Wealth Client Experience Specialist

**GAVIN HOCKEY WEALTH SPECIALISTS IS LOOKING TO ADD A CLIENT SERVICE SPECIALIST TO OUR TEAM!** GAVIN Group operates a multi-family office and are registered portfolio managers, with a specialty in wealth management for professional hockey players, athletes and affluent households. GAVIN Group is dedicated to clients, their goals and long-term financial...

Join to apply for the Wealth Advisor role at Nicola WealthJoin to apply for the Wealth Advisor role at Nicola WealthGet AI-powered advice on this job and more exclusive features.About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance,...

Join to apply for the Wealth Advisor role at Nicola WealthJoin to apply for the Wealth Advisor role at Nicola WealthGet AI-powered advice on this job and more exclusive features.About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance,...

About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

Common Wealth is a financial technology company whose mission is to make financial security in retirement accessible to everyone. We have quickly become Canada’s fastest-growing group retirement provider, having more than doubled in our client base in 2023 and now serving members and employers in every Canadian province. We work closely with a rapidly...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...

A leading wealth management firm in Toronto is seeking a Client Service Specialist to deliver exceptional client experience and support financial advisors. The ideal candidate will manage client accounts, facilitate communication, and assist with marketing efforts. A post-secondary education in Business Administration and proficiency in Microsoft Office...

A leading financial services firm is seeking a Client Experience Specialist II in Toronto. The role involves managing client interactions, ensuring excellent service, and supporting advisors. Ideal candidates should have 2 years of client support experience in financial services and possess strong communication and organizational skills. The position offers...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...