wealth assistant jobs in Ottawa

Harbourfront Wealth Group is seeking an Administrative Assistant for a part-time, fully remote role in Canada. The position requires professionalism, strong communication, and the ability to multitask in a fast-paced environment. You will support Investment Advisors by handling paperwork, scheduling, client onboarding, and documentation, while maintaining...

Harbourfront Wealth Group is seeking an Administrative Assistant for a part-time, fully remote role in Canada. The position requires professionalism, strong communication, and the ability to multitask in a fast-paced environment.You will support Investment Advisors by handling paperwork, scheduling, client onboarding, and documentation, while maintaining...

iA Private Wealth Inc. in Ottawa is seeking a motivated Licensed Assistant or licensed Registered Representative to support an established wealth management practice.The role offers practical exposure to client service, planning support, and portfolio administration with potential growth toward an advisor position. The successful candidate will work in an...

Elevate your career as an Assistant Branch Manager with TD Private Wealth Management in Ottawa, Ontario. Focus on developing high-performance teams while delivering legendary client experiences. As a key leadership figure in TD Wealth, you will directly report to the Branch Manager and be tasked with providing sales leadership, recruiting top talent, and...

**Description du poste :**TD Private Wealth Management is a premier full-service brokerage and wealth management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling the comprehensive needs of mass affluent and high-net-worth clients with World-Class Advice and Legendary Client...

Harbourfront Wealth Management, part of Blueridge Private Wealth, seeks an Administrative Assistant for a fully remote, part-time role supporting the Investment Advisor. You will handle onboarding, client records, scheduling, and correspondence with a focus on accuracy and efficiency.The ideal candidate has at least 2 years in a similar role, with...

Support Investment Advisors in Ottawa through client service, account documentation, and organized administration at Richardson Wealth. English communication and Microsoft Office skills are central.As an Assistant, you will support Investment Advisors while helping maintain effective team operations. The work includes client relationship support, account...

Your team National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration...

Become an integral part of Harbourfront Wealth as a Remote Administrative Assistant. Support investment advisors while managing details, communication, and coordination in a part-time, fully remote role. Harbourfront Wealth, a leader in financial services, is seeking a dedicated Administrative Assistant to enhance its operations. In this part-time position,...

Application Deadline: 11/18/2026 Address: 1600 Carling Avenue Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a...

Select how often (in days) to receive an alert: Title: Senior Manager, Business and Wealth Transition - Ottawa, ON Requisition ID: 274564 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Manager, Business and Wealth Transition (BWT) plays a pivotal role within the Advanced Planning and...

Select how often (in days) to receive an alert:Requisition ID: 273909ScotiaMcLeod, 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...

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you...

Jobgether in Canada is seeking a Représentant en fonds communs de placement for a fully remote, full-time role in wealth management. You will provide personalized investment guidance, assist with account openings, and support clients through transactions while building lasting relationships based on trust.You will handle inquiries, stay informed about...

Harbourfront Wealth Management, part of Blueridge Private Wealth, seeks an Administrative Assistant for a fully remote, part-time role supporting the Investment Advisor. You will handle onboarding, client records, scheduling, and correspondence with a focus on accuracy and efficiency. The ideal candidate has at least 2 years in a similar role, with...

Application Deadline: 11/22/2026 Address: 1600 Carling Avenue Job Family Group:Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed...

Who we are: Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client relationships, entrepreneurial thinking, and a commitment to delivering tailored solutions for individual, institutional, and corporate clients. With a...

Who we are:Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client relationships, entrepreneurial thinking, and a commitment to delivering tailored solutions for individual, institutional, and corporate clients. With a...

Location: Ottawa West-Kanata (RO-696) IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Division: IG Sales and...

Select how often (in days) to receive an alert: Title: Senior Manager, Business and Wealth Transition - Ottawa, ON Requisition ID: 274564 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Manager, Business and Wealth Transition (BWT) plays a pivotal role within the Advanced Planning and...