Wealth Portfolio Admin

A leading financial institution in Ottawa is seeking a Portfolio Administrator for an 18-month contract. This role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. The ideal candidate should have a university degree in a relevant field and strong relationship management skills. Responsibilities...

A leading financial institution in Ottawa is seeking a PIC Portfolio Administrator for an 18-month contract. The role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. Ideal candidates should have a university degree in a relevant field and possess strong relationship management skills....

A leading financial institution in Ottawa is seeking a PIC Portfolio Administrator for an 18-month contract. The role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. Ideal candidates should have a university degree in a relevant field and possess strong relationship management skills....

Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals. The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management. The organization is made up of a team of highly specialized...

Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals. The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management. The organization is made up of a team of highly specialized...

PIC Portfolio Administrator - 18 month contract Join to apply for the PIC Portfolio Administrator - 18 month contract role at Scotia Wealth Management. Purpose To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development...

PIC Portfolio Administrator - 18 month contract Join to apply for the PIC Portfolio Administrator - 18 month contract role at Scotia Wealth Management. Purpose To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development...

A leading financial institution in Canada seeks a Portfolio Administrator to support Relationship Managers by providing excellent client service and executing business development activities. This role facilitates effective management of client portfolios and enhances operational efficiency. Ideal candidates will possess strong relationship management skills...

A leading financial institution in Canada seeks a Portfolio Administrator to support Relationship Managers by providing excellent client service and executing business development activities. This role facilitates effective management of client portfolios and enhances operational efficiency. Ideal candidates will possess strong relationship management skills...

Requisition ID: 153914 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **PIC Wealth Manager / Portfolio Manager** **Job Purpose** The Wealth Manager is a non-registered senior relationship manager and is responsible for representing a total wealth offering to high net worth (HNW) and ultra-high net...