Lead Servicing Financial Planner – Private Wealth - Ottawa

As a Desjardins Private Wealth Management Client Advisor, you contribute to managing, prospecting, soliciting, developing and maintaining business relationships with members and clients. · ...

Desjardins Private Wealth Management offers a comprehensive advisory service based on a personalized approach to discretionary portfolio management and tax and trust services. · ...

Seeking an experienced Lead Servicing Financial Planner to own an existing book of clients in Ottawa. · ...

+This is a pure planning and relationship management role for a professional who wants to escape quotas and focus entirely on client success. · ++Own the Relationship: Act as the primary point of contact for an assigned book of households, conducting regular reviews and deep-dive ...

As a Desjardins Private Wealth Management Client Advisor, you contribute to managing business relationships with members and clients. You communicate with clients and are responsible for administrative tasks related to transactions. · ...

As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. · You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. · ...

As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. · ...

This is a co-op/intern student opportunity at BMO to gain skills and knowledge needed to take on roles similar to the description listed below. · ...

+ This is a 4-month co-op/intern position as an administrative assistant in the Private Wealth department at BMO Financial Group. The role will provide general office support services and clerical tasks to support one or more business groups and facilitate group operations. · +<u ...

As a co-op/intern student at BMO, you will have the opportunity to be heard and make a difference. · ...

As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. · ...

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. · ...

As a Branch Operations Assistant you will provide operations and administrative support to the Branch Management Team and the Advisor teams. · ...

Le planificateur pour clients à haute valeur nette est responsable de travailler avec les conseillers TD pour livrer un guide personnalisé sur la taxe, la succession et la gestion globale du patrimoine aux clients HNW et UHNW TD. · Fournir un soutien financier, fiscal et immobili ...

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

This role is responsible for providing effective client service support to Relationship Managers in managing their book of business. The Portfolio Administrator will also assist with business development activities and ensure compliance with regulatory requirements. · Client Serv ...

The High-Net-Worth Planner is responsible for working with TD advisors to deliver high value customized guidance on tax estate and overall wealth planning to HNW and UHNW clients of TD. · ...

+Job summary · Ready to take your success to the next level—with a firm that shares your drive? At Skyline we're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform prestige and performance history to match. · Resp ...

We're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. · You'll play a critical role in driving growth through trusted, long-term investor relationships. · ...