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Associate Wealth Advisor

Date: 2023-11-27 (Loaded Cached)

Job Description: In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based…

Company: National Bank of Canada
Hiring Organization: National Bank of Canada
Salary: TBD
Location: Quebec City, QC
Street Address: TBD

Locality: Quebec City, QC
Region: disclosed when applied
Postal code: disclosed when applied


Job Details




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Wealth Associate

Date: 2023-11-27 (Loaded Cached)

Job Description: Support investment advisors in providing superior customer service and be available to meet client requests. Reporting to the regional manager, you will team up…

Company: National Bank of Canada
Hiring Organization: National Bank of Canada
Salary: TBD
Location: Winnipeg, MB
Street Address: TBD

Locality: Winnipeg, MB
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Wealth Advisor Assistant

Date: 2023-11-27 (Loaded Cached)

Job Description: Contact clients/advisors for TFSA (Tax-Free Savings Account) and RSP contributions. Review and work with advisors on compliance requirements, suitability, and…

Company: Raymond James Financial
Hiring Organization: Raymond James Financial
Salary: TBD
Location: Vancouver, BC
Street Address: TBD

Locality: Vancouver, BC
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Client Service Associate, TD Wealth Management

Date: 2023-11-27 (Loaded Cached)

Job Description: TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice…

Company: TD Bank
Hiring Organization: TD Bank
Salary: TBD
Location: Quebec City, QC
Street Address: TBD

Locality: Quebec City, QC
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Business Processing Associate (Contract)

Date: 2023-11-27 (Loaded Cached)

Job Description: Communicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as required. Employee Share Purchase Program (ESPP).

Company: CI Financial
Hiring Organization: CI Financial
Salary: TBD
Location: Toronto, ON
Street Address: TBD

Locality: Toronto, ON
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



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Associate Advisor

Date: 2023-11-27 (Loaded Cached)

Job Description: Provide investment advice and wealth planning to clients. Identify and execute opportunities among existing client base for asset consolidation, referrals to…

Company: Royal Bank of Canada
Hiring Organization: Royal Bank of Canada
Salary: TBD
Location: Toronto, ON
Street Address: TBD

Locality: Toronto, ON
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Licensed Wealth Associate

Date: 2023-11-27 (Loaded Cached)

Job Description: As a Client Service Associate, you will be responsible for providing administrative and operational support to Financial Consultants & Portfolio Managers.

Company: MD Financial Management
Hiring Organization: MD Financial Management
Salary: TBD
Location: Toronto, ON
Street Address: TBD

Locality: Toronto, ON
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Administrative Assitant/Associate

Date: 2023-11-27 (Loaded Cached)

Job Description: By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new…

Company: Royal Bank of Canada
Hiring Organization: Royal Bank of Canada
Salary: TBD
Location: Greater Sudbury / Grand Sudbury, ON
Street Address: TBD

Locality: Greater Sudbury / Grand Sudbury, ON
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Associate

Date: 2023-11-27 (Loaded Cached)

Job Description: As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and…

Company: Royal Bank of Canada
Hiring Organization: Royal Bank of Canada
Salary: TBD
Location: Toronto, ON
Street Address: TBD

Locality: Toronto, ON
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



ScotiaMcLeod Administrative Associate - White Rock, BC

Date: 2023-11-27 (Loaded Cached)

Job Description: O supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs.

Company: Scotiabank
Hiring Organization: Scotiabank
Salary: TBD
Location: White Rock, BC
Street Address: TBD

Locality: White Rock, BC
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Wealth Management Associate

Date: 2023-11-27 (Loaded Cached)

Job Description: Support investment advisors in providing superior customer service and be available to meet client requests. Reporting to the regional manager, you will team up…

Company: National Bank of Canada
Hiring Organization: National Bank of Canada
Salary: TBD
Location: Quebec City, QC
Street Address: TBD

Locality: Quebec City, QC
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Investment Associate Advisor

Date: 2023-11-27 (Loaded Cached)

Job Description: Implement investment policy decisions, monitor asset mixes, rebalance portfolios, and risk management. Implement changes to portfolios by trading equity, fixed…

Company: Royal Bank of Canada
Hiring Organization: Royal Bank of Canada
Salary: TBD
Location: Vancouver, BC
Street Address: TBD

Locality: Vancouver, BC
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Associate, Banking Operations

Date: 2023-11-27 (Loaded Cached)

Job Description: Respond to client and advisor queries via email and telephone. The successful candidate will be required to work some statutory holidays, as well as have the…

Company: Canaccord Genuity Corp.
Hiring Organization: Canaccord Genuity Corp.
Salary: TBD
Location: Toronto, ON
Street Address: TBD

Locality: Toronto, ON
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Associate Private Banking Advisor

Date: 2023-11-27 (Loaded Cached)

Job Description: You have Financial services experience in private banking, wealth advisory, or brokerage. You will be responsible for working with one or more Senior Private…

Company: CIBC
Hiring Organization: CIBC
Salary: TBD
Location: Toronto, ON
Street Address: TBD

Locality: Toronto, ON
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Analyst / Associate - Investor Services

Date: 2023-11-27 (Loaded Cached)

Job Description: Respond to phone and email inquiries from investors and wealth advisors regarding account maintenance, periodic fund performance updates and requests for…

Company: Brookfield Asset Management
Hiring Organization: Brookfield Asset Management
Salary: TBD
Location: Toronto, ON
Street Address: TBD

Locality: Toronto, ON
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Client Experience Associate

Date: 2023-11-27 (Loaded Cached)

Job Description: Minimum of 2 years of relevant experience as an Executive Assistant or Event Planner in banking, financial services, or wealth management.

Company: Royal Bank of Canada
Hiring Organization: Royal Bank of Canada
Salary: TBD
Location: Kelowna, BC
Street Address: TBD

Locality: Kelowna, BC
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Trading Associate

Date: 2023-11-27 (Loaded Cached)

Job Description: 5+ years of industry experience, with at least two years of experience in a trading-related role with an advisory team (preferably a discretionary wealth…

Company: Wellington-Altus Private Wealth Inc.
Hiring Organization: Wellington-Altus Private Wealth Inc.
Salary: TBD
Location: Toronto, ON
Street Address: TBD

Locality: Toronto, ON
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Associate Financial Advisor

Date: 2023-11-27 (Loaded Cached)

Job Description: Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians…

Company: Raymond James Financial
Hiring Organization: Raymond James Financial
Salary: TBD
Location: Barrie, ON
Street Address: TBD

Locality: Barrie, ON
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Associate Wealth & Retirement Advisor (Bilingual)

Date: 2023-11-27 (Loaded Cached)

Job Description: The Associate Wealth & Retirement Advisor is member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients.

Company: Manulife
Hiring Organization: Manulife
Salary: TBD
Location: Maisonneuve, QC
Street Address: TBD

Locality: Maisonneuve, QC
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Investment Associate

Date: 2023-11-27 (Loaded Cached)

Job Description: The ideal candidate will have at least 1-2 year of experience with RBC Dominion Securities and licensed as an Investment Representative (IR).

Company: Royal Bank of Canada
Hiring Organization: Royal Bank of Canada
Salary: TBD
Location: Vancouver, BC
Street Address: TBD

Locality: Vancouver, BC
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Associate

Date: 2023-11-27 (Loaded Cached)

Job Description: Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings. Analyze client accounts to prepare for activities that support investment…

Company: National Bank of Canada
Hiring Organization: National Bank of Canada
Salary: TBD
Location: Calgary, AB
Street Address: TBD

Locality: Calgary, AB
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Investment Associate

Date: 2023-11-27 (Loaded Cached)

Job Description: Working closely with clients’ other professional advisors (lawyers, accountants, etc.) to ensure that client the is receiving holistic advice.

Company: Wellington-Altus Private Wealth Inc.
Hiring Organization: Wellington-Altus Private Wealth Inc.
Salary: TBD
Location: Moncton, NB
Street Address: TBD

Locality: Moncton, NB
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Associate ETF Portfolio Manager &Trader

Date: 2023-11-27 (Loaded Cached)

Job Description: Reporting to the SVP & Head Global Capital Markets, Trading and Central Funding, this position is primarily responsible for Institutional Trading, Portfolio…

Company: CI Financial
Hiring Organization: CI Financial
Salary: TBD
Location: Toronto, ON
Street Address: TBD

Locality: Toronto, ON
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Senior Associate, Equity Sales

Date: 2023-11-27 (Loaded Cached)

Job Description: Garner interest and attendance for Wedbush sponsored advisor events. Initiate, develop, and maintain relationships with institutional clients and prospects.

Company: Wedbush Securities
Hiring Organization: Wedbush Securities
Salary: TBD
Location: Toronto, ON
Street Address: TBD

Locality: Toronto, ON
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



Sales Associate

Date: 2023-11-27 (Loaded Cached)

Job Description: Managing communications to be posted on our website or distributed to clients and advisors. YAM Financial Solutions (YAM FS) is a boutique Insurance broker…

Company: Yorkville Asset Management
Hiring Organization: Yorkville Asset Management
Salary: TBD
Location: Toronto, ON
Street Address: TBD

Locality: Toronto, ON
Region: disclosed when applied
Postal code: disclosed when applied


Job Details



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