Advisor Assistant - Ottawa, Ontario

The Advisor Assistant will provide day-to-day support services to the Wealth Management sales force in the Investment Division platform. · Responsibilities include assisting in the preparation of client meetings and transactions documentation, · participating in campaigns or spec ...

The Advisor Assistant will provide day-to-day support services to the Wealth Management sales force in the Investment Division platform. · ...

+The Advisor Assistant will provide day-to-day support services to the Wealth Management sales force in the Investment Division platform. · + · +Onboards new clients and maintains current client book of business ensuring accurate and up-to-date client records in the contact manag ...

In this role, you will serve as the primary point of contact for all incoming inquiries at one of our client's Wealth Advisor branch locations in Ottawa. · ...

The Licensed Assistant supports corporate investment advisors by delivering high-quality client service account administration compliance support. · Serve as the first point of contact for clients handle day-to-day service inquiries · ,Support account maintenance trade processing ...

We're seeking team members who are motivated to help our clients, curious, passionate about their work and ready to roll up their sleeves in a collaborative and productive environment. · li>Want to build winning relationships · Able to connect with people in a relatable way · Bel ...

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. · Support the financial planning needs of an Advisor's clients through the process of deep discovery and creati ...

As a Financial Planner with ScotiaMcLeod, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients. · ...

This role assists clients in achieving their financial goals through tailored financial planning and retirement planning. ...

We are looking for motivated Senior Living Advisors to join our growing network. · As a trusted guide you will help seniors and their families explore and choose retirement residences. · ...

We're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. · ...

+We're looking for a Client Advocate to join our team. If you're skilled in communication and problem-solving, this could be the right opportunity for you. · +Gather information and collect suitability information to open new accounts · Research portfolio performance, cost/fees, ...

PenderFund Capital Management Ltd is an independent investment firm seeking a Regional Sales Manager based in Ottawa to work with our Retail Sales team. · ...

Provide advice to clients on Classification and Organizational Design (C&OD) issues related to organizational design. · ...

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. · Provide administrative and sales support to one or more Private Banking Advisors. · Assist clients with their tr ...

The Undergraduate Advisor works under the supervision of the Undergraduate Program Administrator to support and assist psychology students. The incumbent reviews course outlines and advises students on various programs. Qualifications include personal initiative, administrative s ...

Human Resources (HR) Advisor Level 07 – Classification and Organizational Design · Provide advice to clients on C&OD issues related to organizational design. · Evaluate position title, subgroups and classification levels based on position-specific information. · Liaise with inter ...

Beauty advisor will create a memorable shopping experience for customers, recommending products and informing them about promotions and events. · ...

We are looking for a proactive people person to be the friendly face of our stores. If you have previous optical experience as an Optical Advisor or Dispensing Assistant this role could be perfect for you. · ...

We are looking for a resourceful, efficient and collaborative recent graduate to join our leading wealth management firm as an Associate. · Maintain existing client accounts and identify opportunities to contact clients. · Respond to client inquiries in an understanding and time- ...