Assistant in Wealth Management

**Role Overview:**Aviso Wealth is seeking a skilled Wealth Management Specialist to join our team. In this role, you will play a key part in helping our members achieve their financial goals by providing expert advice and guidance on wealth management products and services.Key Responsibilities:Develop and maintain strong relationships with members to...

Position Overview:As a Wealth Manager with Aviso Wealth, you will play a pivotal role in helping our members achieve their financial goals. By taking ownership of term renewals and offering tailored financial solutions, you will empower our members to build a customized financial wellness plan that meets their unique needs.This position requires strong...

Job Summary:We are seeking a highly skilled Wealth Management Specialist to join our team at Aviso Wealth. As a key member of our team, you will play a critical role in helping our members achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with our members to understand their financial needs and goals.Develop and...

Job Title: Wealth Management Representative - Customized SolutionsAbout Us:Aviso Wealth is a leading financial services company dedicated to helping our clients achieve their financial goals. Our team of experienced professionals provides expert guidance and support to help individuals and families build customized financial wellness plans.Job Description:We...

About UsRichardson Wealth Ltd is a leading Canadian wealth management organization, offering a boutique firm experience with big results. With offices across the country, we provide an ideal platform for top advisors and their high-net-worth clients to thrive.Our Ambitious Growth StrategyWe aim to triple our Assets under Administration (AUA) to $100 billion...

Job Summary:National Bank Financial – Wealth Management is seeking a highly skilled and motivated individual to join our team as a Wealth Management Assistant. In this role, you will have the opportunity to work closely with investment advisors to provide exceptional customer service and support their business development.Key Responsibilities:Ensure...

Role OverviewWe are seeking a highly skilled Wealth Management Assistant to join our team at NBC. In this role, you will have the opportunity to work closely with investment advisors and clients to provide exceptional customer service.ResponsibilitiesEnsure effective communication between all parties involved in client relationships.Provide superior customer...

Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is seeking a skilled Wealth Management Professional to join our team. As a key member of our Advisory Team, you will play a vital role in delivering exceptional client service and helping our clients achieve their financial goals.You will be responsible for coordinating and preparing...

Job Title: Wealth BankerJob Summary:The Wealth Banker is a key role within Alterna Savings, responsible for driving the provision of investment-oriented financial advice, investment sales, asset consolidation, and new client/member acquisition within assigned branches.Key Responsibilities:Build strong partnerships with branch teams to facilitate...

Job SummaryAviso Wealth Inc is seeking a seasoned professional to join our team as a Senior Portfolio Manager or Financial Wellness Consultant. In this role, you will be responsible for assisting members in building customized financial wellness plans that cater to their unique needs.The ideal candidate will have a proven track record of networking,...

About the RoleWe are seeking a highly motivated and results-driven Sales Director to join our team. This is a unique opportunity to leverage your expertise in wealth management to drive sales growth and lead a high-performing team.Key ResponsibilitiesDevelop and execute strategic plans to achieve sales targets and grow revenue in the region.Lead a team of...

Job OpportunityRBC Dominion Securities Inc. is a leading investment and wealth management firm seeking a skilled Associate to provide administrative support to a successful Advisory Team.Key ResponsibilitiesCoordinate and prepare meetings for Advisors with clients and prospects.Provide proactive client service with a focus on problem resolution and attention...

About Pivot + Edge:We are a dynamic wealth management company that prioritizes exceptional client experiences. Our mission is to provide tailored financial advice, including discovery, integrated planning, estate planning, and philanthropy, investment management, tax strategies, and corporate strategies. We pride ourselves on our client-centric approach,...

Job Title: Account Management Partner F/HAt Aviso Wealth Inc, we are looking for a skilled Financial Portfolio Manager to join our team. This role is responsible for building strong relationships with our members, understanding their financial goals, and providing tailored investment solutions to help them achieve their objectives.Key Responsibilities:Assist...

Unlock Your Potential as a Senior Financial Planning AssociateWe are seeking an experienced and results-driven Senior Financial Planning Associate to join our team at ScotiaMcLeod. This is a unique opportunity to leverage your skills and expertise in financial planning to support our wealth advisors in creating comprehensive wealth strategies for...

Pivot + Edge is a renowned wealth management firm dedicated to providing unparalleled financial expertise. Our team of professionals is committed to delivering tailored solutions that cater to the unique needs of high-net-worth individuals and families.Job OverviewWe are seeking an experienced and dynamic Senior Wealth Advisor to join our esteemed team. The...

Royal Bank of Canada, a leading investment and wealth management firm, is seeking a skilled Business Development Associate to join our team in Ottawa.As a Business Development Associate, you will play a crucial role in maintaining client relationships, identifying new business opportunities, and supporting the Advisor team in managing client portfolios and...

About NBCNational Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across 100 branches.Your RoleAs a Wealth Management Support Specialist, you will team up with an investment advisor to provide exceptional client experiences. This hybrid...

About Us:Pivot + Edge is a leading wealth management company that prides itself on delivering exceptional client experiences. Our mission is to provide tailored financial advice, including discovery, integrated planning, estate planning, and philanthropy, investment management, tax strategies, and corporate strategies.What We Offer:Competitive salary and...

Company OverviewPivot + Edge is a renowned wealth management company that prides itself on delivering exceptional client experiences. With years of experience in the financial services industry, we have established ourselves as a trusted partner for high-net-worth individuals and families.