Investment Group – Investment Advisor

4 weeks ago

Ottawa, Canada Stonewood Group Inc. Full time

We represent a large advisory group with top financial experts that specialize in managing diverse portfolios of high net worth individuals and business owners. This group understands the importance of providing premier client service while assisting all their clients reach their financial and retirement goals. The Opportunity This dynamic team is seeking to grow through the acquisition of investment portfolios (minimum nine figures) with a subsequent sale of the practice to facilitate the succession plan and the retirement goals of the advisor at a mutually agreed upon time. This is an ideal opportunity for someone considering retirement who wants to maximize the financial transaction while ensuring their clients receive a seamless transition and continue to receive the highest levels of customer service. #J-18808-Ljbffr

  • Investment Group – Investment Advisor

    4 weeks ago

    Ottawa, Canada Stonewood Group Inc. Full time

    We represent a large advisory group with top financial experts that specialize in managing diverse portfolios of high net worth individuals and business owners. This group understands the importance of providing premier client service while assisting all their clients reach their financial and retirement goals. The Opportunity This dynamic team is seeking...

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  • Investment Advisor

    2 days ago

    Ottawa, ON, Canada Collabera Full time

    This is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...

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