Wealth Management Portfolio Administrator

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....

Requisition ID: 246314Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeTo work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. The role is a...

PIC Portfolio Administrator - 18 month contract Join to apply for the PIC Portfolio Administrator - 18 month contract role at Scotia Wealth Management. Purpose To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development...

PIC Portfolio Administrator - 18 month contract Join to apply for the PIC Portfolio Administrator - 18 month contract role at Scotia Wealth Management. Purpose To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development...

About Doherty & Associates Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals....

Requisition ID: 244480ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...

Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals. The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management. The organization is made up of a team of highly specialized...

Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals. The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management. The organization is made up of a team of highly specialized...

**Overview**: Calling all financial advisors looking for a role focused on client management: If you are tired of the traditional bank model, we have a great opportunity for you! As an Advisor with Eagle Wealth Counsel, you will focus solely on client servicing without worrying about sales quota requirements. Clients will be provided so there is no cold...