iA Private Wealth Inc. jobs

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PRESTIGE HNW RELATIONSHIP MANAGER

Acting as the main point of contact for Advisor questions or concerns, ensuring their needs are addressed in a timely and effective manner. Proactively communicating with Advisors to identify and resolve issues before they escalat...

CompanyIa Private Wealth Inc.
AddressToronto, ON
CategoryCustomer Service
Job typePermanent Job
Date Posted 2 weeks ago See detail

Prestige HNW Relationship Manager

Ia Private Wealth Inc.

Toronto, ON

Acting as the main point of contact for Advisor questions or concerns, ensuring their needs are addressed in a timely and effective manner. Proactively communicating with Advisors to identify and resolve issues before they escalat...

Retail Trader

Ia Private Wealth Inc.

Montreal, QC

Execute transactions on different markets for Equities, ETF, MF and options.. Support advisors with various request. Support settlement. Participate and support accounts opening.. Bachelor degree in finance;. CSA and retail tradin...

Registered Plan Administrator

Ia Private Wealth Inc.

Montreal, QC

Support advisor teams by email or phone with questions regarding client accounts and documentation. Manage the day-to-day operations of a complex processing team and prioritize work initiatives. Ensuring the timeliness and accurac...

(Student)Training Curriculum Development (Digital Projects)

Ia Private Wealth Inc.

Toronto, ON

Working in collaboration with the members of the Business Implementation and Training Curriculum Development team to create and maintain training materials in written, live and other digital formats;. Assess and analyze training r...

Senior Platform Manager - UMA

Ia Private Wealth Inc.

Toronto, ON

Work with leadership to develop and maintain a long-term vision and roadmap for the Elite UMA platform. Develop objectives and goals to drive growth, enhance platform profitability, and ensure advisor and client satisfaction.. Def...