Client Coordinator-Private Client Solutions

**Responsibilities**: - Work closely with the Private Client Principal in all facets of business development and ongoing relationship management and servicing of our clients - Prepare presentation materials for Private Client Team Principal - Answer phones and respond to client inquiries promptly and professionally - Prepare and maintain all client account...

**WE OFFER**: - Great learning and growth opportunities - A competitive compensation package - Full Benefits Package - RRSP Matching Program - Professional Development Courses & Designations - 100% tuition re-imbursement for business relevant courses and training **POSITION OVERVIEW**: Jones DesLauriers Insurance management Inc. is hiring for a Personal...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

**Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, Ontario** We are looking for the next Private Client Services Associate to join our Edmonton office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...

WE OFFER: Great learning and growth opportunities A competitive compensation package Full Benefits Package RRSP Matching Program Professional Development Courses & Designations 100% tuition re-imbursement for business relevant courses and training POSITION OVERVIEW: Jones DesLauriers Insurance management Inc. is hiring for a Personal Lines Client...

About AGF: Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range...

WE OFFER: Great learning and growth opportunities A competitive compensation package Full Benefits Package RRSP Matching Program Professional Development Courses & Designations 100% tuition re-imbursement for business relevant courses and training POSITION OVERVIEW: Jones DesLauriers Insurance management Inc. is hiring for a Personal Lines Client...

WE OFFER: Great learning and growth opportunities A competitive compensation package Full Benefits Package RRSP Matching Program Professional Development Courses & Designations 100% tuition re-imbursement for business relevant courses and training POSITION OVERVIEW: Jones DesLauriers Insurance management Inc. is hiring for a Personal Lines Client...

**Manager Client Services - Private Trust**: - 425221BR **Job Category - Primary** - Wealth Management **Work Location** - 2 St Clair Avenue East Corporate, 220 Commerce Valley Drive West Corporate, 5515 North Service Road **Employment Type** - Regular **City** - Burlington, Markham, Toronto **Time Type** - Full Time **Province/State** -...

Job Title:Care Coordination Specialist - Value-Based Care ExpertCompany Overview:HealthEcareers - Client is a leading healthcare organization committed to delivering high-quality patient care while reducing costs. As a Care Coordination Specialist, you will play a crucial role in our value-based care initiatives, collaborating with physicians and...

We are looking for the next Private Client Services Associate to join our Edmonton office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support assigned Investment Professionals in handling client relationships to deliver exemplary client service through...

**Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Services Associate **to join our Toronto office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...

**Intern, Private Client Service** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **The Position** CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based **Private Client Services Team **for a **4-month term **from January to April 2025. **What do we offer a Private Client Intern?** A dynamic, fast-paced...

At InTouchLink Senior Living Solutions, we are passionate about enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to be the best versions of themselves.We value a collaborative and...

**Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...

**Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $51,400 - $72,600 CAD TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of TD Wealth Private Wealth Management,...

**Intern, Private Client Operations** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **The Position** CC&L Private Capital Ltd. is seeking a Private Client Operational Intern to join our **Operational Specialist Team** for a **4-month term** (January-April, 2025) **What do we offer a I** **Private Client Operational Intern?** A dynamic,...

Posting Description: **Account Executive - Private Client** Do you enjoy working with private clients and high net worth markets? Do you enjoy making a difference in the relationships you build and maintain with your clients? Then this is the role for you! This is a hybrid role with the flexibility to work both hybrid and from our Toronto...

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain...

Do you enjoy working with private clients and high net worth markets? Do you enjoy making a difference in the relationships you build and maintain with your clients? Then this is the role for you! This is a hybrid role with the flexibility to work both hybrid and from our Toronto office. Applicants must be legally authorized to work in Canada. This role is...