Wealth Management jobs in Burlington, 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...

Audit Manager - Internal Audit Quality Assurance - US Personal Banking & Wealth

Citi Group

Mississauga, ON

Operate independently as a QA partner across the assigned subject matter expert (SME) audit teams, forming partnerships at all levels within IA. Support the QA Director (QAD) and Senior Audit Manager (SVP) in fostering a strong QA...