Private Wealth Investment Executive

Cumberland Private Wealth Management Inc. Ever thought about joining a wealth management firm? Cumberland Private Wealth Management could be that firm One of Canada's pre-eminent independent and privately owned discretionary investment managers which is wholly focused on our client experience, working with clients to help them achieve their evolving life...

The incumbent of this position assists Client Portfolio Managers ("CPMs") in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience.   Complete the opening of new client accounts and ensure annual maintenance of existing accounts are up to date, accurate and in...

The incumbent of this position assists Client Portfolio Managers ("CPMs") in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience.   Complete the opening of new client accounts and ensure annual maintenance of existing accounts are up to date, accurate and in...

The incumbent of this position assists Client Portfolio Managers ("CPMs") in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience.   Complete the opening of new client accounts and ensure annual maintenance of existing accounts are up to date, accurate and in...

Cumberland Private Wealth Management Inc.Calgary, Toronto, KingstonDo you enjoy working with people?Do you have a securities registration?Ever thought about joining a wealth management firm?Cumberland Private Wealth Management could be that firm One of Canada's pre-eminent independent and privately owned discretionary investment managers which is wholly...

Cumberland Private Wealth Management Inc. Calgary, Toronto, Kingston Do you enjoy working with people? Do you have a securities registration? Ever thought about joining a wealth management firm? Cumberland Private Wealth Management could be that firm One of Canada's pre-eminent independent and privately owned discretionary investment managers which is...

Cumberland Private Wealth Management Inc. Calgary, Toronto, Kingston Do you enjoy working with people? Do you have a securities registration? Ever thought about joining a wealth management firm? Cumberland Private Wealth Management could be that firm One of Canada's pre-eminent independent and privately owned discretionary investment managers which is...

The incumbent of this position assists Client Portfolio Managers ("CPMs") in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: • Respond promptly and effectively to requests from clients, advisors and CPMs • Complete the opening of new...

Nicola Wealth Management Ltd. offers a unique opportunity to join a team of experienced professionals who share a passion for delivering exceptional wealth management services.Our company has established itself as a national leader in wealth management, driven by our sophisticated financial planning approach and diversified private investment funds with...

Job Description:As a Wealth Advisor at Nicola Wealth, you will provide comprehensive wealth planning and investment management solutions to clients, leveraging our business model to deliver the best possible results.With access to a wide range of public, private, and real estate investment options, and supported by our Asset Management, Client Service...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

Job OverviewTalentSphere Staffing Solutions is seeking a skilled Administrative Executive - Private Investments to provide high-level administrative support to the President, CFO and CIO of a private family office in the asset management sector.The ideal candidate will have 5+ years of senior administrative or executive experience within financial services,...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

Application Deadline:03/30/2025Address:YSC Yonge Street Job Family Group:Wealth Sales & ServiceAssesses individual high net worth client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help...

About the JobWe are looking for a Private Wealth Project Lead to join our team. This role involves managing digital channels and client journeys for Private Wealth, with a focus on advisor websites and digital marketing.The successful candidate will be responsible for leading project management of the advisor website migration to a new platform, working...

Application Deadline:04/03/2025Address:100 King Street West Job Family Group:Wealth Sales & ServiceProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a...

Business Line: Newport Private WealthHours Per Week: 35 (Full-Time)Location: 469 King Street West, Toronto, Ontario, M5V 1K4In Office Requirement: 5 days during training / Hybrid Setting after training period (2-3 days in office)Job Duration: Full-Time, PermanentAbout the RoleWe are looking for a conscientious, thoughtful, and qualified Portfolio...

About the RoleThe Regional Sales Manager will work closely with the Vice President, Private Wealth & Strategic Partners, to execute annual and quarterly territory business plans focused on developing long-term relationships with high net worth investors, family offices, and key strategic partners.

Regional Sales Manager- Private Wealth and Strategic PartnersToronto, ON, CanadaJob DescriptionPosted Tuesday, March 11, 2025 at 7:00 AMFounded in 1997, Trez Capital is a non-bank leading provider of private commercial real estate debt and equity financing solutions in Canada and the United States. For over 25 years, we have consistently provided developers...

Aviso Wealth:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and...