Associate - Investment and Wealth Management
1 month ago
RBC 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 Responsibilities- Coordinate and prepare meetings for Advisors with clients and prospects.
- Provide proactive client service with a focus on problem resolution and attention to detail.
- Respond to client inquiries and requests.
- Assist with client onboarding and account management.
- Maintain accurate and up-to-date client files and documentation.
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- Strong Microsoft Office Suite skills.
- High level of time management and organization skills.
- Exceptional verbal and written communication skills in English.
- A comprehensive Total Rewards Program including bonuses and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, and high-performing team.
RBC Dominion Securities Inc. is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
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Wealth Management Associate Consultant
5 days ago
Ottawa, Ontario, Canada Richardson Wealth Ltd Full timeAbout 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...
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Investment Advisor Associate
4 weeks ago
Ottawa, Ontario, Canada Richardson Wealth Ltd Full timeAbout Us:Richardson Wealth Ltd is a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With offices across the country, we are home to some of Canada's top investment advisors.We want to be the brand of choice for Canada's top advisors and their high-net-worth clients. To achieve this goal, we...
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Wealth Management Specialist
4 weeks ago
Ottawa, Ontario, Canada Aviso Wealth Full time**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...
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Wealth Manager MSO1
1 week ago
Ottawa, Ontario, Canada Aviso Wealth Full timePosition 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...
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Investment Portfolio Manager
5 days ago
Ottawa, Ontario, Canada Scotiabank Full timeScotiabank: Investment Associate Career OpportunityAs an Investment Associate at Scotiabank, you will play a pivotal role in helping clients achieve their financial goals by providing exceptional client service and contributing to business development activities. With a focus on wealth creation and management, you will work closely with a Wealth Advisor to...
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Associate - Wealth Management Professional
4 weeks ago
Ottawa, Ontario, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring effective communication and...
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Investment Advisor Associate
1 month ago
Ottawa, Ontario, Canada TD Bank Full timeInvestment Advisor Associate RoleThis is a key role in our wealth management team, supporting the lead Investment Advisor and team of Advisors in delivering exceptional client service and business development. As an Associate Investment Advisor, you will provide dedicated investment support to client accounts, helping them achieve their advisory and business...
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Wealth Management Representative
6 days ago
Ottawa, Ontario, Canada Aviso Wealth Full timeJob 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...
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Wealth Management Specialist
4 weeks ago
Ottawa, Ontario, Canada Aviso Wealth Full timeJob Title: Wealth Management SpecialistJob Summary:As a Wealth Management Specialist at Aviso Wealth, you will play a key role in assisting our members build a customized financial wellness plan that meets their unique needs. You will be responsible for term renewals, building relationships with members, and identifying referral opportunities.Key...
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Wealth Management Specialist
4 weeks ago
Ottawa, Ontario, Canada Aviso Wealth Full timeJob Title: Wealth Management SpecialistJob Summary: We are seeking a highly motivated and experienced Wealth Management Specialist to join our team at Aviso Wealth. As a key member of our sales team, you will be responsible for building and maintaining relationships with our clients, identifying their financial needs, and providing tailored solutions to help...
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Wealth Management Specialist
4 weeks ago
Ottawa, Ontario, Canada Aviso Wealth Full timeJob 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...
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Investment Advisor
4 weeks ago
Ottawa, Ontario, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionUnlock your potential as a Financial Planning and Wealth Management Professional at RBCAs a Financial Planning and Wealth Management Professional at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career. You will be part of a team that is dedicated to providing...
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Investment Advisor
4 weeks ago
Ottawa, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OpportunityAt RBC Dominion Securities Inc., we are seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will have the opportunity to work with high net worth individuals, families, and business owners to help them achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with clients to...
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Investment Associate
4 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleAs a key member of our ScotiaMcLeod team, you will play a vital role in helping our clients achieve their financial goals. Your expertise in investment management and wealth planning will enable you to provide exceptional client service and contribute to business development and sales-related activities.Key ResponsibilitiesIdentify new business...
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Investment Advisor
4 weeks ago
Ottawa, Ontario, Canada RBC Dominion Securities Inc. Full timeJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your...
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Ottawa, Ontario, Canada Scotiabank Full timeUnlock 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...
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Business Development Associate
5 days ago
Ottawa, Ontario, Canada Royal Bank of Canada> Full timeRoyal 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...
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Investment Advisor Associate
1 month ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout UsRichardson Wealth is a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With a strong presence across the country, we are home to some of Canada's top investment advisors.We aim to be the go-to choice for Canada's top advisors and their high-net-worth clients. Our ambitious growth...
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Wealth Management Associate Specialist
7 days ago
Ottawa, Ontario, Canada NBC Full timeJob OverviewNational Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm in Canada, providing a unique opportunity for career growth and development. In this role, you will have the chance to work with an investment advisor to offer exceptional client experiences.
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Market Lead, Private Investment Counsel
4 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition ID: 205488As a key member of the Scotiabank team, the Market Lead, Private Investment Counsel will oversee and lead a team of investment professionals in Eastern Canada. The successful candidate will be responsible for achieving defined team revenue goals, coaching relationship managers to identify prospects, manage, retain, and deepen high net...