Wealth Management Admin

ScotiaMcLeod, a Scotia Wealth Management® firm, seeks an Administrative Associate in Vancouver to support Wealth Advisors with client service, day-to-day trading, and efficient office administration. You will help manage client inquiries, coordinate materials and events, and assist in tracking opportunities to grow assets and revenue, contributing to a...

ScotiaMcLeod, a Scotia Wealth Management® firm, seeks an Administrative Associate in Vancouver to support Wealth Advisors with client service, day-to-day trading, and efficient office administration. You will help manage client inquiries, coordinate materials and events, and assist in tracking opportunities to grow assets and revenue, contributing to a...

Work Location: Vancouver, British Columbia, Canada Hours: 37.5 Line of Business: TD General Pay Details: $96,900 - $136,800 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and...

Turn financial goals into personalized plans with TD Wealth in Vancouver, providing mass affluent clients with advice, analysis, and ongoing service.As a Financial Planner, you will deliver comprehensive planning and advice while managing client relationships and supporting business development. Your work includes understanding clients, recommending tailored...

Advance your career as a Wealth Management Associate with Vancity Investment Management in Metro Vancouver. This temporary, full-time role demands a commitment to client satisfaction and relationship building.In this on-site position, you will support Portfolio Managers and ensure smooth operations while engaging with members. Your focus on providing a...

Support wealth management clients and Investment Advisors as an Administrative Assistant with Canaccord Genuity in Vancouver. Use organization and securities knowledge daily.Canaccord Genuity Corp. seeks an energetic, detail-oriented professional for a 12-month contract supporting a growing advisory team. The position involves client relationships,...

Support Investment Advisors in Vancouver with client transactions, trading orders, and organized account administration at Canaccord Genuity.This 12-month contract supports a growing advisory team within Canaccord Genuity Corp. You will work directly with Investment Advisors and clients. The position centers on wealth management administration, transaction...

Canaccord Genuity Group Inc. in Vancouver is seeking an organized individual for a role in their Wealth Management team. Responsibilities include assisting Investment Advisors with client relationships, processing transactions, maintaining documentation, and developing the wealth business.The ideal candidate will have completed relevant certifications,...

Lead end-to-end Wealth Solutions proposals and presentations at Aon, working remotely with consultants, designers, and pursuit stakeholders.This Proposal Writer and Project Manager role combines hands-on content creation with strategic project ownership. You will shape messages, differentiators, and client-ready materials supporting Aon's growth across...