management Full timeWho We AreBellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise.At Bellwether, we offer the opportunity to build a rewarding and fulfilling...
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Director, Advisor Onboarding and Transition
7 hours ago
Oakville, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
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Financial Planner, CFP
2 weeks ago
Oakville, Ontario, Canada Henderson Partners LLP Full timeHenderson Partners LLP is a leading CPA and advisory firm based in Oakville, known for exceptional service and trusted relationships with entrepreneurs and business families. As a Great Place to Work Certified firm and a Top Place to Work for Women, we are committed to empowering our people and our clients to thrive.Are you ready to advance your career with...
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Oakville, Canada iA Groupe financier iA Financial Group Full timeAre you someone who thrives in creating connections and building relationships? We are seeking a passionate and results-driven Consultant to work with our Dealerships in the Windsor to London area. As a key member of the team, you will provide strategic consulting services and sales development strategies by promote iA's innovative insurance products and...
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Dealer Services Consultant
2 weeks ago
Oakville, Canada iA American Warranty Group Full timeJob Description You will provide strategic consulting services and sales development strategies to improve the performance of dealer business offices in a given region while promoting insurance products and programs. You will work closely with Dealership Managers, General Managers, General Sales Managers and Finance Managers. You will develop strong...
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Portfolio Administrator
4 weeks ago
Oakville, Canada Bellwether Investment Management Full timeBellwether is a hand‑picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling career....
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Dealer Consultant, Oem
2 days ago
Oakville, Canada iA Groupe financier iA Financial Group Full time**_Division: _**_Dealer _Services _**_Department :_**_Sales, OEM _**_Location: _**_Anywhere in Ontario, but Ottawa and the surrounding areas would be preferred _**_Working Style: _**_Remote but would need to be on the road 3 days a week _**_Travel:_**_ Quarterly meetings in various Canadian cities _**_Status:_**_ Temporary 12 month contract with strong...
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Portfolio Administrator
2 days ago
Oakville, Ontario, Canada Bellwether Investment Management Full timeWho We AreBellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and...