Portfolio Assistant, Private Wealth

Is this the right opportunity for you?

Explore more jobs, compare advertised salaries and see which skills employers want.

Search for a different role

Description

Application Deadline: 11/08/2026 Address: 6023 Silver Drive Job Family Group: Wealth Sales & Service Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience.

Works collaboratively within the assigned team / branch and with business partners.

Gathers and formats data into regular and ad-hoc reports, and dashboards.

Provides specialized support related to investment client services issue includin…

Get similar jobs in Canada by email

We'll email you when new jobs similar to this one appear.

Similar jobs

Explore more Sales jobs in Canada.

Finding similar jobs…