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Mid level
Financial Services
The Senior Specialist in Options and Futures will handle the reconciliation of futures and options trades, manage assignments and exercises, oversee trade allocations, process corporate actions, manage collateral, and maintain statistics while communicating promptly with team members.
2 Days Ago
Toronto, ON, CAN
Senior level
Senior level
Financial Services
The Senior Relationship Manager is responsible for overseeing the daily workflow between Pinnacle clients and Canaccord's back office, responding to inquiries, ensuring timely completion of action items, preparing reports, managing securities transactions, and facilitating client training and documentation.
2 Days Ago
Vancouver, BC, CAN
85K Annually
Senior level
85K Annually
Senior level
Financial Services
The Wealth Associate will build relationships with ultra-high-net-worth (UHNW) clients, service their needs, and collaborate with a professional team to enhance client experience. Responsibilities include executing trades, maintaining accounts, preparing reports, and ensuring compliance with regulatory requirements while providing proactive client support and building sustainable relationships.
2 Days Ago
Calgary, AB, CAN
Senior level
Senior level
Financial Services
The Wealth Planning Specialist delivers custom wealth plans for high net worth clients, addressing their cash flow, retirement, estate, education, insurance, and tax planning needs. They collaborate with team members to provide timely updates and maintain strong client relationships, facilitating informed financial decisions through strategic advice.
2 Days Ago
Vancouver, BC, CAN
40K-50K Annually
Entry level
40K-50K Annually
Entry level
Financial Services
The Marketing Associate will perform sales calls to identify potential investors, maintain a CRM database, prepare correspondence and presentations, assist with client seminars, and manage email marketing efforts.
Top Skills: Salesforce
2 Days Ago
Montréal, QC, CAN
Junior
Junior
Financial Services
The Associate, Client Services is responsible for client service and support, ensuring high levels of client satisfaction, managing communication, and assisting with administrative tasks. This role involves operational efficiency projects and supporting the wealth management business through marketing initiatives and database management.
Top Skills: Adobe AcrobatDocusignMS OfficeOutlookSalesforceZoom
2 Days Ago
Vancouver, BC, CAN
80K-100K Annually
Mid level
80K-100K Annually
Mid level
Financial Services
The Financial Planner and Tax Specialist role involves meeting with clients to prepare personalized financial plans, providing investment, retirement, and tax advice, and maintaining client relationships. The position requires expertise in financial planning, knowledge of tax situations, and effective communication skills.
Mid level
Financial Services
The Investment Advisor Assistant will support an established Investment Advisor by assisting in client transactions, servicing existing clients, maintaining account lists, compiling reports, and participating in marketing initiatives to develop the wealth management business.
Top Skills: DataphileSalesforce
2 Days Ago
Vancouver, BC, CAN
45K-50K Annually
Junior
45K-50K Annually
Junior
Financial Services
The Investment Advisor Assistant will support the Wealth Management team by managing client relationships, processing transactions, maintaining account documentation, and assisting in marketing initiatives. This role requires excellent organization and communication skills, along with knowledge of the securities industry.
Top Skills: MS Office
2 Days Ago
Ottawa, ON, CAN
Junior
Junior
Financial Services
The Investment Advisor Assistant supports a Wealth Management team by enhancing client relationships, processing transactions, and maintaining accounts. Additional duties include client documentation management, assisting existing clients, and contributing to business development through marketing initiatives.
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