Private Wealth Client Service Specialist

A leading financial institution in Toronto seeks a Client Service Associate for Private Wealth to support Investment Advisors and ensure exceptional client service. Responsibilities include coordinating client inquiries, account maintenance, and marketing activities, as well as fostering lasting client relationships. Ideal candidates should have 3-5 years of...

**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...

A financial services company in Toronto is seeking a Lending Specialist for Private Wealth services. This role involves customer service and portfolio management for clients, technical credit analysis, and cross-selling banking products. Candidates should have 4-6 years of relevant experience in commercial loan and underwriting within a financial...

Join 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...

A major financial institution in Toronto is seeking a Commercial Lending Specialist - Private Wealth. This role involves providing exceptional customer service and managing a portfolio for clients while focusing on complex credit transactions. The ideal candidate will have 5-7 years of experience in credit analysis and excellent communication skills. The...

A major financial institution in Toronto is seeking a Commercial Lending Specialist - Private Wealth. This role involves providing exceptional customer service and managing a portfolio for clients while focusing on complex credit transactions. The ideal candidate will have 5-7 years of experience in credit analysis and excellent communication skills. The...

Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include...

Client Service Assistant, Private Wealth Join to apply for the Client Service Assistant, Private Wealth role at BMO. Responsibilities Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in...

Client Service Assistant, Private Wealth Join to apply for the Client Service Assistant, Private Wealth role at BMO. Responsibilities Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in...

Client Service Assistant, Private Wealth Join to apply for the Client Service Assistant, Private Wealth role at BMO . Responsibilities Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in...