Wealth Desk Administrator

4 weeks ago


Waterloo, Canada Shaw Investment & Insurance Solutions Inc Full time

Hiring another Wealth Desk Administrator for our growing firm at Shaw Investment & Insurance Solutions Inc.

Requirement for hire... mutual funds license (IFIC or CSC). Must have mutual funds license at time of hire **or** willing to complete within 3 months of hire.

**Job Types**: Full-time, Permanent

**Salary**: $45,500.00-$53,000.00 per year

**Benefits**:

- Company events
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care
- Wellness program

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

COVID-19 considerations:
We have all necessary COVID protocols in place in the workplace.


  • Wealth Advisor

    1 month ago


    Waterloo, Canada Manulife Full time

    Job Description Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The...


  • Waterloo, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Wealth Associate

    1 month ago


    Waterloo, Canada National Bank Full time

    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.   Your job: Support investment advisors in providing...

  • Wealth Associate

    4 weeks ago


    Waterloo, Canada National Bank Full time

    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.   Your job: Support investment advisors in providing...

  • Wealth Associate

    4 weeks ago


    Waterloo, Canada National Bank Full time

    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.   Your job: Support investment advisors in providing...


  • Waterloo, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Front Desk Agent

    4 weeks ago


    Waterloo, Canada Centurion Asset Management Full time

    **Who We Are** Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees is a core component of Centurion’s success since 2003. Centurion Apartment Real Estate Investment Trust...

  • Front Desk Agent

    3 weeks ago


    Waterloo, Canada Centurion Asset Management Full time

    **Who We Are** Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees is a core component of Centurion’s success since 2003. Centurion Apartment Real Estate Investment Trust...


  • Waterloo, Canada Gina Studio Estetico Full time

    Be part of our dynamic team of service providers! Front desk spa coordinators answer calls, book appointments, cash clients and support service providers. Minimum of 3 years customer service experience required. 1 year of reception experience preferred. **Job Types**: Full-time, Permanent **Salary**: $18.00 per hour **Salary**: $18.00-$19.00 per...

  • Wealth Associate

    1 month ago


    Waterloo, Canada National Bank Full time

    Attendance On-Site Job Number 18265 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 21-Sep-2023 Location: Waterloo, Ontario City Waterloo Province/State Ontario Area of Interest: Wealth management A career as a Wealth Associate at National Bank is a job where you can...

  • Wealth Associate

    4 weeks ago


    Waterloo, Canada National Bank Full time

    Attendance On-Site Job Number 18265 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 21-Sep-2023 Location: Waterloo, Ontario City Waterloo Province/State Ontario Area of Interest: Wealth management A career as a Wealth Associate at National Bank is a job where you can...


  • Waterloo, Canada Gina's Spa Full time

    Be part of our dynamic team of service providers! Front desk spa coordinators answer calls, book appointments, cash clients and support service providers. Minimum of 3 years customer service experience required. 1 year of reception experience preferred. **Job Types**: Full-time, Permanent **Salary**: $18.00 per hour **Salary**: $17.00-$18.00 per...

  • Wealth Associate

    1 month ago


    Waterloo, Canada National Bank Full time

    Attendance On-Site Job Number 18265 Category Professional Status: Permanent Type of Contract: Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date: 21-Sep-2023 Location: Waterloo, Ontario City: Waterloo Province/State: Ontario Area of Interest: Wealth management A career as a Wealth Associate at National Bank is a job where you can...


  • Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 2 years** The Coordinator, Desk Services and Operations is responsible for the coordination of Front Desk operations which includes scheduling and supervision of all Front Desk student-staff in five residence communities. This includes liaising with the Residence Life and Residence Learning teams, as well as other members of the Department...


  • Kitchener-Waterloo, Canada Hairclub Barbershop Full time

    Front Desk Receptionist **Duties**: - Greet and welcome clients, visitors in a professional and friendly manner - Answer phone calls, take messages, and direct calls to the appropriate person - Schedule appointments and manage the appointment calendar - Check-in clients and collect payment - Maintain a clean and organized front desk...


  • Waterloo, Canada Restore Life Wellness Full time

    **Responsibilities**: - Greet patients and visitors in a friendly and professional manner - Schedule and confirm patient appointments - Answer and direct phone calls to the appropriate person or department - Manage patient files and maintain accurate records - Handle patient inquiries and concerns - Process payments and prepare invoices - Manage inventory...


  • Waterloo, Canada PupTown Waterloo Full time

    **About us** PupTown Waterloo is a small business in Waterloo, ON N2J 2W3. We are fast-paced, collaborative, customer-centric, and our goal is to be the absolute best dog care provider in the region while maintaining a collaborative and happy work environment. Our work environment includes: - Modern office setting - Food provided - Lively atmosphere -...


  • Waterloo, Canada Beechmount Animal Hospital Full time

    **Overview**: **Responsibilities**: - Greet and admit clients and their pets as soon as they arrive to the clinic. - Receive and sort daily veterinary supplies - Perform other clerical receptionist duties such as managing appointments and schedules **Requirements**: - Comfortable working with small animals (dogs and cats) - Proven work experience as a...

  • Front Desk

    2 months ago


    Waterloo, Canada Engel & Völkers Waterloo Region Full time

    Engel & Völkers is on the continued quest to inspire a new generation of talent. Our standard of service sets us apart... and our standards are high. We are always interested in speaking with professionals fuelled by pushing boundaries and thinking proactively. Where strategy meets detail is where we'll find common ground. From our corporate offices in New...

  • Front Desk

    3 weeks ago


    Waterloo, Canada Engel & Völkers Waterloo Region Full time

    Engel & Völkers is on the continued quest to inspire a new generation of talent. Our standard of service sets us apart... and our standards are high. We are always interested in speaking with professionals fuelled by pushing boundaries and thinking proactively. Where strategy meets detail is where we'll find common ground. From our corporate offices in New...