Wealth Client Associate: Relationship

**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: 244480ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...

A leading financial institution in Ottawa is seeking an Administrative Associate to support Wealth Advisors by ensuring high-level client service and effective administration. The role includes managing client inquiries, providing marketing assistance, and collaborating across departments. Ideal candidates have experience in the securities industry and...

A leading financial institution in Ottawa is seeking an Administrative Associate to support Wealth Advisors by ensuring high-level client service and effective administration. The role includes managing client inquiries, providing marketing assistance, and collaborating across departments. Ideal candidates have experience in the securities industry and...

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in...

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in...

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. Our dynamic work envrironment and cutting-edge collaboration tools foster a positive employee experience. We actively listen to empoyee ideas. Whether through our surveys or our programs, regula feedback and ongoing...

**Position Overview**: By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...

A leading financial institution in Ottawa is seeking a PIC Portfolio Administrator for an 18-month contract. The role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. Ideal candidates should have a university degree in a relevant field and possess strong relationship management skills....

A leading financial institution in Ottawa is seeking a PIC Portfolio Administrator for an 18-month contract. The role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. Ideal candidates should have a university degree in a relevant field and possess strong relationship management skills....