Compliance Officer, Wealth Management

ROLE SUMMARYThe Regional Office Operations Coordinator serves as the primary point of contact for internal and external clients of IG Wealth Management. This role is responsible for providing exceptional service, managing reception duties, and supporting key business transactions. Key responsibilities include:Welcoming clients, managing incoming calls, and...

Key ResponsibilitiesThe Coordinator, Region Office Operations, serves as the primary point of contact for both internal and external clients of IG Wealth Management. This role is responsible for providing exceptional service, managing inquiries, and ensuring seamless administrative operations.Essential Duties Include:Welcoming clients at reception, handling...

Chief Compliance OfficerHUB International is seeking a seasoned Chief Compliance Officer to lead our compliance program across Canada. As a key member of our leadership team, you will be responsible for ensuring our organization operates within regulatory requirements and industry standards.Key Responsibilities:Provide strategic leadership to the HUB...

We are seeking an experienced Office Administrator to join our team at Alpha Wealth Management Hub Ltd. The successful candidate will be responsible for reviewing and evaluating new administrative procedures, establishing work priorities, and ensuring procedures are followed and deadlines are met.The ideal candidate will have a strong ability to work...

Job Summary:We are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in their business development activities.Key Responsibilities:Ensure effective communication between clients, advisors, and collaboratorsProvide exceptional...

Job Summary: We are seeking an experienced Office Administrator to join our team at Alpha Wealth Management Hub Ltd. The successful candidate will be responsible for reviewing and evaluating new administrative procedures, establishing work priorities, and ensuring procedures are followed and deadlines are met.Key Responsibilities:Review and evaluate new...

Job Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors in...

We are seeking an experienced Office Administrator to join our team at Alpha Wealth Management Hub Ltd. The successful candidate will be responsible for reviewing and evaluating new administrative procedures, establishing work priorities, and ensuring procedures are followed and deadlines are met.The ideal candidate will have a strong ability to work...

Job SummaryWe are seeking an experienced Office Administrator to join our team at Alpha Wealth Management Hub Ltd. The successful candidate will be responsible for reviewing and evaluating new administrative procedures, establishing work priorities, and ensuring procedures are followed and deadlines are met.Key ResponsibilitiesReview and evaluate new...

Job Title: Canada Wealth Management SupervisorBlue Chip Recruiting Ltd. is seeking a highly skilled and experienced Canada Wealth Management Supervisor to join our team. As a key member of our wealth management team, you will be responsible for ensuring the highest level of compliance and risk management in our operations.Key Responsibilities:Surveillance...

Job Title: Administrative Associate, Wealth ManagementWe are seeking a highly organized and detail-oriented Administrative Associate to join our team at Blue Chip Recruiting Ltd. in Calgary. As a key member of our Family Wealth office, you will provide exceptional administrative support to our Advisor team and their clients.Key Responsibilities:Prepare...

The Blue Chip Recruiting Ltd. is seeking a Senior Licensed Associate, Wealth Management to join our successful UHNW business in Calgary.Job Description:We are looking for an experienced Investment Representative with a strong background in wealth management to support our Multi-Family Office team.The ideal candidate will have a proven track record of...

Role SummaryBlue Chip Recruiting Ltd. is seeking a highly skilled and experienced individual to fill the role of Canada Wealth Management Supervisor. This is a challenging opportunity for a dedicated professional to lead and manage a team in the wealth management industry.Key ResponsibilitiesSurveillance and SupervisionOversee the supervision of retail...

Job SummaryWe are seeking a highly skilled Advanced Taxation Specialist to join our team at IG Wealth Management. As a key member of our Advanced Financial Planning team, you will provide expert taxation and estate planning support to our clients.ResponsibilitiesProvide advanced taxation and financial planning support to clients through telephone and email...

Our company, IG Wealth Management, a leading financial services provider in Canada, offers an exceptional opportunity for a highly skilled Senior Financial Planner to join our elite performance team.The estimated annual salary for this role is $85,000 - $110,000, depending on experience.About the Role:We are seeking a talented and experienced Financial...

Requisition ID: 202560At Scotiabank, we're passionate about bringing our whole selves to work, allowing us to create inclusive work environments for everyone to enjoy. We're committed to results in an inclusive and high-performing culture.Wealth Management Associate Program - A 5-month salaried program aimed at developing sales and entrepreneurial-minded...

Job Summary:We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional client service and supporting our Wealth Advisors in managing high net worth client accounts.Key Responsibilities:Assist Wealth Advisors in administrative tasks and activities...

Your OpportunityBDO is a firm that prioritizes positive relationships with our people and clients. Our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters personal and professional growth.ResponsibilitiesProcess client data and complete data entry in...

Wealth Associate Job DescriptionAs a Wealth Associate at National Bank, you will play a key role in delivering exceptional client experiences. Your primary responsibility will be to assist Wealth Advisors in managing high net worth client accounts, providing superior client service, and executing administrative tasks. You will also be responsible for...

Role OverviewWe are seeking a seasoned Senior Licensed Associate, Wealth Management to join our esteemed Multi-Family Office team in Calgary.