Account Manager, Private Client Group

Victoria BC OpportunityWe are seeking an experienced Accounting Manager to join our team in beautiful Victoria BC. With a passion for delivering exceptional service, you will be responsible for providing year-round accounting and advisory services to select business families.This role offers a great balance between work and life, with all the city has to...

**About The Role** Positioned at the heart of Toronto, our expanding team seeks a Personal Lines Private Client Account Manager who’s eager to reshape the standards of high-net-worth engagements. Your expertise is the anchor to our VIP client narratives. This is more than just another job; it's an invitation to influence and drive customer...

About The Role HUB International’s Private Client Group continues to grow and is currently looking for strong Personal Insurance Broker to support an assigned High Net Worth/VIP book of business in our Toronto office and reporting to the Vice President, Private Client Group. This role is focused on delivering client excellence, growth and retention of a...

With an estimated salary of $120,000 per year, we are seeking a highly skilled Strategic Accounting Manager to join our client's team in Victoria, BC. As one of the best small cities in the world, our location offers a great quality of life and plenty of opportunities for growth.Job DescriptionWe are looking for an experienced Accounting Manager who can...

About The Role HUB continues to grow and is seeking a dynamic Leader to join our Personal Insurance team based in Toronto, Ontario, to help lead a practice in providing expert personal insurance portfolio management and service excellence to Private Client Group (PCG) High Net Worth clients. We are looking for a strong, detailed oriented individual to...

**Intern, Private Client Operations** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **The Position** CC&L Private Capital Ltd. is seeking a Private Client Operational Intern to join our **Operational Specialist Team** for a **4-month term** (January-April, 2025) **What do we offer a I** **Private Client Operational Intern?** A dynamic,...

About The Role Positioned at the heart of Toronto, our expanding team seeks a Personal Lines Private Client Account Manager who’s eager to reshape the standards of high-net-worth engagements. Your expertise is the anchor to our VIP client narratives. This is more than just another job; it's an invitation to influence and drive customer excellence. ...

**Intern, Private Client Service** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **The Position** CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based **Private Client Services Team **for a **4-month term **from January to April 2025. **What do we offer a Private Client Intern?** A dynamic, fast-paced...

Posting Description: **Account Executive - Private Client** Do you enjoy working with private clients and high net worth markets? Do you enjoy making a difference in the relationships you build and maintain with your clients? Then this is the role for you! This is a hybrid role with the flexibility to work both hybrid and from our Toronto...

Role SummaryWe are seeking a skilled Private Banking Client Service Associate to join our team. As a key member of our Private Wealth Management group, you will be responsible for delivering exceptional client service and supporting the Senior Private Banker in achieving business results.About The RoleThis is an exciting opportunity to work with high-net...

**Private Client Group Services Training & Development Specialist (Bilingual)** - 2403621 - 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...

**Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...

**Private Client Group Services Bilingual documentation & Elearning Specialist** - 2401069 - 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...

Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and...

**Responsibilities**: - Work closely with the Private Client Principal in all facets of business development and ongoing relationship management and servicing of our clients - Prepare presentation materials for Private Client Team Principal - Answer phones and respond to client inquiries promptly and professionally - Prepare and maintain all client account...

**Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, Ontario** We are looking for the next Private Client Services Associate to join our Edmonton office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...

The Private Client Risk Advisor provides advice and guidance to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) families on their complex financial and risk management needs. They are focused on safeguarding and the wealth and assets of their clients and play a critical role in identifying risks and developing strategies to mitigate losses. The role...

**Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Services Associate **to join our Toronto office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...

**Bilingual Private Client Group Services Elearning & Documentation Specialist** - 2402082 - 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...

Relocation required! Recently voted by Conde Nast as the best small city in the World, our client is located just 10 minutes from downtown Victoria. As an Accounting Manager your key responsibilities will include providing year-round accounting and advisory services to clients as well as assisting with managing their year-end accounting and tax return...