Scotia Wealth Management Receptionist

Requisition ID: 211222 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: 211222As 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...

Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future.' The organization helps its customers achieve success through a range of advice, products, and services. This includes personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.Job Overview:We are seeking an...

**Licensed Advisor Assistant** **Responsibilities**: - Working directly with an IIROC Advisor where the focus is on client relationships and building a sustainable wealth management business. - Assist with servicing existing clients. - Deal directly with all clients, provide quotes and execute trading orders. - Process and follow-up on client documentation...

The Receptionist will be required to provide friendly, courteous assistance to all owners, visitors, clients and trades of the corporation. The Receptionist reports to the Administrative Supervisor and is required to work independently with the least amount of supervision. The Receptionist is expected to develop a good working rapport with owners and trades....

OverviewWe are seeking an experienced Administrative Associate to contribute to the success of our Wealth Advisors. With a focus on delivering exceptional client service, this role is ideal for individuals who thrive in fast-paced environments and possess excellent organizational skills.About ScotiabankScotiabank is a leading bank in the Americas, guided by...

Assante Wealth Management is one of Canada’s largest professional services firms in the financial industry. Assante is a leader in delivering integrated wealth management solutions to Canadians. We offer a comprehensive suite of services that includes risk management, estate planning, tax planning as well as investment planning. We are currently hiring a...

Assante Wealth Management is one of Canada’s largest professional services firms in the financial industry. Assante is a leader in delivering integrated wealth management solutions to Canadians. We offer a comprehensive suite of services that includes risk management, estate planning, tax planning as well as investment planning. We are currently hiring a...

Assante Wealth Management is one of Canada’s largest professional services firms in the financial industry. Assante is a leader in delivering integrated wealth management solutions to Canadians. We offer a comprehensive suite of services that includes risk management, estate planning, tax planning as well as investment planning. We are currently hiring a...

Job Description for Office Manager and Administrative SupervisorWe are seeking a highly skilled Office Manager and Administrative Supervisor to join our team at WMP - Wealth Management & Protection.About the RoleThe successful candidate will be responsible for managing daily operations, evaluating performance, planning budgets, establishing policies, and...

Key Skills: Budgeting, Policy Development, Data Entry, Customer ServiceJob Summary: As an Administrative Support Specialist at WMP - Wealth Management & Protection, you will be responsible for directing daily operations, evaluating performance, and establishing office procedures. You will also oversee payroll administration, manage digital databases, and...

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Location: Toronto, ON The opportunity CWB Wealth Management...

Job Title: Wealth Management AssistantAt National Bank, we are seeking a highly motivated and organized Wealth Management Assistant to join our team. As a Wealth Management Assistant, you will play a key role in supporting our investment advisors in their business development and client service activities.Key Responsibilities:Ensure effective communication...

**The Role** GP Wealth Management is seeking a financial advisor assistant to join our team and help service and continue to grow our client base. As a financial advisor assistant, you will work side by side with the team to help clients achieve their financial goals. **Responsibilities** - Assist financial advisor with daily activities, including...

Wealth Advisor Role OverviewAt Investment Planning Counsel, we're seeking a skilled Wealth Advisor to join our team of professionals dedicated to helping clients achieve their long-term financial goals. As a Wealth Advisor, you'll be responsible for delivering personalized wealth management solutions, developing and deepening client relationships, and...

Job OpportunityAs a subject matter expert and champion of client-centered comprehensive planning and advice, the Wealth Consultant II will provide ongoing professional planning advice on complex strategies to branch teams and the Client Consultation Group.Key ResponsibilitiesDevelop and implement comprehensive wealth management plans for clients.Provide...

About WMP - Wealth Management & ProtectionWe are a reputable organization in the field of wealth management and protection, dedicated to providing top-notch services to our clients. Our team is comprised of experienced professionals who strive to deliver exceptional results.Job OpportunityWe are currently seeking an Administrative Assistant to join our team....

Requisition ID: 184567 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 Portfolio Manager to join our team. The Portfolio Manager occupies a key role within MD...

Job Title: Wealth Management AssistantAt National Bank, we are seeking a highly motivated and detail-oriented Wealth Management Assistant to join our team. As a Wealth Management Assistant, you will play a key role in supporting our investment advisors in their business development activities.Key Responsibilities:Ensure effective communication between...

Wealth Management ProfessionalAt Investment Planning Counsel, we're seeking a skilled Wealth Management Professional to join our team. As a key member of our organization, you'll be responsible for delivering personalized wealth management solutions to help clients achieve their long-term financial goals.Key Responsibilities:Develop and deepen client...