Hybrid Wealth Management Associate

**Overview**: Calling all financial advisors looking for a role focused on client management: If you are tired of the traditional bank model, we have a great opportunity for you! As an Advisor with Eagle Wealth Counsel, you will focus solely on client servicing without worrying about sales quota requirements. Clients will be provided so there is no cold...

Requisition ID: 180532 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Digital Wealth Associate to join our team. As a Digital Wealth Associate, you will be...

A financial services organization in Ottawa is seeking an Associate in Wealth Management to provide exceptional customer service and support wealth advisors. The role includes effective communication with clients and scheduling appointments, along with transactions related to investment accounts. A college diploma and relevant experience are required....

A financial services organization in Ottawa is seeking an Associate in Wealth Management to provide exceptional customer service and support wealth advisors. The role includes effective communication with clients and scheduling appointments, along with transactions related to investment accounts. A college diploma and relevant experience are required....

A leading management organization is seeking an Equity Associate Portfolio Manager to join their Wealth team. This role requires a minimum of 5 years' investment experience, with a focus on equity management. The candidate will manage equity funds, collaborate with global teams, and contribute to ESG initiatives. Strong analytical skills and the ability to...

A leading management organization is seeking an Equity Associate Portfolio Manager to join their Wealth team. This role requires a minimum of 5 years' investment experience, with a focus on equity management. The candidate will manage equity funds, collaborate with global teams, and contribute to ESG initiatives. Strong analytical skills and the ability to...

A leading financial institution in Ottawa seeks an Associate for its Wealth Management team. This role requires ensuring effective communication with clients and advisors while providing exceptional customer service. Candidates must hold a college diploma and have at least one year of relevant experience in banking operations or customer service. The...

Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals. The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management. The organization is made up of a team of highly specialized...

Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals. The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management. The organization is made up of a team of highly specialized...

Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals. The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management. The organization is made up of a team of highly specialized...