Hybrid Wealth Management Associate: Client Support

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in...

A leading financial institution in Ottawa is seeking a Portfolio Administrator for an 18-month contract. This role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. The ideal candidate should have a university degree in a relevant field and strong relationship management skills. Responsibilities...

A leading financial institution in Ottawa is seeking a PIC Portfolio Administrator for an 18-month contract. The role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. Ideal candidates should have a university degree in a relevant field and possess strong relationship management skills....

A leading financial institution in Ottawa is seeking a PIC Portfolio Administrator for an 18-month contract. The role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. Ideal candidates should have a university degree in a relevant field and possess strong relationship management skills....

A leading wealth management firm in Ottawa seeks an Associate to manage client accounts and provide exceptional service. The successful candidate will ensure compliance, support Advisors, and resolve issues efficiently. Ideal candidates are skilled in client service and proficient in Microsoft Office, with strong organizational abilities. This role offers...

A leading financial institution in Ottawa is seeking an Administrative Associate to support Wealth Advisors by ensuring high-level client service and effective administration. The role includes managing client inquiries, providing marketing assistance, and collaborating across departments. Ideal candidates have experience in the securities industry and...

A leading financial institution in Ottawa is seeking an Administrative Associate to support Wealth Advisors by ensuring high-level client service and effective administration. The role includes managing client inquiries, providing marketing assistance, and collaborating across departments. Ideal candidates have experience in the securities industry and...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. Our dynamic work envrironment and cutting-edge collaboration tools foster a positive employee experience. We actively listen to empoyee ideas. Whether through our surveys or our programs, regula feedback and ongoing...

Desjardins Private Wealth Management offers a comprehensive advisory service based on a personalized approach to discretionary portfolio management and tax and trust services. It offers top-notch support and guidance to meet the needs of high-net-worth clients interested in sound management and passing on their wealth. These services are provided to clients...

Desjardins Private Wealth Management offers a comprehensive advisory service based on a personalized approach to discretionary portfolio management and tax and trust services. It offers top-notch support and guidance to meet the needs of high-net-worth clients interested in sound management and passing on their wealth. These services are provided to clients...