Wealth Client Experience Specialist
3 weeks ago
A leading financial services firm is seeking a Client Experience Specialist II in Toronto. The role involves managing client interactions, ensuring excellent service, and supporting advisors. Ideal candidates should have 2 years of client support experience in financial services and possess strong communication and organizational skills. The position offers a base salary of $48,400 to $72,600 annually, plus additional compensation components. This is a great opportunity for individuals looking to grow in a dynamic environment.#J-18808-Ljbffr
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Client Service Specialist
2 weeks ago
Toronto, Canada Connectus Wealth Advisers Full time**GAVIN HOCKEY WEALTH SPECIALISTS IS LOOKING TO ADD A CLIENT SERVICE SPECIALIST TO OUR TEAM!** GAVIN Group operates a multi-family office and are registered portfolio managers, with a specialty in wealth management for professional hockey players, athletes and affluent households. GAVIN Group is dedicated to clients, their goals and long-term financial...
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Wealth Advisor
7 days ago
Toronto, Canada Nicola Wealth Full timeAt Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...
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Wealth Advisor
6 days ago
Toronto, Canada Nicola Wealth Full timeAt Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...
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Wealth Advisor
2 weeks ago
Toronto, Canada Nicola Wealth Full timeJoin to apply for the Wealth Advisor role at Nicola WealthJoin to apply for the Wealth Advisor role at Nicola WealthGet AI-powered advice on this job and more exclusive features.About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance,...
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Wealth Advisor
2 weeks ago
Toronto, Canada Nicola Wealth Full timeJoin to apply for the Wealth Advisor role at Nicola WealthJoin to apply for the Wealth Advisor role at Nicola WealthGet AI-powered advice on this job and more exclusive features.About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance,...
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Wealth Advisor
5 days ago
Toronto, Canada Nicola Wealth Full timeJoin to apply for the Wealth Advisor role at Nicola Wealth Join to apply for the Wealth Advisor role at Nicola Wealth Get AI-powered advice on this job and more exclusive features. About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional...
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Wealth Advisor
2 weeks ago
Toronto, Canada Nicola Wealth Full timeAbout Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Service Specialist IG Wealth Connect
6 days ago
Toronto, Ontario, Canada IG Wealth Management Full time**Division: IG-SaleDistLocation: Québec or Ontario**IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, IG Wealth Management is a...
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Client Support Specialist
2 weeks ago
Toronto, Canada Common Wealth Retirement Full timeCommon Wealth is a financial technology company whose mission is to make financial security in retirement accessible to everyone. We have quickly become Canada’s fastest-growing group retirement provider, having more than doubled in our client base in 2023 and now serving members and employers in every Canadian province. We work closely with a rapidly...
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Client Support Specialist
7 days ago
Toronto, Canada Common Wealth Retirement Full timeCommon Wealth is a financial technology company whose mission is to make financial security in retirement accessible to everyone. We have quickly become Canada’s fastestgrowing group retirement provider, having more than doubled in our client base in 2023 and now serving members and employers in every Canadian province. We work closely with a rapidly...