Executive Assistant, Private Wealth - Calgary

Clearwater Private Wealth is seeking a highly motivated and organized Administrative Assistant to join our team. · ...

Clearwater Private Wealth is seeking a highly motivated and organized Administrative Assistant to join our team. · ...

We are a dynamic firm that will enable you to grow your book alongside the city's top talent in a vibrant, · in-office role. · ...

We are a dynamic firm that will enable you to grow your book alongside the city's top talent in a vibrant,in-office role. · Licensed Wealth Manager in investment advising/financial planning. · Professional demeanor, resourceful,self-motivated. · ...

We are a dynamic firm that will enable you to grow your book alongside the city's top talent in a vibrant, in-office role. About Us Up Financial is a Wealth Management firm that specializes in providing sophisticated investment advice and comprehensive financial planning across C ...

The Executive Assistant, Private Wealth is responsible for providing best-in-class, · professional administrative support to our Vice Chair, · UHNW · Comprehensive inbox management and correspondence triage · Complex calendar management · Travel planning and coordination (hotels, ...

Provides advisory-based sales and relationship management to attract retain and grow a portfolio of prospect and client relationships. · ...

A career as an Associate Wealth Advisor within Private Banking means acting as a trusted financial specialist for high-net-worth clients. You will collaborate closely with Senior Private Wealth Advisors to deliver tailored investment and wealth planning solutions. · ...

This role provides advisory-based sales and relationship management to attract retain and grow a portfolio of prospect client relationships delivering an exceptional client experience. · Typically 9+ years of relevant experience and post-secondary degree in related field of study ...

The Regional Director will provide advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships. · ...

This role provides advisory-based sales and relationship management to attract retain and grow a portfolio of prospect client relationships delivering an exceptional client experience. · ...

A career as an Associate Wealth Advisor within Private Banking 1859 means acting as a trusted financial specialist for high-net-worth clients. · ...

This is a part-time on-site and remote role, located in Northwest Calgary, AB. The Admin Staff will handle various administrative tasks, such as scanning, copying, digital filing of client documents etc. · handle various administrative tasks · ...

This part-time role involves handling administrative tasks such as scanning, copying, digital filing of client documents etc. The ideal candidate will be organized and detail-oriented. · Scanning · Copied documents digitally. · ...

About the role Cumberland Private Wealth Management Inc is seeking a detail-oriented proactive Operations & Client Relationship Associate to strengthen client onboarding daily operational controls and relationship support within our Calgary office · - Participate in Sales Team m ...

The co-op/intern student will have the opportunity to gain skills and knowledge needed for roles similar to the description listed below. · ...

As a co-op/intern student at BMO, you will have the opportunity to be heard and keep growing while making a difference. · The role provides general office support services and clerical tasks to support one or more business groups and facilitate group operations. · ...

As a co-op/intern student at BMO you will have the opportunity to be heard keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. · ...

The Private Wealth Administrative Assistant will provide general office support services and clerical tasks to support one or more business groups and facilitate group operations. The role will collaborate with internal and external stakeholders to facilitate delivery of business ...

· This is an exciting opportunity for a Private Wealth Administrative Assistant to join our team in Calgary. As a key member of our Private Banking team, you will be responsible for providing administrative support to wealth management teams and assist with client service activi ...