Wealth Trust
3 weeks ago
A leading financial institution is seeking a candidate for a role in Wealth Sales & Service in London, Ontario. This position requires managing relationships with Trust & Estate clients, ensuring compliance, and delivering outstanding client experiences. Responsibilities include preparing business proposals, monitoring client performance, and ensuring timely processing of trade orders. Ideal candidates will have experience in the trust industry and advanced knowledge of Estate and Trust products, alongside strong analytical and communication skills.
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Private Wealth Trust Associate
3 weeks ago
London, Canada BMO Full timeApplication Deadline: 01/19/2026Address: 255 Queens Avenue Job Family Group Wealth Sales & Service Overview Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works...
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St Trust Administrator
5 days ago
London, Canada Scotiabank Full timeRequisition ID: 182989 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management,...
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St Trust Administrator
5 days ago
London, Canada Scotiabank Full timeRequisition ID: 168418 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to...
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Wealth Administrator
3 weeks ago
London, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? We have an exciting opportunity for a Wealth Administrator to join the team in our London Waterloo place office. The Wealth Administrator will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities. RBC’s expectation is that all...
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London, Canada BMO Financial Group Full timeResponsibilities Leads/facilitates goals‑based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts...
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Trust Accounting
3 days ago
London, Canada Canada Life Assurance Company Full time**Job Description**: Reporting to the Assistant Manager, Quadrus Trust & Settlement, the Trust Accounting & Settlement Technician operates in a fast-paced environment with ties to both Financial Operations and Wealth Operations. The Trust and Settlement team is responsible for the reconciliation of individual client trust accounts and the settlement of all...
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Client Service Associate
2 weeks ago
London, Canada Assante Wealth Management Full time**Position: Client Service Associate** Company: Assante Wealth Management Location: London, Ontario Do you want to make a difference in the lives of others? We are looking for a **Client Service Associate** who is dynamic, collaborative and passionate about client service, team operations and growing the business together. Assante Wealth Management is a...
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Private Trust Client Service Associate
2 days ago
London, Ontario, Canada TD Full timeLieu De TravailLondon, Ontario, CanadaHoraire37.5Secteur D'activitéGestion de patrimoine TDDétails De La Rémunération$52,700 - $74,400 CADLa TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l'expérience...
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London, Canada Canada Life Assurance Company Full time**Description**: - Welcome to Canada Life!- Temporary Full Time- Reporting to the Associate Manager of Centralized Operations in Individual Customer, you will be a member of a team operating in a fast-paced environment that is responsible for the electronic movement of documents to our Wealth Administrative Teams (Segregated Funds, Annuities, and Mutual...
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London, Canada The Canada Life Assurance Company Full timeTemporary Full Time As a Distribution Service Assistant, you will be a member of a team operating in a fast-paced environment responsible for the electronic movement of documents to our Wealth Administrative Teams (Segregated Funds, Annuities, and Mutual Funds). You will work cohesively with other members of the team and our internal partners in various...