Associate - PM And Client Servicing - Oakville

About Watson Investments is a family-owned wealth management firm based in downtown Oakville. We provide personalized financial planning with a focus on retirement and estate planning. · ...

Client Services Coordinator · Location: · Oakville, ON · Schedule: · Monday – Friday | 9:00 a.m. – 5:00 p.m. · Compensation: · $25/hour + Benefits · Reports To: · Client Service and Facilities Manager · About Linder and Associates · Linder and Associates has provided professional ...

The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff. · Coordinates marketing activities on behalf of the advisory team, · Assists the advisory team in preparing for client meetings, · Handles clients' general day-to-day requests · ...

Client Services Coordinator · Location: Oakville, ON · Schedule: Monday – Friday | 9:00 a.m. – 5:00 p.m. · Compensation: $25/hour + Benefits · Reports To: Client Service and Facilities Manager · About Linder and Associates · Linder and Associates has provided professional psyc ...

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

This role supports Investment Advisors (IAs) with day-to-day administration and provides exceptional client service. · Schedules meetings with new prospects. · Coodinates marketing activities on behalf of the advisory team. · Follows up on client inquiries. · ...

We provide personalized financial planning with a focus on retirement estate planning tax-efficient strategies and intergenerational wealth transfer Our firm is built on trust transparency and a long-term commitment to helping clients make informed financial decisionsMinimum 5 ye ...

KingswaySoft is a leading integration solution provider offering software solutions that make data integration affordable and painlessly easy. We are currently looking for a detail-oriented individual to join our team as a Client Services Specialist. In this role, you will be abl ...

Application Deadline: · 03/19/2026Address: · 360 Oakville Place Drive · Job Family Group: · Wealth Sales & ServiceThis job posting is for a current vacancy · This role is in person only · Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations ...

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

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. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

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

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

This job posting is for a current vacancy.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. · A client-focused role committed to mana ...

Schedule: Monday – Friday | 9:00 a.m. – 5:00 p.m. · Compensation: $25 per hour and Employee Benefits · Reports To: Client Service and Facilities Manager · About Linder and Associates · Linder and Associates has provided professional psychological and behavioral services for over ...

We are seeking a Client Services and Program Coordinator to assist with our daily operations. · Provide front-line client service by answering phone and mail inquiries from all clients and prospective clients. · ...

About Equate & The Opportunity · Equate delivers sophisticated, customized investment portfolio solutions to private clients and institutional accounts through a highly collaborative team of experienced investment professionals. Our success is built not only on investment experti ...

We are seeking a motivated client-focused individual to join our growing clinic as a Client Services Administrator. · This role ensures a professional welcoming clinic environment by managing front-desk operations overseeing appointment flow and supporting the promotion sales of ...

We're building a relationship-oriented bank for the modern world. We need talented professionals who are dedicated to doing what's right for our clients. · Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. · Listen t ...

We need talented professionals who are dedicated to doing what's right for our clients. As a Client Service Representative, you'll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. · Help ...

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. · We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your po ...