Assistant, Investment and Retirement Planning

Job SummaryJob DescriptionWhat is the opportunity?The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with...

Bilingual Investment & Retirement Specialist **Description: - Permanent Full Time- We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life.- **What you will do**: - Provide personalized retirement and...

Permanent Full Time We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life. What you will do: - Provide personalized retirement and investment guidance to group plan members specific to their portfolio...

Requisition ID: 209334At Scotiabank, we're seeking a Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you'll provide exceptional service to our customers throughout their financial journey.About the RoleAs a Senior Investment Specialist, you'll be customer-centric and able to connect with people in a...

WTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and...

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with...

**General Description** PWL Capital is a premier independent Canadian Wealth Management firm with offices in Montreal, Ottawa & Toronto. Canadian High Net Worth families entrust PWL to manage their investment portfolios on a discretionary basis and provide holistic financial advice for all facets of their lives. Financial Planning, Tax, and Estate services...

Requisition ID: 209334At Scotiabank, we're committed to delivering exceptional service to our customers. As a Senior Investment Professional, you'll play a key role in providing trusted financial advice and customized solutions to help them achieve their goals.About the RoleAs a Senior Investment Professional, you'll be responsible for:Providing a full range...

Requisition ID: 209334At Scotiabank, we're seeking a customer-centric Senior Investment Specialist to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer's journey.About the roleAs a Senior Investment Specialist, you will be passionate...

A career as an advisor in the Pensions, Wellness and Benefits team at National Bank means acting as a specialist in NBC pension plans for members, retirees and numerous internal and external stakeholders. It is through your analytical and communication skills, your experience in managing complex cases and continuous improvement, and your knowledge of...

About the RoleAs a Senior Investment & Personal Banking Specialist, you will be responsible for providing exceptional service to customers, connecting with them in a relatable way, and delivering trusted financial advice.Key Responsibilities:Provide a full range of customized financial solutions using a financial planning approach.Understand customers'...

TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...

Requisition ID: 209334At Scotiabank, we're seeking a Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you'll provide exceptional service to our customers, connecting with them in a relatable way and delivering trusted financial advice.About the RoleThis role is ideal for a customer-centric individual who...

Base + Comm Join our team in continuing to build on our success within the Investment Only (IO) and Group Capital Accumulation Plan (GCAP) marketplace in Canada. We support over 300 Defined benefits, Foundations, Endowments and Group Reserve accounts in the IO space and over 12,000 plan sponsors in the GCAP space as we look to continue to expand our growth...

The Investment Solutions Development and Management Administrative Department develops new investment solutions and provides support for them. It also helps develop the service offer, manages investment solutions, monitors performance, selects and monitors internal and external portfolio managers and performs market monitoring. In this role, you report to...

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...

**Description**: Do you want to be part of a market leading, strategic team focused on innovation and excellence? Are you looking to develop your skills with opportunities for career growth? Do you want to be part of a diverse team where everyone is heard, respected, and valued? Look no further WTW is the place for you! The Role Accepted applicants will be...

   Requisition ID: 209334Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, your focus is to...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

**Job Summary** **This is not a **Financial Analyst** role but rather a **Retirement & Wealth Planning** role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.** **What is the opportunity?** As an integral part of the Family Office Service (FOS) team, the...