Wealth Management Professional

About the RoleWe are seeking an accomplished Office Manager to lead our administrative team at WISECONOMY WEALTH SOLUTIONS INC.Job DescriptionThe successful candidate will be responsible for implementing new administrative procedures, reviewing and evaluating existing ones, and delegating tasks to office support staff. They will also establish work...

Job SummaryJob DescriptionGrow your business, your way – with RBCAs a Financial Planning and Portfolio Management Expert at RBC, you will help your clients reach their goals, while we help you reach yours. You will have the opportunity to build and maintain client relationships, leveraging RBC's strong brand and reputation to drive business growth.Key...

Job Title: Wealth Planning AssistantProspera Credit Union is seeking a skilled Wealth Planning Assistant to join our team at the Central City Advice Centre. As a key member of our team, you will provide support to our Investment Advisors and wealth customers, assisting with day-to-day administration and sales and service activities.Key...

Are you looking for a challenging and rewarding role in wealth management? As an Associate with RBC Dominion Securities, you will play a key role in helping our clients build and preserve their wealth. We are seeking a resourceful, efficient, and collaborative individual to join our team.Company OverviewRBC Dominion Securities is Canada's leading...

Job OverviewWe are seeking a highly skilled and experienced Administrative Manager to join our team at WISECONOMY WEALTH SOLUTIONS INC. This is a permanent position that offers a competitive salary and benefits package.

We are seeking a highly skilled Business Operations Manager to join our team at WISECONOMY WEALTH SOLUTIONS INC. This is a full-time position with an estimated annual salary of $50,000 to $60,000.About the RoleThe Business Operations Manager will be responsible for implementing new administrative procedures, reviewing and evaluating existing ones, and...

We are seeking a skilled Wealth Services Coordinator to support our team at Envision Financial. As a key member of our South Point branch, you will provide administrative and marketing support to Senior Wealth Advisors, responding to member inquiries and assisting with client meetings, transaction documentation, and campaigns.Key Responsibilities:Assist...

Role OverviewThis internship/co-op role is designed to provide support and development opportunities to individuals interested in the wealth management industry.Key ResponsibilitiesProvide high-level support to Advisor teams by processing client requests, maintaining client files, and liaison with various areas to remediate client issues.Contribute to...

Financial Services Professional Opportunity At Prospera Credit Union, we are seeking a Wealth Planning Associate to support our Investment Advisors and wealth customers. The successful candidate will provide excellent administrative support, assist with sales and service activities, and help identify opportunities to refer wealth customers to other lines...

Job Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and motivated individual to join our team as a Wealth Management Associate.Key Responsibilities:Maintain existing client accounts and identify opportunities to contact clients.Respond to client inquiries in an understanding and time-efficient manner.Provide proactive client service and...

Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services.We are currently seeking a Wealth Planning Coordinator for our Central City Advice Centre. As a key member of our team, you will be responsible for providing support to our Investment Advisors (IAs) and wealth customers.Key...

Job SummaryAs a ScotiaMcLeod Wealth Management Intern/Co-op, you will provide high-level support to Advisor teams by processing client requests, maintaining client files, and liaising with various areas to remediate client issues. You will also contribute to developing and strengthening prospecting relationships by creating prospect databases, identifying...

Job Title: Administrative Services ManagerJob Summary: We are seeking an experienced Administrative Services Manager to join our team at WISECONOMY WEALTH SOLUTIONS INC. The successful candidate will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and delegating work to office support staff.Key...

Job Title: Administrative Services ManagerJob Summary: We are seeking an experienced Administrative Services Manager to join our team at WISECONOMY WEALTH SOLUTIONS INC. The successful candidate will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and delegating work to office support staff.Key...

Company OverviewWe are Seashell Professional Services Ltd, a reputable organization seeking an experienced Financial Management Professional to join our team. This is a permanent position that offers a unique opportunity for growth and development in a dynamic work environment.

A key role at WISECONOMY WEALTH SOLUTIONS INC. for an Administrative Operations Coordinator is to review and implement new office procedures, establish priorities, and compile data for reports.Job Responsibilities:Review and evaluate new office procedures and protocolsEstablish work priorities and ensure procedures are followed and deadlines are metManage...

At WISECONOMY WEALTH SOLUTIONS INC., we are seeking a highly skilled Senior Administrative Coordinator to join our team.As a key member of our operations department, you will play a crucial role in ensuring the smooth day-to-day functioning of our office. This is an excellent opportunity for an organized and detail-oriented individual who can take charge of...

Company OverviewWe are seeking an experienced Office Administrator to join our team at WISECONOMY WEALTH SOLUTIONS INC. As a key member of our organization, you will play a vital role in ensuring the smooth operation of our administrative functions.Job SummaryWe are looking for a highly skilled and detail-oriented Office Administrator to support our team....

Job DescriptionRBC Dominion Securities Inc. is seeking a skilled and detail-oriented professional to join their team as a Financial Services Specialist. This role will provide exceptional client service and support to investment advisors and clients, ensuring seamless account management and administration.Key Responsibilities:Maintain accurate and up-to-date...

Job SummaryJob Title: BookkeeperAt Seashell Professional Services Ltd, we are seeking a detail-oriented and organized Bookkeeper to join our team. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and performing various accounting tasks.Key ResponsibilitiesMaintain Financial Records:...