Wealth Support Specialist

A leading financial services company is seeking an Administrative Associate in Barrie, Ontario. This role involves managing client administration and supporting Wealth Advisors in providing exceptional client service and executing transactions. Ideal candidates will have experience in the securities industry, excellent communication skills, and CIRO approval...

A leading Canadian financial institution in Barrie is seeking a Wealth Associate to support investment advisors by providing exceptional customer service. Responsibilities include managing financial transactions, maintaining client files, and ensuring compliance with regulations. The ideal candidate has completed a relevant diploma, possesses excellent...

Requisition ID: 240621 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

Requisition ID: 242297Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Wealth Associate role has been created as a means to develop client- focused talent in Private Investment Counsel. Wealth Associates will be supported in their development through the Wealth Associate Advancement Program (WAAP) and...

**Job Summary** **What is the opportunity?** As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients. Support investment advisors in providing superior...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients. - Support investment advisors in providing superior...

Job DescriptionWhat is the opportunity?As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide...

Job DescriptionWhat is the opportunity?As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide...

Work Location:Barrie, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$91,200 - $136,800 CADThis role is eligible for commission based earnings plus base pay earnings based on local minimum wage.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining...