Wealth Advisor Administrative Specialist
Scotiabank
ScotiaMcLeod, a cornerstone of Scotia Wealth Management, seeks an Administrative Associate in Montreal to support one or more Wealth Advisors. Your role focuses on high-level client service and precise administrative tasks within a collaborative, growth-minded team.
You will assist with portfolio reviews, client communications, and timely execution of client transactions while helping identify opportunities to grow assets and revenue.
#J-18808-LjbffrVacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Wealth Advisor Administrative Specialist in Montréal, QC vacancy
$60k per year
...Internet, affiches, etc.); Collaborer de façon générale aux projets de communication internes et externes et effectuer les tâches administratives inhérentes à la fonction; Planifier les activités entourant les expositions auxquelles participe l’entreprise; Assister l’...SuggestedPermanent employmentWork at office- ...the energy flow between their solar panels, EVs, backup battery and the grid. The opportunity We’re looking for a Senior Sales Advisor to guide homeowners through their transition to clean, intelligent home energy. In this role, you’ll act as a trusted advisor—helping...SuggestedFull timeWork from homeFlexible hoursAfternoon shift
- ...Salesforce Administrator Location: Montreal, QC (Hybrid) About... ...Configuration: Perform day-to-day administration, configuration, and... ...subject matter expert and trusted advisor for all internal users.... ...certifications such as Agentforce Specialist, Business Analyst, or...SuggestedLong term contractPermanent employmentFull timeWork at office
- ...Strong openness to short-term or long-term international mobility Job Description We are looking for an experienced Senior IT Administrator with deep expertise in Malware Protection technologies, specifically Trellix , to join our team. This role is for a prestigious...SuggestedLong term contractFull timeTemporary workWork at officeRemote work
$46k - $55k per year
...sommes à la recherche un poste vacant d’un administrateur ou d’une administratrice de transferts... ...de 1 ou 2 années d’expérience en administration d’arrière-guichet dans un cabinet en fonds... ...’Est Benefits Pourquoi Aviso Wealth ? Chez Aviso Wealth, vous trouverez une...SuggestedDaily paidFull timeApprenticeshipSummer workWork at office$46k - $55k per year
...Aviso Wealth: At Aviso, we are dedicated to improving the financial... ...for a Bilingual Transfers Administrator to join our Transfers team.... ...experience in back-office administration in a financial securities... ...clients include our partners, advisors, and investors. We’re a...Full timeInternshipWork at office- Numéro de réquisition: 942389 Magasin # : 00Q401 LensCrafters Poste: Full-Time Rémunération globale: Benefits/Incentive Information LensCrafters est un lieu pour les visionnaires. Nous avons une vision: associer une technologie de pointe à une approche véritablement...Minimum wageFull time
$50k - $125k per year
...Job Responsibility: Associate Client Investment Advisor Montreal, QC, CASalary + Bonus Assesses individual client investment needs to... ...investment concepts, portfolio construction and management, and other wealth management strategies. Supports branch or team business...Long term contractPermanent employmentFull timeWork at officeWork from homeRelocationRelocation packageMonday to fridayFlexible hoursShift work- .... JOB DESCRIPTION : We are seeking a Senior Marketing Advisor to join our team. The Senior Marketing Advisor plays a key role... ...~ Bachelor's degree in Marketing, Communications, Business Administration, Public Relations, or a related field. ~8-10 years of progressive...Permanent employmentFull timeFlexible hours
$46k - $55k per year
...cherchons à pourvoir un poste vacant d’un administrateur ou d’une administratrice de transferts... ...de 1 ou 2 années d’expérience en administration d’arrière-guichet dans un cabinet en fonds... ...’Est Benefits Pourquoi Aviso Wealth ? Chez Aviso Wealth, vous trouverez une...Daily paidFull timeTemporary workApprenticeshipWork at office$60 - $70 per hour
...Senior Credit Advisor Be at the forefront of complex business decisions in the mining industry, helping to identify opportunities... ...credit risk and accounting systems for credit risk management and administration, including SAP and S&P Capital IQ. • Lead initiatives...Hourly payPermanent employmentFull timeContract workWork at officeRemote work3 days per week- ...Location: Montreal (Hybrid – 3 days in-office) GardaWorld is seeking a hands-on Advisor, Internal Communications to support employee communications across our industry operations. Reporting to the Senior Manager, Internal Communications, this individual contributor...Long term contractWork at office
$60k - $70k per year
...Aviso Wealth: At Aviso, we are dedicated to improving the financial... ...for a Bilingual Estates Specialist to join our Operations team.... ...allow Aviso to become a trusted advisor and partner Execution –... ...billion in total assets under administration and management, and over 1,000...Full timeInternshipImmediate start- ...Job Responsibility: A career as a Senior Advisor in Marketing Intelligence - Digital Performance in the Martech team at National Bank means acting as a specialist in measuring and enhancing the user experience, where your passion for data and your ability to formulate strong...Full timeFlexible hours
- ...applicable law. Behaviour Interactive is looking for a Senior Sourcing Advisor to own the talent pipeline for a set of core disciplines and the critical, hard-to-fill roles within them. This is a specialist role for someone who lives in their market, knows the top talent in...Long term contractFull time
$46k - $55k per year
...Aviso Wealth: At Aviso, we are dedicated to improving the financial... ...Bilingual Registered Plans Administrator to join our Operations Team.... ...your day looks like: The administration of registered plan products... ...include our partners, advisors, and investors. We’re a trusted...Full timeInternshipWork at office- ...a direct impact on our clientele. As a Senior Strategy and Risk Advisor, you participate in risk management and business continuity at the... ...and maintenance of the Living Wills program plans. You act as a specialist in financial crisis management and provide advisory expertise on...Full timeFlexible hours
$25 per hour
...dedicated person with a knack for finding solutions. In this pivotal role across Spiria’s departments, you will support teams with administrative, logistical and other matters. You will work with colleagues both in the office and remote. As Administrative Coordinator at...Hourly payFull timeWork at officeRemote workFlexible hours3 days per week- ...information des clients internes et externes; Effectuer la saisie et la mise à jour des données; Assurer différentes tâches administratives liées au bon fonctionnement du département; Offrir un soutien administratif aux autres membres et assurer la continuité de...Full timeWork at office
- ...Nous sommes à la recherche d'un·e Vice-Président·e, Finances et administration - un·e leader senior rigoureux·se et stratégique, capable d'... ...financial institutions, insurance providers, and legal or tax advisors; Oversee accounting systems (Dynacom, EmployeurD, or equivalent...Long term contractFull timeTemporary workWork at officeFlexible hoursDay shift2 days per week
$80k - $110k per year
...of a team that values excellence, accountability, and having fun along the way. About the Role We are looking for a Client Advisor, CPA who can combine strong technical accounting expertise with excellent client relationship management. This is an ideal...Long term contractPermanent employmentFull timeFlexible hours- ...et carte de réduction d'entreprise. Survol Relevant du gestionnaire immobilier, l'administrateur de la propriété est responsable de l'exploitation, de la gestion, de l'administration et de la location professionnelles d'une communauté d'appartements Centurion à...Full timeContract workApprenticeshipSummer holidayWork at officeFlexible hours
- ...creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordinator you will be responsible for providing support to the Financial Planning Specialists, Will and Estate Consultants, and Business Owner - High Net Worth Planning...Full timeWork at office
$108k - $133.5k per year
...Reporting to the Director, Financial and Operations Policy, the Policy Advisor is a member of the Member Regulation Policy Team (MRP) and is responsible for the development, drafting, review and approval of policy applicable to both investment dealers and mutual fund dealers...- ...position as the market leader in security workforce management software. What We're Looking For The Digital Client Success Advisor is responsible for driving scalable customer success outcomes across a high-volume portfolio through digital-first engagement...Long term contractFull timeWork at officeLocal areaRemote workWork from homeFlexible hours
- ...soit complète. Garantie et soutien administratif Traiter les réclamations de garantie... ...**** Position Summary The Service Advisor serves as the primary point of contact... ...documentation is complete. Warranty & Administrative Support Process warranty claims in...Long term contractFull timeApprenticeshipWork at office
- ...into opportunities and are successfully transforming mid-market business practices. Responsibilities Perform a variety of administrative and clerical activities Review, modify and prepare general templates, letters, reports, PowerPoint presentations, Word documents...Full timeRemote workFlexible hours
- ...We are looking for a dynamic and detail-oriented Office Administrator who can seamlessly manage daily office operations, deliver outstanding... ...business functions. Key Responsibilities Office Administration Oversee daily operations including office organization,...Full timeWork at office
AM/PM Service - Point of Sale & Service
Montréal, QC11 days ago - ...Responsibility: Job Title: Total Rewards Specialist Department: ANA - ALDO North America... ...requirements, and guides HR Advisors and people leaders through the process.... ...s degree in Actuarial Science, Business Administration, Human Resources Management or equivalent...Long term contractFull timeSummer workWork at officeWork from homeFlexible hours
- ...experienced ServiceNow Senior Technical Advisor to provide technical leadership across... ...technical decisions. • Coach architects, administrators, developers, and delivery teams on... .... • Strong experience in administration, configuration, development, integration...Long term contractFull timeWork at office3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor Administrative Specialist. Be the first to apply!
Related searches
- financial advisor assistant Montréal, QC
- financial advisor - investment & retirement planning Montréal, QC
- conseiller financier Montréal, QC
- associate financial representative Montréal, QC
- conseiller financier - desjardins Montréal, QC
- financial advisor - full time Montréal, QC
- planificateur financier Montréal, QC
- financial planner work from home Montréal, QC
- senior financial advisor Montréal, QC
- financial planning consultant Montréal, QC