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18

wealth management jobs in lindsay, on

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  • Office Administrator and dispatcher

    Nicholson Brothers —Campbellford, ON

    Maintain accurate records through data entry, filing, and document management using Microsoft Office, Google Workspace, and QuickBooks.

    $17.20–$24.00 an hour

    Quick apply

    4d

  • SAUNDERS & WELCH —Bracebridge, ON

    *Client Relations:* Greet clients, answer and direct incoming inquiries in a professional and friendly manner. Customer Service: 1 year (preferred).

    Quick apply

    5d

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  • Podium Prosperity Group Inc. —Barrie, ON

    *On the wealth side: *prepare presentation-ready client financial plans, portfolio and insurance reviews, and income tax reviews; attend client and prospect…

    $70,000–$98,000 a year

    Quick apply

    3d

  • Canaccord Genuity Corp. —Oakville, ON

    Support the design and implementation of insurance strategies by preparing illustrations, analyzing coverage options, and assisting in the underwriting and…

    $75,000–$80,000 a year


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