Wealth Advisor Administrative Assistant

**Wealth Adv**isor Administrative Assistant** **Job Purpose & Summary** The Wealth Advisor Administrative Assistant will work closely with and support a group of Wealth Advisors in all aspects of DUCA’s Wealth Management program, including but not limited to servicing existing Members (clients) and business development. The Wealth Advisor Administrative...

**Location**: Toronto or Ottawa, Hybrid **Scope of Position** This position is a diverse role in the Wealth Management department supporting the team in achieving the business delivery and operational objectives through effective administrative support. They will fulfill day-to-day operations regarding different aspects of Wealth Management including...

**Aviso Wealth**: **The Opportunity**: We’re looking for a Transfers Administrator to join our Transfers team on a 6 month contract. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. **Who you are**: - **Service** - You consider both internal and external stakeholders and...

Nicola Wealth Description At Nicola Wealth, our clients deserve the best. The same goes for our people. We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in...

**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

**ABOUT NEWPORT PRIVATE WEALTH** Newport Private Wealth, a subsidiary of NFP Corp, is one of Canada's largest independent wealth management firms. We do things differently. With a focus on delivering excellent client outcomes, we work with some of the wealthiest Canadian families helping to manage their complex wealth management challenges. Newport promotes...

**Aviso Wealth**: **The Opportunity**: We’re looking for a Bilingual Transfers Administrator to join our Transfers team on a 12 month contract. This can be a remote role, however for those who would like to come into the office we are at 151 Yonge St, Toronto, ON. **Who you are**: - **Service** - You consider both internal and external stakeholders and...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified investment platform and its 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, we...

Description Domain : Private Wealth / Remote working / Location : Toronto, Montreal or Quebec City / Language : French and English Reporting to the Director, iA Wealth Advice Centre, the bilingual Investment Advisor will be responsible for providing service to clients and growing branch assets. The successful candidate will have the opportunity to...

Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos...

Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos...

Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos...

Purpose of Job:The primary goal of the Total Wealth Planning Associate is to support Scotia Wealth Management advisors and Specialists. The Associate will collaborate closely with other members of the Team of Specialists during plan preparation.Accountabilities:Proactively supporting the planning needs of Wealth Advisors and Relationship Managers...

Requisition ID: 177504 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...

At Nicola Wealth, our clients deserve the best. The same goes for our people. We invest in our employees in order to support our business through a period of significant growth. As a member of the **Client Services Team,** you will help our clients get the best that Nicola Wealth has to offer, and you will receive the same in return. By bringing together...

**Owens MacFadyen Group (OMG) **is boutique wealth management firm which specializes in the high-net-worth market. Since 1995 we have been providing a unique team-based approach to Comprehensive Wealth Management that allows our clients to achieve significantly better outcomes. OMG is committed to its clients and its people. We pride ourselves on delivering...

**Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...

Requisition ID: 180096 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: 199302 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other...

   Requisition ID: 199302Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other...