Client Service Assistant, Private Wealth - Oakville

L'entreprise Fiera Capital recherche un Senior Private Wealth Associate. Vous travaillez sous la supervision du Senior Investment Counsellor. Votre rôle est d'offrir un service personnalisé aux clients privés et soutenir les activités liées à la gestion des portefeuilles et à l'a ...

Nous investissons dans la création d'une culture qui permet à nos employés de se sentir appréciés, pris en charge, vus et entendus. · Nous recherchons un Senior Private Wealth Associate pour rejoindre notre équipe privée en capital. Le candidat idéal aura une solide expérience da ...

We seek a New York-based Sales Professional to collaborate closely with field-based Sales team members. Together, you will cultivate meaningful relationships with financial advisors, empowering them to unlock the potential of Blackstone's diverse investment offerings. · Partner w ...

+Blackstone Private Wealth seeks a New York-based Sales Professional. · Partner with External Sales Specialists to drive sales within assigned territory(s). · Cultivate relationships with financial advisors. · Maintain high-level client service. · ...

Supports the Private Wealth branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. · ...

The Branch Operations Administrator supports the Private Wealth branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. · ...

Supports the Private Wealth branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. · ...

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 the Private Wealth branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. · ...

+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. · + · + · + · + ...

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 ...

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. · ...

A client-focused role committed to managing and growing client relationships through the delivery of service and advice. Coordinates marketing activities on behalf of the advisory team. · ...

We are seeking a highly motivated and detailed oriented Associate to join our team. · ...

We are seeking a motivated Private Wealth Manager with a self-starter mentality to support our cross-border tax offerings. · ...

This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals families and business owners. The ideal candidate will combine strong technical tax knowledge with a client-first mindset—helping to design and i ...

We are seeking a motivated Private Wealth Manager with a self-starter mentality to support our cross-border tax offerings. This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, families, and busines ...

We are seeking a motivated Private Wealth Manager with expertise in cross-border tax and wealth planning for high-net-worth individuals families and business owners.This role combines strong technical tax knowledge with client-first mindset helping to design implement tailored fi ...

We are seeking a motivated Private Wealth Manager with a self-starter mentality to support our cross-border tax offerings. · This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, · families and busi ...