Wealth Coordinator or Associate Wealth Advisor - Regina, Saskatchewan, Canada

Wealth Advisor · Connor, Clark & Lunn Private Capital Ltd. · Regina, SK · Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help ...

Wealth Coordinator or Associate Wealth Advisor position available at GP Financial Services in Regina, SK. Responsibilities include supporting Senior Wealth Advisors with administrative and sales tasks. · Affinity Financial Strategies is seeking applicants for this role, requiring ...

L'Associé au service à la clientèle est responsable de fournir une expérience légendaire aux clients en offrant un soutien spécialisé administratif à l'Investisseur conseiller ou à l'équipe de conseillers. · ...

L'Association est un leader dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. · ...

L'entreprise TD recherche un associé en service à la clientèle pour son équipe TD Private Wealth Management. · ...

+As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. · ++Ensure effective client adm ...

Wealth Associate at National Bank: · Support investment advisors in providing superior customer service. · Carry out routine operations related to financial transactions, · Analyze client files, · Produce portfolio management reports, · Ensure adherence to compliance and risk man ...

As an Associate Financial Advisor, you will work closely with clients to understand their financial goals and develop tailored financial plans. · ...

We are seeking an Assistant Branch Manager to join our ScotiaMcLeod team in Regina, Canada. As a key member of the branch leadership team, you will contribute to overall success by ensuring high client service levels through effective operations. · Take a lead role in supporting ...

This role is based in Regina, SK. As an Associate Financial Advisor you will work closely with clients to understand their financial goals and develop tailored financial plans. · ...

ScotiaMcLeod is a full-service wealth management firm with a proud history dating back to 1921. · 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 an opportunity to build a career in wealth management with TD Wealth's Developing Investment Advisor Program. As a Developing Investment Advisor, you will gain comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to buildin ...

AVP, Sales Development – West · Connor, Clark & Lunn Private Capital · Regina, SK · We are currently looking for an · AVP, Sales Development · - West. In this role, you will be integral in the ongoing training and development of CC&L Private Capital's Wealth Advisors, with a focu ...

As the Assistant Branch Manager you will be an integral member of the Branch Leadership team. You will contribute to the overall success of the branch and ensure a high level of client service is achieved through effective operations and administrative efficiencies. · What You'll ...

+ Provide 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 · + Create reports for analysis of client accounts; communicate with ...

This role is eligible for commission based earnings. This job provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · Undergraduate degree or community college diploma preferred · Licensed as an Investment Repre ...

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. · ...

We are seeking a highly organized and detail-oriented PIA Client Service Associate to join our team in Regina Saskatchewan Canada The successful candidate will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments ...

+Job summary · This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · ...

The Senior Policy Change and Reinsurance Admin manages and processes basic in force policy changes as per contract guidelines for Co-operators business and administers facultative reinsurance to ensure the reinsurance data is accurate.Processing basic policy changes including rei ...