Client-First Wealth - Toronto - Optimize Financial Group

In your role as Senior Manager, Wealth Digital First, you will leverage your expertise to execute business-led strategic initiatives from their conception through to implementation. . You will gain in-depth knowledge of Wealth Management's opportunities to enable digital transfor ...

We are committed to investing in our employees and helping you continue your career at Scotiabank.OverviewThe Vice President Wealth Client Digital Platform Engineering will be accountable for the evolution of the engineering practice within Wealth Technology ensuring it is modern ...

The Senior Manager will leverage their expertise to execute business-led strategic initiatives and improve organizational effectiveness. · Leverages insights and analytics & reporting to inform business decision making. · Monitors and tracks performance and addresses any issues. ...

We are seeking a bilingual (French/English) Wealth Services Support Representative to join a collaborative, client-focused operations team. · Respond to advisor inquiries via phone and email ensuring a seamless experience with system processes and reporting ...

Application Deadline: · 03/11/2026Address: · 100 King Street West · Job Family Group: · Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides exceptional client ...

Supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growin ...

We are seeking a bilingual (French/English) Wealth Services Support Representative to join a collaborative client-focused operations team. · Respond to advisor inquiries via phone and email · Address questions related to reporting mutual funds new system processes · ...

This job supports one or more Investment Advisors and provides exceptional client service to achieve business objectives. · ...

Application Deadline: · 02/26/2026Address: · 100 King Street West · Job Family Group: · Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and Nesbitt Burns branch operations with day-to-day administration and provides exceptional client s ...

This job posting is for a current vacancy.Supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. · ...

100 King Street West Toronto Ontario,M5X 1A1 · Supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client ...

Permanent Full Time · Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. · In November ...

This role provides exceptional client service to support achievement of business objectives, · coordinates marketing activities on behalf of the advisory team, assists in preparing for client meetings, · handles clients' general day-to-day requests and inquiries including basic m ...

Permanent Full Time · Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. · In Novembe ...

+This role supports one or more Investment Advisors (IAs) and IA Team and staff, with day-to-day administration and provides exceptional client service to support achievement of business objectives. · + · + · + · + ...

Supports one or more Investment Advisors (IAs) and IA Team and staff, and Nesbitt Burns branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. · ...

Supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration and provides exceptional client service to support achievement of business objectives. · ...

Supports one or more Investment Advisors (IAs) and IA Team and staff, and Nesbitt Burns branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. · ...

Supports one or more Investment Advisors and staff, and Nesbitt Burns branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. · ...

Supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration. Provides exceptional client service to support achievement of business objectives. Contributes to the overall success of the Investment Advisors portfolio. · ...

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. · ...