Administrative Associate in Wealth Management

Optimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...

Role OverviewNicola Wealth is seeking a skilled Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will provide exceptional financial planning and strategic wealth management services to our high-net worth clients.Key ResponsibilitiesSupport Wealth Advisors in delivering first-class financial planning and...

At IG Wealth Management, we are seeking an experienced Administrative Coordinator to join our Region Office Operations team. This is a dynamic opportunity for an organized and detail-oriented individual who enjoys providing exceptional client service.Job OverviewThe Administrative Coordinator acts as the first point of contact for clients and internal...

Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. Our vision is to provide top-tier financial products and sound advice to match our clients' unique needs.As a Brightview Wealth Management Financial Service Representative, you will join our Toronto...

Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. We offer award-winning products and provide sound advice, partnering with hedge funds, asset management investment firms, and insurance carriers.We are seeking a Financial Service Representative to join...

Role OverviewNicola Wealth is a leading wealth management firm seeking a skilled Wealth Planning Associate to join our Advisory Services Division.As a key member of our team, you will provide exceptional support to our Wealth Advisors, delivering first-class financial planning and strategic wealth management services to our high-net worth...

Company DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning....

About UsNicola Wealth is a leading wealth management firm in Canada, recognized for its exceptional financial planning, diversified investment platform, and award-winning culture.Job SummaryWe are seeking an experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our leadership team, you will be...

About the Role:Aviso Wealth is seeking a highly skilled Tax Administrator to join our Operations team. As a Tax Administrator, you will play a critical role in ensuring the timely and accurate processing of tax-related tasks, including tax audits, remittances, and compliance with regulatory requirements.Key Responsibilities:Ensure scheduled tax audits are...

About the Role:We are seeking a highly motivated and organized individual to join our Wealth Management team as an Associate. In this role, you will provide exceptional customer service to our clients, working closely with wealth advisors to deliver tailored solutions.Key Responsibilities:Ensure effective communication between clients, advisors, and...

Embark on a rewarding career as a Wealth Management Associate with National Bank in Toronto, ON. This full-time position offers a competitive salary range of $55,000 - $65,000 per annum.About the RoleWe are seeking an experienced and detail-oriented individual to support our Wealth Management team. As a Wealth Management Associate, you will play a vital role...

A Career Opportunity at RBC Dominion SecuritiesAt RBC Dominion Securities Inc., we are dedicated to delivering exceptional wealth management services to our clients. We are currently seeking an experienced and skilled professional to join our team as an Associate.Job ResponsibilitiesThe successful candidate will be responsible for providing exceptional...

Job Summary:As a Wealth Associate at National Bank, you will play a key role in supporting wealth advisors in providing exceptional customer service to clients. Your primary responsibility will be to assist in the delivery of financial services, ensuring that clients receive the highest level of service and support.Key Responsibilities:* Assist wealth...

Job Title: Wealth AssociateJob 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 customer service and supporting our wealth advisors in delivering outstanding results.Key Responsibilities:Support investment advisors in providing...

Job Opportunity: At RBC Dominion Securities Inc., we are seeking a skilled Wealth Management Associate to join our team. The ideal candidate will be responsible for providing exceptional client service, supporting investment advisors, and managing client accounts. Key responsibilities include servicing incoming contacts, supporting general administrative...

Scotiabank OverviewScotiabank is a cornerstone business within Scotia Wealth Management, renowned for its integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.About the RoleWe are seeking an Investment Associate to work closely with...

Role OverviewAs a ScotiaMcLeod Investment Associate, you will play a critical role in delivering Enriched Thinking, a unique approach that incorporates your client's thinking, as well as our thinking, to drive results. You will work closely with a Wealth Advisor to develop and manage their book of business by providing effective client service and...

We are seeking a skilled Wealth Management Expert to join our team at Aviso Wealth, a leading wealth management and investment services provider for the Canadian financial industry.Job Summary: As a Wealth Management Expert, you will be responsible for providing exceptional service to our clients by managing their investment portfolios, providing financial...

Job SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is a leading 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.We are looking for a resourceful,...

We are proud of our sophisticated financial planning and diversified private investment funds at Nicola Wealth, which enable us to position ourselves as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we strive to uphold our firm's values through this phase of significant growth.By bringing...