Senior Associate, Canadian Private Client - Toronto

As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning. · ...

Raymond James Ltd. is seeking an organized and self-motivated PCG Operations Associate to join the Private Client Group Administration team for 18 months. · ...

Raymond James Ltd. is seeking an organized and self-motivated PCG Operations Associate to join the Private Client Group Administration team for 18 months. · ...

The Private Client Services (PCS), Account Manager plays a key role in managing a diverse portfolio. · Key Responsibilities:Renewals · Process endorsements · Assess risk exposures · Provide expert insurance advice to our valued clients. ...

Job summary · At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to th ...

Raymond James Ltd is seeking an organized and self-motivated PCG Operations Associate to join the Private Client Group Administration team for 18 months. · ...

The Group Manager leads a team of senior insurance advisors in Private Client Advice (PCA) at TD Insurance. · Lead, coach, and develop employees to achieve business results. · ...

Join Henley & Partners as a Private Client Advisor to establish and strengthen relationships with intermediary and direct clients. Convert leads into client cases by delivering exceptional customer service and providing world-class advisory services. · Raise awareness about H&P's ...

We are seeking an Administrative Associate to join our Private Client Group team in a hybrid workstyle capacity for a 12-month contract. · The ideal candidate will have exceptional change management skills and a deep understanding of the financial industry;Be able to manage multi ...

Join Henley & Partners as a Private Client Advisor and establish and strengthen relationships with intermediary and direct clients. · ...

As part of a dynamic team, you will assist the Investment Counsellor in providing daily portfolio maintenance and superior service to RBC PH&N Investment Counsel high net worth Clients. · University DegreeCSC Minimum of 2 years' experience in a similar role in the Investment Indu ...

Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. · Support Investment Professional(s) in providing first-class wealth management services to our c ...

The PCA Group Manager leads a team of senior insurance advisors and is accountable for ensuring effective and efficient operations, delivery of services / solutions in accordance with established service levels, quality standards, compliance and regulatory guidelines. · Lead, coa ...

This is a remote position focused on sales with lead flow provided. The role allows you to work from home and presents wealth management solutions to high-net-worth prospects. · ...

As part of a dynamic team you will assist the Investment Counsellor in providing daily portfolio maintenance and administration superior service to high net worth Clients. · ...

+This is a remote position focused solely on sales – no service. Lead flow provided. · +Call high-net-worth prospects who have requested more information · Meet with prospects to evaluate their personal situation and provide solutions · Educate prospective clients on the firm's s ...

Job summaryThis is a people leadership role for someone who understands complex personal insurance high-value homes and autos and the judgment calls that come with them. · ...

We are seeking a forward-thinking, experienced Director of Private Client Concierge Insurance to lead and elevate our Private Client division. · 8+ years of progressive leadership experience in insurance, preferably in a private client or high-net-worth environment · ...

We innovate. · We collaborate. · We push ourselves and one another to be more than we were the day before. · ...

We are currently seeking a Private Client Administration Associate to join our Private Client Administration team. · Responsibilities include providing administrative support with the utmost sense of urgency and exceptional accuracy on all Financial and Non-Financial requests rec ...

This is a people leadership role for someone who understands complex personal insurance high-value homes and autos and the judgment calls that come with them. · ...