iA Private Wealth Jobs in Canada

A leading financial services company in Laval is seeking an Administrative Assistant to provide high-quality administrative support to Investment Advisors. The ideal candidate must have exceptional written and verbal communication skills in both French and English, along with fiv ...

Driven and ambitious sales professional looking for an opportunity to excel in the financial services industry. · Prospect high net worth families through cold calling and other lead generation methods. · Initiate meaningful conversations to identify client needs and qualify pros ...

We are a well-established investment advisory practice seeking a reliable Part-Time Administrative & Client Service Assistant. · Answering phones and greeting clients in a professional manner · Scheduling client meetings and managing calendars · ...

This is a part-time on-site and remote role, located in Northwest Calgary, AB. The Admin Staff will handle various administrative tasks, such as scanning, copying, digital filing of client documents etc. · handle various administrative tasks · ...

This is a full-time on-site role for a Client Services Representative at iA Private Wealth in Burlington, · ON. The Client Services Representative will be responsible for delivering exceptional customer service, · ensuring client satisfaction and handling client inquiries.Deliver ...

This role is a critical support function to a Senior Investment Advisor. · Management of effective client administrations. · Execution of daily account financial transitions as directed by the Advisor. · Responding to client inquires in a timely and professional manner. · ...

Are you a driven and ambitious sales professional looking for an opportunity to excel in the financial services industry? · Prospect high net worth families through cold calling and other lead generation methods. · Initiate meaningful conversations to identify client needs and qu ...

Industrial AlliancePrivate Wealth is a Canadian company with a diversified business ranging from wealth management to group pensions, and insurance products. It is a major player in the Canadian market where it serves three million people across the country and ranks fourth among ...

This is a full-time on-site role for a Client Services Representative at iA Private Wealth in Burlington. · Client Services skills · Customer Satisfaction skills · Customer Service skills · ...

This part-time role involves handling administrative tasks such as scanning, copying, digital filing of client documents etc. The ideal candidate will be organized and detail-oriented. · Scanning · Copied documents digitally. · ...

+ Resumen del puesto · Nous recherchons un(e) coordonnateur(trice) Expérience client et Opérations très organisé(e), proactif(ve) et à l'aise avec la technologie pour soutenir notre équipe de gestion de patrimoine. · + Responsabilités principalesIntégration client et opérationsOu ...

About the company: · Industrial Alliance Private Wealth is a Canadian company with a diversified business ranging from wealth management to group pensions, and insurance products. It is a major player in the Canadian market where it serves three million people across the country ...