Wealth Planning Assistant

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...

Prospera Credit Union is seeking a skilled Wealth Planning Assistant to join our team at the Central City Advice Centre.The successful candidate will provide administrative support to our Investment Advisors, assisting with day-to-day activities, sales, and service. This role involves responding to customer inquiries, preparing client meetings, and executing...

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...

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...

Job DescriptionRBC Dominion Securities Inc. is a leading investment and wealth management firm in Canada, backed by a prominent financial institution. We are seeking a skilled and dedicated individual to join our team as an Associate in Wealth Management.What is the Opportunity?As an Associate, you will play a key role in providing exceptional service and...

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...

At WISECONOMY WEALTH SOLUTIONS INC., we are seeking an experienced Administrative Services Manager to join our team. As an Administrative Services Manager, you will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and delegating work to office support staff. You will also establish work priorities,...

Company OverviewRBC Dominion Securities Inc. is a leading financial services company that offers a wide range of investment and wealth management solutions to individuals, families, and businesses.About the RoleWe are seeking an experienced Investment Advisor to join our team in Surrey, Canada. As an Investment Advisor at RBC Dominion Securities, you will be...

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...

At WISECONOMY WEALTH SOLUTIONS INC., we are seeking an experienced Administrative Manager to join our team. As an Administrative Manager, you will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and delegating work to office support staff. You will also establish work priorities, ensure procedures...

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 DescriptionGrow your business, your way – with RBCAs a Financial Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. You will have the opportunity to work with high-net-worth individuals, families, and business owners, managing their complex financial needs and providing strong planning and...

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...

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...

We are seeking a Senior Administrative Coordinator to join our team at WISECONOMY WEALTH SOLUTIONS INC.About the RoleThis is an exciting opportunity for a highly organized and detail-oriented individual to take on a key administrative role in our company. The successful candidate will be responsible for providing administrative support to our team members,...

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 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...

Russell Brewing Company Ltd. is seeking a skilled Financial Planning Specialist to join its team. The ideal candidate will have a strong background in financial analysis and be able to evaluate financial risk, collect and analyze financial information, and provide investment advice to clients and senior company officials.The successful candidate will have a...