Client Services Associate
3 weeks ago
Are you an experienced Client Service Associate looking to be a core member of a high-performing wealth management team? Join our clients’ established, growing Regina-based firm where you'll be an essential partner to a Senior Investment Advisor and their high-net-worth (HNW) clients. If you thrive in a supportive, detail-oriented environment and want to advance your wealth management career, we want to hear from you What You'll Do & The Impact You'll Have This role is the critical link between the Advisor, the practice, and our most valuable clients, ensuring a seamless, compliant, and exceptional service experience. Client Relationship Management: Be the primary day-to-day contact for HNW clients, providing a superior level of personal service and handling all operational requests (wires, EFTs, contributions, disbursements). Operational Excellence: Execute and process client trade orders, manage the full lifecycle of client accounts (onboarding, transfers, KYC updates), and maintain strict compliance with CIRO rules and Client Focused Reforms (CFRs) . Advisor Support: Prepare all materials for client meetings (portfolio reviews, new account proposals), assist in managing the overall investment book, and generate performance reports. Required Qualifications Experience: Minimum of 3 years of experience supporting an Investment Advisor within a CIRO/IIROC environment (e.g., Client Service Associate, Associate Advisor, or senior administrative capacity). Licensing: Must possess the CSC (Canadian Securities Course) and/or an active IR/RR (Investment Representative/Registered Representative) license . Expertise: Excellent understanding of securities, registered savings, and a strong knowledge of CIRO compliance requirements. Interest in Financial Planning Why Join Our Team? (The Compensation & Culture) We believe you are more than just a number. We offer a culture that fosters growth, mentorship, and work-life balance. Competitive Compensation: A highly competitive package, including base salary, performance bonus, and comprehensive benefits . Career Growth: Dedicated mentorship and educational support to help you achieve further industry designations (e.g., CIM, CFP). Team Environment: Work in a supportive, laid-back setting where your ideas are valued, and you are an integral part of the team's success. Ready to apply? Interested and qualified parties are invited to contact: David J. Corsini - Principal Hunter Mercantile david@huntermercantile.com Hunter Mercantile is a corporate search firm recognized throughout North America as a boutique for placement in wealth management.
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Client Services Representative
2 weeks ago
Regina Census Division, SK, Canada Hunter Mercantile Full timeClient Service Associate: Wealth Management! Are you a 10-year veteran of elite customer service ready for a high-impact career shift? Our client is looking for a seasoned Client Service Associate to support their wealth management team and grow with their company. Why Make the Leap?10+ Years Required: We value your decade of excellence, not prior industry...
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Client Services Representative
2 weeks ago
Regina Census Division, SK, Canada Hunter Mercantile Full timeClient Service Associate: Wealth Management! Are you a 10-year veteran of elite customer service ready for a high-impact career shift? Our client is looking for a seasoned Client Service Associate to support their wealth management team and grow with their company. Why Make the Leap?10+ Years Required: We value your decade of excellence, not prior industry...
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Client Services Representative
2 weeks ago
Regina Census Division, SK, Canada Hunter Mercantile Full timeClient Service Associate: Wealth Management! Are you a 10-year veteran of elite customer service ready for a high-impact career shift? Our client is looking for a seasoned Client Service Associate to support their wealth management team and grow with their company. Why Make the Leap?10+ Years Required: We value your decade of excellence, not prior industry...
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Customer Service Representative
2 weeks ago
Regina Census Division, SK, Canada Hunter Mercantile Full timeClient Service Associate: Wealth Management! Are you a 10-year veteran of elite customer service ready for a high-impact career shift? Our client is looking for a seasoned Client Service Associate to support their wealth management team and grow with their company. Base, Bonus, RSP, Benefits ~ Core Impact: You will become the relationship foundation...
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Customer Service Representative
2 weeks ago
Regina Census Division, SK, Canada Hunter Mercantile Full timeClient Service Associate: Wealth Management! Are you a 10-year veteran of elite customer service ready for a high-impact career shift? Our client is looking for a seasoned Client Service Associate to support their wealth management team and grow with their company. Base, Bonus, RSP, Benefits ~ Core Impact: You will become the relationship foundation...
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Customer Service
2 weeks ago
Regina Census Division, SK, Canada Hunter Mercantile Full timeClient Service Associate: Wealth Management! Are you a 10-year veteran of elite customer service ready for a high-impact career shift? Our client is looking for a seasoned Client Service Associate to support their wealth management team and grow with their company. Base, Bonus, RSP, Benefits ~ Core Impact: You will become the relationship foundation for our...
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Warehouse Associate
1 day ago
North Census Division, SK, Canada Insight Global Full time €40,000 - €45,000Logistics Role Type: Full-Time, Permanent Role Environment: On-site in Ottawa, ON Salary: $40,000-$45,000/yr Job Description Day-to-Day Insight Global is looking for a Warehouse Associate to join our client in the wireless electronic equipment industry on a full-time, permanent basis. Within the role, the Warehouse Associate role is responsible for receiving...
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Associate (on-site)
5 days ago
North Census Division, SK, Canada National Bank Full timeAttendance On-Site Job number 29712 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 25-Nov-2025 Area(s) of interest: Wealth management Location(s): Ottawa A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability...
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Client Services Associate
3 weeks ago
Regina, Canada Hunter Mercantile Full timeAre you an experienced Client Service Associate looking to be a core member of a high-performing wealth management team? Join our clients’ established, growing Regina-based firm where you'll be an essential partner to a Senior Investment Advisor and their high-net-worth (HNW) clients. If you thrive in a supportive, detail-oriented environment and want to...
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Client Services Associate
3 weeks ago
Regina, Canada Hunter Mercantile Full timeAre you an experienced Client Service Associate looking to be a core member of a high-performing wealth management team? Join our clients’ established, growing Regina-based firm where you'll be an essential partner to a Senior Investment Advisor and their high-net-worth (HNW) clients. If you thrive in a supportive, detail-oriented environment and want to...
