Wealth Management Administrator

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 Employers,...

**Primary Locations**:Victoria, British Columbia**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve...

As a Wealth Management Specialist at TD Bank, you will play a crucial role in building and managing high net worth client relationships on a discretionary basis.This position involves developing and implementing investment strategies tailored to clients' goals and objectives, while maintaining strong communication and interpersonal skills to ensure seamless...

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 work closely with investment advisors to ensure exceptional customer service and smooth branch operations. **Your job**: - Analyze clients’ accounts to recommend business opportunities adapted...

**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD is a great organization powered by great people who want to make a difference every day. Our over 85,000 employees world-wide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary...

**About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

**About Fisgard** Fisgard Asset Management Corporation is a growing, dynamic, and client focused Mortgage Investment Corporation and Exempt Market Dealer. Locally rooted in Victoria, BC, Fisgard has been steadfastly serving clients since 1994. The name we bear is inspired by the iconic Fisgard Lighthouse symbolizing security, stability, and vision. Our...

Requisition ID: 197626 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Office Coordinator to join our team in **Victoria.** The Office Coordinator is responsible...

This is a challenging opportunity to build and manage a portfolio of high net worth clients, leveraging expertise in investment strategy and risk management to deliver exceptional results.The ideal candidate will have a strong background in finance and a proven track record of success in wealth management, with excellent communication and interpersonal...

This position is office-based Monday to Friday 9am to 2pm or full-time 37.5 hours per week. Key responsibilities include coordinating client meetings and events, managing day-to-day client requests, processing trades and maintaining accurate client records. This role also involves supporting marketing initiatives, administering client files in compliance...

We are currently seeking a Wealth Advisor to join our Island Savings team serving our South Vancouver Island branches. The Wealth Advisor (WA) is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending...

Summary: The Administrative Assistant is responsible for a wide variety of clerical office duties including greeting and screening visitors, answering, and referring inbound telephone calls. As a front stage role, this person is the Ambassador of goodwill, presenting a positive and professional image of the organization to all visitors, clients, colleagues,...

Requisition ID: 208931 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

Company OverviewRoyal Bank of Canada (RBC) is a leading financial institution dedicated to helping individuals, families, and businesses achieve their financial goals. With a rich history of innovation and customer-centric approach, RBC continues to thrive in the ever-evolving landscape of wealth management.

Requisition ID: 164572 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

Requisition ID: 157168 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

**Administrative Assistant** - 2303933 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

**Office Administrator Job Description** We are searching for an energetic and organized Office Administrator to join our office in **Responsibilities**: - Greet clients as soon as they arrive and connect them with the appropriate employee - Answer the phone in a timely manner and take direct calls and take messages - Create and manage both digital and...

Are you a detail oriented and organized administrative professional? Itziar Management is seeking a full-time Administrative Assistant to efficiently manage administrative processes and ensure the smooth day-to-day operations of our busy Residential team. We’re a local operator of quality apartments and residential facilities in Vancouver and Victoria....

Are you a detail oriented and organized administrative professional? Itziar Management is seeking a full-time Administrative Assistant to efficiently manage administrative processes and ensure the smooth day-to-day operations of our busy Residential team. We’re a local operator of quality apartments and residential facilities in Vancouver and Victoria....