Search Results: 254 vacancies
...Firm: Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio that is custom tailored for that client. Fee based discretionary managed portfolios. Main selling feature is that clients would...
Suggested
Full time
Work from home
Home office
$38k per year
...Family Group:
Wealth Sales & Service
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. As this role contributes...
Suggested
Full time
Contract work
Part time
...Job Summary
Job Description
Grow your business, your way – with RBC
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t...
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Full time
Flexible hours
...Job Description
Organizations don't innovate, people do.
As part of our digital transformation business, you’ll help clients unlock innovation, embrace the future and change communities for good.
And we’ll help you stimulate new thinking, accelerate your career and...
Suggested
Full time
Work experience placement
Shift work
...Dominion Securities branch located in Waterloo is seeking an Associate Wealth Advisor to join a successful Advisory Team. You will develop and implement the team’s wealth management strategy for clients.
What will you do?
Coordinate meetings and events for the Investment...
Suggested
Full time
Flexible hours
...life-changing opportunity to work from home, earn a significant income, and travel the world with your family? Join us as a Virtual Client Relationship Representative for the Life Insurance Industry and make your dreams a reality!
Build a thriving career with generous commissions...
Suggested
Full time
Work from home
Worldwide
Flexible hours
Join Our Team as a Financial Insurance Advisor and Make a Difference!
Imagine working for a company that is both Human and Kind...... ...generously for nearly a century. We believe in understanding our clients' financial needs and proactively providing solutions. As a Serenia...
Suggested
Full time
Remote job
Work from home
Flexible hours
...we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial Representative it will be essential to the role, that...
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Full time
Remote job
Work from home
Flexible hours
...The Undergraduate (UG) Program Coordinator and Advisor enhances the quality of the undergrad student experience, and is a key contributor... ...plan selection and career goals, sensitive to the needs of a wide client base
Proactively identifies students who may be struggling; is...
Suggested
Permanent employment
Full time
Immediate start
...its community by fostering mutually beneficial alliances with leaders at local, national, and international levels.
The Academic Advisor is the primary contact for academic advising and reports to the Manager, Lazaridis Undergraduate Programs Office. The incumbent works...
Suggested
Full time
Co-op
Local area
Trial period
Flexible hours
Afternoon shift
Monday to Friday
Overview
A hugely successful staffing agency based in Waterloo are looking for someone with a strong background in client relations to join as an Account Manager.
Salary: circa £30,000
The Role
~Manage and develop existing relationships with agency and brand clients through...
Suggested
Permanent employment
...you looking for a challenging and rewarding career opportunity and eager to apply your skills and make a real impact?
Our benefit advisor role at AO Globe Life is the perfect way to apply your skills and knowledge in a dynamic and growing industry!
About the Company...
Suggested
Full time
Work from home
...Term - 15 Months
The Undergraduate Advisor and Programs Coordinator’s primary role is to provide a positive experience for - School of Public Health Sciences undergraduate students via advisement and guidance through front line service contact and communication and day...
Suggested
Permanent employment
Full time
Co-op
Immediate start
...Our team values work/life balance, offering flexible schedules and a vibrant work environment.
About The Role:
Our ideal Client Care/Receptionist builds positive client relationships by displaying genuine care and compassion towards clients and their pets, being...
Suggested
Full time
Flexible hours
...Reporting to the Manager, Undergraduate and Peer Tutor Programs, the Writing and Communication Advisor is responsible for performing a range of teaching, coaching, and development activities in order to develop graduate and undergraduate students’ writing, speaking, presenting...
Suggested
Permanent employment
Full time
Remote job
Internship
Overview
Want to work for one of the UK’s fastest-growing start-ups? We are looking for someone with excellent customer service skills to join a rapidly-expanding company in Waterloo.
Salary: up to £24,000
The Role
~Making outbound calls daily to discuss repayment of the...
Permanent employment
Flexible hours
...nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals... ...ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and...
Full time
Flexible hours
...culture that enables success at every level and equips us to help our clients achieve their financial goals.
The Simpson-Caputo Commodity... ...futures. The successful candidate will assistant the Associate Advisor and report directly to the Investment Advisor.
What will you...
Full time
Flexible hours
...of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive efficiencies and maximize returns.
MNP...
Remote job
Local area
Flexible hours
...exceptional interpersonal skills, as they will be dealing directly with clients. The successful candidate must also be responsible, self-... ...and stock certificates from clients;
• Maintain Financial Advisor files and other general office duties.
To qualify for this opportunity...
Permanent employment