Part-time Wealth Management Assistant jobs in Oakville, ON

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WEALTH MANAGEMENT ASSISTANT

Ensure effective communication between all parties (clients, advisors, and various collaborators). Provide superior customer service in person, on the phone, and by email. Analyze client accounts to prepare for activities that sup...

CompanyNational Bank Of Canada
AddressOakville, ON
CategoryAccounting
Job typePart-time
Date Posted 2 months ago See detail

Wealth Management Assistant

National Bank Of Canada

Oakville, ON

Ensure effective communication between all parties (clients, advisors, and various collaborators). Provide superior customer service in person, on the phone, and by email. Analyze client accounts to prepare for activities that sup...

Business Operation Analyst, Wealth Management and Segregated Funds

Bmo

Toronto, ON

Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Helps determine busines...