Advisor Assistant - Ottawa

The Advisor Assistant will be responsible for providing 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. · ...

+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 ...

+Job summary · This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services environment.Responsibilities · Act as the first point of contact for client inquiries and service ...

This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services environment.Act as the first point of contact for client inquiries and service requests · Support advisors with ...

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 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. · ...

The Association of Métis Capital Corporations is seeking a highly motivated and skilled Advisor, Policy and Operations to work closely with the Executive Director on coordination, governance, and technical initiatives that support AMCC's member capital corporations. · This role i ...

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

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. · ...

Job summary · A dedicated professional will assist in developing insurance practice strategies, provide guidance to advisors, collaborate on training initiatives, · QualificationsBachelor's degree in Business Administration or related field AND some years of experience in Life In ...

As an Advisory Practice Specialist Insurance you will assist with developing insurance practice strategies plans communications achieving desired client advisor growth profitability objectives provide guidance coaching mentoring advisors financial advice expertise insurance solut ...

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 ...