Canadian Wealth Inc. jobs
Wealth Management Inc.
The firm specializes in providing holistic
wealth management solutions to high net worth clients. Handling incoming and outgoing phone calls with clients and…
Process and monitor KYC new account approvals;
Open manual client and internal accounts;
Process and monitor KYC acknowledgement emails to ensure trading is…
Perform Drive testing and Benchmarking.
Familiar using any of the drive test tools, Mapinfo, Nemo, SwissQual.
LTE knowledge and working experience with Canadian…
As a member of the AEOI team, this experienced Specialist will join a team responsible for managing SS&C clients’ AEOI related tax requirements to ensure…
Act as main contact for fund investors and managers via email and telephone correspondence.
Communicate pending transactions to fund management as required.
The successful incumbent will be supporting an established Investment Advisor within a team environment.
Perform outgoing sales calls (cold and warm calls)…
Wealth Pension Services Inc.
$120,000 - $140,000 a year
Common Wealth’s cloud-based technology platform helps users build and implement an automated retirement plan in less than 30 minutes.
Hours: 40 hours per week.
Wealth Management Inc.
Reporting to the Manager/Supervisor, Advisor Relations, and working in a fast-paced environment, the Advisor Relations Representative will be responsible for…
In addition to traditional administrative support, we also have a number of licensed roles to assist the advisors with their clients, with their individual…
The TD Securities
Inc. (TDSI) Compliance Department is responsible for the compliance strategy and oversight programs, including designing and implementing…
Canadian operation, Canaccord Genuity Corp., is currently looking for aDocuments Administrator to join their New Accounts department in Vancouver, on a full…
Brightway Financial Group
Assist various daily work and company operations;
Responsible for the supervision, processing, feedback and follow-up of customer related documents;
Reporting to the VP of Finance and Operations this individual will have the business experience and intellect to provide a range of support services in order to…
Reporting to the Manager of Treasury, the successful candidate will work in a high volume, fast-paced environment, where they can bring knowledge of, or have…
Assist Investment Advisors with processing and confirming client transactions;
Deal directly with all clients, provide quotes and execute trading orders;
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