Financial Processing Associate

Financial Services Associates play a crucial role in providing exceptional support services to all of our clients divisions. Their wide range of responsibilities and expertise enable them to effectively address client queries, prepare informative portfolio reports, create presentations and proposals for client meetings, and ensure accurate and timely...

BLA Private Wealth | Raymond James Ltd. About BLA Private Wealth At BLA Private Wealth, we help successful individuals, professionals, business owners and families build, preserve and transition wealth through disciplined investment management and thoughtful planning. Our practice is built on a personalized approach that integrates portfolio management,...

BLA Private Wealth | Raymond James Ltd. About BLA Private Wealth At BLA Private Wealth, we help successful individuals, professionals, business owners and families build, preserve and transition wealth through disciplined investment management and thoughtful planning. Our practice is built on a personalized approach that integrates portfolio management,...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are...

As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment,...

Join BLA Private Wealth as an Associate Financial Advisor in Waterloo, Ontario, focusing on client relationship management and investment portfolio support. Collaborate with advisors to enrich client experiences. This full-time, in-office role is perfect for detail-oriented individuals looking to grow in the investment management field. You will assist with...

Elevate your career as a Senior Financial Services Associate with Meridian in Waterloo, Ontario. This in-office role focuses on delivering advice-based banking, managing Member portfolios, and achieving financial goals. As a key member of the branch leadership team, you will engage with Members to understand their financial needs while providing tailored...

Join BLA Private Wealth as an Associate Financial Advisor in Waterloo, Ontario. Focus on enhancing client relationships and managing investment portfolios in this full-time role. This position offers a dynamic environment where you will contribute to the wealth management process by collaborating closely with experienced advisors. You will be involved in...

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over...