Business Development Manager, Wealth Industry - Ottawa

We are seeking a Business Development Manager to drive our mission by activating wealth advisors within strategic partnerships and managing client acquisition from referred leads. · ...

We're looking for driven individuals who want to make a real difference, · helping people plan for life's most important moments.This role will focus on the expansion of ClearEstate's distribution through wealth and insurance advisors · ...

This is a full-time hybrid role based in Ottawa (Rockland), ON. · Scheduling meetings,Maintaining accurate CRM records,Managing communications, ...

The Advisor Assistant will be responsible for providing day-to-day support services to the Wealth Management sales force in the Investment Division platform. · ...

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

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 ...

+We are seeking a talented and enthusiastic Client Service Representative to join our team at MD Financial Management Inc. · +Responding to and providing timely resolutions to client telephone, email, and online chat inquiries. · Facilitating online registration, password resets ...

The Trade Representative will be responsible for the effective facilitation of trade instructions and responding to on-line, telephone and chat inquiries. · ...

The Senior Relationship Manager plays a critical part of our team by providing expert support to new and existing High Net Worth/Ultra High Net Worth (HNW/UHNW) clients with highly complex needs. · ...

The Assistant will play a key role in providing administrative support to ensure efficient day-to-day operations. · This is a full-time hybrid role based in Ottawa (Rockland), ON. · ...

We are seeking a Bilingual Client Service Representative to join our team in Canada. As a key member of our Digital Channels, Wealth Services team, you will be responsible for responding to and resolving client inquiries in both official languages. · ...

The Compliance Officer contributes to the overall success of the Canada Wealth Distribution Compliance Team in Canada. Ensures all activities conducted are in compliance with governing regulations, internal policies, and procedures. · Champion a customer-focused culture to deepen ...

Job Description · As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. · ...

The Advisor Assistant will provide day-to-day support services to the Wealth Management sales force in the Investment Division platform. · Responsibilities include assisting in the preparation of client meetings and transactions documentation, · participating in campaigns or spec ...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · ...

The Advisor Assistant will provide day-to-day support services to the Wealth Management sales force in the Investment Division platform. · ...

Join a purpose driven winning team committed to results in an inclusive and high-performing culture. · The Professional Banking Specialist contributes to the overall success of the Lawyers & Professional Banking Business Banking in Canadian Banking team ensuring specific individu ...

As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals while we help you reach yours. Grow your business, your way – with RBC. · ...

We're looking for an experienced Client Manager who will leverage their industry knowledge and expertise to provide front-line counselling to our Concierge clients about their personal insurance coverage. · NFP is a multiple Best Places to Work award winner in Business Insurance ...