iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams. With over $75 billion in assets under administration, we are the partner of choice for discerning investors across Canada. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates
On-site · Oshawa
Welcome clients, manage reception and communications, schedule appointments, and provide personalized client service. Support the financial-planning practice with document and CRM administration, office organization, and business and personal calendar coordination.