Portfolio Administrator, Private Investment Counsel
1 month ago
Scotiabank is seeking a highly skilled and detail-oriented Portfolio Administrator to join our Private Investment Counsel team. As a key member of our team, you will be responsible for providing exceptional client service and support to our Relationship Managers in the management of client portfolios.
Key Responsibilities:- Provide timely and accurate client service, including responding to client inquiries and executing on client cash management requests.
- Support the execution of business development activities, including coordinating prospecting and business development meetings.
- Collaborate with Relationship Managers to maintain client portfolios in accordance with established firm strategy.
- Participate in compliance and risk management activities, including adhering to bank and firm standards, policies, and business practices.
- Contribute to the effective functioning of the Private Investment Counsel team, fostering a positive team environment and driving employee empowerment.
- University degree in Business, Economics, Accounting, or Finance, or equivalent.
- Two years of industry experience, preferably in a client-facing role.
- Strong relationship management skills, with the ability to build and maintain strong relationships with clients and internal stakeholders.
- Proficient in providing support to sales and business development activities, with a strong understanding of Scotia Wealth and Private Investment Counsel's value proposition and product offerings.
Scotiabank offers a competitive compensation package, including a comprehensive benefits program, opportunities for professional development, and a dynamic and inclusive work environment.
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Kelowna, British Columbia, Canada Scotiabank Full timeJob Title: Portfolio Administrator, Private Investment CounselAt Scotiabank, we are seeking a highly skilled and motivated Portfolio Administrator to join our Private Investment Counsel team. As a Portfolio Administrator, you will play a critical role in supporting the Relationship Managers in the management of the overall book of business by providing...
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Kelowna, British Columbia, Canada Scotiabank Full timeJob Title: Portfolio Administrator, Private Investment CounselAt Scotiabank, we are seeking a highly skilled and motivated Portfolio Administrator to join our Private Investment Counsel team. As a Portfolio Administrator, you will play a critical role in supporting the Relationship Managers in the management of the overall book of business by providing...
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Portfolio Administrator, Private Investment Counsel
2 months ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Portfolio Administrator to join our Private Investment Counsel team at Scotiabank. As a key member of our team, you will play a critical role in providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesProvide timely and effective client service, responding to client...
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Portfolio Administrator, Private Investment Counsel
2 months ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Portfolio Administrator to join our Private Investment Counsel team at Scotiabank. As a key member of our team, you will play a critical role in providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesProvide timely and effective client service, responding to client...
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Kelowna, British Columbia, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Portfolio Administrator to join our team at Scotiabank. As a key member of our Private Investment Counsel team, you will play a critical role in providing exceptional client service and supporting the Relationship Managers in the management of client portfolios.Key Responsibilities:Client Service:Develop and...
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Kelowna, British Columbia, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Portfolio Administrator to join our team at Scotiabank. As a key member of our Private Investment Counsel team, you will play a critical role in providing exceptional client service and supporting the Relationship Managers in the management of client portfolios.Key Responsibilities:Client Service:Develop and...
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Private Client Associate
1 month ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. As a key member of our investment counselling team, you will be responsible for providing exceptional client service and supporting the daily operations of our high-net-worth clients.Key ResponsibilitiesIdentify and...
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Investment Associate
2 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Private Client Associate at RBC PH&N Investment Counsel, you will play a key role in providing exceptional service to high-net-worth clients and small business owners. You will assist the Investment Counsellor and other team members in daily portfolio maintenance and administration, ensuring timely and accurate processing of trades, account...
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Private Client Associate
1 month ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Private Client Associate. As a key member of our investment counselling team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesIdentify, investigate, and resolve client...
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Private Client Associate
1 month ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Private Client Associate. As a key member of our investment counselling team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesIdentify, investigate, and resolve client...
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Investment Advisor
6 days ago
Kelowna, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob DescriptionGrow Your Business, Your WayAs an Investment Advisor at RBC Dominion Securities, you will help your clients achieve their financial goals. Our company provides the training, support, and resources you need to succeed.What You Do Best:You have excellent communication and problem-solving skills to build strong relationships with clients.You're a...
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Investment Associate
2 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?Royal Bank of Canada is a leading investment counselling firm with a nationwide presence. Our team of investment professionals provides discretionary investment management and privileged access to our RBC Wealth Management Services team, which includes highly accredited lawyers, accountants, and financial...
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Private Client Associate
3 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Private Client Associate. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesAssist the Investment Counsellor in providing daily...
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Private Client Associate
3 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Private Client Associate. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesAssist the Investment Counsellor in providing daily...
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Private Client Associate
4 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. In this role, you will be responsible for providing exceptional client service and supporting the Investment Counsellor in daily portfolio maintenance and administration.Key ResponsibilitiesInvestigate and resolve client...
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Private Client Associate
4 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. In this role, you will be responsible for providing exceptional client service and supporting the Investment Counsellor in daily portfolio maintenance and administration.Key ResponsibilitiesInvestigate and resolve client...
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Private Client Associate
3 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. In this role, you will be responsible for providing exceptional client service and supporting the Investment Counsellor in daily portfolio maintenance and administration.Key ResponsibilitiesInvestigate and resolve client...
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Private Client Associate
3 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. In this role, you will be responsible for providing exceptional client service and supporting the Investment Counsellor in daily portfolio maintenance and administration.Key ResponsibilitiesInvestigate and resolve client...
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Investment Advisor
4 weeks ago
Kelowna, British Columbia, Canada RBC Dominion Securities Inc. Full timeGrow Your Business, Your WayAt RBC Dominion Securities, we're committed to helping you reach your goals. As an Investment Advisor, you'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide them with customized financial advice and planning.What You'll Do:You'll leverage RBC's...
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Investment Advisor
4 weeks ago
Kelowna, British Columbia, Canada RBC Dominion Securities Inc. Full timeGrow Your Business, Your WayAt RBC Dominion Securities, we're committed to helping you reach your goals. As an Investment Advisor, you'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide them with customized financial advice and planning.What You'll Do:You'll leverage RBC's...
