Senior Wealth Advisor - Sudbury

+L'objectif principal du poste est de fournir un soutien administratif spécialisé à un conseiller en placement ou équipe de conseillers sur diverses tâches. · +Diplôme universitaire ou diplôme collégial préféré · Candidates doivent être agréés en qualité d'agent représentant en p ...

L'intervention du candidat est essentielle pour créer un rapport avec les clients et offrir des services personnalisés. Le poste implique diverses responsabilités telles que la préparation des documents, le soumission des pièces marketing pour l'approbation et la maintenance des ...

+As an Administrative Support Assistant at ScotiaMcLeod, you will be responsible for providing administrative support to one or more Advisors and their teams. · + · +Be responsible for onboarding new client relationships through digital account opening and documentation administr ...

Lead, coach and grow your practice in an entrepreneurial environment where you define your success. · ...

As an Administrative Support Assistant at ScotiaMcLeod you will provide administrative support to one or more Advisors and their teams. · ...

Job summary · A trusted advisor of private wealth services that meet high net worth clients short- · and long-term holistic wealth management goals, · through a firm wide investment strategy · a non-registered senior relationship manager responsible for representing · a total we ...

This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · Prepare documentation and provide updates to IAs in preparation for client meetings/li/li>Create reports for analysis of client accounts; communi ...

This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You will provide client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage. · Y ...

An RBC Dominion Securities team located in Sudbury is looking for an Administrative Executive Assistant to join their fast-growing team You will be responsible for organizing and ensuring the Senior Portfolio Manager & Wealth Advisor and his Advisory Team run smoothly. · ...

This role is eligible for commission based earnings. · TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. · ...

This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You will also correspond with clients and other branch staff. · ...

An RBC Dominion Securities team located in Sudbury is looking for an Administrative Executive Assistant to join their fast-growing team. · Provide high-level administrative support to the Senior Portfolio Manager & Wealth Advisor. · Complete administrative tasks to help the Inves ...

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. · ...

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams. · ...

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

An RBC Dominion Securities team located in Sudbury is looking for an Administrative Executive Assistant to join their fast-growing team.You will be responsible for organizing and ensuring the Senior Portfolio Manager & Wealth Advisor and his Advisory Team run smoothly. · ...

RBC Dominion Securities is seeking an Administrative Assistant to provide ongoing support to our Advisor team in Sudbury, Canada. · The role will involve managing timelines and key dates for accounts. · The successful candidate will also complete administrative tasks such as prep ...

We help employees build their futures where they can be themselves and win together. · As an essential member of the Canadian Banking Branch network our focus is to provide exceptional service throughout the customer's journey by taking a proactive approach to discovering our cus ...

Join a purpose driven winning team committed to results in an inclusive high performing culture. · To build strong customer relationships deliver excellent customer service · Demonstrated ability to meet exceed business goals that align to customers stated goals · ...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for · Educating our customers, providing relevant insights and expe ...