CI Assante Wealth Management Jobs in Canada

En tanto que especialista de operaciones - Gestión de riesgos, se jugará un papel clave en el apoyo a los consejeros en gestión de patrimonio y seguros. Ser responsable de la administración de los expedientes clientes, el cumplimiento con las exigencias regulatorias y el buen des ...

Join a team that's as passionate about people as it is about portfolios. · Starting salary: $80,000–$90,000 annually. · ...

This is a full-time Associate Advisor position based on-site in Dorval QC working closely with advisors and team members to provide administrative and operational support maintaining client records preparing account-related documentation scheduling appointments coordinating with ...

This is a full-time Associate role located on-site in Dorval QC. The Associate will work closely with advisors and team members to provide administrative and operational support. · Maintaining client records · Preparing account documentation · ...

We are seeking a financial services administrative assistant. · ...

This is a full-time Associate Advisor position based on-site in Dorval QC the associate advisor will work closely with advisors and team members to provide administrative and operational support. · ...

En tant que spécialiste des opérations – Gestion des risques vous serez responsable de l’administration des dossiers clients du respect des exigences de conformité et du bon déroulement... · ...

This is a full-time Associate role located on-site in Dorval QC The Associate will work closely with advisors and team members to provide administrative and operational support Core responsibilities include maintaining client records preparing account documentation facilitating s ...

Souhaitez-vous rejoindre une équipe dynamique et accueillante ? Nous recherchons actuellement un(e) spécialiste des opérations. · Collecte d'informations et génération de rapports financiersGestion des courriels (maîtrise impeccable du français requise)Interaction avec les client ...

Thisisafull-time Associate rolelocatedonsiteinDorval,QC.TheAssociat ewillworkcloselywithadvisorsandteammembers toprovideadministrativesupport. ...

Overview · CI Assante Wealth Management is one of the largest wealth management firms in Canada. It supports 900 professional advisors who manage more than $50 billion in assets on behalf of Canadian families and business owners. As a subsidiary of CI Financial Corp., a leading g ...