Wealth Management Client Services Associate

4 weeks ago

Regina, Canada TD Full time

Une grande institution financière à Regina recherche un(e) PIA Client Service Associate pour fournir un soutien administratif spécialisé au sein d'une équipe d'Advisors. Le candidat idéal doit avoir un diplôme universitaire ou un diplôme de collège communautaire, et faire preuve de compétences en communication et de capacité à établir des relations. Ce poste offre des opportunités de croissance et d'apprentissage dans un environnement dynamique.
#J-18808-Ljbffr

  • Wealth Coordinator or Associate Wealth Advisor

    2 weeks ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time $45,000 - $75,000 per year

    Affinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent...

  • Wealth Advisor

    2 weeks ago

    Regina, Canada Thrive Wealth Management Full time

    Thrive Wealth Strategies is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our employees are team-oriented individuals and support a relationship-based...

  • Wealth Planner

    2 weeks ago

    Regina, Canada Thrive Wealth Management Full time

    **Location: Various Saskatchewan Locations** Thrive Wealth Management is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice.  Our employees are...

  • Wealth Coordinator or Associate Wealth Advisor

    2 weeks ago

    Regina, Canada Aviso Wealth Full time

    Overview Affinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an...

  • Wealth Coordinator

    2 weeks ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time $40,000 - $80,000 per year

    Wealth CoordinatorAffinity Financial Strategies ("AFS") presently has an opening for a Wealth Assistant. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities.This position is responsible for providing administrative and sales...

  • Client Services Associate

    3 weeks ago

    Regina, Canada Hunter Mercantile Full time

    Are you an experienced Client Service Associate looking to be a core member of a high-performing wealth management team? Join our clients’ established, growing Regina-based firm where you'll be an essential partner to a Senior Investment Advisor and their high-net-worth (HNW) clients. If you thrive in a supportive, detail-oriented environment and want to...

  • Client Services Associate

    3 weeks ago

    Regina, Canada Hunter Mercantile Full time

    Are you an experienced Client Service Associate looking to be a core member of a high-performing wealth management team? Join our clients’ established, growing Regina-based firm where you'll be an essential partner to a Senior Investment Advisor and their high-net-worth (HNW) clients. If you thrive in a supportive, detail-oriented environment and want to...

  • Client Services Associate

    3 weeks ago

    regina, Canada Hunter Mercantile Full time

    Are you an experienced Client Service Associate looking to be a core member of a high-performing wealth management team? Join our clients’ established, growing Regina-based firm where you'll be an essential partner to a Senior Investment Advisor and their high-net-worth (HNW) clients. If you thrive in a supportive, detail-oriented environment and want to...

  • Client Services Associate

    3 weeks ago

    Greater Regina Metropolitan Area, Canada Hunter Mercantile Full time

    Are you an experienced Client Service Associate looking to be a core member of a high-performing wealth management team? Join our clients’ established, growing Regina-based firm where you'll be an essential partner to a Senior Investment Advisor and their high-net-worth (HNW) clients. If you thrive in a supportive, detail-oriented environment and want to...

  • Client Services Representative

    2 weeks ago

    Regina, Canada Hunter Mercantile Full time

    Client Service Associate: Wealth Management! Are you a 10-year veteran of elite customer service ready for a high-impact career shift? Our client is looking for a seasoned Client Service Associate to support their wealth management team and grow with their company.Why Make the Leap?10+ Years Required: We value your decade of excellence, not prior industry...